opportunity/create

Create a new Opportunity record in Salesforce linked to an Account.

When to Use

Create an opportunity after a lead is converted and a discovery call is confirmed.
Generate an opportunity from an inbound RFP submission.
Create a renewal opportunity automatically 90 days before a contract expires.
Generate an upsell opportunity when a product usage signal exceeds a threshold.

Configuration

Connection

Field	Type	Required	Description
`InstanceUrl`	string	required	Salesforce org URL.
`AccessToken`	string	required	Valid OAuth2 access token.

Operation Fields

Field	Type	Required	Description
`Name`	string	required	Opportunity name, e.g. `Acme Corp — Enterprise Q3`.
`AccountId`	string	required	Salesforce Account ID to link this opportunity to.
`CloseDate`	string	required	Expected close date in `YYYY-MM-DD` format.
`StageName`	string	required	Pipeline stage picklist value, e.g. `Prospecting`, `Proposal/Price Quote`, `Negotiation/Review`.
`Amount`	decimal	optional	Deal value in your org's currency.
`Probability`	int	optional	Win probability percentage (0–100).
`Type`	string	optional	Opportunity type, e.g. `New Business`, `Renewal`, `Upsell`.
`LeadSource`	string	optional	Source of the opportunity.
`Description`	string	optional	Notes or context about the opportunity.
`OwnerId`	string	optional	Salesforce User ID of the opportunity owner.

Sample Configuration

{
  "Resource": "opportunity",
  "Operation": "create",
  "InstanceUrl": "https://myorg.my.salesforce.com",
  "AccessToken": "{{credentials.salesforce.accessToken}}",
  "Name": "{{nodes.GetAccount.Name}} — Enterprise Q3 2026",
  "AccountId": "{{nodes.ConvertLead.accountId}}",
  "CloseDate": "2026-09-30",
  "StageName": "Prospecting",
  "Amount": 120000,
  "Type": "New Business",
  "LeadSource": "Web"
}

Validation Errors

Error Code	Condition
`CFG_MISSING_INSTANCE`	`InstanceUrl` is missing.
`CFG_MISSING_TOKEN`	`AccessToken` is missing.
`VAL_MISSING_FIELD`	`Name`, `AccountId`, `CloseDate`, or `StageName` is missing.
`UNEXPECTED_ERROR`	Unexpected exception.

Output

Success Port

Field	Type	Description
`opportunityId`	string	18-character Salesforce Opportunity ID.
`createdAt`	string	ISO 8601 creation timestamp.
`status`	string	Always `created`.
`resource`	string	Always `opportunity`.
`operation`	string	Always `create`.

Error Port

Field	Type	Description
`errorCode`	string	Machine-readable error code.
`message`	string	Error description.

Sample Output

{
  "opportunityId": "0065g000005RstUVW",
  "createdAt": "2026-05-26T12:00:00.000Z",
  "status": "created",
  "resource": "opportunity",
  "operation": "create"
}

Expression Reference

Expression	Description
`{{nodes.CreateOpportunity.opportunityId}}`	The new Opportunity's Salesforce ID.
`{{nodes.CreateOpportunity.createdAt}}`	Creation timestamp.
`{{nodes.CreateOpportunity.errorCode}}`	Error code from error port.

Node Policies & GuardRails

Policy	Detail
Credential storage	Store `AccessToken` in BizFirst Credentials Manager.
CloseDate format	Always use `YYYY-MM-DD` format. Invalid date formats will cause a Salesforce API error.
StageName validity	Value must match a stage defined in your org's Opportunity Stage picklist.
Error port wiring	Always wire the error port. Validation rules on Amount or Stage can block creation.
Sandbox testing	Test in sandbox before production.

Examples

Create Opportunity After Lead Convert

{
  "Name": "{{nodes.GetLead.Company}} — New Business",
  "AccountId": "{{nodes.ConvertLead.accountId}}",
  "CloseDate": "2026-09-30",
  "StageName": "Prospecting",
  "Type": "New Business"
}

Renewal Opportunity 90 Days Before Expiry

{
  "Name": "{{trigger.accountName}} — Renewal {{trigger.renewalYear}}",
  "AccountId": "{{trigger.accountId}}",
  "CloseDate": "{{trigger.contractExpiryDate}}",
  "StageName": "Needs Analysis",
  "Amount": "{{trigger.contractValue}}",
  "Type": "Renewal"
}

Upsell from Product Usage Signal

{
  "Name": "{{trigger.accountName}} — Enterprise Upgrade",
  "AccountId": "{{trigger.accountId}}",
  "CloseDate": "{{trigger.targetCloseDate}}",
  "StageName": "Value Proposition",
  "Amount": "{{trigger.upsellValue}}",
  "Type": "Upsell",
  "Description": "Triggered by usage threshold breach on {{trigger.eventDate}}"
}