ChangePeriodLiteralType |
- Type
- picklist
- Properties
- Create, Filter, Group, Nillable, Restricted picklist, Sort,
Update
- Description
- The date literal associated with the pipeline changes metrics
group, used for filtering by a custom time period.
- Possible values are:
- CUSTOM_DATE
- FOUR_WEEKS_AGO
- ONE_MONTH_AGO
- ONE_WEEK_AGO
- START_OF_THE_PERIOD
- THIS_MONTH
- THIS_WEEK
- THREE_MONTHS_AGO
- THREE_WEEKS_AGO
- TWO_MONTHS_AGO
- TWO_WEEKS_AGO
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ChangePeriodStartDate |
- Type
- date
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- The start date used when filtering by a custom time period for
pipeline changes metrics and forecast category metrics groups.
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DateLiteralType |
- Type
- picklist
- Properties
- Create, Filter, Group, Nillable, Restricted picklist, Sort,
Update
- Description
- The date literal associated with the pipeline and intelligence views, used for filtering by the close date, created date, or activity date.
- Possible values are:
ALL_TIME |
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** |
** |
CUSTOM_DATE |
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DATE_NONE * |
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LAST_180_DAYS * |
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LAST_365_DAYS * |
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LAST_90_DAYS * |
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LAST_MONTH |
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NEXT_FISCAL_QUARTER |
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NEXT_MONTH |
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NEXT_WEEK |
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THIS_FISCAL_QUARTER |
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THIS_MONTH |
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THIS_WEEK |
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- * Available in API version 60.0 and later.
- ** Available on the "My Important" list views.
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EndDate |
- Type
- date
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- The end date used when filtering by a custom time period for close
dates.
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IsSystemManaged |
- Type
- boolean
- Properties
- Defaulted on create, Filter, Group, Sort
- Description
- Indicates whether the system is managing changes to visibility and
deletion of a pipeline view (true) or not (false).
- The default value is false.
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ListViewId |
- Type
- reference
- Properties
- Create, Filter, Group, Sort
- Description
- The ID of the associated ListView record. This field is unique
within your organization.
- This is a relationship field.
- Relationship Name
- ListView
- Relationship Type
- Lookup
- Refers To
- ListView
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MarketSegments |
- Type
- textarea
- Properties
- Create, Nillable, Update
- Description
- The customer segments selected in the Prospecting Center
view.
- This field is available in API version 61.0 and later.
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StartDate |
- Type
- date
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- The start date used when filtering by a custom time period for
close dates.
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SummaryField |
- Type
- picklist
- Properties
- Create, Filter, Group, Nillable, Restricted picklist, Sort,
Update
- Description
- The opportunity field specified in a pipeline view to summarize
pipeline inspection metrics.
- Possible values are standard field names or custom field IDs for
custom currency and number fields.
-
- Amount
- ExpectedRevenue
- TotalOpportunityQuantity
- custom_field_ID
-
This field is available in API version 56.0 and later.
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UserId |
- Type
- reference
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- The ID of the user whose records you want to see by default in the
list view. This field is a relationship field.
- This field is available in API version 58.0 and later.
- Relationship Name
- User
- Relationship Type
- Lookup
- Refers To
- User
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ViewType |
- Type
- picklist
- Properties
- Filter, Group, Nillable, Restricted picklist, Sort
- Description
- The corresponding API name for the pipeline or intelligence view
type.
- Possible values are:
-
MY_ACCOUNTS–Available in API version 60.0
and later.
- MY_CONTACTS
-
MY_IMPORTANT_ACCOUNTS–Available in API
version 60.0 and later.
- MY_IMPORTANT_CONTACTS
- MY_IMPORTANT_LEADS
- MY_IMPORTANT_OPPORTUNITIES
- MY_LEADS
- MY_PIPELINE
- MY_PROSPECTING_CENTER_ACCOUNTS–Available in API
version 61.0 and later.
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