Opps

CRM entity for opportunity records enriched with TrueAI predictive insights.

Fields

Entity	Field Name	Display Name	Data Type	Field Length	Description	Deprecated	Field Name Sfdc	Field Name Msdyn
opps	crm_custom_value_3	CRM Custom Value 3	STRING	150	Custom categorical variable	false
opps	crm_deep_link	CRM Deep Link	STRING	500	Link to the opportunity in the remote system (such as Salesforce)	false
opps	crm_is_closed	CRM Is Closed	BOOLEAN		Boolean flag that indicates whether the opportunity is closed in the CRM	false	IsClosed	statecode
opps	crm_is_won	CRM Is Won	BOOLEAN		Boolean flag that indicates whether the opportunity is won in the CRM	false	IsWon	statecode
opps	crm_last_act_time	CRM Last Activity Time	DATETIME		Opportunity's last activity time in the CRM	false	LastActivityDate
opps	crm_leadsource	CRM Lead Source	STRING	150	Opportunity's lead source in the CRM	false	LeadSource
opps	crm_loss_reason	CRM Loss Reason	STRING	150	Opportunity's loss reason in the CRM	false
opps	crm_modified_on	CRM Modified On	DATETIME		Opportunity modified on date in the CRM	false	LastModifiedDate	modifiedon
opps	crm_name	CRM Name	STRING	500	Name of the opportunity	false	Name	name
opps	crm_owner_id	CRM Owner ID	STRING	50	Opportunity owner's id in the CRM	false	OwnerId	_ownerid_value
opps	crm_pipeline_id	CRM Pipeline ID	STRING	50	CRM pipeline id of the opportunity	false
opps	crm_pipeline_name	CRM Pipeline Name	STRING	50	CRM pipeline name of the opportunity	false
opps	crm_stage_id	CRM Stage ID	STRING	150	Opportunity's stage ID in the CRM	false
opps	crm_stage_name	CRM Stage Name	STRING	150	Opportunity's stage name in the CRM	false	StageName	stepname
opps	crm_stage_num	CRM Stage Num	INTEGER	150	Opportunity's stage number in the CRM	false	Probability	closeprobability
opps	crm_type	CRM Type	STRING	150	Opportunity's type in the CRM	false	Type
opps	cust_bool1	cust_bool1	BOOLEAN		cust_bool1	false
opps	cust_bool2	cust_bool2	BOOLEAN		cust_bool2	false
opps	cust_num1	cust_num1	FLOAT		cust_num1	false
opps	cust_num2	cust_num2	FLOAT		cust_num2	false
opps	cust_num3	cust_num3	FLOAT		cust_num3	false
opps	cust_num4	cust_num4	FLOAT		cust_num4	false
opps	cust_num5	cust_num5	FLOAT		cust_num5	false
opps	cust_num6	cust_num6	FLOAT		cust_num6	false
opps	cust_num7	cust_num7	FLOAT		cust_num7	false
opps	cust_text1	cust_text1	STRING	50	cust_text1	false
opps	cust_text2	cust_text2	STRING	50	cust_text2	false
opps	cust_text3	cust_text3	STRING	50	cust_text3	false
opps	cust_text4	cust_text4	STRING	50	cust_text4	false
opps	cust_text5	cust_text5	STRING	50	cust_text5	false
opps	trueai_account_id	Opp Account Id	STRING	50	Opportunity's account id	false
opps	trueai_account_id_conf	Opp Account Confidence	FLOAT		Opportunity's account id confidence	false
opps	trueai_account_id_rule	Opp Account Rule	INTEGER		Opportunity's account id rule	false
opps	trueai_addr_city	Address City	STRING	50	Opportunity's city	false
opps	trueai_addr_country	Address Country	STRING	50	Opportunity's country	false
opps	trueai_addr_lat	Address Lat	FLOAT		Opportunity's latitude	false
opps	trueai_addr_long	Address Long	FLOAT		Opportunity's longitude	false
opps	trueai_addr_postal_code	Address Postal Code	STRING	50	Opportunity's postal code	false
opps	trueai_addr_rule	Address Rule	INTEGER		Opportunity's address prediction rule	false
opps	trueai_addr_state	Address State	STRING	50	Opportunity's state	false
opps	trueai_addr_street	Address Street	STRING	50	Opportunity's street	false
opps	trueai_age	Opportunity Age	INTEGER		Opportunity Age	false
opps	trueai_arr_amt	ARR Amount	CURRENCY		Opportunity's ARR amount	false
opps	trueai_booking_amt	Booking Amount	CURRENCY		Opportunity's booking amount	false
opps	trueai_booking_amt_currency_rule	Booking Amount Currency Rule	INTEGER		Opportunity's booking amount currency conversion rule	false
opps	trueai_booking_amt_rule	Booking Amount Rule	INTEGER		Opportunity's booking amount rule related to the presence or absence of opp line items and custom mappings	false
opps	trueai_close_date	Close Date	DATETIME		Opportunity's close date	false
opps	trueai_close_date_rule	Close Date Rule	INTEGER		Opportunity's close date rule	false
opps	trueai_company_size	Company Size	STRING	50	Opportunity's standardized company size	false
opps	trueai_company_size_rule	Company Size Rule	INTEGER		Opportunity's standardized company size prediction rule	false
opps	trueai_complt	Completeness	FLOAT		Completeness score of the opportunity based on the standardized data	false
opps	trueai_complt_contact	Completeness Contact	FLOAT		Contact information completeness score of the opportunity based on the standardized data	false
opps	trueai_complt_marketing	Completeness Marketing	FLOAT		Marketing completeness score of the opportunity based on the standardized data	false
opps	trueai_created_from_entity	Created from Entity	STRING	50	Opportunity's prospecting entity	false
opps	trueai_created_from_id	Created from ID	STRING	50	Opportunity's prospecting object's id	false
opps	trueai_created_on	Created On	DATETIME		Opportunity creation date	false
opps	trueai_created_on_rule	Created On Rule	INTEGER		Opportunity creation date rule	false
opps	trueai_creator_id	Creator ID	STRING	50	Opportunity creator's id	false
opps	trueai_creator_id_rule	Creator ID Rule	INTEGER		Opportunity creator's id rule	false
opps	trueai_cross_sale_amt	Cross-Sale Amount	CURRENCY		Opportunity's Cross-Sale amount	false
opps	trueai_discount_amt	Discount Amount	CURRENCY		Opportunity discount amount	false
opps	trueai_discount_pct	Discount Percentage	FLOAT		Opportunity discount percentage	false
opps	trueai_discount_pct_tier	Discount Percentage Tier	STRING	50	Opportunity discount percentage tier	false
opps	trueai_downgrade_amt	Downgrade Amount	CURRENCY		Opportunity's downgrade amount	false
opps	trueai_dur	Duration	INTEGER		Total duration of activities performed on the opportunity	false
opps	trueai_expansion_amt	Expansion Amount	CURRENCY		Opportunity's expansion amount	false
opps	trueai_industry	Industry	STRING	50	Opportunity's standardized industry	false
opps	trueai_industry_conf	Industry Confidence	FLOAT		Opportunity's standardized industry prediction confidence	false
opps	trueai_industry_rule	Industry Rule	INTEGER		Opportunity's standardized industry prediction rule	false
opps	trueai_initial_subscription_amt	Initial Subscription Amount	CURRENCY		Opportunity's Initial Subscription amount	false
opps	trueai_is_erp	Boolean flag indicating whether the opportunity should be treated as an order instead.	BOOLEAN		Boolean flag indicating whether the opportunity should be treated as an order instead.	false
opps	trueai_is_new_logo	Is New Logo	BOOLEAN		Boolean flag that indicates whether the opportunity is a new logo	false
opps	trueai_is_won	Is Won	BOOLEAN		Boolean flag that indicates whether the opportunity is won	false
opps	trueai_leadsource	Lead Source	STRING	50	Opportunity's standardized lead source	false
opps	trueai_leadsource_conf	Lead Source Confidence	FLOAT		Opportunity's standardized lead source prediction confidence	false
opps	trueai_leadsource_rule	Lead Source Rule	INTEGER		Opportunity's standardized lead source prediction rule	false
opps	trueai_loss_reason	Loss Reason	STRING	150	Opportunity's loss reason	false
opps	trueai_lost_crm_stage	Opp Lost Crm Stage	STRING	50	Opportunity's last crm stage, before it was lost	false
opps	trueai_nd_amt	ND Amount	CURRENCY		Opportunity's non determinable amount	false
opps	trueai_nnb_amt	NNB Amount	CURRENCY		Opportunity's NNB amount	false
opps	trueai_one_time_amt	One Time Amount	CURRENCY		Opportunity's one time amount	false
opps	trueai_opp_stage_late_date	Opp Stage Late Date	DATETIME		Date when the opportunity entered the late stage	false
opps	trueai_opp_stage_mid_date	Opp Stage Mid Date	DATETIME		Date when the opportunity entered the middle stage	false
opps	trueai_owner_id	Owner ID	STRING	50	Opportunity owner's id	false
opps	trueai_owner_id_rule	Owner ID Rule	INTEGER		Opportunity owner's id rule	false
opps	trueai_pipeline_name	Pipeline Name	STRING	150	Pipeline name of the opportunity	false
opps	trueai_prob_of_win	Probability of Win	FLOAT		Probability of win	false
opps	trueai_qual_bucket	Quality Bucket	STRING	50	Quality bucket based on the probability of win	false
opps	trueai_qual_bucket_num	Quality Bucket Num	INTEGER		Quality bucket expressed as an integer from 1 to 5 based on the probability of win	false
opps	trueai_renewal_amt	Renewal Amount	CURRENCY		Opportunity's renewal amount	false
opps	trueai_sale_type	Sale Type	STRING	50	Opportunity's sale type	false
opps	trueai_sale_type_conf	Sale Type Confidence	FLOAT		Opportunity's sale type prediction confidence	false
opps	trueai_stage	Normalized Stage	STRING	50	Opportunity's normalized stage	false
opps	trueai_stage_id	Stage ID	STRING	150	Opportunity's stage ID	false
opps	trueai_stage_name	Stage Name	STRING	150	Opportunity's stage name	false
opps	trueai_start_date_rule	Start Date Rule	INTEGER		Opportunity's start date rule	false
opps	trueai_test	Test	STRING	100	Test model	false
opps	trueai_test_conf	Test Confidence	FLOAT		Test model confidence	false
opps	trueai_test_debug	Test Debug	STRING	2000	Test model debug information	false
opps	trueai_test_rule	Test Rule	STRING	500	Test model rule	false
opps	_sys_as_of	As of Date	DATETIME		The date of the last data request from the platform	false
opps	_sys_doc_id	Doc ID	STRING	50	Unique record identifier, based on the ID of the document in the remote system (such as Salesforce ID)	false	Id	opportunityid
opps	_sys_filt_end_date	Filter End Date	DATE		The end date of the record, stripped of time	false
opps	_sys_filt_start_date	Filter Start Date	DATE		The start date of the record, stripped of time	false
opps	_sys_is_active	Is Active	BOOLEAN		Boolean flag that indicates whether the opportunity is active	false
opps	_sys_last_modified_on	Last Modified On	DATETIME		The date of the last data modification in the platform	false	SystemModstamp	modifiedon
opps	_sys_ssr_id	SSR ID	STRING	50	Id of the SSR document the record belongs to	false
opps	crm_account_custom_value_1	CRM Account Custom Value 1	STRING	150	Custom categorical variable on the account	false
opps	crm_account_custom_value_2	CRM Account Custom Value 2	STRING	150	Custom categorical variable on the account	false
opps	crm_account_custom_value_3	CRM Account Custom Value 3	STRING	150	Custom categorical variable on the account	false
opps	crm_account_id	CRM Account ID	STRING	50	CRM account id of the opportunity	false	AccountId	_parentaccountid_value
opps	crm_booking_amt	CRM Booking Amount	CURRENCY		Opportunity's booking amount in the CRM	false	Amount	totalamount
opps	crm_close_date	CRM Close Date	DATETIME		Opportunity's close date in the CRM	false	CloseDate	actualclosedate
opps	crm_complt	CRM Completeness	FLOAT		Opportunity's completeness score based on the CRM data	false
opps	crm_complt_contact	CRM Completeness Contact	FLOAT		Opportunity's contact information completeness score based on the CRM data	false
opps	crm_complt_custom	CRM Completeness Custom	FLOAT		Opportunity's custom completeness score based on the CRM data	false
opps	crm_complt_marketing	CRM Completeness Marketing	FLOAT		Opportunity's marketing completeness score based on the CRM data	false
opps	crm_created_on	CRM Created On	DATETIME		Opportunity creation date in the CRM	false	CreatedDate	createdon
opps	crm_creator_id	CRM Creator ID	STRING	50	Opportunity creator's id in the CRM	false	CreatedById	_createdby_value
opps	crm_currency	CRM Currency	STRING	50	Opportunity's currency in the CRM	false	CurrencyIsoCode	transactioncurrencyid
opps	crm_custom_value_1	CRM Custom Value 1	STRING	150	Custom categorical variable	false
opps	crm_custom_value_2	CRM Custom Value 2	STRING	150	Custom categorical variable	false

Rules

Model	Rule Name	Sys Doc Id	Description	Is Default Rule
OppsMasterId	OPP_CRM_ACCOUNT_ID	135001	Crm account id present on opp	true
OppsMasterId	CONTACT_CRM_ACCOUNT_ID	135002	No crm account id present on opp, but crm account id present on opp's contact	false
OppsMasterId	OPP_ACCOUNT_NAME_MATCH	135003	No crm account id present on opp nor on opp's contact, but found a match between opp's name and account's name	false
OppsMasterId	NO_MATCH_FOUND	135004	No crm account id present on opp nor on opp's contact, no match between opp's name and account's name found, return null	false
OppsOwnerid	OWNERSHIP_OPPS_CRM_OWNER	102001	Opp CRM owner becomes the owner	true
OppsOwnerid	OWNERSHIP_OPPS_OWNER_FROM_OPP_HISTORY	102002	Opp ownership changed in the late opp history stages, the creator of opp history stages becomes the owner	false
OppsCreatedon	END_OPPS_CLOSED_ON_EARLER_THAN_CREATEDON	105001	Opp close date earlier than createdon, move createdon back	false
OppsCreatedon	END_OPPS_CRM_CREATEDON	105002	Opp CRM createdon becomes the created date	true
OppsCreatedon	END_OPPS_FIRST_HISTORY_STAGE	105003	Opp history stages present before the createdon, move createdon back	false
OppsCreatorid	CREATOR_OPPS_CRM_CREATORID	106001	Opp creator is the creator in th CRM	true
OppsCreatorid	CREATOR_OPPS_HATLEAD_OWNERID	106002	Opps creator is the owner of the hatlead	false
OppsCloseDate	END_OPPS_CRM_CLOSED	109001	Opp is CRM closed: is_closed is True and close date < asof, returning crm_close_date	true
OppsCloseDate	END_OPPS_NOT_CLOSED	109002	Opps is still open in CRM, close date is None	false
OppsCloseDate	END_OPPS_CLOSE_DATE_IN_THE_FUTURE	109003	Opps is closed in the CRM but the close date is in the future, so the opp remains open asof now, close date is None	false
OppsStartDate	END_OPPS_CLOSED_BEFORE_CREATEDON	115001	Opp is closed before createdon, ae date set to close date	false
OppsStartDate	END_OPPS_HISTORY_STAGES_BEFORE_CREATEDON	115002	Opp has history stages present before createdon, ae date set to close date	false
OppsStartDate	END_OPPS_NO_HANDOFF_RETURNING_ML_CREATEDON	115003	Opp handoff happened at opp creation date, ae date set to createdon	true
OppsStartDate	END_OPPS_HANDOFF_BEFORE_OPP_CREATION	115004	Opp handoff from SDR to AE happened on the date of the AE's first activity on the lead	false
OppsStartDate	END_OPPS_HANDOFF_AFTER_OPP_CREATION	115005	Opp handoff from SDR to AE happened on the date of the AE's first activity on the opp.	false
OppsBookingAmt	SUM_OF_OPP_LINE_ITEMS_TOTAL_PRICE	122001	Opp line items present, summing over their total_price	true
OppsBookingAmt	NO_OPP_LINE_ITEMS_USE_CRM_AMOUNT	122002	Opp line items not present, use the CRM amount field	false
OppsBookingAmt	CUSTOM_MAPPING_IN_OPPS_USE_MAPPED_CRM_FIELD	122003	Custom mapping in opps, use the CRM amount field that was mapped	false