OppSalesMethodology

Represents the sales methodology record attached to an opportunity. This object is available in API version 67.0 and later.

Important

Where possible, we changed noninclusive terms to align with our company value of Equality. We maintained certain terms to avoid any effect on customer implementations.

Supported Calls

create(), delete(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), undelete(), update(), upsert()

Special Access Rules

To access this object turn on the userHasSalesMethodologyEnabled, OrgPreferences, SalesMethodologyPref, and PipelineInspectorUser permissions. To create, edit, or delete records, users must own the associated opportunity's parent opportunity.

Note

crudEnabled = false. This object isn’t accessible via standard CRUD API calls.

Fields

Field	Details
IsLocked	Type boolean Properties Defaulted on create, Filter, Group, Sort Description Indicates if the opportunity's sales methodology is locked (`true`) or not (`false`). The default value is `false`.
MayEdit	Type boolean Properties Defaulted on create, Filter, Group, Sort Description Indicates whether a user can edit the opportunity's sales methodology. The default value is `false`.
Name	Type string Properties Autonumber, Defaulted on create, Filter, idLookup, Sort Description The name of the opportunity's sales methodology.
OpportunityId	Type reference Properties Create, Filter, Group, Sort Description Required. The ID of the associated opportunity. This field is a relationship field. Relationship Name Opportunity Relationship Type Master-detail Refers To Opportunity (the master object)
SalesMethodologyDefId	Type reference Properties Create, Filter, Group, Sort, Update Description Required. The ID of the sales methodology definition record. This field is a relationship field. Relationship Name SalesMethodologyDef Refers To SalesMethodologyDef