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Opportunity

prescod edited this page Aug 8, 2020 · 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
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