OpportunityInsight

Represents an individual insight (deal prediction, follow-up reminder, or key moment) related to an opportunity record.

Introduced in API version 41.0.

describeLayout(), describeSObjects(), getDeleted(), query(), retrieve()

• To see an insight related to a specific opportunity, users need a Sales Cloud Einstein license and access to the opportunity record. As of the Spring ’20 release, Pardot and Sales Engagement users no longer have access to this object.

• Type: string
• Properties: Create, Filter, Group, Nillable, Sort, Update

• Type: int
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The number of days it has been since a prospect has responded for insights of type Prospect has not responded and No communication.

• Type: datetime
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The close date of the related opportunity for insights of type Opportunity is overdue and Opportunity is unlikely to close in time.

• Type: string
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: This field has been deprecated as of API version 45.0.

• Type: string
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: This field is not in use as of API version 46.0.

• Type: string
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: This field is not in use as of API version 46.0.

• Type: int
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The expected number of days it takes to hear back from a prospect for insights of type Prospect has not responded and No communication.

• Type: datetime
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The date when the related prospect was last heard from for insights of type Prospect has not responded.

• Type: string
• Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
• Description: The name of the Einstein Opportunity Insight.

• Type: reference
• Properties: Create, Filter, Group, Sort
• Description: The ID of the related opportunity record.
• Relationship name: Opportunity
• Relationship type: masterdetail
• Refers to: Opportunity

• Type: string
• Properties: Filter, Group, Nillable
• Description: The explanation for an insight, providing more background information and details that are specific to the org.

• Type: picklist

• Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update

• Description:

  The reason why a specific insight type is appearing. Relevant to the following insights:

  • Opportunity is unlikely to close in time
  • Opportunity slowing
  • Opportunity boosting
  • Time-consuming opportunity

• Type: double
• Properties: Create, Filter, Sort, Update

• Type: datetime
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The date that a task associated with the related opportunity record is due.

• Type: string
• Properties: Filter, Group, Nillable
• Description: The title of the insight.

• Type: picklist

• Properties: Create, Filter, Group, Restricted picklist, Sort, Update

• Description:

  The trend type of the insight. Possible values include:

  • Negative
  • Positive
  • Informational

• Type: picklist

• Properties: Create, Filter, Group, Restricted picklist, Sort, Update

• Description:

  The type of insight. Possible values include:

  • Opportunity is unlikely to close in time
  • Prospect has not responded
  • Opportunity slowing
  • Opportunity boosting
  • Time-consuming opportunity
  • No communication
  • Re-engaged opportunity
  • Opportunity has an overdue task
  • Opportunity is overdue
  • Opportunity has no open activity
  • Unusual opportunity amount

This object is read-only and isn’t supported in workflows, triggers, or process builder.