Get opportunity

The Salesforce get opportunity action retrieves a single Opportunity record from your connected Salesforce org by its Salesforce ID. This is a read-only action that returns all available fields on the Opportunity object without modifying any Salesforce data.

Prerequisites

• Your Salesforce org must be connected as a data source in Glean, and an admin must enable the Salesforce action pack and complete Salesforce Actions Setup including OAuth configuration.

• Users must authenticate for Salesforce actions on first use.

• The authenticated Salesforce user must have permission to view the target Opportunity record based on your organization's sharing rules.

Supported parameters

Parameter	Type	Description
Opportunity ID	String	The unique Salesforce ID of the opportunity to retrieve. Required.
Fields	String	Comma-delimited string of Opportunity field API names to retrieve. If omitted, all fields are returned. Examples: "Name,Amount,StageName,CloseDate" "Description,Type,LeadSource,NextStep"

Usage examples

• "Get the full details for Salesforce opportunity ID 006PZ000003xyzABC."

• "Retrieve opportunity information for the Q4 Enterprise Deal using its Salesforce ID."

• "Show me all fields for opportunity ID 006PZ000004defGHI."

Troubleshooting

• Possible cause: Salesforce is not connected as a data source, the OAuth app is misconfigured, or the user's token is invalid.
• Fix: Verify that Salesforce is connected, the OAuth app is configured with the correct callback URL and scopes, and the user has successfully completed the Salesforce OAuth flow in Glean. Ask the user to re-authenticate if needed.

• Possible cause: Salesforce Actions Setup is not complete, or Salesforce actions are not enabled for your tenant.
• Fix: Confirm that Salesforce Actions Setup is complete in the Admin console and that Salesforce actions are enabled. Check with your Glean admin to verify that Salesforce actions are available.

• Possible cause: The opportunity ID is invalid, from the wrong org, or the user does not have permission to view that opportunity.
• Fix: Verify that the opportunity ID is valid and from the correct Salesforce org. Ensure the user has permission in Salesforce to view that opportunity. Check record-level and field-level security settings if certain fields are missing.

• Possible cause: The provided opportunity ID does not exist in Salesforce, or it may have been deleted.
• Fix: Verify that the opportunity ID is correct by checking in Salesforce. Use Search opportunities action to find the correct opportunity ID if needed.

FAQs

Salesforce get opportunity retrieves one specific opportunity when you already know its Salesforce ID. Search Opportunities searches across opportunities by name or filters and returns a list of matching records. Use Search Opportunities to find the right record, then pass its ID to this action to load full details.

You can find the opportunity ID in Salesforce by navigating to the opportunity record and copying the ID from the URL, or use the Search opportunities action to programmatically find the opportunity ID based on name, stage, amount, or other criteria.

No. This action retrieves one opportunity at a time using a single opportunity ID. To retrieve multiple opportunities, call this action multiple times with different IDs, or use a search action to find multiple opportunities based on criteria.

The action returns all available fields on the Opportunity object, including custom fields. The exact fields visible depend on your Salesforce configuration and the authenticated user's field-level permissions.