Create a deal registration
post
/crmRestApi/resources/11.13.18.05/deals
Request
Header Parameters
-
Effective-Of: string
This header accepts a string value. The string is a semi-colon separated list of
= . It is used to perform effective date range operations. The accepted parameters are RangeMode, RangeSpan, RangeStartDate, RangeEndDate, RangeStartSequence and RangeEndSequence. The parameter values are always strings. The possible values for RangeMode are SET_LOGICAL_START, SET_LOGICAL_END, END_DATE, SET_EFFECTIVE_START, SET_EFFECTIVE_END, REPLACE_CORRECTION, REPLACE_UPDATE, RECONCILE_CORRECTION, CORRECTION, RECONCILE_UPDATE, UPDATE, ZAP and DELETE_CHANGES. The possible values for RangeSpan are PHYSICAL_ROW_END_DATE and LOGICAL_ROW_END_DATE. The values for RangeStartDate and RangeEndDate have to be a string representation of a date in yyyy-MM-dd format. The value for RangeStartSequence and RangeEndSequence must be strings such that when parsed they yield positive integers. -
Metadata-Context: string
If the REST API supports runtime customizations, the shape of the service may change during runtime. The REST client may isolate itself from these changes or choose to interact with the latest version of the API by specifying this header. For example: Metadata-Context:sandbox="TrackEmployeeFeature".
-
REST-Framework-Version: string
The protocol version between a REST client and service. If the client does not specify this header in the request the server will pick a default version for the API.
-
Upsert-Mode: string
Contains one of the following values: true or false. If true, the server performs an Upsert operation instead of a Create operation. During an Upsert operation, the server attempts to find an existing resource that matches the payload. If a match is found, the server updates the existing resource instead of creating a new one. If not found or false (default), the server performs a Create operation. Note that the Upsert operation isn't supported for date-effective REST resources.
Supported Media Types
- application/json
Root Schema : schema
Type:
Show Source
object-
ApprovalTaskStatusCode: string
Title:
Approval Task Status CodeIndicates the approval status of the deal registration. The accepted values are: Approve, Reject, Return, and Withdraw. -
ApprovedDate: string
(date)
Title:
Approved DateThe date and time when the deal registration was approved. -
CloseDate: string
(date)
Title:
Close DateThe date and time when the deal registration is estimated to close. -
ConPrPhoneAreaCode: string
Title:
Contact Primary Phone Area CodeMaximum Length:10The contact primary phone area code associated with the deal registration. -
ConPrPhoneCountryCode: string
Title:
Contact Primary Phone Country CodeMaximum Length:10The contact primary phone country code associated with the deal registration. -
ConPrPhoneNumber: string
Title:
PhoneMaximum Length:40The contact primary phone number associated with the deal registration. -
ContactEmailAddress: string
Title:
Contact EmailMaximum Length:320The contact email address associated with the deal registration. -
ContactFirstName: string
Title:
Contact First NameMaximum Length:150The first name of the contact. -
ContactId: integer
(int64)
Title:
Contact IDThe unique identifier of the contact associated with the deal registration. -
ContactJobTitle: string
Title:
Job TitleMaximum Length:100The contact job title associated with the deal registration. -
ContactLastName: string
Title:
Contact Last NameMaximum Length:150The last name of the contact. -
ContactName: string
Title:
Existing ContactMaximum Length:900The name of the contact associated with the deal registration. -
CurrencyCode: string
Title:
CurrencyMaximum Length:20The currency code. This attribute is used by CRM Extensibility framework. A list of valid values are defined in the lookup ZCA_COMMON_CORPORATE_CURRENCY. Review and update the profile option using the Setup and Maintenance work area, Manage Currency Profile Options task. -
CustomerFormattedAddress: string
Title:
Customer AddressThe formatted address of the customer. -
CustomerId: integer
(int64)
Title:
Customer IDThe unique identifier of the customer associated with the deal registration. -
CustomerLocationAddrElementAttribute1: string
Title:
Customer Location Address Element Attribute 1The account address element attribute 1 associated with the deal registration. -
CustomerLocationAddrElementAttribute2: string
Title:
Customer Location Address Element Attribute 2The account address element attribute 2 associated with the deal registration. -
CustomerLocationAddrElementAttribute3: string
Title:
Customer Location Address Element Attribute 3The account address element attribute 3 associated with the deal registration. -
CustomerLocationAddrElementAttribute4: string
Title:
Customer Location Address Element Attribute 4The account address element attribute 4 associated with the deal registration. -
CustomerLocationAddrElementAttribute5: string
Title:
Customer Location Address Element Attribute 5The account address element attribute 5 associated with the deal registration. -
CustomerLocationAddress1: string
Title:
Customer Location Address 1The account address line 1 associated with the deal registration. -
CustomerLocationAddress2: string
Title:
Customer Location Address 2The account address line 2 associated to the deal registration. -
CustomerLocationAddress3: string
Title:
Customer Location Address 3The account address line 3 associated with the deal registration. -
CustomerLocationAddress4: string
Title:
Customer Location Address 4The account address line 4 associated with the deal registration. -
CustomerLocationAddressLinesPhonetic: string
Title:
Customer Location Address Lines PhoneticThe account address phonetic address line associated with the deal registration. -
CustomerLocationBuilding: string
Title:
Location BuildingThe account address building associated with the deal registration. -
CustomerLocationCity: string
Title:
Account CityThe account address city associated with the deal registration. -
CustomerLocationCountry: string
Title:
Account CountryThe account address country associated with the deal registration. -
CustomerLocationCounty: string
Title:
Customer Location CountyThe account address county associated with the deal registration. -
CustomerLocationFloorNumber: string
Title:
Customer Location Floor NumberThe account address floor number associated with the deal registration. -
CustomerLocationPostalCode: string
Title:
Account Postal CodeThe code indicating the account address postal associated with the deal registration. A list of valid values is defined in the lookup Z_PHONE_COUNTRY_CODES. -
CustomerLocationPostalPlus4Code: string
Title:
Customer Location Postal Plus 4 CodeThe account address postal code plus the four code associated to the deal registration. -
CustomerLocationProvince: string
Title:
Customer Location ProvinceThe account address province associated with the deal registration. -
CustomerLocationState: string
Title:
Account StateThe account address state associated with the deal registration. -
CustomerName: string
Title:
Existing AccountMaximum Length:900The name of the customer associated with the deal registration. -
DealApprovalHistory: array
Deal Approval Histories
Title:
Deal Approval HistoriesThe deal registration approval history lets you access a comprehensive record of approval-related information associated with the deal, encompassing the names of approvers, action dates, and the specific actions taken. -
DealApprovedBy: string
Title:
Approved ByThe unique identifier of the person who approved the deal registration. -
DealAttachments: array
Deal Attachments
Title:
Deal AttachmentsThe attachments resource is used to view, create, update, and delete attachments of a deal. An attachment includes additional information about a deal. -
DealContactName: string
Title:
New ContactMaximum Length:360The name of the contact associated with the deal registration. -
DealCustomerName: string
Title:
New AccountMaximum Length:360The name of the customer associated with the deal registration. -
DealExpirationDate: string
(date)
Title:
Expiration DateThe date and time when the deal registration expires. -
DealId: integer
(int64)
Title:
Deal IDThe unique identifier of the deal registration. -
DealName: string
Title:
NameMaximum Length:250The name of the deal registration. -
DealNumber: string
Title:
Registration NumberMaximum Length:30The alternate identifier of the deal registration. -
DealProduct: array
Deal Products
Title:
Deal ProductsThe deal products resource is used to view, create, update, and delete a deal product. The deal product is a product or product family associated with the deal registration that the customer is interested in. -
DealRejectedBy: string
Title:
Rejected ByThe unique identifier of the person who rejected the deal registration. -
DealRejectedComments: string
Title:
Rejected CommentsMaximum Length:250The comments added when rejecting a deal registration. -
DealRejectedReasonCode: string
Title:
Rejected ReasonMaximum Length:30The code indicating the reason for the rejection of a deal. For example, Duplicate, Ineligible Customer, or Ineligible Partner. A list of valid values is defined in the lookup ORA_MKL_DEAL_REJECT_REASON. -
DealResources: array
Deal Team Members
Title:
Deal Team MembersThe deal team member resource is used to view, create, update, and delete a deal team member. A deal team member is a resource who is assigned to the deal registration team and who has the appropriate visibility and access to the deal registration record. -
DealReturnComments: string
Title:
Returned CommentsMaximum Length:250The comments added when returning a deal registration. -
DealReturnedBy: string
Title:
Returned ByThe unique identifier of the person who returned the deal registration. -
DealReturnReasonCode: string
Title:
Returned ReasonMaximum Length:30The code indicating the reason for the return of a deal registration. For example, Incomplete Customer Information, or Insufficient Quantity. A list of valid values is defined in the lookup ORA_MKL_DEAL_RETURN_REASON. -
DealSize: number
Title:
Deal SizeThe monetary amount that the customer is expected to spend. -
DealType: string
Title:
Deal TypeMaximum Length:30Default Value:ORA_NEWThe type of deal registration that the partner submits for registration. -
DealWithdrawnBy: string
Title:
Withdrawn ByThe unique identifier of the person who withdrew the deal registration. -
LeadId: integer
(int64)
Title:
Lead IDThe unique identifier of the lead associated with the deal registration. -
LeadNumber: string
Title:
Lead NumberMaximum Length:30Public Unique Identifier of Lead associated to the Deal Registration -
MatchedAccountPartyId: integer
(int64)
Title:
Matched Account Party IDThe identifier of the customer account associated with the deal registration after the completion of the account duplicate check process. -
MatchedContactPartyId: integer
(int64)
Title:
Matched Contact Party IDThe identifier of the contact associated with the deal registration after the completion of the account duplicate check process. -
MatchedOpportunity: array
Opportunities
Title:
OpportunitiesThe opportunity resource is used to view the opportunities associated with a deal registration. An opportunity is used by a sales organization to track information about a potential sale, such as the sales account, key contacts, product interests, and potential revenues. A matched opportunity is an opportunity that matches the deal registration based on the duplicate check process. -
Note: array
Notes
Title:
NotesThe note resource is used to view, create, update, and delete notes associated with a deal. A note captures comments, information, or instructions related to a deal. -
OptyId: integer
(int64)
Title:
Opportunity IDThe unique identifier of the opportunity associated with the deal registration. -
OptyNumber: string
Title:
Opportunity NumberMaximum Length:30Public Unique Identifier of Opportunity associated to the Deal Registration -
OwnerId: integer
(int64)
Title:
Owner IDThe unique identifier of the owner of the deal registration. -
OwnerPartyName: string
Title:
OwnerMaximum Length:360The name of the deal registration owner. -
PartnerCompanyNumber: string
Title:
Partner NumberMaximum Length:30Public Unique Identifier of Partner company associated to the Deal Registration -
PartnerId: integer
(int64)
Title:
Partner IDThe unique identifier of the partner who submits the deal registration. -
PartnerOwnerPicker: array
Partner Owner Picker
Title:
Partner Owner PickerThe partner owner picker resource is used to create a list of partners that is used to select the partner owner. -
PartnerPartyName: string
Title:
PartnerMaximum Length:360The name of the deal registration partner. -
PartnerType: string
Title:
Partner TypeMaximum Length:30The type of the partner who submits the deal registration. -
productGroups: array
Product Groups
Title:
Product GroupsThe product group resource is used to view information about related products. A product group is a business object that groups related products so that you can work with them together. You can use product groups to create a multilevel hierarchy that can be used as a sales catalog, a rollup hierarchy, or a promotion catalog. For example, you might create a product group named Consumer Electronics that includes all of your consumer electronics products so that customers can browse through all the products in this group in your product catalog. -
products: array
Products
Title:
ProductsThe product resource is used to view product information. A product is an item that an organization or company intends to sell. -
ProgramEnrollmentId: integer
(int64)
Title:
ProgramThe unique identifier of the partner program enrollment in the context of the deal registration. -
RejectedDate: string
(date)
Title:
Rejected DateThe date and time when the deal registration was rejected. -
ReturnedDate: string
(date)
Title:
Returned DateThe date and time when the deal registration was returned. -
SearchKey: string
The place holder for any one of the following three attributes: Partner Name, Deal Number, and Account Name.
-
smartActions: array
Smart Actions
Title:
Smart ActionsThe smart actions resource is used to view the name, security, context object, REST operation, confirmation message, and other global properties of smart actions. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action. -
StatusCode: string
Title:
StatusMaximum Length:30Default Value:ORA_DRAFTThe status of the deal registration during its life cycle. For example, Draft, Pending Approval, Returned, Approved, Rejected, or Expired. A list of valid values is defined in the lookup ORA_MKL_DEAL_REG_STATUS. -
WithdrawnDate: string
(date)
Title:
Withdrawn DateThe date and time when the deal registration was withdrawn.
Nested Schema : Deal Approval Histories
Type:
arrayTitle:
Deal Approval HistoriesThe deal registration approval history lets you access a comprehensive record of approval-related information associated with the deal, encompassing the names of approvers, action dates, and the specific actions taken.
Show Source
Nested Schema : Deal Attachments
Type:
arrayTitle:
Deal AttachmentsThe attachments resource is used to view, create, update, and delete attachments of a deal. An attachment includes additional information about a deal.
Show Source
Nested Schema : Deal Products
Type:
arrayTitle:
Deal ProductsThe deal products resource is used to view, create, update, and delete a deal product. The deal product is a product or product family associated with the deal registration that the customer is interested in.
Show Source
Nested Schema : Deal Team Members
Type:
arrayTitle:
Deal Team MembersThe deal team member resource is used to view, create, update, and delete a deal team member. A deal team member is a resource who is assigned to the deal registration team and who has the appropriate visibility and access to the deal registration record.
Show Source
Nested Schema : Opportunities
Type:
arrayTitle:
OpportunitiesThe opportunity resource is used to view the opportunities associated with a deal registration. An opportunity is used by a sales organization to track information about a potential sale, such as the sales account, key contacts, product interests, and potential revenues. A matched opportunity is an opportunity that matches the deal registration based on the duplicate check process.
Show Source
Nested Schema : Notes
Type:
arrayTitle:
NotesThe note resource is used to view, create, update, and delete notes associated with a deal. A note captures comments, information, or instructions related to a deal.
Show Source
Nested Schema : Partner Owner Picker
Type:
arrayTitle:
Partner Owner PickerThe partner owner picker resource is used to create a list of partners that is used to select the partner owner.
Show Source
Nested Schema : Product Groups
Type:
arrayTitle:
Product GroupsThe product group resource is used to view information about related products. A product group is a business object that groups related products so that you can work with them together. You can use product groups to create a multilevel hierarchy that can be used as a sales catalog, a rollup hierarchy, or a promotion catalog. For example, you might create a product group named Consumer Electronics that includes all of your consumer electronics products so that customers can browse through all the products in this group in your product catalog.
Show Source
Nested Schema : Products
Type:
arrayTitle:
ProductsThe product resource is used to view product information. A product is an item that an organization or company intends to sell.
Show Source
Nested Schema : Smart Actions
Type:
arrayTitle:
Smart ActionsThe smart actions resource is used to view the name, security, context object, REST operation, confirmation message, and other global properties of smart actions. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action.
Show Source
Nested Schema : deals-DealAttachments-item-post-request
Type:
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object-
AsyncTrackerId: string
Title:
Asynchronous Upload Tracker IdThe unique identifier used for tracking the uploaded files. -
AttachedDocumentId: integer
(int64)
Title:
Attached Document IdThe unique identifier of the attached document. -
CategoryName: string
Title:
CategoryMaximum Length:30The name of the category of the attachment. - ContentRepositoryFileShared: boolean
-
DatatypeCode: string
Title:
TypeMaximum Length:30Default Value:FILEThe code indicating the type of attachment. For example, File, URL, and so on. -
Description: string
Title:
DescriptionMaximum Length:255The description of the attachment. -
DmDocumentId: string
Maximum Length:
255The unique document ID of the attachment. -
DmFolderPath: string
Title:
Dm Folder PathMaximum Length:1000The folder path of the attachment. -
DmVersionNumber: string
Maximum Length:
255The current version number of the attachment. -
DownloadInfo: string
Title:
DownloadInfoJSON object represented as a string containing information used to programmatically retrieve a file attachment. -
ErrorStatusCode: string
Title:
Error Status CodeThe code indicating the type of error, if any, for the attachment. -
ErrorStatusMessage: string
Title:
Error Status MessageThe error message, if any, for the attachment. -
ExpirationDate: string
(date-time)
Title:
Expiration DateThe date when the contents in the attachment expire. -
FileContents: string
(byte)
Title:
File ContentsThe contents of the attachment. -
FileName: string
Title:
File NameMaximum Length:2048The file name of the attachment. -
FileUrl: string
Title:
File UrlThe URL of the attachment. -
PostProcessingAction: string
Title:
PostProcessingActionThe name of the action that can be performed after an attachment is uploaded. -
Title: string
Title:
TitleThe title of the attachment. -
UploadedFileContentType: string
Title:
Uploaded File Content TypeThe content type of the attachment. -
UploadedFileLength: integer
Title:
File SizeThe length of the attachment file. -
UploadedFileName: string
Title:
Uploaded File NameThe name of the attachment file. -
UploadedText: string
Title:
Uploaded TextThe text of the attachment. -
Uri: string
Title:
UriMaximum Length:4000The URI of the attachment. -
Url: string
Title:
UrlMaximum Length:4000The URL of the attachment.
Nested Schema : schema
Type:
Show Source
object-
Amount: number
Title:
AmountThe amount associated with the product line. The amount equals quantity times the registered price. -
ConvCurrencyCode: string
Maximum Length:
15The currency code to which the currency on the deal registration must be converted to. For example, the corporate currency code. -
ConvExchangeRate: number
The exchange rate for converting the entered currency to the standard CRM corporate currency.
-
ConvRateType: string
Maximum Length:
30The currency conversion rate type used to derive the exchange rate between the user entered currency and the CRM corporate currency code associated with the deal registration. -
CurrencyCode: string
Maximum Length:
15The currency code. This attribute is used by CRM Extensibility framework. A list of valid values are defined in the lookup ZCA_COMMON_CORPORATE_CURRENCY. Review and update the profile option using the Setup and Maintenance work area, Manage Currency Profile Options task. -
DealId(required): integer
(int64)
The unique identifier of the parent deal registration.
-
DealNumber(required): string
Title:
Registration NumberMaximum Length:30The alternate unique identifier of the deal registration. -
DealProdId: integer
(int64)
The unique identifier of the deal registration product.
-
DealProdNumber: string
Maximum Length:
30The alternate unique identifier of the deal registration product. -
InventoryItemId: integer
(int64)
The unique identifier of the product inventory item associated with the deal registration.
-
InvOrgId: integer
(int64)
The unique identifier of the inventory organization.
-
ItemName: string
Title:
Item DescriptionMaximum Length:240The name of the product associated with the deal registration. -
ProductGroupId: integer
(int64)
The unique identifier of the product group associated with the deal registration.
-
ProductGroupName: string
Title:
NameMaximum Length:250The name of the product group associated with the deal registration. -
ProductGroupNumber: string
Title:
Product Group NumberMaximum Length:50Public Unique Identifier for Product Group in Deal Registration -
ProductType: string
Title:
TypeThe product line type, such as product or product group. -
Quantity: number
Title:
QuantityThe quantity of the product or product group. -
RegisteredPrice: number
Title:
Registered PriceThe registered price of the product. -
smartActions: array
Smart Actions
Title:
Smart ActionsThe smart actions resource is used to view the name, security, context object, REST operation, confirmation message, and other global properties of smart actions. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action. -
UOMCode: string
Title:
UOMMaximum Length:3The unit of measure of the product quantity.
Nested Schema : Smart Actions
Type:
arrayTitle:
Smart ActionsThe smart actions resource is used to view the name, security, context object, REST operation, confirmation message, and other global properties of smart actions. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action.
Show Source
Nested Schema : deals-DealProduct-smartActions-item-post-request
Type:
Show Source
object-
ActionIntent: string
(byte)
Title:
Action IntentJSON object that describes what an action does and what context data can be passed to the action. -
ConfirmationMessage: string
Title:
Confirmation MessageMaximum Length:4000The confirmation message displayed before the smart action runs. An affirmative response allows the smart action to run. -
ContentType: string
Title:
Content TypeMaximum Length:50The media type of the smart action REST operation. -
DisplayLabel(required): string
Title:
Action NameMaximum Length:256The display name of the smart action. -
Entity: string
Title:
Parent EntityMaximum Length:150The primary object the smart action is associated with. For example if the smart action creates an appointment for a lead, lead is the primary object. -
Href: string
Title:
REST EndpointMaximum Length:1024The relative path of the smart action REST resource. The path can include path parameters. -
IncludedInApplication: string
Title:
Included in ApplicationMaximum Length:512The client applications that the smart action is associated with. -
MassActionFlag: boolean
Title:
Mass ActionMaximum Length:1Indicates whether an action is designed to operate on multiple object instances selected by an end user. -
Method: string
Title:
HTTP MethodMaximum Length:15The HTTP method of the smart action REST operation. -
ObjectFunctionName: string
Title:
Object FunctionMaximum Length:64The object function for smart action. -
PageType: string
Title:
Page TypeMaximum Length:256The list of pages that this action can be used in. -
SmartSuggestFlag: boolean
Title:
Smart SuggestMaximum Length:1Indicates whether the smart suggest is enabled for the action. -
SystemActionFlag: boolean
Title:
System ActionMaximum Length:1System assigned value indicating whether the smart action is seeded or custom. True indicates the smart action is seeded. -
UpdateOfAttributes: string
Title:
Attributes to UpdateMaximum Length:512The object attribute to be updated as a result of using a data entry form. Used by applications to determine which form to use. The value is object scoped and must be unique across all smart actions for an object. -
UserActionId: integer
(int64)
Title:
User Action IDThe unique system assigned identifier of the smart action definition. -
UserActionName(required): string
Title:
Action NameMaximum Length:256The unique system assigned smart action name. - UserActionNavigation: array Smart Action User Interface Definitions
-
UserActionRank: integer
(int64)
Title:
PriorityThe number defining the relative position of the smart action in the list of smart actions displayed in a client application. -
UserActionRequestPayload: array
Smart Action REST Payload Definitions
Title:
Smart Action REST Payload DefinitionsIf an LOV required for constructing a request payload needs to post data, the payload metadata is stored here. -
UserActionURLBinding: array
Smart Action User Interface Definitions
Title:
Smart Action User Interface DefinitionsBinding metadata for a variable in the URL.
Nested Schema : Smart Action REST Payload Definitions
Type:
arrayTitle:
Smart Action REST Payload DefinitionsIf an LOV required for constructing a request payload needs to post data, the payload metadata is stored here.
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Nested Schema : Smart Action User Interface Definitions
Type:
arrayTitle:
Smart Action User Interface DefinitionsBinding metadata for a variable in the URL.
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Nested Schema : deals-DealProduct-smartActions-UserActionRequestPayload-item-post-request
Type:
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object-
Binding: string
Title:
Payload Value Binding TypeMaximum Length:64Indicates the classification of the value property of a name-value pair. A binding value of RUNTIME indicates the value to be assigned is the runtime value of an object attribute. A value of STATIC indicates the value to be assigned is a simple string. A null value indicates that the value type is JSON_ARRAY_STRING. -
MandatoryFlag: boolean
Title:
MandatoryMaximum Length:1Indicates whether a REST payload body parameter value is mandatory. If True, runtime validation ensures that the value is defined. -
RequestPayloadId: integer
(int64)
The unique system assigned identifier of a smart action REST payload body parameter name-value pair definition.
-
RequestPayloadName: string
Title:
Request Payload Attribute NameMaximum Length:256The value assigned to the name property of a name-value pair. -
SmartSuggestPath: string
Title:
Smart Suggest PathMaximum Length:2048The path used for smart suggest. -
SystemActionFlag: boolean
Title:
System ActionMaximum Length:1Default Value:falseThe system assigned value indicating whether the smart action is seeded or custom. True indicates the smart action is seeded. The value is automatically derived from smartActions.SystemActionFlag. -
Value: string
Title:
Request Payload Attribute ValueMaximum Length:1000The value assigned to the value property of a name-value pair. -
ValueStruct: string
Title:
Payload Value StructureMaximum Length:20A value of JSON_ARRAY_STRING indicates that the value property of a name-value pair represents an array of data rather than a single entity such as an object attribute name or simple text string. The array string is a definition of the name-value pair and the Binding and Mandatory properties. The array string follows specific pattern, for example [{"name":"leadId","Value":"LeadId","MandatoryFlag":true,"Binding":"RUNTIME"}]. A null value indicates the value property represents a simple, single entity such as an object attribute name or simple text string.
Nested Schema : deals-DealProduct-smartActions-UserActionURLBinding-item-post-request
Type:
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object-
Binding: string
Title:
URL Binding TypeMaximum Length:64The classification of the value property of a name-value pair. The binding value of a UserActionURLBinding instance must be RUNTIME. A binding value of RUNTIME indicates the value to be assigned is the runtime value of an object attribute. -
SystemActionFlag: boolean
Title:
System ActionMaximum Length:1Default Value:falseThe system assigned value indicating whether the smart action is seeded or custom. True indicates the smart action is seeded. The value is automatically derived from smartActions.SystemActionFlag. -
URLBindingId: integer
(int64)
The unique system assigned identifier of a smart action REST path parameter name-value pair definition.
-
URLBindingName: string
Title:
URL Binding Parameter NameMaximum Length:256The value assigned to the name property of a name-value pair. -
Value: string
Title:
URL Binding Parameter ValueMaximum Length:1000The value assigned to the value property of a name-value pair.
Nested Schema : schema
Type:
Show Source
object-
AccessLevelCode: string
Title:
AccessMaximum Length:30The code indicating the access level of the deal team member. For example, View Only,Edit, or Full. A list of valid values is defined in the lookup ORA_MKL_DEAL_ACCESS_LEVEL. -
DealId(required): integer
(int64)
The unique identifier of the deal registration.
-
DealNumber(required): string
Title:
Registration NumberMaximum Length:30Public Unique Identifier of Deal Registration on the Deal Resource Team -
DealResourceId: integer
(int64)
The unique identifier of the deal team member.
-
MemberFunctionCode: string
Title:
FunctionMaximum Length:30The code indicating the function of a deal team member. For example, Channel Manager, engineering Owner, Executive Sponsor, Primary Salesperson, Product Specialist, Support Account manager, Technical Account Manager, Technical Marketing Manager, or Technical Specialist. A list of valid values is defined in the lookup ZCA_RESOURCE_FUNCTION. -
OwnerFlag: boolean
Title:
OwnerIndicates whether the deal team member is the owner of the deal registration. -
PartnerOrgId: integer
(int64)
The unique identifier of the partner organization.
-
ResourceId(required): integer
(int64)
The unique identifier of the employee resource.
-
ResourceUsername: string
Title:
User NameThe login username of the deal team member associated with the deal registration. -
smartActions: array
Smart Actions
Title:
Smart ActionsThe smart actions resource is used to view the name, security, context object, REST operation, confirmation message, and other global properties of smart actions. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action.
Nested Schema : Smart Actions
Type:
arrayTitle:
Smart ActionsThe smart actions resource is used to view the name, security, context object, REST operation, confirmation message, and other global properties of smart actions. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action.
Show Source
Nested Schema : deals-DealResources-smartActions-item-post-request
Type:
Show Source
object-
ActionIntent: string
(byte)
Title:
Action IntentJSON object that describes what an action does and what context data can be passed to the action. -
ConfirmationMessage: string
Title:
Confirmation MessageMaximum Length:4000The confirmation message displayed before the smart action runs. An affirmative response allows the smart action to run. -
ContentType: string
Title:
Content TypeMaximum Length:50The media type of the smart action REST operation. -
DisplayLabel(required): string
Title:
Action NameMaximum Length:256The display name of the smart action. -
Entity: string
Title:
Parent EntityMaximum Length:150The primary object the smart action is associated with. For example if the smart action creates an appointment for a lead, lead is the primary object. -
Href: string
Title:
REST EndpointMaximum Length:1024The relative path of the smart action REST resource. The path can include path parameters. -
IncludedInApplication: string
Title:
Included in ApplicationMaximum Length:512The client applications that the smart action is associated with. -
MassActionFlag: boolean
Title:
Mass ActionMaximum Length:1Indicates whether an action is designed to operate on multiple object instances selected by an end user. -
Method: string
Title:
HTTP MethodMaximum Length:15The HTTP method of the smart action REST operation. -
ObjectFunctionName: string
Title:
Object FunctionMaximum Length:64The object function for smart action. -
PageType: string
Title:
Page TypeMaximum Length:256The list of pages that this action can be used in. -
SmartSuggestFlag: boolean
Title:
Smart SuggestMaximum Length:1Indicates whether the smart suggest is enabled for the action. -
SystemActionFlag: boolean
Title:
System ActionMaximum Length:1System assigned value indicating whether the smart action is seeded or custom. True indicates the smart action is seeded. -
UpdateOfAttributes: string
Title:
Attributes to UpdateMaximum Length:512The object attribute to be updated as a result of using a data entry form. Used by applications to determine which form to use. The value is object scoped and must be unique across all smart actions for an object. -
UserActionId: integer
(int64)
Title:
User Action IDThe unique system assigned identifier of the smart action definition. -
UserActionName(required): string
Title:
Action NameMaximum Length:256The unique system assigned smart action name. - UserActionNavigation: array Smart Action User Interface Definitions
-
UserActionRank: integer
(int64)
Title:
PriorityThe number defining the relative position of the smart action in the list of smart actions displayed in a client application. -
UserActionRequestPayload: array
Smart Action REST Payload Definitions
Title:
Smart Action REST Payload DefinitionsIf an LOV required for constructing a request payload needs to post data, the payload metadata is stored here. -
UserActionURLBinding: array
Smart Action User Interface Definitions
Title:
Smart Action User Interface DefinitionsBinding metadata for a variable in the URL.
Nested Schema : Smart Action REST Payload Definitions
Type:
arrayTitle:
Smart Action REST Payload DefinitionsIf an LOV required for constructing a request payload needs to post data, the payload metadata is stored here.
Show Source
Nested Schema : Smart Action User Interface Definitions
Type:
arrayTitle:
Smart Action User Interface DefinitionsBinding metadata for a variable in the URL.
Show Source
Nested Schema : deals-DealResources-smartActions-UserActionRequestPayload-item-post-request
Type:
Show Source
object-
Binding: string
Title:
Payload Value Binding TypeMaximum Length:64Indicates the classification of the value property of a name-value pair. A binding value of RUNTIME indicates the value to be assigned is the runtime value of an object attribute. A value of STATIC indicates the value to be assigned is a simple string. A null value indicates that the value type is JSON_ARRAY_STRING. -
MandatoryFlag: boolean
Title:
MandatoryMaximum Length:1Indicates whether a REST payload body parameter value is mandatory. If True, runtime validation ensures that the value is defined. -
RequestPayloadId: integer
(int64)
The unique system assigned identifier of a smart action REST payload body parameter name-value pair definition.
-
RequestPayloadName: string
Title:
Request Payload Attribute NameMaximum Length:256The value assigned to the name property of a name-value pair. -
SmartSuggestPath: string
Title:
Smart Suggest PathMaximum Length:2048The path used for smart suggest. -
SystemActionFlag: boolean
Title:
System ActionMaximum Length:1Default Value:falseThe system assigned value indicating whether the smart action is seeded or custom. True indicates the smart action is seeded. The value is automatically derived from smartActions.SystemActionFlag. -
Value: string
Title:
Request Payload Attribute ValueMaximum Length:1000The value assigned to the value property of a name-value pair. -
ValueStruct: string
Title:
Payload Value StructureMaximum Length:20A value of JSON_ARRAY_STRING indicates that the value property of a name-value pair represents an array of data rather than a single entity such as an object attribute name or simple text string. The array string is a definition of the name-value pair and the Binding and Mandatory properties. The array string follows specific pattern, for example [{"name":"leadId","Value":"LeadId","MandatoryFlag":true,"Binding":"RUNTIME"}]. A null value indicates the value property represents a simple, single entity such as an object attribute name or simple text string.
Nested Schema : deals-DealResources-smartActions-UserActionURLBinding-item-post-request
Type:
Show Source
object-
Binding: string
Title:
URL Binding TypeMaximum Length:64The classification of the value property of a name-value pair. The binding value of a UserActionURLBinding instance must be RUNTIME. A binding value of RUNTIME indicates the value to be assigned is the runtime value of an object attribute. -
SystemActionFlag: boolean
Title:
System ActionMaximum Length:1Default Value:falseThe system assigned value indicating whether the smart action is seeded or custom. True indicates the smart action is seeded. The value is automatically derived from smartActions.SystemActionFlag. -
URLBindingId: integer
(int64)
The unique system assigned identifier of a smart action REST path parameter name-value pair definition.
-
URLBindingName: string
Title:
URL Binding Parameter NameMaximum Length:256The value assigned to the name property of a name-value pair. -
Value: string
Title:
URL Binding Parameter ValueMaximum Length:1000The value assigned to the value property of a name-value pair.
Nested Schema : deals-MatchedOpportunity-item-post-request
Type:
Show Source
object-
AssetId: integer
(int64)
The unique identifier of the asset associated with the opportunity.
-
AssetNumber: string
Title:
Asset NumberMaximum Length:100The alternate key identifier of the asset associated with the opportunity. -
AssetProduct: string
Title:
AssetThe asset product associated with the opportunity. -
AssignmentMode: string
Title:
Assignment ModeMaximum Length:30Specifies the types of assignment mode options available for controlling auto assignment default behavior for opportunity record updates. -
BatchTag: string
Title:
Batch TagMaximum Length:30The batch tag of the opportunity. -
BdgtAmount: number
Title:
Budget AmountBudget amount from the sales account. -
BdgtAmtCurcyCd: string
Title:
Budget Amount CurrencyMaximum Length:15The currency code for budget amount from the sales account. -
BudgetAvailableDate: string
(date)
Title:
Date Budget AvailableThe date and time when the opportunity budget was made available. -
BudgetedFlag: boolean
Title:
BudgetedMaximum Length:1Default Value:falseIndicates if the opportunity sales account has the budget approved for the potential purchase. If the value is true, then the sales account has the budget approved for the purchase. The default value is False. -
ChampionFlag: boolean
Title:
Key Internal SponsorMaximum Length:1Default Value:falseIndicates if the opportunity has an internal sponsor. If the value is true, then the opportunity has an internal sponsor. The default value is False. -
Comments: string
Title:
CommentsMaximum Length:2000The user-provided comments for the opportunity. -
ConflictId: integer
(int64)
Title:
Conflict IDDefault Value:0Disconnected Mobile: this value is used to guarantee the uniqueness of the row when duplicates are created in different databases (i.e. mobile databases or the server). -
CrmConversionRate: number
Title:
Conversion RateThis rate is used for the conversion of the revenue amount to the CRM common currency to facilitate the computation of the revenue forecast metrics. This is the amount that one currency can be exchanged for, at a specific point of time. -
CurrencyCode: string
Title:
CurrencyMaximum Length:15The currency code of the matched opportunity. This attribute is used by CRM Extensibility framework. A list of valid values are defined in the lookup ZCA_COMMON_CORPORATE_CURRENCY. Review and update the profile option using the Setup and Maintenance work area, Manage Currency Profile Options task. -
CustomerAccountId: integer
(int64)
Title:
Billing AccountThe unique identifier of the customer billing account associated with the opportunity. -
CustPartyType: string
Title:
Customer TypeMaximum Length:30The party type of the account associated to the opportunity. The possible values are Organization, Household and Contact. -
DealHorizonCode: string
Title:
Estimated Deal DurationMaximum Length:30The estimated time, in days, required to close the deal. A list of valid values is defined in the lookup MOO_SETID_DEAL_HORIZION. Review and update the codes using the Setup and Maintenance work area, Manage Standard Lookups task. -
DecisionLevelCode: string
Title:
Decision LevelMaximum Length:30The job level of the person who takes the final decision for the opportunity. A list of valid values is defined in the lookup MOO_SETID_DECISION_LEVEL. Review and update the codes using the Setup and Maintenance work area, Manage Standard Lookups task. -
Description: string
Title:
Sales ObjectiveMaximum Length:2000The description of the opportunity, including the sales objective. -
DownsideAmount: number
Title:
Worst CaseDefault Value:0The minimum amount of revenue for the opportunity. -
EffectiveDate: string
(date)
Title:
Close DateThe date and time when the opportunity was closed. -
ExpectAmount: number
Title:
Expected RevenueDefault Value:0The expected revenue from the opportunity. -
ForecastCategory: string
Title:
Forecast CategoryMaximum Length:30Specifies the categories used to represent the commitment level for sales forecasting such as pipeline, best case, most likely and so on. -
ForecastOverrideCode: string
Title:
Include in ForecastMaximum Length:30The code that indicates if the revenue forecast should be overridden. The valid values are ALWAYS, NEVER, and CRITERIA. -
IBAssetId: integer
(int64)
Title:
Installed Base AssetIdentifier of the installed base asset of the opportunity. -
KeyContactId: integer
(int64)
Title:
Primary ContactThe unique identifier of the primary contact associated with the opportunity. -
LastUpdateLogin: string
Title:
Last Update LoginMaximum Length:32The login of the user who last updated the opportunity record. -
LineOfBusinessCode: string
Title:
Line of BusinessMaximum Length:30The code indicating which line of business owns the opportunity. -
Name: string
Title:
NameMaximum Length:275The name of the opportunity. -
OpportunityOrigin: string
Title:
Opportunity OriginMaximum Length:30Default Value:SALES_OPTYThe value for the origin of the opportunity. -
OpportunityTypeCode: string
Title:
Opportunity TypeMaximum Length:30Display the different types of opportunity such as new, renewal and expansion. -
OptyCreatedBy: string
Title:
Opportunity Created ByMaximum Length:64The user who created the opportunity. -
OptyCreationDate: string
(date-time)
Title:
Opportunity Creation DateThe date and time when the opportunity was created. -
OptyId: integer
(int64)
Title:
Opportunity IDThe unique identifier of the opportunity. -
OptyLastUpdateDate: string
(date-time)
Title:
Opportunity Last Updated DateThe date when the opportunity was last updated. -
OptyLastUpdatedBy: string
Title:
Opportunity Last Updated ByMaximum Length:64The user who last updated the opportunity. -
OptyNumber: string
Title:
Opportunity NumberMaximum Length:30The unique alternate identifier for the opportunity. -
OwnerResourcePartyId: integer
(int64)
Title:
OwnerThe unique identifier of a valid employee resource who owns and manages the opportunity. -
PrimaryCampaignId: integer
(int64)
Title:
Primary Campaign IDThe unique identifier of the primary campaign associated with the matched opportunity. -
PrimaryCampaignName: string
Title:
Primary CampaignThe name of the primary campaign associated with the matched opportunity. -
PrimaryCampaignNumber: string
Title:
Primary Campaign NumberMaximum Length:30The alternate unique identifier of the primary campaign associated with the matched opportunity. -
PrimaryCompetitorId: integer
(int64)
Title:
Primary CompetitorThe unique identifier of the primary competitor associated with the opportunity. -
PrimaryOrganizationId: integer
(int64)
Title:
Business Unit IDThe unique identifier of the business unit associated with the opportunity. -
PrimaryPartnerCompanyNumber: string
Title:
Primary Partner NumberMaximum Length:30The party number of the primary partner associated with the opportunity. -
PrimaryPartnerId: integer
(int64)
Title:
Primary PartnerThe unique identifier of the primary partner associated with the opportunity. -
PrimaryPartnerOrgPartyName: string
Title:
Primary PartnerMaximum Length:360The organization party name of the primary partner associated with the opportunity. -
PrimaryRevenueId: integer
(int64)
Title:
Summary Revenue Line IDThe unique identifier of the summary revenue line associated with the opportunity. -
PrimarySubscriptionId: integer
(int64)
Title:
Primary Subscription IdThe unique identifier of the primary subscription of the opportunity. -
PrSrcNumber: string
Title:
Primary Source NumberMaximum Length:100The unique identifier of the primary marketing source or campaign that generated the opportunity. -
QuotedFlag: boolean
Title:
QuotedMaximum Length:1Default Value:falseIndicates that a quote has been created for this Opportunity. -
ReasonWonLostCode: string
Title:
Win/Loss ReasonMaximum Length:30The reason for winning or losing the opportunity. A list of valid values is defined in the lookup MOO_SETID_WIN_LOSS_REASON. Review and update the codes using the Setup and Maintenance work area, Manage Standard Lookups task. -
Registered: string
Title:
RegisteredMaximum Length:30Indicates whether the opportunity was registered. The valid values are Expired, Yes, and No. -
RegistrationStatus: string
Title:
Registration StatusMaximum Length:30The registration status of the opportunity. -
RegistrationType: string
Title:
Registration TypeMaximum Length:30The registration type used by the partner to create the opportunity. -
RenewalProcess: string
Title:
Renewal ProcessMaximum Length:30The renewal process can be manual, do not renew or automatic renewal. -
Revenue: number
Title:
AmountDefault Value:0The revenue amount of the opportunity. -
RiskLevelCode: string
Title:
Level of RiskMaximum Length:30The risk level code of the opportunity. A list of valid values is defined in the lookup MOO_SETID_RISK_LEVE. Review and update the codes using the Setup and Maintenance work area, Manage Standard Lookups task. -
SalesChannelCd: string
Title:
Sales ChannelMaximum Length:50The code indicating the sales channel for the opportunity. -
SalesMethodId: integer
(int64)
Title:
Sales MethodThe unique identifier of the sales method associated with the opportunity. -
SalesStageId: integer
(int64)
Title:
Sales StageThe unique identifier of the sales stage associated with the opportunity. -
Selected: boolean
Indicates if the matched opportunity is selected.
-
SetupRefCode: string
Title:
Setup Reference CodeMaximum Length:80The public unique identifier for the CPQ configuration setup. -
StatusCode: string
Title:
StatusMaximum Length:30The status of the opportunity. A list of valid values is defined in the lookup MOO_OPTY_STATUS. Review and update the codes using the Setup and Maintenance work area, Manage Standard Lookups task. -
StrategicLevelCode: string
Title:
Strategic ValueMaximum Length:30The strategic value that the opportunity has for the sales account. A list of valid values is defined in the lookup MOO_SETID_STRATEGIC_VALUE. Review and update the codes using the Setup and Maintenance work area, Manage Standard Lookups task. -
TargetPartyId: integer
(int64)
Title:
AccountThe unique identifier of the sales account associated with the opportunity. -
UpsideAmount: number
Title:
Best CaseDefault Value:0The maximum amount of revenue for the opportunity. -
WinProb: integer
(int32)
Title:
Win ProbabilityThe estimated probability of winning the opportunity.
Nested Schema : deals-Note-item-post-request
Type:
Show Source
object-
ContactRelationshipId: integer
(int64)
Title:
Contact Relationship IDThe unique identifier of the relationship between a contact and a note. This value is populated when the note is associated with a contact. -
CorpCurrencyCode: string
Title:
Corporate Currency CodeMaximum Length:15The corporate currency code of the note associated with the note. This attribute is used by CRM Extensibility framework. A list of accepted values is defined in the lookup ZCA_COMMON_CORPORATE_CURRENCY. Review and update the profile option using the Setup and Maintenance work area, Manage Trading Community Common Lookups task. -
CreatorPartyId: integer
(int64)
Title:
Creator Party IDThe unique identifier of the person who created or authored the note. -
CurcyConvRateType: string
Title:
Currency Conversion Rate TypeMaximum Length:30The currency conversion rate type used to derive the exchange rate between the user-entered currency and the CRM corporate currency code associated with the note. -
CurrencyCode: string
Title:
CurrencyMaximum Length:15The currency code. This attribute is used by CRM Extensibility framework. A list of valid values are defined in the lookup ZCA_COMMON_CORPORATE_CURRENCY. Review and update the profile option using the Setup and Maintenance work area, Manage Currency Profile Options task. -
NoteNumber: string
Maximum Length:
30The alternate unique identifier of the note. A user key that's system generated or from an external system. -
NoteTitle: string
Title:
TitleMaximum Length:500The title of the note entered by the user. -
NoteTxt(required): string
(byte)
Title:
NoteThe column to store the note text. -
NoteTypeCode(required): string
Title:
TypeMaximum Length:30The code indicating the type of the note. For example, General or Reference. -
ParentNoteId: integer
(int64)
Title:
Parent Note IDThe unique identifier of the parent note. -
smartActions: array
Smart Actions
Title:
Smart ActionsThe smart actions resource is used to view the name, security, context object, REST operation, confirmation message, and other global properties of smart actions. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action. -
SourceObjectCode(required): string
Title:
Related Object TypeMaximum Length:30The source object code for the source object as defined in the object's metadata. -
SourceObjectId(required): string
Title:
Related ObjectMaximum Length:64The unique identifier of the source objects as defined in the object's metadata, such as activities and opportunities. -
SourceSystem: string
Title:
Source SystemMaximum Length:30This is the source object code for the source object as defined in OBJECTS Metadata. -
VisibilityCode: string
Title:
PrivateMaximum Length:30Default Value:INTERNALThe code indicating the visibility level of the note, such as private, internal, or external.
Nested Schema : Smart Actions
Type:
arrayTitle:
Smart ActionsThe smart actions resource is used to view the name, security, context object, REST operation, confirmation message, and other global properties of smart actions. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action.
Show Source
Nested Schema : deals-Note-smartActions-item-post-request
Type:
Show Source
object-
ActionIntent: string
(byte)
Title:
Action IntentJSON object that describes what an action does and what context data can be passed to the action. -
ConfirmationMessage: string
Title:
Confirmation MessageMaximum Length:4000The confirmation message displayed before the smart action runs. An affirmative response allows the smart action to run. -
ContentType: string
Title:
Content TypeMaximum Length:50The media type of the smart action REST operation. -
DisplayLabel(required): string
Title:
Action NameMaximum Length:256The display name of the smart action. -
Entity: string
Title:
Parent EntityMaximum Length:150The primary object the smart action is associated with. For example if the smart action creates an appointment for a lead, lead is the primary object. -
Href: string
Title:
REST EndpointMaximum Length:1024The relative path of the smart action REST resource. The path can include path parameters. -
IncludedInApplication: string
Title:
Included in ApplicationMaximum Length:512The client applications that the smart action is associated with. -
MassActionFlag: boolean
Title:
Mass ActionMaximum Length:1Indicates whether an action is designed to operate on multiple object instances selected by an end user. -
Method: string
Title:
HTTP MethodMaximum Length:15The HTTP method of the smart action REST operation. -
ObjectFunctionName: string
Title:
Object FunctionMaximum Length:64The object function for smart action. -
PageType: string
Title:
Page TypeMaximum Length:256The list of pages that this action can be used in. -
SmartSuggestFlag: boolean
Title:
Smart SuggestMaximum Length:1Indicates whether the smart suggest is enabled for the action. -
SystemActionFlag: boolean
Title:
System ActionMaximum Length:1System assigned value indicating whether the smart action is seeded or custom. True indicates the smart action is seeded. -
UpdateOfAttributes: string
Title:
Attributes to UpdateMaximum Length:512The object attribute to be updated as a result of using a data entry form. Used by applications to determine which form to use. The value is object scoped and must be unique across all smart actions for an object. -
UserActionId: integer
(int64)
Title:
User Action IDThe unique system assigned identifier of the smart action definition. -
UserActionName(required): string
Title:
Action NameMaximum Length:256The unique system assigned smart action name. - UserActionNavigation: array Smart Action User Interface Definitions
-
UserActionRank: integer
(int64)
Title:
PriorityThe number defining the relative position of the smart action in the list of smart actions displayed in a client application. -
UserActionRequestPayload: array
Smart Action REST Payload Definitions
Title:
Smart Action REST Payload DefinitionsIf an LOV required for constructing a request payload needs to post data, the payload metadata is stored here. -
UserActionURLBinding: array
Smart Action User Interface Definitions
Title:
Smart Action User Interface DefinitionsBinding metadata for a variable in the URL.
Nested Schema : Smart Action REST Payload Definitions
Type:
arrayTitle:
Smart Action REST Payload DefinitionsIf an LOV required for constructing a request payload needs to post data, the payload metadata is stored here.
Show Source
Nested Schema : Smart Action User Interface Definitions
Type:
arrayTitle:
Smart Action User Interface DefinitionsBinding metadata for a variable in the URL.
Show Source
Nested Schema : deals-Note-smartActions-UserActionRequestPayload-item-post-request
Type:
Show Source
object-
Binding: string
Title:
Payload Value Binding TypeMaximum Length:64Indicates the classification of the value property of a name-value pair. A binding value of RUNTIME indicates the value to be assigned is the runtime value of an object attribute. A value of STATIC indicates the value to be assigned is a simple string. A null value indicates that the value type is JSON_ARRAY_STRING. -
MandatoryFlag: boolean
Title:
MandatoryMaximum Length:1Indicates whether a REST payload body parameter value is mandatory. If True, runtime validation ensures that the value is defined. -
RequestPayloadId: integer
(int64)
The unique system assigned identifier of a smart action REST payload body parameter name-value pair definition.
-
RequestPayloadName: string
Title:
Request Payload Attribute NameMaximum Length:256The value assigned to the name property of a name-value pair. -
SmartSuggestPath: string
Title:
Smart Suggest PathMaximum Length:2048The path used for smart suggest. -
SystemActionFlag: boolean
Title:
System ActionMaximum Length:1Default Value:falseThe system assigned value indicating whether the smart action is seeded or custom. True indicates the smart action is seeded. The value is automatically derived from smartActions.SystemActionFlag. -
Value: string
Title:
Request Payload Attribute ValueMaximum Length:1000The value assigned to the value property of a name-value pair. -
ValueStruct: string
Title:
Payload Value StructureMaximum Length:20A value of JSON_ARRAY_STRING indicates that the value property of a name-value pair represents an array of data rather than a single entity such as an object attribute name or simple text string. The array string is a definition of the name-value pair and the Binding and Mandatory properties. The array string follows specific pattern, for example [{"name":"leadId","Value":"LeadId","MandatoryFlag":true,"Binding":"RUNTIME"}]. A null value indicates the value property represents a simple, single entity such as an object attribute name or simple text string.
Nested Schema : deals-Note-smartActions-UserActionURLBinding-item-post-request
Type:
Show Source
object-
Binding: string
Title:
URL Binding TypeMaximum Length:64The classification of the value property of a name-value pair. The binding value of a UserActionURLBinding instance must be RUNTIME. A binding value of RUNTIME indicates the value to be assigned is the runtime value of an object attribute. -
SystemActionFlag: boolean
Title:
System ActionMaximum Length:1Default Value:falseThe system assigned value indicating whether the smart action is seeded or custom. True indicates the smart action is seeded. The value is automatically derived from smartActions.SystemActionFlag. -
URLBindingId: integer
(int64)
The unique system assigned identifier of a smart action REST path parameter name-value pair definition.
-
URLBindingName: string
Title:
URL Binding Parameter NameMaximum Length:256The value assigned to the name property of a name-value pair. -
Value: string
Title:
URL Binding Parameter ValueMaximum Length:1000The value assigned to the value property of a name-value pair.
Nested Schema : deals-products-item-post-request
Type:
Show Source
object-
Text: string
Title:
KeywordThe text or keywords associated with the product.
Nested Schema : deals-smartActions-item-post-request
Type:
Show Source
object-
ActionIntent: string
(byte)
Title:
Action IntentJSON object that describes what an action does and what context data can be passed to the action. -
ConfirmationMessage: string
Title:
Confirmation MessageMaximum Length:4000The confirmation message displayed before the smart action runs. An affirmative response allows the smart action to run. -
ContentType: string
Title:
Content TypeMaximum Length:50The media type of the smart action REST operation. -
DisplayLabel(required): string
Title:
Action NameMaximum Length:256The display name of the smart action. -
Entity: string
Title:
Parent EntityMaximum Length:150The primary object the smart action is associated with. For example if the smart action creates an appointment for a lead, lead is the primary object. -
Href: string
Title:
REST EndpointMaximum Length:1024The relative path of the smart action REST resource. The path can include path parameters. -
IncludedInApplication: string
Title:
Included in ApplicationMaximum Length:512The client applications that the smart action is associated with. -
MassActionFlag: boolean
Title:
Mass ActionMaximum Length:1Indicates whether an action is designed to operate on multiple object instances selected by an end user. -
Method: string
Title:
HTTP MethodMaximum Length:15The HTTP method of the smart action REST operation. -
ObjectFunctionName: string
Title:
Object FunctionMaximum Length:64The object function for smart action. -
PageType: string
Title:
Page TypeMaximum Length:256The list of pages that this action can be used in. -
SmartSuggestFlag: boolean
Title:
Smart SuggestMaximum Length:1Indicates whether the smart suggest is enabled for the action. -
SystemActionFlag: boolean
Title:
System ActionMaximum Length:1System assigned value indicating whether the smart action is seeded or custom. True indicates the smart action is seeded. -
UpdateOfAttributes: string
Title:
Attributes to UpdateMaximum Length:512The object attribute to be updated as a result of using a data entry form. Used by applications to determine which form to use. The value is object scoped and must be unique across all smart actions for an object. -
UserActionId: integer
(int64)
Title:
User Action IDThe unique system assigned identifier of the smart action definition. -
UserActionName(required): string
Title:
Action NameMaximum Length:256The unique system assigned smart action name. - UserActionNavigation: array Smart Action User Interface Definitions
-
UserActionRank: integer
(int64)
Title:
PriorityThe number defining the relative position of the smart action in the list of smart actions displayed in a client application. -
UserActionRequestPayload: array
Smart Action REST Payload Definitions
Title:
Smart Action REST Payload DefinitionsIf an LOV required for constructing a request payload needs to post data, the payload metadata is stored here. -
UserActionURLBinding: array
Smart Action User Interface Definitions
Title:
Smart Action User Interface DefinitionsBinding metadata for a variable in the URL.
Nested Schema : Smart Action REST Payload Definitions
Type:
arrayTitle:
Smart Action REST Payload DefinitionsIf an LOV required for constructing a request payload needs to post data, the payload metadata is stored here.
Show Source
Nested Schema : Smart Action User Interface Definitions
Type:
arrayTitle:
Smart Action User Interface DefinitionsBinding metadata for a variable in the URL.
Show Source
Nested Schema : deals-smartActions-UserActionRequestPayload-item-post-request
Type:
Show Source
object-
Binding: string
Title:
Payload Value Binding TypeMaximum Length:64Indicates the classification of the value property of a name-value pair. A binding value of RUNTIME indicates the value to be assigned is the runtime value of an object attribute. A value of STATIC indicates the value to be assigned is a simple string. A null value indicates that the value type is JSON_ARRAY_STRING. -
MandatoryFlag: boolean
Title:
MandatoryMaximum Length:1Indicates whether a REST payload body parameter value is mandatory. If True, runtime validation ensures that the value is defined. -
RequestPayloadId: integer
(int64)
The unique system assigned identifier of a smart action REST payload body parameter name-value pair definition.
-
RequestPayloadName: string
Title:
Request Payload Attribute NameMaximum Length:256The value assigned to the name property of a name-value pair. -
SmartSuggestPath: string
Title:
Smart Suggest PathMaximum Length:2048The path used for smart suggest. -
SystemActionFlag: boolean
Title:
System ActionMaximum Length:1Default Value:falseThe system assigned value indicating whether the smart action is seeded or custom. True indicates the smart action is seeded. The value is automatically derived from smartActions.SystemActionFlag. -
Value: string
Title:
Request Payload Attribute ValueMaximum Length:1000The value assigned to the value property of a name-value pair. -
ValueStruct: string
Title:
Payload Value StructureMaximum Length:20A value of JSON_ARRAY_STRING indicates that the value property of a name-value pair represents an array of data rather than a single entity such as an object attribute name or simple text string. The array string is a definition of the name-value pair and the Binding and Mandatory properties. The array string follows specific pattern, for example [{"name":"leadId","Value":"LeadId","MandatoryFlag":true,"Binding":"RUNTIME"}]. A null value indicates the value property represents a simple, single entity such as an object attribute name or simple text string.
Nested Schema : deals-smartActions-UserActionURLBinding-item-post-request
Type:
Show Source
object-
Binding: string
Title:
URL Binding TypeMaximum Length:64The classification of the value property of a name-value pair. The binding value of a UserActionURLBinding instance must be RUNTIME. A binding value of RUNTIME indicates the value to be assigned is the runtime value of an object attribute. -
SystemActionFlag: boolean
Title:
System ActionMaximum Length:1Default Value:falseThe system assigned value indicating whether the smart action is seeded or custom. True indicates the smart action is seeded. The value is automatically derived from smartActions.SystemActionFlag. -
URLBindingId: integer
(int64)
The unique system assigned identifier of a smart action REST path parameter name-value pair definition.
-
URLBindingName: string
Title:
URL Binding Parameter NameMaximum Length:256The value assigned to the name property of a name-value pair. -
Value: string
Title:
URL Binding Parameter ValueMaximum Length:1000The value assigned to the value property of a name-value pair.
Response
Supported Media Types
- application/json
Default Response
The following table describes the default response for this task.
Headers
-
Metadata-Context:
If the REST API supports runtime customizations, the shape of the service may change during runtime. The REST client may isolate itself from these changes or choose to interact with the latest version of the API by specifying this header. For example: Metadata-Context:sandbox="TrackEmployeeFeature".
-
REST-Framework-Version:
The protocol version between a REST client and service. If the client does not specify this header in the request the server will pick a default version for the API.
Root Schema : deals-item-response
Type:
Show Source
object-
AccountPartyNumber: string
Title:
Account NumberRead Only:trueMaximum Length:30Public Unique Identifier of Account Party on the Deal Registration -
ApprovalTaskStatusCode: string
Title:
Approval Task Status CodeIndicates the approval status of the deal registration. The accepted values are: Approve, Reject, Return, and Withdraw. -
ApprovedByPartyName: string
Title:
Approved ByRead Only:trueMaximum Length:255The name of the employee resource that approved the deal registration. -
ApprovedDate: string
(date)
Title:
Approved DateThe date and time when the deal registration was approved. -
canApprove: boolean
Title:
Approve Deal RegistrationRead Only:trueIndicates whether the user is authorised to approve the claim. -
canCopyDeal: boolean
Title:
Copy Deal RegistrationRead Only:trueIndicates whether the user is authorised to copy the Deal Registration record. -
canReject: boolean
Title:
Reject Deal RegistrationRead Only:trueIndicates whether the user is authorised to reject the claim. -
canReturn: boolean
Title:
Return Deal RegistrationRead Only:trueIndicates whether the user is authorised to return the claim. -
canSubmit: boolean
Title:
Submit Deal RegistrationRead Only:trueIndicates whether the user is authorised to submit the deal. -
canWithdraw: boolean
Title:
Withdraw Deal RegistrationRead Only:trueIndicates whether the user is authorised to withdraw the claim. -
CloseDate: string
(date)
Title:
Close DateThe date and time when the deal registration is estimated to close. -
CombinedConPrPhone: string
Title:
Contact PhoneRead Only:trueMaximum Length:255The formatted contact primary phone number associated with the deal registration. -
ConPrPhoneAreaCode: string
Title:
Contact Primary Phone Area CodeMaximum Length:10The contact primary phone area code associated with the deal registration. -
ConPrPhoneCountryCode: string
Title:
Contact Primary Phone Country CodeMaximum Length:10The contact primary phone country code associated with the deal registration. -
ConPrPhoneNumber: string
Title:
PhoneMaximum Length:40The contact primary phone number associated with the deal registration. -
ContactEmailAddress: string
Title:
Contact EmailMaximum Length:320The contact email address associated with the deal registration. -
ContactFirstName: string
Title:
Contact First NameMaximum Length:150The first name of the contact. -
ContactId: integer
(int64)
Title:
Contact IDThe unique identifier of the contact associated with the deal registration. -
ContactJobTitle: string
Title:
Job TitleMaximum Length:100The contact job title associated with the deal registration. -
ContactLastName: string
Title:
Contact Last NameMaximum Length:150The last name of the contact. -
ContactName: string
Title:
Existing ContactMaximum Length:900The name of the contact associated with the deal registration. -
ContactPartyNumber: string
Title:
Contact NumberRead Only:trueMaximum Length:30Public Unique Identifier of Contact Party on the Deal Registration -
CreatedBy: string
Title:
Created ByRead Only:trueMaximum Length:64The user who created the deal registration record. -
CreationDate: string
(date-time)
Title:
Creation DateRead Only:trueThe date and time when the deal registration record was created. -
CurrencyCode: string
Title:
CurrencyMaximum Length:20The currency code. This attribute is used by CRM Extensibility framework. A list of valid values are defined in the lookup ZCA_COMMON_CORPORATE_CURRENCY. Review and update the profile option using the Setup and Maintenance work area, Manage Currency Profile Options task. -
CustomerFormattedAddress: string
Title:
Customer AddressThe formatted address of the customer. -
CustomerId: integer
(int64)
Title:
Customer IDThe unique identifier of the customer associated with the deal registration. -
CustomerLocationAddrElementAttribute1: string
Title:
Customer Location Address Element Attribute 1The account address element attribute 1 associated with the deal registration. -
CustomerLocationAddrElementAttribute2: string
Title:
Customer Location Address Element Attribute 2The account address element attribute 2 associated with the deal registration. -
CustomerLocationAddrElementAttribute3: string
Title:
Customer Location Address Element Attribute 3The account address element attribute 3 associated with the deal registration. -
CustomerLocationAddrElementAttribute4: string
Title:
Customer Location Address Element Attribute 4The account address element attribute 4 associated with the deal registration. -
CustomerLocationAddrElementAttribute5: string
Title:
Customer Location Address Element Attribute 5The account address element attribute 5 associated with the deal registration. -
CustomerLocationAddress1: string
Title:
Customer Location Address 1The account address line 1 associated with the deal registration. -
CustomerLocationAddress2: string
Title:
Customer Location Address 2The account address line 2 associated to the deal registration. -
CustomerLocationAddress3: string
Title:
Customer Location Address 3The account address line 3 associated with the deal registration. -
CustomerLocationAddress4: string
Title:
Customer Location Address 4The account address line 4 associated with the deal registration. -
CustomerLocationAddressLinesPhonetic: string
Title:
Customer Location Address Lines PhoneticThe account address phonetic address line associated with the deal registration. -
CustomerLocationBuilding: string
Title:
Location BuildingThe account address building associated with the deal registration. -
CustomerLocationCity: string
Title:
Account CityThe account address city associated with the deal registration. -
CustomerLocationCountry: string
Title:
Account CountryThe account address country associated with the deal registration. -
CustomerLocationCounty: string
Title:
Customer Location CountyThe account address county associated with the deal registration. -
CustomerLocationFloorNumber: string
Title:
Customer Location Floor NumberThe account address floor number associated with the deal registration. -
CustomerLocationPostalCode: string
Title:
Account Postal CodeThe code indicating the account address postal associated with the deal registration. A list of valid values is defined in the lookup Z_PHONE_COUNTRY_CODES. -
CustomerLocationPostalPlus4Code: string
Title:
Customer Location Postal Plus 4 CodeThe account address postal code plus the four code associated to the deal registration. -
CustomerLocationProvince: string
Title:
Customer Location ProvinceThe account address province associated with the deal registration. -
CustomerLocationState: string
Title:
Account StateThe account address state associated with the deal registration. -
CustomerName: string
Title:
Existing AccountMaximum Length:900The name of the customer associated with the deal registration. -
CustomerPartyType: string
Title:
Customer Party TypeRead Only:trueMaximum Length:30The party type of the customer associated with the deal registration. -
DealApprovalHistory: array
Deal Approval Histories
Title:
Deal Approval HistoriesThe deal registration approval history lets you access a comprehensive record of approval-related information associated with the deal, encompassing the names of approvers, action dates, and the specific actions taken. -
DealApprovedBy: string
Title:
Approved ByThe unique identifier of the person who approved the deal registration. -
DealAttachments: array
Deal Attachments
Title:
Deal AttachmentsThe attachments resource is used to view, create, update, and delete attachments of a deal. An attachment includes additional information about a deal. -
DealContactName: string
Title:
New ContactMaximum Length:360The name of the contact associated with the deal registration. -
DealCustomerName: string
Title:
New AccountMaximum Length:360The name of the customer associated with the deal registration. -
DealExpirationDate: string
(date)
Title:
Expiration DateThe date and time when the deal registration expires. -
DealId: integer
(int64)
Title:
Deal IDThe unique identifier of the deal registration. -
DealName: string
Title:
NameMaximum Length:250The name of the deal registration. -
DealNumber: string
Title:
Registration NumberMaximum Length:30The alternate identifier of the deal registration. -
DealProduct: array
Deal Products
Title:
Deal ProductsThe deal products resource is used to view, create, update, and delete a deal product. The deal product is a product or product family associated with the deal registration that the customer is interested in. -
DealRejectedBy: string
Title:
Rejected ByThe unique identifier of the person who rejected the deal registration. -
DealRejectedComments: string
Title:
Rejected CommentsMaximum Length:250The comments added when rejecting a deal registration. -
DealRejectedReasonCode: string
Title:
Rejected ReasonMaximum Length:30The code indicating the reason for the rejection of a deal. For example, Duplicate, Ineligible Customer, or Ineligible Partner. A list of valid values is defined in the lookup ORA_MKL_DEAL_REJECT_REASON. -
DealResources: array
Deal Team Members
Title:
Deal Team MembersThe deal team member resource is used to view, create, update, and delete a deal team member. A deal team member is a resource who is assigned to the deal registration team and who has the appropriate visibility and access to the deal registration record. -
DealReturnComments: string
Title:
Returned CommentsMaximum Length:250The comments added when returning a deal registration. -
DealReturnedBy: string
Title:
Returned ByThe unique identifier of the person who returned the deal registration. -
DealReturnReasonCode: string
Title:
Returned ReasonMaximum Length:30The code indicating the reason for the return of a deal registration. For example, Incomplete Customer Information, or Insufficient Quantity. A list of valid values is defined in the lookup ORA_MKL_DEAL_RETURN_REASON. -
DealSize: number
Title:
Deal SizeThe monetary amount that the customer is expected to spend. -
DealSubmittedBy: integer
(int64)
Title:
Submitted ByRead Only:trueThe user who submitted the deal registration. -
DealType: string
Title:
Deal TypeMaximum Length:30Default Value:ORA_NEWThe type of deal registration that the partner submits for registration. -
DealWithdrawnBy: string
Title:
Withdrawn ByThe unique identifier of the person who withdrew the deal registration. -
isApproverFlag: boolean
Read Only:
trueIndicates whether the logged-in user is the approver of the deal registration. -
LastUpdateDate: string
(date-time)
Title:
Last Updated DateRead Only:trueThe date and time when the deal registration record was last updated. -
LastUpdatedBy: string
Title:
Last Updated ByRead Only:trueMaximum Length:64The user who last updated the deal registration record. -
LastUpdateLogin: string
Title:
Last Update LoginRead Only:trueMaximum Length:32The login of the user who last updated the deal registration record. -
LeadId: integer
(int64)
Title:
Lead IDThe unique identifier of the lead associated with the deal registration. -
LeadName: string
Title:
LeadRead Only:trueMaximum Length:250The name of the lead associated with the deal registration. -
LeadNumber: string
Title:
Lead NumberMaximum Length:30Public Unique Identifier of Lead associated to the Deal Registration -
links: array
Links
Title:
LinksThe link relations associated with the resource instance. -
ManageApprovalDataFlag: boolean
Read Only:
trueIndicates whether user can modify deal attributes while the deal is awaiting approval. -
ManageGeneralDataFlag: boolean
Read Only:
trueIndicates whether user can modify deal attributes when the deal is either in draft or returned or withdrawn status. -
ManageOpptyDataFlag: boolean
Read Only:
trueIndicates whether user can modify deal attributes when the deal is in either pending approval or approved status. -
ManagePartnerDataFlag: boolean
Read Only:
trueIndicates that partner users are restricted from modifying the partner field. It indicates whether channel users can update the partner field when the deal is in draft, return, or withdrawn status. -
ManageTeamDataFlag: boolean
Read Only:
trueIndicates whether the logged in user has full access on the Deal record. -
MatchedAccountPartyId: integer
(int64)
Title:
Matched Account Party IDThe identifier of the customer account associated with the deal registration after the completion of the account duplicate check process. -
MatchedAccountPartyNumber: string
Title:
Opportunity Account NumberRead Only:trueMaximum Length:30Public Unique Identifier of Matched Account Party on the Deal Registration -
MatchedAccountPartyUniqueName: string
Title:
Opportunity AccountRead Only:trueMaximum Length:900The name of the customer account associated with the deal registration after the completion of the customer duplicate check process. -
MatchedContactPartyId: integer
(int64)
Title:
Matched Contact Party IDThe identifier of the contact associated with the deal registration after the completion of the account duplicate check process. -
MatchedContactPartyName: string
Title:
Opportunity ContactRead Only:trueMaximum Length:360The name of the contact associated with the deal registration after the completion of the customer duplicate check process. -
MatchedContactPartyNumber: string
Title:
Opportunity Contact NumberRead Only:trueMaximum Length:30Public Unique Identifier of Matched Contact Party on the Deal Registration -
MatchedOpportunity: array
Opportunities
Title:
OpportunitiesThe opportunity resource is used to view the opportunities associated with a deal registration. An opportunity is used by a sales organization to track information about a potential sale, such as the sales account, key contacts, product interests, and potential revenues. A matched opportunity is an opportunity that matches the deal registration based on the duplicate check process. -
Note: array
Notes
Title:
NotesThe note resource is used to view, create, update, and delete notes associated with a deal. A note captures comments, information, or instructions related to a deal. -
NotesSourceObjectCode: string
Read Only:
trueThe source object code for the source object as defined in the object's metadata. -
OptyId: integer
(int64)
Title:
Opportunity IDThe unique identifier of the opportunity associated with the deal registration. -
OptyName: string
Title:
OpportunityRead Only:trueMaximum Length:275The name of the opportunity associated with the deal registration. -
OptyNumber: string
Title:
Opportunity NumberMaximum Length:30Public Unique Identifier of Opportunity associated to the Deal Registration -
OwnerId: integer
(int64)
Title:
Owner IDThe unique identifier of the owner of the deal registration. -
OwnerPartyName: string
Title:
OwnerMaximum Length:360The name of the deal registration owner. -
OwnerPartyNumber: string
Title:
Owner NumberRead Only:trueMaximum Length:30Public Unique Identifier of Owner Party on the Deal Registration -
PartnerCompanyNumber: string
Title:
Partner NumberMaximum Length:30Public Unique Identifier of Partner company associated to the Deal Registration -
PartnerId: integer
(int64)
Title:
Partner IDThe unique identifier of the partner who submits the deal registration. -
PartnerLevel: string
Title:
Partner LevelRead Only:trueMaximum Length:50The relative tier of the partner associated with the deal registration. -
PartnerOwnerId: integer
(int64)
Read Only:
trueThe unique identifier of the partner owner. -
PartnerOwnerName: string
Title:
Channel ManagerRead Only:trueMaximum Length:450The name of the channel manager who owns the partner associated with the deal registration. -
PartnerOwnerPicker: array
Partner Owner Picker
Title:
Partner Owner PickerThe partner owner picker resource is used to create a list of partners that is used to select the partner owner. -
PartnerPartyName: string
Title:
PartnerMaximum Length:360The name of the deal registration partner. -
PartnerType: string
Title:
Partner TypeMaximum Length:30The type of the partner who submits the deal registration. -
productGroups: array
Product Groups
Title:
Product GroupsThe product group resource is used to view information about related products. A product group is a business object that groups related products so that you can work with them together. You can use product groups to create a multilevel hierarchy that can be used as a sales catalog, a rollup hierarchy, or a promotion catalog. For example, you might create a product group named Consumer Electronics that includes all of your consumer electronics products so that customers can browse through all the products in this group in your product catalog. -
products: array
Products
Title:
ProductsThe product resource is used to view product information. A product is an item that an organization or company intends to sell. -
ProgramEnrollmentId: integer
(int64)
Title:
ProgramThe unique identifier of the partner program enrollment in the context of the deal registration. -
ProgramEnrollmentNumber: string
Title:
Program NumberRead Only:trueMaximum Length:30Public Unique Identifier of Partner Program associated to the Deal Registration -
RejectedByPartyName: string
Title:
Rejected ByRead Only:trueMaximum Length:255The name of the employee resource that rejected the deal registration. -
RejectedDate: string
(date)
Title:
Rejected DateThe date and time when the deal registration was rejected. -
ReturnedByPartyName: string
Title:
Returned ByRead Only:trueMaximum Length:255The name of the employee resource that returned the deal registration. -
ReturnedDate: string
(date)
Title:
Returned DateThe date and time when the deal registration was returned. -
SearchKey: string
The place holder for any one of the following three attributes: Partner Name, Deal Number, and Account Name.
-
smartActions: array
Smart Actions
Title:
Smart ActionsThe smart actions resource is used to view the name, security, context object, REST operation, confirmation message, and other global properties of smart actions. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action. -
StatusCode: string
Title:
StatusMaximum Length:30Default Value:ORA_DRAFTThe status of the deal registration during its life cycle. For example, Draft, Pending Approval, Returned, Approved, Rejected, or Expired. A list of valid values is defined in the lookup ORA_MKL_DEAL_REG_STATUS. -
SubmittedByPartyName: string
Title:
Submitted ByRead Only:trueMaximum Length:360The name of the employee resource who submitted the deal registration. -
SubmittedDate: string
(date)
Title:
Submitted DateRead Only:trueThe date and time when the deal registration was submitted. -
UpdateFlag: boolean
Read Only:
trueIndicates if the user has access to update the record. -
WithdrawnByPartyName: string
Title:
Withdrawn ByRead Only:trueMaximum Length:255The name of the employee resource that withdrew the deal registration. -
WithdrawnDate: string
(date)
Title:
Withdrawn DateThe date and time when the deal registration was withdrawn.
Nested Schema : Deal Approval Histories
Type:
arrayTitle:
Deal Approval HistoriesThe deal registration approval history lets you access a comprehensive record of approval-related information associated with the deal, encompassing the names of approvers, action dates, and the specific actions taken.
Show Source
Nested Schema : Deal Attachments
Type:
arrayTitle:
Deal AttachmentsThe attachments resource is used to view, create, update, and delete attachments of a deal. An attachment includes additional information about a deal.
Show Source
Nested Schema : Deal Products
Type:
arrayTitle:
Deal ProductsThe deal products resource is used to view, create, update, and delete a deal product. The deal product is a product or product family associated with the deal registration that the customer is interested in.
Show Source
Nested Schema : Deal Team Members
Type:
arrayTitle:
Deal Team MembersThe deal team member resource is used to view, create, update, and delete a deal team member. A deal team member is a resource who is assigned to the deal registration team and who has the appropriate visibility and access to the deal registration record.
Show Source
Nested Schema : Links
Type:
arrayTitle:
LinksThe link relations associated with the resource instance.
Show Source
Nested Schema : Opportunities
Type:
arrayTitle:
OpportunitiesThe opportunity resource is used to view the opportunities associated with a deal registration. An opportunity is used by a sales organization to track information about a potential sale, such as the sales account, key contacts, product interests, and potential revenues. A matched opportunity is an opportunity that matches the deal registration based on the duplicate check process.
Show Source
Nested Schema : Notes
Type:
arrayTitle:
NotesThe note resource is used to view, create, update, and delete notes associated with a deal. A note captures comments, information, or instructions related to a deal.
Show Source
Nested Schema : Partner Owner Picker
Type:
arrayTitle:
Partner Owner PickerThe partner owner picker resource is used to create a list of partners that is used to select the partner owner.
Show Source
Nested Schema : Product Groups
Type:
arrayTitle:
Product GroupsThe product group resource is used to view information about related products. A product group is a business object that groups related products so that you can work with them together. You can use product groups to create a multilevel hierarchy that can be used as a sales catalog, a rollup hierarchy, or a promotion catalog. For example, you might create a product group named Consumer Electronics that includes all of your consumer electronics products so that customers can browse through all the products in this group in your product catalog.
Show Source
Nested Schema : Products
Type:
arrayTitle:
ProductsThe product resource is used to view product information. A product is an item that an organization or company intends to sell.
Show Source
Nested Schema : Smart Actions
Type:
arrayTitle:
Smart ActionsThe smart actions resource is used to view the name, security, context object, REST operation, confirmation message, and other global properties of smart actions. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action.
Show Source
Nested Schema : deals-DealApprovalHistory-item-response
Type:
Show Source
object-
ActionBy: string
Read Only:
trueMaximum Length:255User name of the user who has taken the action. -
ActionByDisplay: string
Read Only:
trueMaximum Length:255Party name of the user who has taken the action. -
ActionCode: string
Read Only:
trueMaximum Length:255Action taken by the user. This will be non-translatable value. -
ActionDate: string
(date-time)
Read Only:
trueDate when the action was taken. -
Assignee: string
Read Only:
trueMaximum Length:255User name of the user to whom deal is assigned. -
AssigneeDisplayName: string
Read Only:
trueMaximum Length:255Party name of the user to whom the deal is assigned. -
AssigneeType: string
Read Only:
trueMaximum Length:255Type of assignee. It can be a user or a role. -
CommentText: string
Read Only:
trueMaximum Length:255Comments provided by the user for each action taken. For submit action there won't be any comments. -
IdentificationKey: string
Read Only:
trueMaximum Length:255The unique identifier for which approval history records needs to be shown. -
links: array
Links
Title:
LinksThe link relations associated with the resource instance. -
ReasonDisplay: string
Read Only:
trueMaximum Length:255Reason provided by the user for any action taken. This is displayed only when the deal is either rejected or returned. -
Version: string
Read Only:
trueMaximum Length:255Version of each row of approval history. -
VersionKey: string
Read Only:
trueMaximum Length:255The primary key identifier of the approval history.
Nested Schema : Links
Type:
arrayTitle:
LinksThe link relations associated with the resource instance.
Show Source
Nested Schema : link
Type:
Show Source
object-
href: string
Title:
hyperlink referenceThe URI to the related resource. -
kind: string
Title:
kindAllowed Values:[ "collection", "item", "describe", "other" ]The kind of the related resource. -
name: string
Title:
nameThe name of the link to the related resource. -
properties: object
properties
-
rel: string
Title:
relationAllowed Values:[ "self", "lov", "parent", "canonical", "child", "enclosure", "action", "custom" ]The name of the relation to the resource instance. Example: self.
Nested Schema : properties
Type:
Show Source
object-
changeIndicator: string
Change indicator or the ETag value of the resource instance.
Nested Schema : deals-DealAttachments-item-response
Type:
Show Source
object-
AsyncTrackerId: string
Title:
Asynchronous Upload Tracker IdThe unique identifier used for tracking the uploaded files. -
AttachedDocumentId: integer
(int64)
Title:
Attached Document IdThe unique identifier of the attached document. -
CategoryName: string
Title:
CategoryMaximum Length:30The name of the category of the attachment. - ContentRepositoryFileShared: boolean
-
CreatedBy: string
Title:
Created ByRead Only:trueMaximum Length:255The user who created the attachment. -
CreatedByUserName: string
Title:
Created By User NameRead Only:trueThe user name who created the record. -
CreationDate: string
(date-time)
Title:
Creation DateRead Only:trueThe date when the attachment record was created. -
DatatypeCode: string
Title:
TypeMaximum Length:30Default Value:FILEThe code indicating the type of attachment. For example, File, URL, and so on. -
Description: string
Title:
DescriptionMaximum Length:255The description of the attachment. -
DmDocumentId: string
Maximum Length:
255The unique document ID of the attachment. -
DmFolderPath: string
Title:
Dm Folder PathMaximum Length:1000The folder path of the attachment. -
DmVersionNumber: string
Maximum Length:
255The current version number of the attachment. -
DownloadInfo: string
Title:
DownloadInfoJSON object represented as a string containing information used to programmatically retrieve a file attachment. -
ErrorStatusCode: string
Title:
Error Status CodeThe code indicating the type of error, if any, for the attachment. -
ErrorStatusMessage: string
Title:
Error Status MessageThe error message, if any, for the attachment. -
ExpirationDate: string
(date-time)
Title:
Expiration DateThe date when the contents in the attachment expire. -
FileContents: string
(byte)
Title:
File ContentsThe contents of the attachment. -
FileName: string
Title:
File NameMaximum Length:2048The file name of the attachment. -
FileUrl: string
Title:
File UrlThe URL of the attachment. -
FileWebImage: string
(byte)
Title:
File Web ImageRead Only:trueThe base64 encoded image of the file displayed in .png format if the source is a convertible image. -
LastUpdateDate: string
(date-time)
Title:
Last Update DateRead Only:trueThe date when the record was last updated. -
LastUpdatedBy: string
Title:
Last Updated ByRead Only:trueMaximum Length:255The user who last updated the record. -
LastUpdatedByUserName: string
Title:
Last Updated By UserRead Only:trueThe user name who last updated the record. -
links: array
Links
Title:
LinksThe link relations associated with the resource instance. -
PostProcessingAction: string
Title:
PostProcessingActionThe name of the action that can be performed after an attachment is uploaded. -
Title: string
Title:
TitleThe title of the attachment. -
UploadedFileContentType: string
Title:
Uploaded File Content TypeThe content type of the attachment. -
UploadedFileLength: integer
Title:
File SizeThe length of the attachment file. -
UploadedFileName: string
Title:
Uploaded File NameThe name of the attachment file. -
UploadedText: string
Title:
Uploaded TextThe text of the attachment. -
Uri: string
Title:
UriMaximum Length:4000The URI of the attachment. -
Url: string
Title:
UrlMaximum Length:4000The URL of the attachment. -
UserName: string
Title:
User NameRead Only:trueMaximum Length:255The login associated with the attachment.
Nested Schema : Links
Type:
arrayTitle:
LinksThe link relations associated with the resource instance.
Show Source
Nested Schema : deals-DealProduct-item-response
Type:
Show Source
object-
Amount: number
Title:
AmountThe amount associated with the product line. The amount equals quantity times the registered price. -
ConvCurrencyCode: string
Maximum Length:
15The currency code to which the currency on the deal registration must be converted to. For example, the corporate currency code. -
ConvExchangeRate: number
The exchange rate for converting the entered currency to the standard CRM corporate currency.
-
ConvRateType: string
Maximum Length:
30The currency conversion rate type used to derive the exchange rate between the user entered currency and the CRM corporate currency code associated with the deal registration. -
CreatedBy: string
Read Only:
trueMaximum Length:64The user who created the deal product record. -
CreationDate: string
(date-time)
Read Only:
trueThe date and time when the deal product record was created. -
CurrencyCode: string
Maximum Length:
15The currency code. This attribute is used by CRM Extensibility framework. A list of valid values are defined in the lookup ZCA_COMMON_CORPORATE_CURRENCY. Review and update the profile option using the Setup and Maintenance work area, Manage Currency Profile Options task. -
DealId: integer
(int64)
The unique identifier of the parent deal registration.
-
DealNumber: string
Title:
Registration NumberMaximum Length:30The alternate unique identifier of the deal registration. -
DealProdId: integer
(int64)
The unique identifier of the deal registration product.
-
DealProdNumber: string
Maximum Length:
30The alternate unique identifier of the deal registration product. -
InventoryItemId: integer
(int64)
The unique identifier of the product inventory item associated with the deal registration.
-
InvOrgId: integer
(int64)
The unique identifier of the inventory organization.
-
ItemDescription: string
Title:
Long DescriptionRead Only:trueMaximum Length:4000The description of the product associated with the deal registration. -
ItemName: string
Title:
Item DescriptionMaximum Length:240The name of the product associated with the deal registration. -
ItemNumber: string
Title:
Item NumberRead Only:trueMaximum Length:300Public Unique Identifier for Item in Deal Registration -
LastUpdateDate: string
(date-time)
Read Only:
trueThe date and time when the deal product record was last updated. -
LastUpdatedBy: string
Read Only:
trueMaximum Length:64The user who last updated the deal product record. -
LastUpdateLogin: string
Read Only:
trueMaximum Length:32The login of the user who last updated the deal product record. -
links: array
Links
Title:
LinksThe link relations associated with the resource instance. -
ProductGroupDescription: string
Title:
DescriptionRead Only:trueMaximum Length:1000The description of the product group associated with the deal registration. -
ProductGroupId: integer
(int64)
The unique identifier of the product group associated with the deal registration.
-
ProductGroupName: string
Title:
NameMaximum Length:250The name of the product group associated with the deal registration. -
ProductGroupNumber: string
Title:
Product Group NumberMaximum Length:50Public Unique Identifier for Product Group in Deal Registration -
ProductType: string
Title:
TypeThe product line type, such as product or product group. -
Quantity: number
Title:
QuantityThe quantity of the product or product group. -
RegisteredPrice: number
Title:
Registered PriceThe registered price of the product. -
smartActions: array
Smart Actions
Title:
Smart ActionsThe smart actions resource is used to view the name, security, context object, REST operation, confirmation message, and other global properties of smart actions. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action. -
UOMCode: string
Title:
UOMMaximum Length:3The unit of measure of the product quantity.
Nested Schema : Links
Type:
arrayTitle:
LinksThe link relations associated with the resource instance.
Show Source
Nested Schema : Smart Actions
Type:
arrayTitle:
Smart ActionsThe smart actions resource is used to view the name, security, context object, REST operation, confirmation message, and other global properties of smart actions. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action.
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Nested Schema : deals-DealProduct-smartActions-item-response
Type:
Show Source
object-
ActionIntent: string
(byte)
Title:
Action IntentJSON object that describes what an action does and what context data can be passed to the action. -
ConfirmationMessage: string
Title:
Confirmation MessageMaximum Length:4000The confirmation message displayed before the smart action runs. An affirmative response allows the smart action to run. -
ContentType: string
Title:
Content TypeMaximum Length:50The media type of the smart action REST operation. -
DisplayLabel: string
Title:
Action NameMaximum Length:256The display name of the smart action. -
Entity: string
Title:
Parent EntityMaximum Length:150The primary object the smart action is associated with. For example if the smart action creates an appointment for a lead, lead is the primary object. -
Href: string
Title:
REST EndpointMaximum Length:1024The relative path of the smart action REST resource. The path can include path parameters. -
IncludedInApplication: string
Title:
Included in ApplicationMaximum Length:512The client applications that the smart action is associated with. -
links: array
Links
Title:
LinksThe link relations associated with the resource instance. -
MassActionFlag: boolean
Title:
Mass ActionMaximum Length:1Indicates whether an action is designed to operate on multiple object instances selected by an end user. -
Method: string
Title:
HTTP MethodMaximum Length:15The HTTP method of the smart action REST operation. -
ObjectFunctionName: string
Title:
Object FunctionMaximum Length:64The object function for smart action. -
PageType: string
Title:
Page TypeMaximum Length:256The list of pages that this action can be used in. -
SmartSuggestFlag: boolean
Title:
Smart SuggestMaximum Length:1Indicates whether the smart suggest is enabled for the action. -
SystemActionFlag: boolean
Title:
System ActionMaximum Length:1System assigned value indicating whether the smart action is seeded or custom. True indicates the smart action is seeded. -
UpdateOfAttributes: string
Title:
Attributes to UpdateMaximum Length:512The object attribute to be updated as a result of using a data entry form. Used by applications to determine which form to use. The value is object scoped and must be unique across all smart actions for an object. -
UserActionId: integer
(int64)
Title:
User Action IDThe unique system assigned identifier of the smart action definition. -
UserActionName: string
Title:
Action NameMaximum Length:256The unique system assigned smart action name. - UserActionNavigation: array Smart Action User Interface Definitions
-
UserActionRank: integer
(int64)
Title:
PriorityThe number defining the relative position of the smart action in the list of smart actions displayed in a client application. -
UserActionRequestPayload: array
Smart Action REST Payload Definitions
Title:
Smart Action REST Payload DefinitionsThe payload definitions resource is used to view the REST request payload name-value pair definitions of a smart action. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action. -
UserActionURLBinding: array
Smart Action REST Path Parameter Definitions
Title:
Smart Action REST Path Parameter DefinitionsThe path parameters resource is used to view the REST request path parameter name-value pair definitions of a smart action. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action.
Nested Schema : Links
Type:
arrayTitle:
LinksThe link relations associated with the resource instance.
Show Source
Nested Schema : Smart Action REST Payload Definitions
Type:
arrayTitle:
Smart Action REST Payload DefinitionsThe payload definitions resource is used to view the REST request payload name-value pair definitions of a smart action. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action.
Show Source
Nested Schema : Smart Action REST Path Parameter Definitions
Type:
arrayTitle:
Smart Action REST Path Parameter DefinitionsThe path parameters resource is used to view the REST request path parameter name-value pair definitions of a smart action. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action.
Show Source
Nested Schema : deals-DealProduct-smartActions-UserActionRequestPayload-item-response
Type:
Show Source
object-
Binding: string
Title:
Payload Value Binding TypeMaximum Length:64Indicates the classification of the value property of a name-value pair. A binding value of RUNTIME indicates the value to be assigned is the runtime value of an object attribute. A value of STATIC indicates the value to be assigned is a simple string. A null value indicates that the value type is JSON_ARRAY_STRING. -
links: array
Links
Title:
LinksThe link relations associated with the resource instance. -
MandatoryFlag: boolean
Title:
MandatoryMaximum Length:1Indicates whether a REST payload body parameter value is mandatory. If True, runtime validation ensures that the value is defined. -
RequestPayloadId: integer
(int64)
The unique system assigned identifier of a smart action REST payload body parameter name-value pair definition.
-
RequestPayloadName: string
Title:
Request Payload Attribute NameMaximum Length:256The value assigned to the name property of a name-value pair. -
SmartSuggestPath: string
Title:
Smart Suggest PathMaximum Length:2048The path used for smart suggest. -
SystemActionFlag: boolean
Title:
System ActionMaximum Length:1Default Value:falseThe system assigned value indicating whether the smart action is seeded or custom. True indicates the smart action is seeded. The value is automatically derived from smartActions.SystemActionFlag. -
Value: string
Title:
Request Payload Attribute ValueMaximum Length:1000The value assigned to the value property of a name-value pair. -
ValueStruct: string
Title:
Payload Value StructureMaximum Length:20A value of JSON_ARRAY_STRING indicates that the value property of a name-value pair represents an array of data rather than a single entity such as an object attribute name or simple text string. The array string is a definition of the name-value pair and the Binding and Mandatory properties. The array string follows specific pattern, for example [{"name":"leadId","Value":"LeadId","MandatoryFlag":true,"Binding":"RUNTIME"}]. A null value indicates the value property represents a simple, single entity such as an object attribute name or simple text string.
Nested Schema : Links
Type:
arrayTitle:
LinksThe link relations associated with the resource instance.
Show Source
Nested Schema : deals-DealProduct-smartActions-UserActionURLBinding-item-response
Type:
Show Source
object-
Binding: string
Title:
URL Binding TypeMaximum Length:64The classification of the value property of a name-value pair. The binding value of a UserActionURLBinding instance must be RUNTIME. A binding value of RUNTIME indicates the value to be assigned is the runtime value of an object attribute. -
links: array
Links
Title:
LinksThe link relations associated with the resource instance. -
SystemActionFlag: boolean
Title:
System ActionMaximum Length:1Default Value:falseThe system assigned value indicating whether the smart action is seeded or custom. True indicates the smart action is seeded. The value is automatically derived from smartActions.SystemActionFlag. -
URLBindingId: integer
(int64)
The unique system assigned identifier of a smart action REST path parameter name-value pair definition.
-
URLBindingName: string
Title:
URL Binding Parameter NameMaximum Length:256The value assigned to the name property of a name-value pair. -
Value: string
Title:
URL Binding Parameter ValueMaximum Length:1000The value assigned to the value property of a name-value pair.
Nested Schema : Links
Type:
arrayTitle:
LinksThe link relations associated with the resource instance.
Show Source
Nested Schema : deals-DealResources-item-response
Type:
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object-
AccessLevelCode: string
Title:
AccessMaximum Length:30The code indicating the access level of the deal team member. For example, View Only,Edit, or Full. A list of valid values is defined in the lookup ORA_MKL_DEAL_ACCESS_LEVEL. -
CreatedBy: string
Read Only:
trueMaximum Length:64The user who created the deal team member record. -
CreationDate: string
(date-time)
Read Only:
trueThe date and time when the deal team member record was created. -
DealId: integer
(int64)
The unique identifier of the deal registration.
-
DealNumber: string
Title:
Registration NumberMaximum Length:30Public Unique Identifier of Deal Registration on the Deal Resource Team -
DealResourceId: integer
(int64)
The unique identifier of the deal team member.
-
EmailAddress: string
Title:
EmailRead Only:trueMaximum Length:320The e-mail address of the deal team member associated with the deal registration. -
FormattedPhoneNumber: string
Title:
PhoneRead Only:trueThe phone number of the deal team member associated with the deal registration. -
LastUpdateDate: string
(date-time)
Read Only:
trueThe date and time when the deal team member record was last updated. -
LastUpdatedBy: string
Read Only:
trueMaximum Length:64The user who last updated the deal team member record. -
LastUpdateLogin: string
Read Only:
trueMaximum Length:32The login of the user who last updated the deal team member record. -
links: array
Links
Title:
LinksThe link relations associated with the resource instance. -
MemberFunctionCode: string
Title:
FunctionMaximum Length:30The code indicating the function of a deal team member. For example, Channel Manager, engineering Owner, Executive Sponsor, Primary Salesperson, Product Specialist, Support Account manager, Technical Account Manager, Technical Marketing Manager, or Technical Specialist. A list of valid values is defined in the lookup ZCA_RESOURCE_FUNCTION. -
OwnerFlag: boolean
Title:
OwnerIndicates whether the deal team member is the owner of the deal registration. -
PartnerOrgId: integer
(int64)
The unique identifier of the partner organization.
-
ResourceId: integer
(int64)
The unique identifier of the employee resource.
-
ResourceName: string
Title:
NameRead Only:trueMaximum Length:360The name of the deal team member associated with the deal registration. -
ResourcePartyNumber: string
Title:
Resource NumberRead Only:trueMaximum Length:30Public Unique Identifier of Resource Party on the Deal Resource Team -
ResourceUsername: string
Title:
User NameThe login username of the deal team member associated with the deal registration. -
RoleName: string
Read Only:
trueMaximum Length:255The login username of the deal team member associated with the deal registration. -
smartActions: array
Smart Actions
Title:
Smart ActionsThe smart actions resource is used to view the name, security, context object, REST operation, confirmation message, and other global properties of smart actions. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action.
Nested Schema : Links
Type:
arrayTitle:
LinksThe link relations associated with the resource instance.
Show Source
Nested Schema : Smart Actions
Type:
arrayTitle:
Smart ActionsThe smart actions resource is used to view the name, security, context object, REST operation, confirmation message, and other global properties of smart actions. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action.
Show Source
Nested Schema : deals-DealResources-smartActions-item-response
Type:
Show Source
object-
ActionIntent: string
(byte)
Title:
Action IntentJSON object that describes what an action does and what context data can be passed to the action. -
ConfirmationMessage: string
Title:
Confirmation MessageMaximum Length:4000The confirmation message displayed before the smart action runs. An affirmative response allows the smart action to run. -
ContentType: string
Title:
Content TypeMaximum Length:50The media type of the smart action REST operation. -
DisplayLabel: string
Title:
Action NameMaximum Length:256The display name of the smart action. -
Entity: string
Title:
Parent EntityMaximum Length:150The primary object the smart action is associated with. For example if the smart action creates an appointment for a lead, lead is the primary object. -
Href: string
Title:
REST EndpointMaximum Length:1024The relative path of the smart action REST resource. The path can include path parameters. -
IncludedInApplication: string
Title:
Included in ApplicationMaximum Length:512The client applications that the smart action is associated with. -
links: array
Links
Title:
LinksThe link relations associated with the resource instance. -
MassActionFlag: boolean
Title:
Mass ActionMaximum Length:1Indicates whether an action is designed to operate on multiple object instances selected by an end user. -
Method: string
Title:
HTTP MethodMaximum Length:15The HTTP method of the smart action REST operation. -
ObjectFunctionName: string
Title:
Object FunctionMaximum Length:64The object function for smart action. -
PageType: string
Title:
Page TypeMaximum Length:256The list of pages that this action can be used in. -
SmartSuggestFlag: boolean
Title:
Smart SuggestMaximum Length:1Indicates whether the smart suggest is enabled for the action. -
SystemActionFlag: boolean
Title:
System ActionMaximum Length:1System assigned value indicating whether the smart action is seeded or custom. True indicates the smart action is seeded. -
UpdateOfAttributes: string
Title:
Attributes to UpdateMaximum Length:512The object attribute to be updated as a result of using a data entry form. Used by applications to determine which form to use. The value is object scoped and must be unique across all smart actions for an object. -
UserActionId: integer
(int64)
Title:
User Action IDThe unique system assigned identifier of the smart action definition. -
UserActionName: string
Title:
Action NameMaximum Length:256The unique system assigned smart action name. - UserActionNavigation: array Smart Action User Interface Definitions
-
UserActionRank: integer
(int64)
Title:
PriorityThe number defining the relative position of the smart action in the list of smart actions displayed in a client application. -
UserActionRequestPayload: array
Smart Action REST Payload Definitions
Title:
Smart Action REST Payload DefinitionsThe payload definitions resource is used to view the REST request payload name-value pair definitions of a smart action. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action. -
UserActionURLBinding: array
Smart Action REST Path Parameter Definitions
Title:
Smart Action REST Path Parameter DefinitionsThe path parameters resource is used to view the REST request path parameter name-value pair definitions of a smart action. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action.
Nested Schema : Links
Type:
arrayTitle:
LinksThe link relations associated with the resource instance.
Show Source
Nested Schema : Smart Action REST Payload Definitions
Type:
arrayTitle:
Smart Action REST Payload DefinitionsThe payload definitions resource is used to view the REST request payload name-value pair definitions of a smart action. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action.
Show Source
Nested Schema : Smart Action REST Path Parameter Definitions
Type:
arrayTitle:
Smart Action REST Path Parameter DefinitionsThe path parameters resource is used to view the REST request path parameter name-value pair definitions of a smart action. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action.
Show Source
Nested Schema : deals-DealResources-smartActions-UserActionRequestPayload-item-response
Type:
Show Source
object-
Binding: string
Title:
Payload Value Binding TypeMaximum Length:64Indicates the classification of the value property of a name-value pair. A binding value of RUNTIME indicates the value to be assigned is the runtime value of an object attribute. A value of STATIC indicates the value to be assigned is a simple string. A null value indicates that the value type is JSON_ARRAY_STRING. -
links: array
Links
Title:
LinksThe link relations associated with the resource instance. -
MandatoryFlag: boolean
Title:
MandatoryMaximum Length:1Indicates whether a REST payload body parameter value is mandatory. If True, runtime validation ensures that the value is defined. -
RequestPayloadId: integer
(int64)
The unique system assigned identifier of a smart action REST payload body parameter name-value pair definition.
-
RequestPayloadName: string
Title:
Request Payload Attribute NameMaximum Length:256The value assigned to the name property of a name-value pair. -
SmartSuggestPath: string
Title:
Smart Suggest PathMaximum Length:2048The path used for smart suggest. -
SystemActionFlag: boolean
Title:
System ActionMaximum Length:1Default Value:falseThe system assigned value indicating whether the smart action is seeded or custom. True indicates the smart action is seeded. The value is automatically derived from smartActions.SystemActionFlag. -
Value: string
Title:
Request Payload Attribute ValueMaximum Length:1000The value assigned to the value property of a name-value pair. -
ValueStruct: string
Title:
Payload Value StructureMaximum Length:20A value of JSON_ARRAY_STRING indicates that the value property of a name-value pair represents an array of data rather than a single entity such as an object attribute name or simple text string. The array string is a definition of the name-value pair and the Binding and Mandatory properties. The array string follows specific pattern, for example [{"name":"leadId","Value":"LeadId","MandatoryFlag":true,"Binding":"RUNTIME"}]. A null value indicates the value property represents a simple, single entity such as an object attribute name or simple text string.
Nested Schema : Links
Type:
arrayTitle:
LinksThe link relations associated with the resource instance.
Show Source
Nested Schema : deals-DealResources-smartActions-UserActionURLBinding-item-response
Type:
Show Source
object-
Binding: string
Title:
URL Binding TypeMaximum Length:64The classification of the value property of a name-value pair. The binding value of a UserActionURLBinding instance must be RUNTIME. A binding value of RUNTIME indicates the value to be assigned is the runtime value of an object attribute. -
links: array
Links
Title:
LinksThe link relations associated with the resource instance. -
SystemActionFlag: boolean
Title:
System ActionMaximum Length:1Default Value:falseThe system assigned value indicating whether the smart action is seeded or custom. True indicates the smart action is seeded. The value is automatically derived from smartActions.SystemActionFlag. -
URLBindingId: integer
(int64)
The unique system assigned identifier of a smart action REST path parameter name-value pair definition.
-
URLBindingName: string
Title:
URL Binding Parameter NameMaximum Length:256The value assigned to the name property of a name-value pair. -
Value: string
Title:
URL Binding Parameter ValueMaximum Length:1000The value assigned to the value property of a name-value pair.
Nested Schema : Links
Type:
arrayTitle:
LinksThe link relations associated with the resource instance.
Show Source
Nested Schema : deals-MatchedOpportunity-item-response
Type:
Show Source
object-
AccountPartyNumber: string
Title:
Account NumberRead Only:trueMaximum Length:30The party number of the account associated with the matched opportunity. -
AssetId: integer
(int64)
The unique identifier of the asset associated with the opportunity.
-
AssetNumber: string
Title:
Asset NumberMaximum Length:100The alternate key identifier of the asset associated with the opportunity. -
AssetProduct: string
Title:
AssetThe asset product associated with the opportunity. -
AssetSerialNumber: string
Title:
Asset Serial NumberRead Only:trueMaximum Length:100The asset serial number associated with the opportunity. -
AssignmentMode: string
Title:
Assignment ModeMaximum Length:30Specifies the types of assignment mode options available for controlling auto assignment default behavior for opportunity record updates. -
AverageDaysAtStage: integer
(int64)
Title:
DurationRead Only:trueThe average duration, in number of days, that the opportunity remains in the current sales stage. -
BatchTag: string
Title:
Batch TagMaximum Length:30The batch tag of the opportunity. -
BdgtAmount: number
Title:
Budget AmountBudget amount from the sales account. -
BdgtAmtCurcyCd: string
Title:
Budget Amount CurrencyMaximum Length:15The currency code for budget amount from the sales account. -
BudgetAvailableDate: string
(date)
Title:
Date Budget AvailableThe date and time when the opportunity budget was made available. -
BudgetedFlag: boolean
Title:
BudgetedMaximum Length:1Default Value:falseIndicates if the opportunity sales account has the budget approved for the potential purchase. If the value is true, then the sales account has the budget approved for the purchase. The default value is False. -
ChampionFlag: boolean
Title:
Key Internal SponsorMaximum Length:1Default Value:falseIndicates if the opportunity has an internal sponsor. If the value is true, then the opportunity has an internal sponsor. The default value is False. -
ClosePeriod: string
Title:
Close PeriodRead Only:trueThe close period of the opportunity. -
Comments: string
Title:
CommentsMaximum Length:2000The user-provided comments for the opportunity. -
ConflictId: integer
(int64)
Title:
Conflict IDDefault Value:0Disconnected Mobile: this value is used to guarantee the uniqueness of the row when duplicates are created in different databases (i.e. mobile databases or the server). -
CreatedBy: string
Title:
Created ByRead Only:trueMaximum Length:64The user who created the opportunity record. -
CreationDate: string
(date-time)
Title:
Creation DateRead Only:trueThe date and time when the opportunity record was created. -
CrmConversionRate: number
Title:
Conversion RateThis rate is used for the conversion of the revenue amount to the CRM common currency to facilitate the computation of the revenue forecast metrics. This is the amount that one currency can be exchanged for, at a specific point of time. -
CrmCurrencyCode: string
Title:
CRM Common CurrencyRead Only:trueMaximum Length:15CRM common currency code. -
CurrencyCode: string
Title:
CurrencyMaximum Length:15The currency code of the matched opportunity. This attribute is used by CRM Extensibility framework. A list of valid values are defined in the lookup ZCA_COMMON_CORPORATE_CURRENCY. Review and update the profile option using the Setup and Maintenance work area, Manage Currency Profile Options task. -
CustomerAccountId: integer
(int64)
Title:
Billing AccountThe unique identifier of the customer billing account associated with the opportunity. -
CustPartyType: string
Title:
Customer TypeMaximum Length:30The party type of the account associated to the opportunity. The possible values are Organization, Household and Contact. -
DealHorizonCode: string
Title:
Estimated Deal DurationMaximum Length:30The estimated time, in days, required to close the deal. A list of valid values is defined in the lookup MOO_SETID_DEAL_HORIZION. Review and update the codes using the Setup and Maintenance work area, Manage Standard Lookups task. -
DecisionLevelCode: string
Title:
Decision LevelMaximum Length:30The job level of the person who takes the final decision for the opportunity. A list of valid values is defined in the lookup MOO_SETID_DECISION_LEVEL. Review and update the codes using the Setup and Maintenance work area, Manage Standard Lookups task. -
DeleteFlag: boolean
Title:
DeletedRead Only:trueIndicates whether the opportunity can be deleted. -
Description: string
Title:
Sales ObjectiveMaximum Length:2000The description of the opportunity, including the sales objective. -
DescriptionText: string
Title:
DescriptionRead Only:trueMaximum Length:255The description of the sales objective of the opportunity. -
DownsideAmount: number
Title:
Worst CaseDefault Value:0The minimum amount of revenue for the opportunity. -
EffectiveDate: string
(date)
Title:
Close DateThe date and time when the opportunity was closed. -
EmailAddress: string
Title:
Owner EmailRead Only:trueMaximum Length:320The e-mail address of the employee resource that owns the opportunity. -
ExpectAmount: number
Title:
Expected RevenueDefault Value:0The expected revenue from the opportunity. -
ForecastCategory: string
Title:
Forecast CategoryMaximum Length:30Specifies the categories used to represent the commitment level for sales forecasting such as pipeline, best case, most likely and so on. -
ForecastOverrideCode: string
Title:
Include in ForecastMaximum Length:30The code that indicates if the revenue forecast should be overridden. The valid values are ALWAYS, NEVER, and CRITERIA. -
HintCode: string
Title:
Hint CodeRead Only:trueMaximum Length:10AI hint code. -
IBAssetId: integer
(int64)
Title:
Installed Base AssetIdentifier of the installed base asset of the opportunity. -
IBAssetNumber: string
Title:
Installed Base Asset NumberRead Only:trueMaximum Length:80Asset number of the installed base asset of the opportunity. -
IBAssetSerialNumber: string
Title:
Installed Base Asset Serial NumberRead Only:trueMaximum Length:80The associated installed base Asset's Serial number -
KeyContactId: integer
(int64)
Title:
Primary ContactThe unique identifier of the primary contact associated with the opportunity. -
LastUpdateDate: string
(date-time)
Title:
Last Updated DateRead Only:trueThe date and time when the opportunity record was last updated. -
LastUpdatedBy: string
Title:
Last Updated ByRead Only:trueMaximum Length:64The user who last updated the opportunity record. -
LastUpdateLogin: string
Title:
Last Update LoginMaximum Length:32The login of the user who last updated the opportunity record. -
LineOfBusinessCode: string
Title:
Line of BusinessMaximum Length:30The code indicating which line of business owns the opportunity. -
links: array
Links
Title:
LinksThe link relations associated with the resource instance. -
LookupCategory: string
Title:
Status CategoryRead Only:trueMaximum Length:30The status category of the opportunity status. -
ManageGeneralProfileDataFlag: boolean
Title:
Manage General Profile DataRead Only:trueAllows management of general opportunity information such as competitors, lead, source, contacts, references, interactions, and assessments. -
ManageRestrictedProfileDataFlag: boolean
Title:
Manage Restricted Profile DataRead Only:trueAllows management of restricted opportunity information such as sales method, sales stage, sales account, primary contact, and partners. -
ManageRevenueDataFlag: boolean
Title:
Manage Revenue DataRead Only:trueAllows management of revenue data, such as products and recurring revenue information. -
ManageTeamDataFlag: boolean
Title:
Manage Team DataRead Only:trueAllows management of opportunity sales team data. -
MaximumDaysInStage: integer
(int64)
Title:
Stalled Deal LimitRead Only:trueThe maximum duration, in number of days, that the opportunity can remain in the sales stage before it is considered stalled. -
Name: string
Title:
NameMaximum Length:275The name of the opportunity. -
OpportunityOrigin: string
Title:
Opportunity OriginMaximum Length:30Default Value:SALES_OPTYThe value for the origin of the opportunity. -
OpportunityTypeCode: string
Title:
Opportunity TypeMaximum Length:30Display the different types of opportunity such as new, renewal and expansion. -
OptyCreatedBy: string
Title:
Opportunity Created ByMaximum Length:64The user who created the opportunity. -
OptyCreationDate: string
(date-time)
Title:
Opportunity Creation DateThe date and time when the opportunity was created. -
OptyId: integer
(int64)
Title:
Opportunity IDThe unique identifier of the opportunity. -
OptyLastUpdateDate: string
(date-time)
Title:
Opportunity Last Updated DateThe date when the opportunity was last updated. -
OptyLastUpdatedBy: string
Title:
Opportunity Last Updated ByMaximum Length:64The user who last updated the opportunity. -
OptyNumber: string
Title:
Opportunity NumberMaximum Length:30The unique alternate identifier for the opportunity. -
OwnerPartyNumber: string
Title:
Owner NumberRead Only:trueMaximum Length:30The owner party number of the opportunity. -
OwnerResourcePartyId: integer
(int64)
Title:
OwnerThe unique identifier of a valid employee resource who owns and manages the opportunity. -
PartyName1: string
Title:
OwnerRead Only:trueMaximum Length:360The name of the opportunity owner. -
PartyUniqueName1: string
Title:
Primary CompetitorRead Only:trueMaximum Length:900The unique name of the primary competitor for the opportunity. -
PhaseCd: string
Title:
PhaseRead Only:trueMaximum Length:30Default Value:"B - Working the Deal"The code indicating the current phase of the opportunity sales stage. -
PredWinProb: number
Title:
Predicted Win ProbabilityRead Only:trueAI predicted win probability percent. -
PrimaryCampaignId: integer
(int64)
Title:
Primary Campaign IDThe unique identifier of the primary campaign associated with the matched opportunity. -
PrimaryCampaignName: string
Title:
Primary CampaignThe name of the primary campaign associated with the matched opportunity. -
PrimaryCampaignNumber: string
Title:
Primary Campaign NumberMaximum Length:30The alternate unique identifier of the primary campaign associated with the matched opportunity. -
PrimaryCompetitorId: integer
(int64)
Title:
Primary CompetitorThe unique identifier of the primary competitor associated with the opportunity. -
PrimaryCompetitorPartyNumber: string
Title:
Primary Competitor Party NumberRead Only:trueMaximum Length:30The party number of the primary competitor associated with the opportunity. -
PrimaryContactEmailAddress: string
Title:
Primary Contact EmailRead Only:trueMaximum Length:320The e-mail address of the primary contact associated with the opportunity. -
PrimaryContactEmailPref: string
Title:
Primary Contact Email PreferenceRead Only:trueMaximum Length:255Indicates if the primary contact has an email preference of do not email, ok to email, or no value. -
PrimaryContactFormattedPhoneNumber: string
Title:
Primary Contact PhoneRead Only:trueThe phone number of the primary contact associated with the opportunity. -
PrimaryContactPartyName: string
Title:
Primary ContactRead Only:trueMaximum Length:360The name of the primary contact associated with the opportunity. -
PrimaryContactPartyNumber: string
Title:
Primary Contact Party NumberRead Only:trueMaximum Length:30The party number of the primary contact associated with the opportunity. -
PrimaryContactPhonePref: string
Title:
Primary Contact Phone PreferenceRead Only:trueMaximum Length:255Indicates if the primary contact has a phone preference of do not call, ok to call, or no value. -
PrimaryOrganizationId: integer
(int64)
Title:
Business Unit IDThe unique identifier of the business unit associated with the opportunity. -
PrimaryPartnerCompanyNumber: string
Title:
Primary Partner NumberMaximum Length:30The party number of the primary partner associated with the opportunity. -
PrimaryPartnerId: integer
(int64)
Title:
Primary PartnerThe unique identifier of the primary partner associated with the opportunity. -
PrimaryPartnerOrgPartyName: string
Title:
Primary PartnerMaximum Length:360The organization party name of the primary partner associated with the opportunity. -
PrimaryRevenueId: integer
(int64)
Title:
Summary Revenue Line IDThe unique identifier of the summary revenue line associated with the opportunity. -
PrimarySubscriptionId: integer
(int64)
Title:
Primary Subscription IdThe unique identifier of the primary subscription of the opportunity. -
PrimarySubscriptionNumber: string
Title:
Subscription NumberRead Only:trueMaximum Length:120The alternate identifier of primary subscription of the opportunity. -
PrSrcNumber: string
Title:
Primary Source NumberMaximum Length:100The unique identifier of the primary marketing source or campaign that generated the opportunity. -
QuotaFactor: number
Title:
Quota FactorRead Only:trueThe quota factor of the opportunity sales stage. -
QuotedFlag: boolean
Title:
QuotedMaximum Length:1Default Value:falseIndicates that a quote has been created for this Opportunity. -
RcmndWinProb: number
Title:
Win ProbabilityRead Only:trueDefault Value:0The recommended probability of winning the opportunity in the sales stage. -
ReasonWonLostCode: string
Title:
Win/Loss ReasonMaximum Length:30The reason for winning or losing the opportunity. A list of valid values is defined in the lookup MOO_SETID_WIN_LOSS_REASON. Review and update the codes using the Setup and Maintenance work area, Manage Standard Lookups task. -
RecommendedAction: string
Title:
Recommended ActionRead Only:trueMaximum Length:180AI recommended action. -
RecordSet: string
Read Only:
trueThe record set of the opportunity. -
Registered: string
Title:
RegisteredMaximum Length:30Indicates whether the opportunity was registered. The valid values are Expired, Yes, and No. -
RegistrationStatus: string
Title:
Registration StatusMaximum Length:30The registration status of the opportunity. -
RegistrationType: string
Title:
Registration TypeMaximum Length:30The registration type used by the partner to create the opportunity. -
RenewalProcess: string
Title:
Renewal ProcessMaximum Length:30The renewal process can be manual, do not renew or automatic renewal. -
Revenue: number
Title:
AmountDefault Value:0The revenue amount of the opportunity. -
RiskLevelCode: string
Title:
Level of RiskMaximum Length:30The risk level code of the opportunity. A list of valid values is defined in the lookup MOO_SETID_RISK_LEVE. Review and update the codes using the Setup and Maintenance work area, Manage Standard Lookups task. -
SalesAccountUniqueName: string
Title:
Customer AccountRead Only:trueMaximum Length:900The unique name of the sales account that owns the opportunity. -
SalesChannelCd: string
Title:
Sales ChannelMaximum Length:50The code indicating the sales channel for the opportunity. -
SalesMethod: string
Title:
Sales MethodRead Only:trueMaximum Length:50The sales method associated with the opportunity. -
SalesMethodId: integer
(int64)
Title:
Sales MethodThe unique identifier of the sales method associated with the opportunity. -
SalesStage: string
Title:
Sales StageRead Only:trueMaximum Length:50The current sales stage of the opportunity. -
SalesStageId: integer
(int64)
Title:
Sales StageThe unique identifier of the sales stage associated with the opportunity. -
Selected: boolean
Indicates if the matched opportunity is selected.
-
SetupRefCode: string
Title:
Setup Reference CodeMaximum Length:80The public unique identifier for the CPQ configuration setup. -
SourceType: string
Title:
Source TypeRead Only:trueThe source type of the opportunity. -
StageStatusCd: string
Title:
StatusRead Only:trueMaximum Length:30Default Value:"Open"The code indicating the default status of the sales stage associated with the opportunity. -
StatusCode: string
Title:
StatusMaximum Length:30The status of the opportunity. A list of valid values is defined in the lookup MOO_OPTY_STATUS. Review and update the codes using the Setup and Maintenance work area, Manage Standard Lookups task. -
StgOrder: number
Title:
OrderRead Only:trueThe order of the opportunity's sales stage in the sales method. -
StrategicLevelCode: string
Title:
Strategic ValueMaximum Length:30The strategic value that the opportunity has for the sales account. A list of valid values is defined in the lookup MOO_SETID_STRATEGIC_VALUE. Review and update the codes using the Setup and Maintenance work area, Manage Standard Lookups task. -
TargetPartyId: integer
(int64)
Title:
AccountThe unique identifier of the sales account associated with the opportunity. -
TargetPartyName: string
Title:
AccountRead Only:trueMaximum Length:360The name of the sales account associated with the opportunity. -
TargetPartyPrimaryAddressCountry: string
Title:
Account CountryRead Only:trueMaximum Length:2Country of the primary account's primary address. -
UpdateFlag: boolean
Title:
UpdatedRead Only:trueIndicates whether the opportunity can be updated. -
UpsideAmount: number
Title:
Best CaseDefault Value:0The maximum amount of revenue for the opportunity. -
WinProb: integer
(int32)
Title:
Win ProbabilityThe estimated probability of winning the opportunity.
Nested Schema : Links
Type:
arrayTitle:
LinksThe link relations associated with the resource instance.
Show Source
Nested Schema : deals-Note-item-response
Type:
Show Source
object-
ContactRelationshipId: integer
(int64)
Title:
Contact Relationship IDThe unique identifier of the relationship between a contact and a note. This value is populated when the note is associated with a contact. -
CorpCurrencyCode: string
Title:
Corporate Currency CodeMaximum Length:15The corporate currency code of the note associated with the note. This attribute is used by CRM Extensibility framework. A list of accepted values is defined in the lookup ZCA_COMMON_CORPORATE_CURRENCY. Review and update the profile option using the Setup and Maintenance work area, Manage Trading Community Common Lookups task. -
CreatedBy: string
Title:
Created ByRead Only:trueMaximum Length:64The unique identifier of the user who created the note. -
CreationDate: string
(date-time)
Title:
Creation DateRead Only:trueThe date and time of when the row was created. -
CreatorPartyId: integer
(int64)
Title:
Creator Party IDThe unique identifier of the person who created or authored the note. -
CurcyConvRateType: string
Title:
Currency Conversion Rate TypeMaximum Length:30The currency conversion rate type used to derive the exchange rate between the user-entered currency and the CRM corporate currency code associated with the note. -
CurrencyCode: string
Title:
CurrencyMaximum Length:15The currency code. This attribute is used by CRM Extensibility framework. A list of valid values are defined in the lookup ZCA_COMMON_CORPORATE_CURRENCY. Review and update the profile option using the Setup and Maintenance work area, Manage Currency Profile Options task. -
DeleteFlag: boolean
Title:
Delete IndicatorRead Only:trueIndicates whether the note is to be deleted. If the value is Y, then the note has to be deleted. The default value is N. -
EmailAddress: string
Read Only:
trueMaximum Length:320The email address of the user who created the note. -
FormattedAddress: string
Read Only:
trueThe address of the user who created the note. -
FormattedPhoneNumber: string
Read Only:
trueThe phone number of the user who created the note. -
LastUpdateDate: string
(date-time)
Title:
Last Update DateRead Only:trueThe date and time when the row was last updated. -
LastUpdatedBy: string
Title:
Last Updated ByRead Only:trueMaximum Length:64The user who last updated the record. -
LastUpdateLogin: string
Title:
Last Update LoginRead Only:trueMaximum Length:32The login of the user who last updated the record. -
links: array
Links
Title:
LinksThe link relations associated with the resource instance. -
NoteId: integer
(int64)
Title:
Note IDRead Only:trueThe unique identifier of the note. -
NoteNumber: string
Maximum Length:
30The alternate unique identifier of the note. A user key that's system generated or from an external system. -
NoteTitle: string
Title:
TitleMaximum Length:500The title of the note entered by the user. -
NoteTxt: string
(byte)
Title:
NoteThe column to store the note text. -
NoteTypeCode: string
Title:
TypeMaximum Length:30The code indicating the type of the note. For example, General or Reference. -
ParentNoteId: integer
(int64)
Title:
Parent Note IDThe unique identifier of the parent note. -
PartyId: integer
(int64)
Read Only:
trueThe unique identifier of the person who created or authored the note. -
PartyName: string
Title:
AuthorRead Only:trueMaximum Length:360The name of the author of the note. -
smartActions: array
Smart Actions
Title:
Smart ActionsThe smart actions resource is used to view the name, security, context object, REST operation, confirmation message, and other global properties of smart actions. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action. -
SourceObjectCode: string
Title:
Related Object TypeMaximum Length:30The source object code for the source object as defined in the object's metadata. -
SourceObjectId: string
Title:
Related ObjectMaximum Length:64The unique identifier of the source objects as defined in the object's metadata, such as activities and opportunities. -
SourceSystem: string
Title:
Source SystemMaximum Length:30This is the source object code for the source object as defined in OBJECTS Metadata. -
UpdateFlag: boolean
Title:
Update IndicatorRead Only:trueIndicates whether the note can be updated. If the value is Y, then the note can be updated. The default value is N. -
VisibilityCode: string
Title:
PrivateMaximum Length:30Default Value:INTERNALThe code indicating the visibility level of the note, such as private, internal, or external.
Nested Schema : Links
Type:
arrayTitle:
LinksThe link relations associated with the resource instance.
Show Source
Nested Schema : Smart Actions
Type:
arrayTitle:
Smart ActionsThe smart actions resource is used to view the name, security, context object, REST operation, confirmation message, and other global properties of smart actions. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action.
Show Source
Nested Schema : deals-Note-smartActions-item-response
Type:
Show Source
object-
ActionIntent: string
(byte)
Title:
Action IntentJSON object that describes what an action does and what context data can be passed to the action. -
ConfirmationMessage: string
Title:
Confirmation MessageMaximum Length:4000The confirmation message displayed before the smart action runs. An affirmative response allows the smart action to run. -
ContentType: string
Title:
Content TypeMaximum Length:50The media type of the smart action REST operation. -
DisplayLabel: string
Title:
Action NameMaximum Length:256The display name of the smart action. -
Entity: string
Title:
Parent EntityMaximum Length:150The primary object the smart action is associated with. For example if the smart action creates an appointment for a lead, lead is the primary object. -
Href: string
Title:
REST EndpointMaximum Length:1024The relative path of the smart action REST resource. The path can include path parameters. -
IncludedInApplication: string
Title:
Included in ApplicationMaximum Length:512The client applications that the smart action is associated with. -
links: array
Links
Title:
LinksThe link relations associated with the resource instance. -
MassActionFlag: boolean
Title:
Mass ActionMaximum Length:1Indicates whether an action is designed to operate on multiple object instances selected by an end user. -
Method: string
Title:
HTTP MethodMaximum Length:15The HTTP method of the smart action REST operation. -
ObjectFunctionName: string
Title:
Object FunctionMaximum Length:64The object function for smart action. -
PageType: string
Title:
Page TypeMaximum Length:256The list of pages that this action can be used in. -
SmartSuggestFlag: boolean
Title:
Smart SuggestMaximum Length:1Indicates whether the smart suggest is enabled for the action. -
SystemActionFlag: boolean
Title:
System ActionMaximum Length:1System assigned value indicating whether the smart action is seeded or custom. True indicates the smart action is seeded. -
UpdateOfAttributes: string
Title:
Attributes to UpdateMaximum Length:512The object attribute to be updated as a result of using a data entry form. Used by applications to determine which form to use. The value is object scoped and must be unique across all smart actions for an object. -
UserActionId: integer
(int64)
Title:
User Action IDThe unique system assigned identifier of the smart action definition. -
UserActionName: string
Title:
Action NameMaximum Length:256The unique system assigned smart action name. - UserActionNavigation: array Smart Action User Interface Definitions
-
UserActionRank: integer
(int64)
Title:
PriorityThe number defining the relative position of the smart action in the list of smart actions displayed in a client application. -
UserActionRequestPayload: array
Smart Action REST Payload Definitions
Title:
Smart Action REST Payload DefinitionsThe payload definitions resource is used to view the REST request payload name-value pair definitions of a smart action. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action. -
UserActionURLBinding: array
Smart Action REST Path Parameter Definitions
Title:
Smart Action REST Path Parameter DefinitionsThe path parameters resource is used to view the REST request path parameter name-value pair definitions of a smart action. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action.
Nested Schema : Links
Type:
arrayTitle:
LinksThe link relations associated with the resource instance.
Show Source
Nested Schema : Smart Action REST Payload Definitions
Type:
arrayTitle:
Smart Action REST Payload DefinitionsThe payload definitions resource is used to view the REST request payload name-value pair definitions of a smart action. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action.
Show Source
Nested Schema : Smart Action REST Path Parameter Definitions
Type:
arrayTitle:
Smart Action REST Path Parameter DefinitionsThe path parameters resource is used to view the REST request path parameter name-value pair definitions of a smart action. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action.
Show Source
Nested Schema : deals-Note-smartActions-UserActionRequestPayload-item-response
Type:
Show Source
object-
Binding: string
Title:
Payload Value Binding TypeMaximum Length:64Indicates the classification of the value property of a name-value pair. A binding value of RUNTIME indicates the value to be assigned is the runtime value of an object attribute. A value of STATIC indicates the value to be assigned is a simple string. A null value indicates that the value type is JSON_ARRAY_STRING. -
links: array
Links
Title:
LinksThe link relations associated with the resource instance. -
MandatoryFlag: boolean
Title:
MandatoryMaximum Length:1Indicates whether a REST payload body parameter value is mandatory. If True, runtime validation ensures that the value is defined. -
RequestPayloadId: integer
(int64)
The unique system assigned identifier of a smart action REST payload body parameter name-value pair definition.
-
RequestPayloadName: string
Title:
Request Payload Attribute NameMaximum Length:256The value assigned to the name property of a name-value pair. -
SmartSuggestPath: string
Title:
Smart Suggest PathMaximum Length:2048The path used for smart suggest. -
SystemActionFlag: boolean
Title:
System ActionMaximum Length:1Default Value:falseThe system assigned value indicating whether the smart action is seeded or custom. True indicates the smart action is seeded. The value is automatically derived from smartActions.SystemActionFlag. -
Value: string
Title:
Request Payload Attribute ValueMaximum Length:1000The value assigned to the value property of a name-value pair. -
ValueStruct: string
Title:
Payload Value StructureMaximum Length:20A value of JSON_ARRAY_STRING indicates that the value property of a name-value pair represents an array of data rather than a single entity such as an object attribute name or simple text string. The array string is a definition of the name-value pair and the Binding and Mandatory properties. The array string follows specific pattern, for example [{"name":"leadId","Value":"LeadId","MandatoryFlag":true,"Binding":"RUNTIME"}]. A null value indicates the value property represents a simple, single entity such as an object attribute name or simple text string.
Nested Schema : Links
Type:
arrayTitle:
LinksThe link relations associated with the resource instance.
Show Source
Nested Schema : deals-Note-smartActions-UserActionURLBinding-item-response
Type:
Show Source
object-
Binding: string
Title:
URL Binding TypeMaximum Length:64The classification of the value property of a name-value pair. The binding value of a UserActionURLBinding instance must be RUNTIME. A binding value of RUNTIME indicates the value to be assigned is the runtime value of an object attribute. -
links: array
Links
Title:
LinksThe link relations associated with the resource instance. -
SystemActionFlag: boolean
Title:
System ActionMaximum Length:1Default Value:falseThe system assigned value indicating whether the smart action is seeded or custom. True indicates the smart action is seeded. The value is automatically derived from smartActions.SystemActionFlag. -
URLBindingId: integer
(int64)
The unique system assigned identifier of a smart action REST path parameter name-value pair definition.
-
URLBindingName: string
Title:
URL Binding Parameter NameMaximum Length:256The value assigned to the name property of a name-value pair. -
Value: string
Title:
URL Binding Parameter ValueMaximum Length:1000The value assigned to the value property of a name-value pair.
Nested Schema : Links
Type:
arrayTitle:
LinksThe link relations associated with the resource instance.
Show Source
Nested Schema : deals-PartnerOwnerPicker-item-response
Type:
Show Source
object-
DenormLevel: number
Read Only:
true -
DenormMgrId: integer
(int64)
Read Only:
true -
EmailAddress: string
Title:
E-MailRead Only:trueMaximum Length:320 -
EndDateActive: string
(date)
Read Only:
true -
FilterManager: string
Read Only:
trueMaximum Length:255 -
FormattedPhoneNumber: string
Title:
Primary PhoneRead Only:true -
GroupId: integer
(int64)
Read Only:
true -
HierarchyType: string
Read Only:
trueMaximum Length:30 -
IncludeManager: string
Read Only:
trueMaximum Length:255 -
links: array
Links
Title:
LinksThe link relations associated with the resource instance. -
ManagerFirstName: string
Title:
Manager First NameRead Only:trueMaximum Length:150 -
ManagerLastName: string
Title:
Manager Last NameRead Only:trueMaximum Length:150 -
ManagerName: string
Read Only:
trueMaximum Length:360 -
OrganizationName: string
Title:
OrganizationRead Only:trueMaximum Length:240 -
ParentOrgId: integer
(int64)
Read Only:
true -
ParentResourceId: number
Read Only:
true -
PartyId: integer
(int64)
Title:
Party IDRead Only:true -
PartyNumber: string
Title:
Registry IDRead Only:trueMaximum Length:30 -
PartyType: string
Title:
TypeRead Only:trueMaximum Length:30 -
PrimaryPhoneAreaCode: string
Title:
Primary Phone Area CodeRead Only:trueMaximum Length:20 -
PrimaryPhoneContactPtId: integer
(int64)
Read Only:
true -
PrimaryPhoneCountryCode: string
Title:
Primary Phone Country CodeRead Only:trueMaximum Length:10 -
PrimaryPhoneExtension: string
Title:
ExtensionRead Only:trueMaximum Length:20 -
PrimaryPhoneLineType: string
Title:
Phone Line TypeRead Only:trueMaximum Length:30 -
PrimaryPhoneNumber: string
Title:
Primary PhoneRead Only:trueMaximum Length:40 -
PrimaryPhonePurpose: string
Title:
RoleRead Only:trueMaximum Length:30 -
ReportsTo: string
Title:
ManagerRead Only:trueMaximum Length:255 -
ResourceFirstName: string
Title:
First NameRead Only:trueMaximum Length:150 -
ResourceId: integer
(int64)
Read Only:
true -
ResourceLastName: string
Title:
Last NameRead Only:trueMaximum Length:150 -
ResourceName: string
Title:
Resource NameRead Only:trueMaximum Length:450 -
ResourceProfileId: integer
(int64)
Read Only:
true -
ResourceSearchFilter: string
Read Only:
trueMaximum Length:1 -
RoleName: string
Title:
RoleRead Only:trueMaximum Length:60 -
StartDateActive: string
(date)
Read Only:
true -
Status: string
Read Only:
trueMaximum Length:10 -
TreeCode: string
Read Only:
trueMaximum Length:30 -
TreeName: string
Title:
HierarchyRead Only:trueMaximum Length:80 -
TreeStructureCode: string
Read Only:
trueMaximum Length:30 -
TreeVersionId: string
Read Only:
trueMaximum Length:32 -
UserGuid: string
Read Only:
trueMaximum Length:64
Nested Schema : Links
Type:
arrayTitle:
LinksThe link relations associated with the resource instance.
Show Source
Nested Schema : deals-productGroups-item-response
Type:
Show Source
object-
Description: string
Title:
DescriptionRead Only:trueMaximum Length:1000The user-defined description of the product group. -
DisplayName: string
Title:
NameRead Only:trueMaximum Length:255The name of the product group. -
LastUpdateDate: string
Title:
Last Updated DateRead Only:trueThe date and time when the product group record was last updated. -
links: array
Links
Title:
LinksThe link relations associated with the resource instance. -
ModelConfigAttributes: string
Read Only:
trueThe attributes of the product group model. -
ModelName: string
Read Only:
trueThe name of the product group model. -
ProdGroupId: integer
Title:
Product Group IDRead Only:trueThe unique identifier of the product group. -
QuotableFlag: boolean
Title:
QuotableRead Only:trueIndicates whether the product group is quotable. This is applicable if CPQ is configured. -
ReferenceNumber: string
Title:
Reference NumberRead Only:trueThe product group reference number.
Nested Schema : Links
Type:
arrayTitle:
LinksThe link relations associated with the resource instance.
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Nested Schema : deals-products-item-response
Type:
Show Source
object-
ActiveFlag: boolean
Title:
ActiveRead Only:trueIndicates if the product is active. -
CSSEnabled: string
Read Only:
trueIndicates if the product is enabled for customer self-service. The default value is No. -
Description: string
Title:
NameRead Only:trueMaximum Length:255The description of the product associated with the deal registration. -
EndDate: string
(date-time)
Title:
Effective to DateRead Only:trueThe date and time when the product becomes inactive. -
InventoryItemId: integer
Title:
Inventory Item IDRead Only:trueThe unique identifier of the product inventory item associated with the deal registration. -
InvOrgId: integer
Title:
Inventory Organization IDRead Only:trueThe unique identifier of the inventory organization. -
LastUpdateDate: string
(date-time)
Title:
Last Updated DateRead Only:trueThe date and time when the product record was last updated. -
links: array
Links
Title:
LinksThe link relations associated with the resource instance. -
LongDescription: string
Title:
DescriptionRead Only:trueMaximum Length:4000The description for the product. -
ProdGroupId: integer
Title:
Product Group IDRead Only:trueThe unique identifier of the product group. -
ProductNum: string
Title:
Product NumberRead Only:trueThe unique alternate identifier of the product. -
ProductType: string
Title:
Product TypeRead Only:trueThe type of the product. -
ServiceRequestEnabledCode: string
Read Only:
trueIndicates if service requests are enabled for the associated product. -
StartDate: string
(date-time)
Title:
Effective from DateRead Only:trueThe date and time when the product becomes active. -
Text: string
Title:
KeywordThe text or keywords associated with the product.
Nested Schema : Links
Type:
arrayTitle:
LinksThe link relations associated with the resource instance.
Show Source
Nested Schema : deals-smartActions-item-response
Type:
Show Source
object-
ActionIntent: string
(byte)
Title:
Action IntentJSON object that describes what an action does and what context data can be passed to the action. -
ConfirmationMessage: string
Title:
Confirmation MessageMaximum Length:4000The confirmation message displayed before the smart action runs. An affirmative response allows the smart action to run. -
ContentType: string
Title:
Content TypeMaximum Length:50The media type of the smart action REST operation. -
DisplayLabel: string
Title:
Action NameMaximum Length:256The display name of the smart action. -
Entity: string
Title:
Parent EntityMaximum Length:150The primary object the smart action is associated with. For example if the smart action creates an appointment for a lead, lead is the primary object. -
Href: string
Title:
REST EndpointMaximum Length:1024The relative path of the smart action REST resource. The path can include path parameters. -
IncludedInApplication: string
Title:
Included in ApplicationMaximum Length:512The client applications that the smart action is associated with. -
links: array
Links
Title:
LinksThe link relations associated with the resource instance. -
MassActionFlag: boolean
Title:
Mass ActionMaximum Length:1Indicates whether an action is designed to operate on multiple object instances selected by an end user. -
Method: string
Title:
HTTP MethodMaximum Length:15The HTTP method of the smart action REST operation. -
ObjectFunctionName: string
Title:
Object FunctionMaximum Length:64The object function for smart action. -
PageType: string
Title:
Page TypeMaximum Length:256The list of pages that this action can be used in. -
SmartSuggestFlag: boolean
Title:
Smart SuggestMaximum Length:1Indicates whether the smart suggest is enabled for the action. -
SystemActionFlag: boolean
Title:
System ActionMaximum Length:1System assigned value indicating whether the smart action is seeded or custom. True indicates the smart action is seeded. -
UpdateOfAttributes: string
Title:
Attributes to UpdateMaximum Length:512The object attribute to be updated as a result of using a data entry form. Used by applications to determine which form to use. The value is object scoped and must be unique across all smart actions for an object. -
UserActionId: integer
(int64)
Title:
User Action IDThe unique system assigned identifier of the smart action definition. -
UserActionName: string
Title:
Action NameMaximum Length:256The unique system assigned smart action name. - UserActionNavigation: array Smart Action User Interface Definitions
-
UserActionRank: integer
(int64)
Title:
PriorityThe number defining the relative position of the smart action in the list of smart actions displayed in a client application. -
UserActionRequestPayload: array
Smart Action REST Payload Definitions
Title:
Smart Action REST Payload DefinitionsThe payload definitions resource is used to view the REST request payload name-value pair definitions of a smart action. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action. -
UserActionURLBinding: array
Smart Action REST Path Parameter Definitions
Title:
Smart Action REST Path Parameter DefinitionsThe path parameters resource is used to view the REST request path parameter name-value pair definitions of a smart action. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action.
Nested Schema : Links
Type:
arrayTitle:
LinksThe link relations associated with the resource instance.
Show Source
Nested Schema : Smart Action REST Payload Definitions
Type:
arrayTitle:
Smart Action REST Payload DefinitionsThe payload definitions resource is used to view the REST request payload name-value pair definitions of a smart action. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action.
Show Source
Nested Schema : Smart Action REST Path Parameter Definitions
Type:
arrayTitle:
Smart Action REST Path Parameter DefinitionsThe path parameters resource is used to view the REST request path parameter name-value pair definitions of a smart action. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action.
Show Source
Nested Schema : deals-smartActions-UserActionRequestPayload-item-response
Type:
Show Source
object-
Binding: string
Title:
Payload Value Binding TypeMaximum Length:64Indicates the classification of the value property of a name-value pair. A binding value of RUNTIME indicates the value to be assigned is the runtime value of an object attribute. A value of STATIC indicates the value to be assigned is a simple string. A null value indicates that the value type is JSON_ARRAY_STRING. -
links: array
Links
Title:
LinksThe link relations associated with the resource instance. -
MandatoryFlag: boolean
Title:
MandatoryMaximum Length:1Indicates whether a REST payload body parameter value is mandatory. If True, runtime validation ensures that the value is defined. -
RequestPayloadId: integer
(int64)
The unique system assigned identifier of a smart action REST payload body parameter name-value pair definition.
-
RequestPayloadName: string
Title:
Request Payload Attribute NameMaximum Length:256The value assigned to the name property of a name-value pair. -
SmartSuggestPath: string
Title:
Smart Suggest PathMaximum Length:2048The path used for smart suggest. -
SystemActionFlag: boolean
Title:
System ActionMaximum Length:1Default Value:falseThe system assigned value indicating whether the smart action is seeded or custom. True indicates the smart action is seeded. The value is automatically derived from smartActions.SystemActionFlag. -
Value: string
Title:
Request Payload Attribute ValueMaximum Length:1000The value assigned to the value property of a name-value pair. -
ValueStruct: string
Title:
Payload Value StructureMaximum Length:20A value of JSON_ARRAY_STRING indicates that the value property of a name-value pair represents an array of data rather than a single entity such as an object attribute name or simple text string. The array string is a definition of the name-value pair and the Binding and Mandatory properties. The array string follows specific pattern, for example [{"name":"leadId","Value":"LeadId","MandatoryFlag":true,"Binding":"RUNTIME"}]. A null value indicates the value property represents a simple, single entity such as an object attribute name or simple text string.
Nested Schema : Links
Type:
arrayTitle:
LinksThe link relations associated with the resource instance.
Show Source
Nested Schema : deals-smartActions-UserActionURLBinding-item-response
Type:
Show Source
object-
Binding: string
Title:
URL Binding TypeMaximum Length:64The classification of the value property of a name-value pair. The binding value of a UserActionURLBinding instance must be RUNTIME. A binding value of RUNTIME indicates the value to be assigned is the runtime value of an object attribute. -
links: array
Links
Title:
LinksThe link relations associated with the resource instance. -
SystemActionFlag: boolean
Title:
System ActionMaximum Length:1Default Value:falseThe system assigned value indicating whether the smart action is seeded or custom. True indicates the smart action is seeded. The value is automatically derived from smartActions.SystemActionFlag. -
URLBindingId: integer
(int64)
The unique system assigned identifier of a smart action REST path parameter name-value pair definition.
-
URLBindingName: string
Title:
URL Binding Parameter NameMaximum Length:256The value assigned to the name property of a name-value pair. -
Value: string
Title:
URL Binding Parameter ValueMaximum Length:1000The value assigned to the value property of a name-value pair.
Nested Schema : Links
Type:
arrayTitle:
LinksThe link relations associated with the resource instance.
Show Source
Links
- CountryVA
-
Parameters:
- finder:
ObsoleteEnabledFlagFinder%3BBindEnabledFlag%3DY%2CBindObsoleteFlag%3DN
The territories resource is used to get a list of ISO standard territories. - finder:
- CurrencyCodeVA
-
The rated currencies resource is used to view details of currency codes for CRM. It gives a list of accepted values that are defined in the profile option ZCA_COMMON_CORPORATE_CURRENCY (Corporate Currency Default).
- DealApprovalHistory
-
Parameters:
- dealsUniqID:
$request.path.dealsUniqID
The deal registration approval history lets you access a comprehensive record of approval-related information associated with the deal, encompassing the names of approvers, action dates, and the specific actions taken. - dealsUniqID:
- DealAttachments
-
Parameters:
- dealsUniqID:
$request.path.dealsUniqID
The attachments resource is used to view, create, update, and delete attachments of a deal. An attachment includes additional information about a deal. - dealsUniqID:
- DealProduct
-
Parameters:
- dealsUniqID:
$request.path.dealsUniqID
The deal products resource is used to view, create, update, and delete a deal product. The deal product is a product or product family associated with the deal registration that the customer is interested in. - dealsUniqID:
- DealRejectedReasonCodeVA
-
Parameters:
- finder:
LookupTypeActiveEnabledOrBindCodeFinder%3BBindLookupType%3DORA_MKL_DEAL_REJECT_REASON%2CBindLookupCode%3D{DealRejectedReasonCode}
The lookups resource is used to view standard lookup codes. - finder:
- DealResources
-
Parameters:
- dealsUniqID:
$request.path.dealsUniqID
The deal team member resource is used to view, create, update, and delete a deal team member. A deal team member is a resource who is assigned to the deal registration team and who has the appropriate visibility and access to the deal registration record. - dealsUniqID:
- DealReturnReasonCodeVA
-
Parameters:
- finder:
LookupTypeActiveEnabledOrBindCodeFinder%3BBindLookupType%3DORA_MKL_DEAL_RETURN_REASON%2CBindLookupCode%3D{DealReturnReasonCode}
The lookups resource is used to view standard lookup codes. - finder:
- DealTypeVA
-
Parameters:
- finder:
LookupTypeActiveEnabledOrBindCodeFinder%3BBindLookupType%3DORA_MKL_DEALREG_DEAL_TYPE%2CBindLookupCode%3D{DealType}
The lookups resource is used to view standard lookup codes. - finder:
- MatchedOpportunity
-
Parameters:
- dealsUniqID:
$request.path.dealsUniqID
The opportunity resource is used to view the opportunities associated with a deal registration. An opportunity is used by a sales organization to track information about a potential sale, such as the sales account, key contacts, product interests, and potential revenues. A matched opportunity is an opportunity that matches the deal registration based on the duplicate check process. - dealsUniqID:
- Note
-
Parameters:
- dealsUniqID:
$request.path.dealsUniqID
The note resource is used to view, create, update, and delete notes associated with a deal. A note captures comments, information, or instructions related to a deal. - dealsUniqID:
- OwnerPicker
-
Operation: /crmRestApi/resources/11.13.18.05/resourcesParameters:
- finder:
FilterByManagerReportsFlagRF
A front office person. For example, sales persons or partner members can be tagged as resources. - finder:
- PartnerEnrolledProgramVA
-
Parameters:
- finder:
PartnerEnrolledProgramsFinderByPartner%3BPartnerPartyId%3D{PartnerId}
The partner enrolled programs list of values resource is used to view a list of the partner programs a partner is enrolled in. - finder:
- PartnerOwnerPicker
-
Parameters:
- dealsUniqID:
$request.path.dealsUniqID
The partner owner picker resource is used to create a list of partners that is used to select the partner owner. - dealsUniqID:
- PartnerPickerVA
-
The partner list of values resource is used to view a list of partners.
- PartnerTypeVA
-
Parameters:
- finder:
PartnerTypesFinder%3BOwnerId%3D{PartnerId}
A list of business relationships shared with a partner. - finder:
- PhoneCountryCodePVOVA
-
The country codes resource is used to get the country codes for phone numbers. All responses for the country codes resource will include a response header Cache-Control. The Cache-Control header indicates the amount of time for which the results are cached in the browser. For example, Cache-Control: "private, max-age=3600" indicates that the response is cached in the browser for 1 hour (3600 seconds). You need to have PER_MANAGE_PERSON_PHONE_PRIV.
- StatusCodeVA
-
Parameters:
- finder:
LookupTypeActiveEnabledOrBindCodeFinder%3BBindLookupType%3DORA_MKL_DEAL_REG_STATUS%2CBindLookupCode%3D{StatusCode}
The lookups resource is used to view standard lookup codes. - finder:
- autoSyncDealSizeAndProductAmountTotal
-
Operation: /crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/action/autoSyncDealSizeAndProductAmountTotalParameters:
- dealsUniqID:
$request.path.dealsUniqID
This method lets you calculate total of all product line amounts. - dealsUniqID:
- calculateProductAmountTotal
-
Parameters:
- dealsUniqID:
$request.path.dealsUniqID
This method lets you calculate total of all product line amounts. - dealsUniqID:
- convertDealToOpportunity
-
Parameters:
- dealsUniqID:
$request.path.dealsUniqID
This method lets you convert a deal to an opportunity. - dealsUniqID:
- copyDeal
-
Parameters:
- dealsUniqID:
$request.path.dealsUniqID
This method lets you make copy of current deal. - dealsUniqID:
- dealSizeOrProductAmountTotalChanged
-
Operation: /crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/action/dealSizeOrProductAmountTotalChangedParameters:
- dealsUniqID:
$request.path.dealsUniqID
This method lets you check if the deal or product amount changed. - dealsUniqID:
- performApprovalAction
-
Parameters:
- dealsUniqID:
$request.path.dealsUniqID
This method lets you perform approval action on a deal registration. - dealsUniqID:
- productGroups
-
Parameters:
- dealsUniqID:
$request.path.dealsUniqID
The product group resource is used to view information about related products. A product group is a business object that groups related products so that you can work with them together. You can use product groups to create a multilevel hierarchy that can be used as a sales catalog, a rollup hierarchy, or a promotion catalog. For example, you might create a product group named Consumer Electronics that includes all of your consumer electronics products so that customers can browse through all the products in this group in your product catalog. - dealsUniqID:
- products
-
Parameters:
- dealsUniqID:
$request.path.dealsUniqID
The product resource is used to view product information. A product is an item that an organization or company intends to sell. - dealsUniqID:
- refreshContactRow
-
Parameters:
- dealsUniqID:
$request.path.dealsUniqID
This method lets you refresh a contact field. - Not Supported - dealsUniqID:
- refreshCustomerRow
-
Parameters:
- dealsUniqID:
$request.path.dealsUniqID
This method lets you refresh customer field. - Not Supported - dealsUniqID:
- smartActions
-
Parameters:
- dealsUniqID:
$request.path.dealsUniqID
The smart actions resource is used to view the name, security, context object, REST operation, confirmation message, and other global properties of smart actions. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action. - dealsUniqID:
Examples
The following example shows how to create a deal registration by submitting a post request on the REST resource using cURL.
cURL Command
curl -u <username:password> \ -X POST -d
@example_request_payload.json https://servername.fa.us2.oraclecloud.com/crmRestApi/resources/11.13.18.05/deals
Example of Request Body
The following shows an example of the request body in JSON format.
{
"CloseDate": "2015-09-30",
"ContactId":12443,
"CustomerId":999997550054894,
"DealSize":9999,
"DealType": "ORA_EXISTING"
}
Example of Response Body
The following shows an example of the response body in JSON format.
{
StatusCode: "ORA_DRAFT"
CloseDate: "2015-09-30"
ContactId: 12443
CurrencyCode: "USD"
CustomerId: 999997550054894
DealId: 300100071394174
DealNumber: "CDRM_2002"
DealSize: 9999
DealType: "ORA_EXISTING"
OwnerId: 100000016934102
PartnerId: 100000016934002
PartnerLevel: "SILVER"
PartnerOwnerName: "Account_MgrENT1 CAM"
DealContactName: "VP of Sales Alan D Adams "
DealCustomerName: "Advantage Corp (Columbus, US)"
CustomerPartyType: "ORGANIZATION"
...
}