Metadata API Developer Guide
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OpportunitySettings
Use opportunity settings to control the actions that users can perform on their opportunities.
In the package manifest, all organization settings metadata types are accessed using the Settings name. See Settings for details.
File Suffix and Directory Location
Opportunities values are stored in a single file named Opportunity.settings in the settings directory of the corresponding package directory. The .settings files are different from other named components because there’s only one settings file for each settings component.
Version
OpportunitySettings is available in API version 28.0 and later.
Fields
| Field Name | Field Type | Description |
|---|---|---|
| autoActivateNewReminders | boolean | Automatically uses scheduled updates for new opportunities. |
| customizableProductSchedulesEnabled | boolean | Lets Salesforce admins customize product schedules by using custom fields, validation rules, and Apex triggers on the LineItemSchedule object. This field is available in API version 46.0 and later. |
| doesEnforceStandardOpportunitySaveLogic | boolean | Enforces standard validation and triggers for opportunity
products and opportunity product schedules. Default value is true. Can't be set to false. Available in API version 47.0 and later. |
| enableExpandedPipelineInspectionSetup | Displays a Pipeline Inspection setup page to Salesforce admins
with all setup steps for enabling and configuring the feature. The
set up also includes historical trending. The default value is
false. Available in API version 52.0 and later. |
|
| enableFindSimilarOpportunities | boolean | Lets users see related or similar existing opportunities. |
| enableForecastCategoryMetrics | boolean | Lets users see single and cumulative forecast category rollups
over a selected period. Applies to the following categories: Best
Case, Closed Lost, Closed Won, Commit, Most Likely, Open Pipeline,
and Total. Default value is true. Available in API version 57.0 and later. |
| enableOpportunityFieldHistoryTracking | boolean | Enables history tracking for the opportunity field. For more
information, see “Field History Tracking” in Salesforce Help.
Default value is true.
Available in API version 47.0 and later. |
| enableOpportunityInsightsInMobile | boolean | Indicates whether a user can see Einstein Opportunity Insights on
their mobile device (true) or
not (false). Einstein
Opportunity Insights includes predictions about which deals are
likely to be won, reminders to follow up, and notifications when key
moments in a deal take place. Available in API version 47.0 and later. |
| enableOpportunityTeam | boolean | Lets users associate team members with opportunities. |
| enablePipelineChangesMetrics | boolean | Lets users see net change to the pipeline (positive or negative)
contributed by each deal within a selected timeframe. Applies to the
following categories: Open Pipeline, New, Won, Increased, Moved In,
Moved Out, Decreased, Lost, and Overdue. Default value is true. Available in API version 57.0 and later. |
| enablePipelineInspection | boolean | Enables the Pipeline Inspection feature in the Opportunity tab.
Also enables historical trending for opportunities, if the org has
the historical trending org perm. Pipeline Inspection is a
consolidated view of pipeline metrics, corresponding opportunities,
and highlights of recent opportunity changes and insights. The
default value is false. Also enables historical trending for opportunities, if historical trending isn’t already enabled. To use Pipeline Inspection, additional configuration in Setup is required. Available in API version 52.0 and later. |
| enablePipelineInspectionFlow | boolean | Enables the Pipeline Inspection Flow Chart in the Opportunity
tab. This chart shows Pipeline Inspection users the changes to
opportunities in different forecast categories over time. Users can
filter results to see the data that’s most useful to them. To use this feature, access to Revenue Insights is required. Available in API version 54.0 and later. |
| enablePipelineInspectionSingleCategoryRollup | boolean | Indicates that Pipeline Inspection metrics display as single
forecast categories (true), or
multiple categories rolled up (false). The default value is (false). To use this feature, Pipeline Inspection configuration in Setup is required. Available in API version 55.0 and later. |
| enableRevenueInsights | boolean | Sets up Revenue Insights dashboards and installs the related CRM
Analytics app. The dashboards give users access to sales
performance, pipeline, and forecasting reports and
analytics. Revenue Insights is part of Revenue Intelligence, which is available for an additional cost. Available in API version 54.0 and later. |
| enableServiceCaseInsights | boolean | Indicates whether insights based on service cases are enabled
(true) or not (false) in Pipeline Inspection. The
default value is (false). Available in API version 55.0 and later. |
| enableUpdateReminders | boolean | Lets users enable automatic, scheduled updates on opportunities. |
| findSimilarOppFilter | FindSimilarOppFilter | Defines parameters for similar opportunities. |
| oppAmountDealMotionEnabled | boolean | Indicates whether deal change highlights are enabled for
opportunity amounts (true) or
not (false). The default value
is (true). Available in API version 50.0 and later. |
| oppCloseDateDealMotionEnabled | boolean | Indicates whether deal change highlights are enabled for
opportunity close dates (true)
or not (false). The default
value is (true). Available in API version 50.0 and later. |
| promptToAddProducts | boolean | Prompts users to add related products to an opportunity. |
| pushCountEnabled | boolean | Indicates whether the Push Count field is visible to users in
opportunity list views and Pipeline Inspection views (true) or not (false). The default value is
(true). Available in API version 56.0 and later. |
| simpleOppCreateFromContact | boolean | Indicates whether you can create an opportunity with prefilled information (such as the contact’s account) from the Global Actions menu while viewing a contact (true) or not (false). Available in API version 54.0 and later. |
| simpleOppCreateFromEvent | boolean | Indicates whether you can create an opportunity with prefilled information (such as the event’s account) from the Global Actions menu while viewing an event (true) or not (false). Available in API version 54.0 and later. |
FindSimilarOppFilter
Defines whether to match by entire columns or fields.
| Field | Field Type | Description |
|---|---|---|
| similarOpportunitiesDisplayColumns | string | The columns to compare. |
| similarOpportunitiesMatchFields | string | The fields to compare. |
Declarative Metadata Sample Definition
The following is an example of the package file.
1<?xml version="1.0" encoding="UTF-8"?>
2<Package xmlns="http://soap.sforce.com/2006/04/metadata">
3 <types>
4 <members>Opportunity</members>
5 <name>Settings</name>
6 </types>
7 <version>28.0</version>
8</Package>The package file references the following Opportunity.settings file.
1<?xml version="1.0" encoding="UTF-8"?>
2<OpportunitySettings xmlns="http://soap.sforce.com/2006/04/metadata">
3 <autoActivateNewReminders>true</autoActivateNewReminders>
4 <customizableProductSchedulesEnabled>false</customizableProductSchedulesEnabled>
5 <doesAutoAddSplitOwnerAsOpportunityTeamMember>true</doesAutoAddSplitOwnerAsOpportunityTeamMember>
6 <doesEnforceStandardOpportunitySaveLogic>true</doesEnforceStandardOpportunitySaveLogic>
7 <enableFindSimilarOpportunities>true</enableFindSimilarOpportunities>
8 <enableForecastCategoryKpiPref>true</enableForecastCategoryKpiPref>
9 <enablePipelineChangesKpiPref>true</enablePipelineChangesKpiPref>
10 <findSimilarOppFilter>
11 <similarOpportunitiesMatchFields>OPPORTUNITY.Account</similarOpportunitiesMatchFields>
12 <similarOpportunitiesMatchFields>OPPORTUNITY.OpportunityCompetitors</similarOpportunitiesMatchFields>
13 <similarOpportunitiesMatchFields>CustomField__c</similarOpportunitiesMatchFields>
14 <similarOpportunitiesDisplayColumns>CustomField__c</similarOpportunitiesDisplayColumns>
15 </findSimilarOppFilter>
16 <enableOpportunityFieldHistoryTracking>true</enableOpportunityFieldHistoryTracking>
17 <enableOpportunityInsightsInMobile>true</enableOpportunityInsightsInMobile>
18 <enableOpportunityTeam>true</enableOpportunityTeam>
19 <enableUpdateReminders>true</enableUpdateReminders>
20 <promptToAddProducts>true</promptToAddProducts>
21..<oppAmountDealMotionEnabled>true</oppAmountDealMotionEnabled>
22..<oppCloseDateDealMotionEnabled>true</oppCloseDateDealMotionEnabled>
23</OpportunitySettings>Wildcard Support in the Manifest File
The wildcard character * (asterisk) in the package.xml manifest file doesn’t apply to metadata types for feature settings. The wildcard applies only when retrieving all settings, not for an individual setting. For details, see Settings. For information about using the manifest file, see Deploying and Retrieving Metadata with the Zip File.