Opportunity Updated

Start a workflow whenever an opportunity is updated in Salesforce. It appears as Opportunity Updated in the workflow builder.

What It Does

Watches Salesforce for changes to opportunities and starts the workflow when one is updated, passing along which property changed and its new value.

When To Use It

Use this to react to deal changes, such as sending an alert when an opportunity's stage moves. If you only care about a single property, such as Stage or Amount, scope the trigger to it. To catch new opportunities instead of changes to existing ones, use Opportunity Created.

Configuration

Configure the node with these settings:

Field	What it controls
Property Name	The Salesforce property to trigger on. Optional. If left blank, the trigger fires on updates to any property.

Outputs

The node passes these values downstream. Check the Outputs tab on the configured node to confirm exact paths.

Variable	Type	Description	Example
`company`	`object`	A reference to the company that the opportunity is associated with in AskElephant	`{{nodeId.company}}`
`company.id`	`string`		`{{nodeId.company.id}}`
`opportunityId`	`string`		`{{nodeId.opportunityId}}`
`opportunityName`	`string`		`{{nodeId.opportunityName}}`
`stageName`	`string`		`{{nodeId.stageName}}`
`propertyName`	`string`		`{{nodeId.propertyName}}`
`propertyValue`	`string`		`{{nodeId.propertyValue}}`

Example Workflow

An opportunity's Stage changes to Closed Won in Salesforce. This trigger fires scoped to that property, and the workflow notifies the account team and kicks off a handoff to onboarding.

Opportunity Created
Update Opportunity
Add Note to Opportunity

Need More Help?

Reach the AskElephant support team by:

clicking the Support tab on the right side of your screen,
emailing [email protected],
or using @askelephant support in your dedicated Slack channel.