capabilities.work

Close Opportunity Won

A 3-step recipe with Salesforce Sales Cloud. We can help you get access.

Recipe · 3 steps

Close Opportunity Won

with Salesforce Sales Cloud

Update an Opportunity to Closed Won, verify, and log a follow-up Task.

  1. Patch the Opportunity to the Closed Won stage with the final amount.
  2. Read the Opportunity back to confirm the stage advanced.
  3. Log a follow-up Task linked to the won Opportunity.
What you'll need to have ready
  • accessToken: OAuth 2.0 access token used as the Bearer credential.
  • opportunityId: Id of the Opportunity to close.
  • closedStage: The Closed Won stage name configured in the org.
  • amount: Final deal amount to stamp on the Opportunity.
  • followUpSubject: Subject of the follow-up Task to log on the won deal.
For your developer

Arazzo workflow salesforce-sales-cloud:close-opportunity-won, 3 operations: updateSObjectRecord → getSObjectRecord → createSObjectRecord. Specs on APIs.io.

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