SalesMethodologyDef | Object Reference for the Salesforce Platform

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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
Category	Type picklist Properties Filter, Group, Restricted picklist, Sort Description Required. Methodology categorization allows each object to add one methodology per record type and category. For example, an Opportunity with the Big Deal record type can have one Sales methodology and another Scorecard methodology. Possible values are: `Sales` `Scorecard`
Description	Type string Properties Filter, Nillable, Sort Description Details about the sales methodology and its purpose.
DeveloperName	Type string Properties Filter, Group, Sort Description The unique name of the sales methodology. 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.
IsActive	Type boolean Properties Defaulted on create, Filter, Group, Sort Description Required. Indicates if the sales methodology 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.
MasterLabel	Type string Properties Filter, Group, Sort Description The label for the sales methodology. This display value is the internal label that doesn't get translated.
ObjectType	Type picklist Properties Filter, Group, Restricted picklist, Sort Description For internal use only. Required. The type of object for which the sales methodology works. Possible values are: `Opportunity` `Voice`
StandardPromptTemplate	Type string Properties Filter, Group, Nillable, Sort Description The standard prompt that can generate the criteria for the sales methodology when Agentforce is enabled.