Field dictionary

Since the Opportunity is a Salesforce object, here are the Salesforce procedures concerning:

the set Up Opportunities and Opportunity Products and
how to Manage Your Opportunities

If you are not yet familiar with Sales Cloud (the Salesforce module where the Opportunity object belongs), you can find more information here: Sales Cloud Basics.

This article allows you to understand the link with the Opportunity object and the Frisbii objects.

Definition

This definition is the Salesforce definition of this object. Here is more information on configuring opportunities outside of the Frisbii context: Opportunities.

Objet	Description
Opportunity	Opportunities are deals in progress. Opportunity records track details about deals, including which accounts they’re for, who the players are, and the amount of potential sales. If your Salesforce admin has set up leads in your Salesforce org, an opportunity is created when a lead is converted. Opportunities can also be created directly for accounts you’re working.

The relations with the Frisbii objects

Here is the extract from the Conceptual Data Model showing the Salesforce Opportunity object and its relationship with the Frisbii objects. It shows you the relationships between the objects mentioned and others that we will discover as we read the articles.

	Opportunity	Quotation	Subscription	Facture
Relations with the Frisbii Objects:	Quotation Subscription Invoice Accounting Data	Product Configuration Subscription Accounting Data Invoice Opportunity	Product Configuration Accounting Data Invoice Quotation Opportunity	Subscription Product Configuration Accounting Data Initial invoice (for credit notes) Quotation Opportunity

The fields of the object

First we give you a list of Salesforce fields: Opportunity Fields and then a list of Frisbii fields by section.

Corporate Name	Lookup (Corporate Name)	The billing entity, defined in the tab/object Company Name. Here is the field linked to this Frisbii object: Corporate names - Fields dictionary
Accounting Data	Lookup (Accounting data)	The accounting data contains the accounting billing information for an account. Here is the field linked to this Frisbii object: Accounting data - Field dictionary
Amount incl. VAT	Currency (16, 2)	Amount including all taxes. 2 decimal places.
Invoiced (Projected)	Currency (16, 2)	The estimated value of the opportunity's billing Sum of the draft invoice amounts related to the opportunity
Invoiced (Issued)	Currency (16, 2)	The estimated value of the opportunity's billing Sum of the amounts of the invoices issued related to the opportunity

Fields to be added on the page layout if needed

Start Date	Date	For a subscription: billing start date, taken over on the subscription record at the creation of the subscription from the opportunity.
Invoicing Period Start Date	Date	For a subscription: Start date of the billing period, taken over on the subscription record when the subscription is created from the opportunity.
Payment Term	Picklist	The time period agreed with the customer to pay the invoice. Refers to a set of global values. X days net: X days from the start date X days end of month: X days from the last day of the month
Language	Picklist	Taken over to the other objects, if the creation is made from the opportunity
Payment Method	Picklist	The means agreed with the customer to pay the invoice. To be customized from the global value set.
Invoiced Amount	Formula (Currency)	Sum: Invoiced (Issued) + Invoiced (Projected)
Number of Quotations	Number (3, 0)	Number of quotations related to the opportunity
Number of Synced Quotations	Number (3, 0)	Number of offers related to the opportunity, on which the Synchronized quotation? box is checked
Number for Division	Number (4,6)	When creating the subscription from the opportunity, you can fill in this field to define a division of the amount or quantity by this predefined number. If the field is filled in on the opportunity, it will be used to calculate the amount of the subscription occurrences even if it is not filled in when the subscription is created.
Frequency	Picklist	Periodicity of the subscription, taken over on the subscription record at the creation of the subscription from the opportunity.
Remaining Amount to Invoice	Formula (Currency)	If the amount after discount is greater than the amount invoiced, the calculation is: Amount after discount - Amount invoiced. Otherwise the amount that remains to be invoiced is 0€.
Balance	Currency (16,2)	Displays the balance of the opportunity
Type of Division	Picklist	By Amount or by Quantity Used for the creation of the subscription from the opportunity.
Your Ref	Text (255)	Your reference : the reference you want to give to the customer (ex : purchase order number).