OppSalesMethodology

Represents the sales methodology record attached to an opportunity. 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

create(), delete(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), undelete(), update(), upsert()

Special Access Rules

To access this object turn on the userHasSalesMethodologyEnabled, OrgPreferences, SalesMethodologyPref, and PipelineInspectorUser permissions. To create, edit, or delete records, users must own the associated opportunity's parent opportunity.

crudEnabled = false. This object isn’t accessible via standard CRUD API calls.

Note

Fields

Field Details
IsLocked
Type
boolean
Properties
Defaulted on create, Filter, Group, Sort
Description
Indicates if the opportunity's sales methodology is locked (true) or not (false).
The default value is false.
MayEdit
Type
boolean
Properties
Defaulted on create, Filter, Group, Sort
Description
Indicates whether a user can edit the opportunity's sales methodology.
The default value is false.
Name
Type
string
Properties
Autonumber, Defaulted on create, Filter, idLookup, Sort
Description
The name of the opportunity's sales methodology.
OpportunityId
Type
reference
Properties
Create, Filter, Group, Sort
Description
Required. The ID of the associated opportunity.
This field is a relationship field.
Relationship Name
Opportunity
Relationship Type
Master-detail
Refers To
Opportunity (the master object)
SalesMethodologyDefId
Type
reference
Properties
Create, Filter, Group, Sort, Update
Description
Required. The ID of the sales methodology definition record.
This field is a relationship field.
Relationship Name
SalesMethodologyDef
Refers To
SalesMethodologyDef