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Salesforce ACTION

Update Opportunity

Update fields on an existing Salesforce opportunity, such as moving it to a new stage. Use Describe Object on Opportunity to list the valid StageName values for your org. Only the fields you supply change; everything else is left as-is. See the documentation
  • Action
  • Writes data
  • OAuth
  • SDK
  • MCP

IMPLEMENTATION

Call this tool

Connect a user's Salesforce account once, then configure and run Update Opportunity from your backend or agent.

import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const result = await pd.actions.run({
  id: "salesforce_rest_api-update-opportunity",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    salesforce_rest_api: { authProvisionId: "apn_xxxxxxx" },
    opportunityId: "Opportunity ID",
    CloseDate: "Close Date",
  },
})

console.log(result)

SCHEMA

Inputs

Pipedream supplies the connected account. Your application provides the operation-specific values below. Dynamic inputs are resolved against that user's account.

Update Opportunity inputs
Property Type Description
opportunityId Opportunity ID string
The ID of the Opportunity to update (Salesforce's 15- or 18-character record ID, e.g. 006XX000004TmXY). Use SOQL Query to find the ID.
Required
CloseDate Close Date string
Date when the opportunity is expected to close.
Optional
Description Description string
Text description of the opportunity. Limit: 32,000 characters.
Optional
Name Name string
A name for this opportunity. Limit: 120 characters
Optional
StageName Stage Name string
Current stage of this record. This controls several other fields on an opportunity.
Optional
additionalFields Additional Fields object
Other fields to set for this record as name -> value pairs. Values are parsed as JSON where applicable. Example: {"Industry": "Technology", "AnnualRevenue": 1000000}. Use Describe Object to discover valid field names.
Optional

REFERENCE

Tool details

Behavior hints are published with the component in the Pipedream registry and surface as MCP tool annotations, so an agent can reason about a tool before it calls it.

Registry key
salesforce_rest_api-update-opportunity
Version
0.4.1
App
Salesforce
Authentication
OAuth
Read-only
No
Destructive
No
Open world
Yes