Create Salesforce Opportunity: Salesforce action

Inputs

The fields this action accepts.

Every field can be mapped from an upstream trigger, AI step, table row, or hard-coded literal.

Field	Type	Required	Description
Opportunity Name Name	string	Required	Opportunity Name. Example: Acme Inc - Enterprise License
Stage StageName	options	Required	Stage
Close Date CloseDate	string	Required	Expected close date (YYYY-MM-DD)
Amount Amount	string	Optional	Deal value in your org's currency
Account ID AccountId	string	Optional	The Salesforce Account to associate this opportunity with
Probability (%) Probability	string	Optional	Likelihood of closing (0-100)
Lead Source LeadSource	options	Optional	Lead Source. Options: Web, Phone Inquiry, Partner Referral, Purchased List, Other
Description Description	string	Optional	e.g. "Additional details about this opportunity"

Sample request

{
  "Name": "e.g. Acme Inc - Enterprise License",
  "StageName": "{{trigger.StageName}}",
  "CloseDate": "e.g. 2025-06-30",
  "Amount": "e.g. 50000",
  "AccountId": "e.g. 001Dn00000XXXXX"
}

Returns

{
  "id": "006Dn00000XXXXX",
  "errors": [],
  "success": true
}

Use these fields in downstream nodes for routing, logging, or error handling.

FAQ

Questions about Create Salesforce Opportunity.

What does the Create Salesforce Opportunity action do in Salesforce?

Creates an opportunity tied to an account with amount, stage, close date, owner. For "qualified lead → create opportunity in the right pipeline" workflows.

What inputs does Create Salesforce Opportunity require?

Required: Opportunity Name, Stage, Close Date. Every input accepts a static value or a variable from any upstream node in your workflow.

Can I use dynamic inputs from earlier workflow nodes?

Yes. Any field on this action can pull values from upstream nodes, whether that's a form response, a trigger payload, an AI output, or a lookup result.

What happens if Salesforce returns an error?

The workflow pauses on the failed node, the error message is captured in the run log, and you can retry the run with one click. Auto-retry policies are configurable per workflow with exponential backoff up to 5 attempts.

Does Create Salesforce Opportunity support batch operations?

Yes. Run Create Salesforce Opportunity inside a Loop node to process arrays. Tiny Command handles Salesforce's rate limits automatically so you don't have to throttle manually.

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