General informations

Name: Opportunity
Label: Opportunity
Type: Standard Object
Deployed:

Fields (68)
Name Label Type Description
Id Opportunity ID ID
IsDeleted Deleted CHECKBOX
AccountId Account ID LOOKUP
RecordTypeId Record Type ID LOOKUP
Name Name TEXT(120)
Description Description TEXT AREA (LONG)(32000)
StageName Stage PICKLIST
Amount Amount CURRENCY(16,2)
Probability Probability (%) PERCENT(3,0)
CloseDate Close Date DATE
Type Opportunity Type PICKLIST
NextStep Next Step TEXT(255)
LeadSource Lead Source PICKLIST
IsClosed Closed CHECKBOX
IsWon Won CHECKBOX
ForecastCategory Forecast Category PICKLIST
ForecastCategoryName Forecast Category PICKLIST
CampaignId Campaign ID LOOKUP
HasOpportunityLineItem Has Line Item CHECKBOX
Pricebook2Id Price Book ID LOOKUP
OwnerId Owner ID LOOKUP
CreatedDate Created Date DATETIME
AgeInDays Age AUTO NUMBER
CreatedById Created By ID LOOKUP
LastModifiedDate Last Modified Date DATETIME
LastModifiedById Last Modified By ID LOOKUP
SystemModstamp System Modstamp DATETIME
LastActivityDate Last Activity DATE
LastActivityInDays Recent Activity AUTO NUMBER
PushCount Push Count AUTO NUMBER
LastStageChangeDate Last Stage Change Date DATETIME
LastStageChangeInDays Days In Stage AUTO NUMBER
FiscalQuarter Fiscal Quarter AUTO NUMBER
FiscalYear Fiscal Year AUTO NUMBER
Fiscal Fiscal Period TEXT(6)
ContactId Contact ID LOOKUP
LastViewedDate Last Viewed Date DATETIME
LastReferencedDate Last Referenced Date DATETIME
HasOpenActivity Has Open Activity CHECKBOX
HasOverdueTask Has Overdue Task CHECKBOX
LastAmountChangedHistoryId Opportunity History ID LOOKUP
LastCloseDateChangedHistoryId Opportunity History ID LOOKUP
IsPriorityRecord Important CHECKBOX
HealthCloudGA__Diagnosis__c Diagnosis TEXT AREA(255) Comma-delimited list of diagnoses or ICD codes associated with the referral.
HealthCloudGA__InsuranceGroupId__c Insurance Group ID TEXT(32) Group ID of the patient's insurance.
HealthCloudGA__InsuranceMemberId__c Insurance Member ID TEXT(32) Member ID of the patient's insurance.
HealthCloudGA__InsuranceType__c Insurance Type PICKLIST Type of primary insurance: Medicare, Medicaid, Commercial or Self-Pay
HealthCloudGA__IsOutOfNetwork__c Out of Network CHECKBOX Indicates that the referral is out of network.
HealthCloudGA__PrimaryDiagnosis__c Primary Diagnosis LOOKUP Primary diagnosis associated with the Referral
HealthCloudGA__Primary_Insurance__c Primary Insurance TEXT(255) Primary health insurance company associated with the patient.
HealthCloudGA__Priority__c Priority PICKLIST Priority of the referral as designated by the referring provider.
HealthCloudGA__ReasonForOutOfNetworkReferral__c Reason for Out of Network Referral PICKLIST Reason the referral is sent out of network.
HealthCloudGA__Reason_for_Referral__c Reason for Referral TEXT(255) Reason for the referral.
HealthCloudGA__ReferralReceivedDate__c Referral Received Date DATE Date referral was received by the Organization
HealthCloudGA__ReferredToOrganization__c Referred To Organization LOOKUP Name of the organization receiving or fulfilling the referral.
HealthCloudGA__ReferredToPractitioner__c Referred To Practitioner LOOKUP Name of the practitioner to whom the patient is being referred.
HealthCloudGA__ReferredToUser__c Referred To User LOOKUP Name of the user to whom the referral is sent.
HealthCloudGA__ReferringOrganization__c Referring Organization LOOKUP Name of the referring organization.
HealthCloudGA__ReferringPractitionerScore__c Referring Practitioner Score FORMULA (NUMBER)(18,0) Referrer score associated with the referring practitioner
HealthCloudGA__ReferringPractitioner__c Referring Practitioner LOOKUP Name of the practitioner who submitted the referral.
HealthCloudGA__ReferringUser__c Referring User LOOKUP Name of the user who submitted the referral.
HealthCloudGA__SecondaryDiagnosis__c Secondary Diagnosis LOOKUP Secondary diagnosis associated with the Referral.
HealthCloudGA__Specialty__c Specialty PICKLIST Specialty associated with the referral.
HealthCloudGA__TertiaryDiagnosis__c Tertiary Diagnosis LOOKUP Tertiary diagnosis associated with the Referral.
HealthCloudGA__TrackingNumber__c Tracking Number TEXT(12)
HealthCloudGA__TypeOfService__c Type of Service PICKLIST Type of service requested.
Referral_Stage__c Referral Stage PICKLIST
CaseId__c Case LOOKUP
Fields Details (68)
Name Id
Label Opportunity ID
Type ID
Required Yes
Name IsDeleted
Label Deleted
Type CHECKBOX
Required Yes
Default value false
Name AccountId
Label Account ID
Type LOOKUP
Foreign key Yes
Name RecordTypeId
Label Record Type ID
Type LOOKUP
Foreign key Yes
Name Name
Label Name
Type TEXT(120)
Required Yes
Name Description
Label Description
Type TEXT AREA (LONG)(32000)
Name StageName
Label Stage
Type PICKLIST
Required Yes
Picklist values Prospecting Qualification Needs Analysis Value Proposition Id. Decision Makers Perception Analysis Proposal/Price Quote Negotiation/Review Closed Won Closed Lost
Name Amount
Label Amount
Type CURRENCY(16,2)
Name Probability
Label Probability (%)
Type PERCENT(3,0)
Name CloseDate
Label Close Date
Type DATE
Required Yes
Name Type
Label Opportunity Type
Type PICKLIST
Picklist values Existing Business New Business
Name NextStep
Label Next Step
Type TEXT(255)
Name LeadSource
Label Lead Source
Type PICKLIST
Picklist values Advertisement Employee Referral External Referral Partner Public Relations Seminar - Internal Seminar - Partner Trade Show Web Word of mouth Other
Name IsClosed
Label Closed
Type CHECKBOX
Required Yes
Default value false
Name IsWon
Label Won
Type CHECKBOX
Required Yes
Default value false
Name ForecastCategory
Label Forecast Category
Type PICKLIST
Required Yes
Picklist values Omitted Pipeline BestCase MostLikely Forecast Closed
Name ForecastCategoryName
Label Forecast Category
Type PICKLIST
Picklist values Omitted Pipeline Best Case Commit Closed
Name CampaignId
Label Campaign ID
Type LOOKUP
Foreign key Yes
Name HasOpportunityLineItem
Label Has Line Item
Type CHECKBOX
Required Yes
Default value false
Name Pricebook2Id
Label Price Book ID
Type LOOKUP
Foreign key Yes
Data sensitivity level Confidential
Name OwnerId
Label Owner ID
Type LOOKUP
Foreign key Yes
Required Yes
Data sensitivity level Confidential
Name CreatedDate
Label Created Date
Type DATETIME
Required Yes
Name AgeInDays
Label Age
Type AUTO NUMBER
Name CreatedById
Label Created By ID
Type LOOKUP
Foreign key Yes
Required Yes
Name LastModifiedDate
Label Last Modified Date
Type DATETIME
Required Yes
Name LastModifiedById
Label Last Modified By ID
Type LOOKUP
Foreign key Yes
Required Yes
Name SystemModstamp
Label System Modstamp
Type DATETIME
Required Yes
Name LastActivityDate
Label Last Activity
Type DATE
Name LastActivityInDays
Label Recent Activity
Type AUTO NUMBER
Name PushCount
Label Push Count
Type AUTO NUMBER
Name LastStageChangeDate
Label Last Stage Change Date
Type DATETIME
Name LastStageChangeInDays
Label Days In Stage
Type AUTO NUMBER
Name FiscalQuarter
Label Fiscal Quarter
Type AUTO NUMBER
Name FiscalYear
Label Fiscal Year
Type AUTO NUMBER
Name Fiscal
Label Fiscal Period
Type TEXT(6)
Name ContactId
Label Contact ID
Type LOOKUP
Foreign key Yes
Name LastViewedDate
Label Last Viewed Date
Type DATETIME
Name LastReferencedDate
Label Last Referenced Date
Type DATETIME
Name HasOpenActivity
Label Has Open Activity
Type CHECKBOX
Required Yes
Default value false
Name HasOverdueTask
Label Has Overdue Task
Type CHECKBOX
Required Yes
Default value false
Name LastAmountChangedHistoryId
Label Opportunity History ID
Type LOOKUP
Name LastCloseDateChangedHistoryId
Label Opportunity History ID
Type LOOKUP
Name IsPriorityRecord
Label Important
Type CHECKBOX
Required Yes
Default value false
Name HealthCloudGA__Diagnosis__c
Label Diagnosis
Type TEXT AREA(255)
Description Comma-delimited list of diagnoses or ICD codes associated with the referral.
Name HealthCloudGA__InsuranceGroupId__c
Label Insurance Group ID
Type TEXT(32)
Description Group ID of the patient's insurance.
Name HealthCloudGA__InsuranceMemberId__c
Label Insurance Member ID
Type TEXT(32)
Description Member ID of the patient's insurance.
Name HealthCloudGA__InsuranceType__c
Label Insurance Type
Type PICKLIST
Picklist values Medicare Medicaid Commercial Other Self-pay
Description Type of primary insurance: Medicare, Medicaid, Commercial or Self-Pay
Name HealthCloudGA__IsOutOfNetwork__c
Label Out of Network
Type CHECKBOX
Required Yes
Default value false
Description Indicates that the referral is out of network.
Name HealthCloudGA__PrimaryDiagnosis__c
Label Primary Diagnosis
Type LOOKUP
Foreign key Yes
Description Primary diagnosis associated with the Referral
Name HealthCloudGA__Primary_Insurance__c
Label Primary Insurance
Type TEXT(255)
Description Primary health insurance company associated with the patient.
Name HealthCloudGA__Priority__c
Label Priority
Type PICKLIST
Picklist values Emergent Routine Urgent
Description Priority of the referral as designated by the referring provider.
Name HealthCloudGA__ReasonForOutOfNetworkReferral__c
Label Reason for Out of Network Referral
Type PICKLIST
Picklist values Provider Preference Patient Preference Limited Provider Availability Service Not Offered Insurance Not Accepted
Description Reason the referral is sent out of network.
Name HealthCloudGA__Reason_for_Referral__c
Label Reason for Referral
Type TEXT(255)
Description Reason for the referral.
Name HealthCloudGA__ReferralReceivedDate__c
Label Referral Received Date
Type DATE
Description Date referral was received by the Organization
Name HealthCloudGA__ReferredToOrganization__c
Label Referred To Organization
Type LOOKUP
Foreign key Yes
Description Name of the organization receiving or fulfilling the referral.
Name HealthCloudGA__ReferredToPractitioner__c
Label Referred To Practitioner
Type LOOKUP
Foreign key Yes
Description Name of the practitioner to whom the patient is being referred.
Name HealthCloudGA__ReferredToUser__c
Label Referred To User
Type LOOKUP
Foreign key Yes
Description Name of the user to whom the referral is sent.
Name HealthCloudGA__ReferringOrganization__c
Label Referring Organization
Type LOOKUP
Foreign key Yes
Description Name of the referring organization.
Name HealthCloudGA__ReferringPractitionerScore__c
Label Referring Practitioner Score
Type FORMULA (NUMBER)(18,0)
Description Referrer score associated with the referring practitioner
Name HealthCloudGA__ReferringPractitioner__c
Label Referring Practitioner
Type LOOKUP
Foreign key Yes
Description Name of the practitioner who submitted the referral.
Name HealthCloudGA__ReferringUser__c
Label Referring User
Type LOOKUP
Foreign key Yes
Description Name of the user who submitted the referral.
Name HealthCloudGA__SecondaryDiagnosis__c
Label Secondary Diagnosis
Type LOOKUP
Foreign key Yes
Description Secondary diagnosis associated with the Referral.
Name HealthCloudGA__Specialty__c
Label Specialty
Type PICKLIST
Picklist values Cardiology Orthopedics Oncology Neurosurgery Family Practice Physical Therapy
Description Specialty associated with the referral.
Name HealthCloudGA__TertiaryDiagnosis__c
Label Tertiary Diagnosis
Type LOOKUP
Foreign key Yes
Description Tertiary diagnosis associated with the Referral.
Name HealthCloudGA__TrackingNumber__c
Label Tracking Number
Type TEXT(12)
Name HealthCloudGA__TypeOfService__c
Label Type of Service
Type PICKLIST
Picklist values Consultation 2nd Opinion Radiology Services Lab Services Follow up Surgery Other (please specify in comments)
Description Type of service requested.
Name Referral_Stage__c
Label Referral Stage
Type PICKLIST
Picklist values Clinical Review Pre-Authorization Financial Clearance Consent Documentation Appointment Booking Closed
Name CaseId__c
Label Case
Type LOOKUP
Foreign key Yes
Parents relationships(31)
Name Parent object Child object Parent object field Child object field
ForecastContext Opportunity AdvAcctForecastSetUse
  • Id
  • ForecastContextId
  • ContentContext Opportunity AssessmentTaskContentDocument
  • Id
  • ContentContextId
  • RelatedRecord Opportunity AuthFormRequestRecord
  • Id
  • RelatedRecordId
  • What Opportunity ContactRequest
  • Id
  • WhatId
  • FirstPublishLocation Opportunity ContentVersion
  • Id
  • FirstPublishLocationId
  • ParentRecord Opportunity DocumentChecklistItem
  • Id
  • ParentRecordId
  • ReferenceObject Opportunity DocumentEnvelope
  • Id
  • ReferenceObjectId
  • RelatedTo Opportunity EmailMessage
  • Id
  • RelatedToId
  • Topic Opportunity EngagementTopic
  • Id
  • TopicId
  • What Opportunity Event
  • Id
  • WhatId
  • RelatedRecord Opportunity FlowOrchestrationWorkItem
  • Id
  • RelatedRecordId
  • ReferenceObject Opportunity GeneratedDocument
  • Id
  • ReferenceObjectId
  • Context Opportunity GenericVisitTaskContext
  • Id
  • ContextId
  • SourceRecord Opportunity InfoAuthorizationRequest
  • Id
  • SourceRecordId
  • SourceOpportunity Opportunity InsurancePolicy
  • Id
  • SourceOpportunityId
  • ConvertedOpportunity Opportunity Lead
  • Id
  • ConvertedOpportunityId
  • RelatedTo Opportunity ListEmail
  • Id
  • RelatedToId
  • SourceRecord Opportunity MultipartyInfoAuthRequest
  • Id
  • SourceRecordId
  • Opportunity Opportunity OpportunityCompetitor
  • Id
  • OpportunityId
  • Opportunity Opportunity OpportunityContactRole
  • Id
  • OpportunityId
  • Opportunity Opportunity OpportunityLineItem
  • Id
  • OpportunityId
  • Opportunity Opportunity Partner
  • Id
  • OpportunityId
  • Parent Opportunity RecordAlert
  • Id
  • ParentId
  • What Opportunity RecordAlert
  • Id
  • WhatId
  • ParentRecord Opportunity ServiceAppointment
  • Id
  • ParentRecordId
  • ReferenceRecord Opportunity ServiceAppointmentGroup
  • Id
  • ReferenceRecordId
  • Subject Opportunity SurveySubject
  • Id
  • SubjectId
  • RelatedRecord Opportunity Swarm
  • Id
  • RelatedRecordId
  • RelatedRecord Opportunity SwarmMember
  • Id
  • RelatedRecordId
  • What Opportunity Task
  • Id
  • WhatId
  • Relation Opportunity TaskRelation
  • Id
  • RelationId