Search opportunities

The Salesforce search opportunities action searches Opportunity records in your connected Salesforce org using flexible filters. This is a read-only action that helps teams find the right deals quickly 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 Opportunity records based on your organization's sharing rules.

Supported parameters

Parameter	Type	Description
Name	String	Search by opportunity name. Supports partial matches. Optional.
Account name	String	Search by associated account name. Supports partial matches. Optional.
Stage name	String	Search by opportunity stage (e.g., "Prospecting", "Negotiation", "Closed Won"). Optional.
Lead source	String	Search by lead source. Optional.
Amount min	Number	Minimum opportunity amount. Optional.
Amount max	Number	Maximum opportunity amount. Optional.
Close date from	Date	Return opportunities with close date on or after this date (YYYY-MM-DD format only). Optional.
Close date to	Date	Return opportunities with close date before this date (YYYY-MM-DD format only). Optional.
Is closed	Boolean	Filter by closed status. True returns closed opportunities, false returns open. Optional.
Is won	Boolean	Filter by won status. True returns won opportunities, false returns lost (applies to closed opportunities only). Optional.
Fields	String	Comma-separated list of Opportunity fields to retrieve. Optional.
Limit	Integer	Maximum number of opportunities to return. Optional.

Usage examples

• "Find all open opportunities at Acme Corporation with close dates this quarter and amounts over $50,000."

• "Search for opportunities in the Negotiation stage with close dates in the next 30 days."

• "Show me all closed-won opportunities from the Webinar lead source this year."

Troubleshooting

• Possible cause: The Salesforce action pack is not added, not linked to your Salesforce data source, or not fully configured.
• Fix: In the Glean admin console, go to Platform → Actions, add or open the Salesforce action pack, link it to your Salesforce datasource, configure authentication, update publish settings, and save. After that, Salesforce actions should appear under Actions → By datasource → Salesforce.

• Possible cause: The user's connected Salesforce account is missing, inactive, or misconfigured, or the Salesforce connected app is not set up correctly.
• Fix: Ask the user to re-authenticate Salesforce when prompted by Glean. If errors persist, verify the Salesforce connected app configuration (callback URL, client key, client secret, and required scopes) and confirm that Salesforce Actions setup is complete. If needed, revoke the user's authorization and have them re-run the OAuth flow.

• Possible cause: The filter values are too narrow, date formats are incorrect, or the user does not have permission to view the relevant opportunities.
• Fix: Verify that filter values (account name, stage, lead source) are correct and not overly restrictive. Ensure close date parameters use YYYY-MM-DD format only (natural language phrases like "this quarter" will cause errors). Check that the limit parameter is set high enough. Verify that the user's Salesforce profile allows them to view the target opportunities.

• Possible cause: Close date parameters contain natural language phrases instead of YYYY-MM-DD format, causing SOQL syntax errors.
• Fix: Always use YYYY-MM-DD format for Close date from and Close date to parameters. For example, use "2024-01-01" instead of "this quarter" or "next month". Calculate the specific dates before passing them to the action.

FAQs

Search opportunities searches across many opportunities using filters and returns a list of matching records. Get opportunity retrieves a single opportunity when you already know its Salesforce ID, typically after finding it with a search action.

Yes. Use the Fields parameter to specify which Opportunity fields to retrieve, including custom fields. Provide a comma-separated list of API field names (e.g., "Name,StageName,Amount,CloseDate,CustomField__c"). If you do not specify fields, the action returns a default set of standard fields.

Use the Amount min and Amount max parameters together to create a range. For example, set Amount min to 50000 and Amount max to 100000 to find opportunities between $50K and $100K. You can use just one parameter if you only need a minimum or maximum threshold.

Always use YYYY-MM-DD format for Close date from and Close date to parameters (e.g., "2024-03-01" for March 1, 2024). Do not use natural language phrases like "this quarter" or "next month" as they will cause SOQL syntax errors.