OppSalesMethodologyItem

Represents the scored criteria for an opportunity's associated 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

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 criteria 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 criteria.
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 stage or criteria.
Note
Type
textarea
Properties
Create, Nillable, Update
Description
This field stores details you enter when updating or scoring the opportunity's sales methodology stage or criteria.
OppSalesMethodologyId
Type
reference
Properties
Create, Filter, Group, Sort
Description
Required. The ID of the opportunity's sales methodology.
This field is a relationship field.
Relationship Name
OppSalesMethodology
Relationship Type
Master-detail
Refers To
OppSalesMethodology (the master object)
SalesMethodologyDefItemId
Type
reference
Properties
Create, Filter, Group, Sort, Update
Description
Required. The ID of the sales methodology stage or criteria.
This field is a relationship field.
Relationship Name
SalesMethodologyDefItem
Refers To
SalesMethodologyDefItem
Value
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The value associated with the opportunity's scored sales methodology stage or criteria.