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Opportunity
prescod edited this page Aug 8, 2020
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4 revisions
Here is a simple hard-coded Opportunity:
- object: Opportunity
fields:
AccountId:
reference:
Account # you need to have declared an account elsewhere
Name: Sitwell Opportunity
CloseDate: 2022-01-01
Amount: 1000
StageName: In Progress
And here is a more dynamic one:
- object: Opportunity
fields:
reference:
Account # you need to have declared an account elsewhere
Name:
fake: name
Description:
fake.text:
max_nb_chars: 100
StageName:
random_choice:
- Prospecting
- Qualification
- Needs Analysis
- Value Proposition
- Id. Decision Makers
- Perception Analysis
- Proposal/Price Quote
- Negotiation/Review
- Closed Won
- Closed Lost
- Pledged
Amount:
random_number:
min: 1
max: 100000
TotalOpportunityQuantity:
random_number:
min: 1
max: 100000
CloseDate:
date_between:
start_date: today
end_date: +1y
Type:
random_choice:
- Existing Customer - Upgrade
- Existing Customer - Replacement
- Existing Customer - Downgrade
- New Customer
NextStep:
fake.text:
max_nb_chars: 100
LeadSource:
random_choice:
- Web
- Phone Inquiry
- Partner Referral
- Purchased List
- Other
CampaignId:
reference: Campaign # you must have declared a campaign elsewhere
ContactId:
reference: Contact # you must have declared a Contact elsewhere
ContractId:
reference: Campaign # you must have declared a Contract elsewhere
DeliveryInstallationStatus__c:
random_choice:
- In progress
- Yet to begin
- Completed
TrackingNumber__c:
fake.text:
max_nb_chars: 12
OrderNumber__c:
fake.text:
max_nb_chars: 8
CurrentGenerators__c:
fake.text:
max_nb_chars: 100
MainCompetitors__c:
fake.text:
max_nb_chars: 100
npe01__Contact_Id_for_Role__c:
fake.text:
max_nb_chars: 100
npe01__Member_Level__c:
random_choice:
- Gold
- Silver
- Bronze
npe01__Membership_End_Date__c:
date_between:
start_date: -1y
end_date: today
npe01__Membership_Origin__c:
random_choice:
- New
- Renewal
- Reacquire
npe01__Membership_Start_Date__c:
date_between:
start_date: -1y
end_date: today
npe03__Recurring_Donation__c:
reference: npe03__Recurring_Donation__c # You need to have declared one earlier
npsp__Acknowledgment_Date__c:
date_between:
start_date: -1y
end_date: today
npsp__Acknowledgment_Status__c:
random_choice:
- To Be Acknowledged
- Acknowledged
- Do Not Acknowledge
- Email Acknowledgment Now
- Email Acknowledgment Not Sent
npsp__Ask_Date__c:
date_between:
start_date: -1y
end_date: today
npsp__Closed_Lost_Reason__c:
fake.text:
max_nb_chars: 100
npsp__Fair_Market_Value__c:
random_number:
min: 1
max: 100000
npsp__Gift_Strategy__c:
random_choice:
- New Donor
- Renewal
- Upgrade
npsp__Grant_Contract_Date__c:
date_between:
start_date: -1y
end_date: today
npsp__Grant_Contract_Number__c:
fake.text:
max_nb_chars: 100
npsp__Grant_Period_End_Date__c:
date_between:
start_date: -1y
end_date: today
npsp__Grant_Period_Start_Date__c:
date_between:
start_date: -1y
end_date: today
npsp__Grant_Program_Area_s__c:
fake.text:
max_nb_chars: 100
npsp__Grant_Requirements_Website__c:
fake: url
npsp__Honoree_Contact__c:
reference: Contact # You need to have declared one earlier
npsp__Honoree_Name__c:
fake: name
npsp__In_Kind_Description__c:
fake.text:
max_nb_chars: 100
npsp__In_Kind_Type__c:
random_choice:
- Goods
- Services
npsp__Matching_Gift_Account__c:
reference: Account # You need to have declared this earlier
npsp__Matching_Gift_Employer__c:
fake.text:
max_nb_chars: 100
npsp__Matching_Gift_Status__c:
random_choice:
- Potential
- Submitted
- Received
npsp__Matching_Gift__c:
reference: MatchingGift # need to define this earlier
npsp__Notification_Message__c:
fake.text:
max_nb_chars: 100
npsp__Notification_Preference__c:
random_choice:
- Email
- Postal Mail
- Phone
- Do Not Notify
npsp__Notification_Recipient_Contact__c:
reference: RecipientContact # need to have declared a Contact with nickname RecipientContact
npsp__Notification_Recipient_Information__c:
fake.text:
max_nb_chars: 100
npsp__Notification_Recipient_Name__c:
fake: name
npsp__Previous_Grant_Opportunity__c:
reference: GrantOpportunity # need to have declared an Opportunity with nickname GrantOpportunity
npsp__Primary_Contact_Campaign_Member_Status__c:
fake.text:
max_nb_chars: 40
npsp__Primary_Contact__c:
reference: Contact
npsp__Qualified_Date__c:
date_between:
start_date: -1y
end_date: today
npsp__Recurring_Donation_Installment_Number__c:
random_number:
min: 1
max: 100000
npsp__Requested_Amount__c:
random_number:
min: 1
max: 100000
npsp__Tribute_Type__c:
random_choice:
- Honor
- Memorial