Table: salesforce_opportunity - Query Salesforce Opportunities using SQL

Salesforce Opportunity is a component of Salesforce Sales Cloud that allows businesses to manage their sales cycles and deals. It provides a way to track and measure potential revenue, and monitor sales stages, from prospecting to closing. Salesforce Opportunity is instrumental in understanding a company's sales pipeline and forecasting sales.

Table Usage Guide

The salesforce_opportunity table provides insights into Opportunities within Salesforce Sales Cloud. As a sales manager or data analyst, explore opportunity-specific details through this table, including deal value, expected close date, and associated account details. Utilize it to uncover information about sales performance, such as deals in the pipeline, the value of potential revenue, and the progress of deals through sales stages.

Important Notes

• If the naming_convention configuration argument is set to api_native, please see API Native Examples.

Examples

Basic info

Gain insights into your sales opportunities by sorting them based on their stage in the sales process. This helps prioritize opportunities that are closer to closing, improving sales efficiency and forecasting.

select
  id,
  name,
  amount,
  type,
  stage_name,
  forecast_category,
  is_won
from
  salesforce_opportunity
order by
  stage_name;

select
  id,
  name,
  amount,
  type,
  stage_name,
  forecast_category,
  is_won
from
  salesforce_opportunity
order by
  stage_name;

List only won opportunities

Explore which sales opportunities have been successful to understand the areas of high revenue generation. This can help in strategizing future sales approaches.

select
  id,
  name,
  amount,
  type,
  is_won
from
  salesforce_opportunity
where
  is_won
order by
  amount;

select
  id,
  name,
  amount,
  type,
  is_won
from
  salesforce_opportunity
where
  is_won
order by
  amount;

List number of opportunities with respective stage

Determine the distribution of sales opportunities across different stages. This can help you understand where most of your opportunities are concentrated, allowing you to strategize and allocate resources effectively.

select
  count(*),
  stage_name
from
  salesforce_opportunity
group by
  stage_name;

select
  count(*),
  stage_name
from
  salesforce_opportunity
group by
  stage_name;

API Native Examples

If the naming_convention config argument is set to api_native, the table and column names will match Salesforce naming conventions.

Basic info (with API Native naming convention)

Explore the opportunities in your pipeline, focusing on their names, amounts, types, and forecast categories, to gain insights into their stages. This is useful for understanding the distribution and potential value of your opportunities, which can inform your sales strategy and prioritization.

select
  "ID",
  "Name",
  "Amount",
  "Type",
  "StageName",
  "ForecastCategory"
from
  "Opportunity"
order by
  "StageName";

select
  "ID",
  "Name",
  "Amount",
  "Type",
  "StageName",
  "ForecastCategory"
from
  "Opportunity"
order by
  "StageName";

List only won opportunities (with API Native naming convention)

Discover the segments that have been successful by identifying instances where opportunities have been won. This can help assess the elements within these successful opportunities to strategize for future prospects.

select
  "ID",
  "Name",
  "Amount",
  "Type",
  "StageName",
  "ForecastCategory",
  "IsWon"
from
  "Opportunity"
where
  "IsWon"
order by
  "Amount";

select
  "ID",
  "Name",
  "Amount",
  "Type",
  "StageName",
  "ForecastCategory",
  "IsWon"
from
  "Opportunity"
where
  "IsWon"
order by
  "Amount";

List closed opportunities

Explore which business opportunities have already reached their close date. This can help in assessing past performance and strategizing for future opportunities.

select
  "ID",
  "Name",
  "Amount",
  "Type",
  "StageName",
  "ForecastCategory"
from
  "Opportunity"
where
  "CloseDate" <= now();

select
  "ID",
  "Name",
  "Amount",
  "Type",
  "StageName",
  "ForecastCategory"
from
  "Opportunity"
where
  "CloseDate" <= datetime('now');

List opportunities with open activity

Explore which opportunities have an open activity to determine areas for potential business growth. This can help in identifying instances where immediate action is required, aiding in effective decision making.

select
  "ID",
  "Name",
  "Amount",
  "Type",
  "StageName",
  "ForecastCategory"
from
  "Opportunity"
where
  "HasOpenActivity";

select
  "ID",
  "Name",
  "Amount",
  "Type",
  "StageName",
  "ForecastCategory"
from
  "Opportunity"
where
  "HasOpenActivity";

This table is available as a standalone Exporter CLI. Steampipe exporters are stand-alone binaries that allow you to extract data using Steampipe plugins without a database.

You can download the tarball for your platform from the Releases page, but it is simplest to install them with the steampipe_export_installer.sh script:

/bin/sh -c "$(curl -fsSL https://steampipe.io/install/export.sh)" -- salesforce

You can pass the configuration to the command with the --config argument:

steampipe_export_salesforce --config '<your_config>' salesforce_opportunity