opportunity/update

Update one or more fields on an existing Salesforce Opportunity record.

When to Use

Advance an opportunity to the next stage after a successful proposal review.
Update the close date when a deal is pushed to next quarter.
Increase deal amount when contract scope expands after negotiation.
Sync updated probability from an AI deal-scoring engine back into Salesforce.
Add internal notes to the description after a customer discovery session.

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
`OpportunityId`	string	required	18-character Salesforce Opportunity ID.
`Name`	string	optional	Updated opportunity name.
`StageName`	string	optional	Updated pipeline stage picklist value.
`CloseDate`	string	optional	Updated expected close date (`YYYY-MM-DD`).
`Amount`	decimal	optional	Updated deal value.
`Probability`	int	optional	Updated win probability (0–100).
`Description`	string	optional	Updated notes or context.
`OwnerId`	string	optional	New opportunity owner User ID.

Sample Configuration

{
  "Resource": "opportunity",
  "Operation": "update",
  "InstanceUrl": "https://myorg.my.salesforce.com",
  "AccessToken": "{{credentials.salesforce.accessToken}}",
  "OpportunityId": "{{trigger.opportunityId}}",
  "StageName": "Negotiation/Review",
  "CloseDate": "2026-10-15",
  "Amount": 135000
}

Validation Errors

Error Code	Condition
`CFG_MISSING_INSTANCE`	`InstanceUrl` is missing.
`CFG_MISSING_TOKEN`	`AccessToken` is missing.
`VAL_MISSING_FIELD`	`OpportunityId` is missing.
`UNEXPECTED_ERROR`	Unexpected exception.

Output

Success Port

Field	Type	Description
`status`	string	Always `updated`.
`resource`	string	Always `opportunity`.
`operation`	string	Always `update`.

Error Port

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

Sample Output

{ "status": "updated", "resource": "opportunity", "operation": "update" }

Expression Reference

Expression	Description
`{{nodes.UpdateOpportunity.status}}`	Operation result.
`{{nodes.UpdateOpportunity.errorCode}}`	Error code from error port.

Node Policies & GuardRails

Policy	Detail
Partial update	Only provided fields are updated; others retain existing values.
Closed opportunity	Updating a closed opportunity's Stage may be restricted by Salesforce validation rules. Check `IsClosed` first if needed.
StageName validity	Must match a valid stage defined in your org's picklist.
CloseDate format	Must be `YYYY-MM-DD`.
Error port wiring	Always wire the error port.

Examples

Advance Stage After Proposal Sent

{
  "OpportunityId": "{{trigger.opportunityId}}",
  "StageName": "Proposal/Price Quote",
  "Description": "Proposal sent on {{trigger.sentDate}}"
}

Push Close Date After Negotiation Delay

{
  "OpportunityId": "{{trigger.opportunityId}}",
  "CloseDate": "{{trigger.newCloseDate}}",
  "Description": "Close date pushed — reason: {{trigger.delayReason}}"
}

Sync AI Probability Score

{
  "OpportunityId": "{{trigger.opportunityId}}",
  "Probability": "{{nodes.AIScoring.probabilityScore}}"
}