SalesMethodologyDefItem

Represents the individual criteria for each stage of a sales methodology. This object is available in API version 67.0 and later.

Where possible, we changed noninclusive terms to align with our company value of Equality. We maintained certain terms to avoid any effect on customer implementations.

Important

Supported Calls

describeSObjects(), query(), retrieve()

Special Access Rules

To access this object turn on the userHasSalesMethodologyEnabled, OrgPreferences, SalesMethodologyPref, and PipelineInspectorUser permissions. To read records, users must have the userHasSalesMethodologyEnabled permission. To create, edit, or delete records, users must have the CustomizeApplication user permission.

Fields

Field Details
Description
Type
string
Properties
Filter, Nillable, Sort
Description
Details about a specific stage or criteria of a sales methodology and its purpose.
DeveloperName
Type
string
Properties
Filter, Group, Sort
Description
The unique name for the sales methodology stage or criteria. The name:
  • must be 40 characters or fewer
  • must begin with a letter
  • can contain only underscores and alphanumeric characters
  • can't include spaces
  • can't end with an underscore
  • can't contain 2 consecutive underscores
In managed packages, this field prevents naming conflicts on package installations. With this field, a developer can change the object's name in a managed package and the changes are reflected in a subscriber's organization.
InputType
Type
picklist
Properties
Filter, Group, Restricted picklist, Sort
Description
Required. Indicates the input type of the sales methodology criteria.
Possible values are:
  • Boolean
  • Number
  • Picklist
IsActive
Type
boolean
Properties
Defaulted on create, Filter, Group, Sort
Description
Required. Indicates if the sales methodology criteria is active (true) or not (false).
The default value is false.
Language
Type
picklist
Properties
Filter, Group, Restricted picklist, Sort
Description
The combined language and locale ISO code, which controls the language of the sales methodology item.
MasterLabel
Type
string
Properties
Filter, Group, Sort
Description
Required. The label for the sales methodology stage or criteria. This display value is the internal label that doesn't get translated.
MaxValue
Type
int
Properties
Filter, Group, Nillable, Sort
Description
Defines the upper bound for numeric input items. It applies when InputType is a numeric type (e.g., a slider or score field). When InputType is not numeric (e.g., picklist, boolean, text), MaxValue is not used. .
SalesMethodologyDefId
Type
reference
Properties
Filter, Group, Sort
Description
Required. The ID of the parent sales methodology definition.
This field is a relationship field.
Relationship Name
SalesMethodologyDef
Refers To
SalesMethodologyDef
ShortHand
Type
string
Properties
Filter, Group, Sort
Description
Required. The initial that represents the methodology stage or criteria.
SortOrder
Type
int
Properties
Filter, Group, Sort
Description
Required. The display order number of the sales methodology stage or criteria.