PipelineInspectionListView

Represents a pipeline view or saved filter. A pipeline view specifies a set of opportunity records, based on specific criteria. This object is available in API version 53.0 and later.

Supported Calls

create(), describeSObjects(), query(), retrieve(), update(), upsert()

Special Access Rules

To access this object, enable the Pipeline Inspection user permission and the Pipeline Inspection setting. To create and modify list views, users must have the Create and Customize List Views permission. To create and modify public list views, users must have the Manage Public List Views permission.

Fields

Field	Details
ChangePeriodLiteralType	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description The date literal associated with the pipeline changes metrics group, used for filtering by a custom time period. Possible values are: `CUSTOM_DATE` `FOUR_WEEKS_AGO` `ONE_MONTH_AGO` `ONE_WEEK_AGO` `START_OF_THE_PERIOD` `THIS_MONTH` `THIS_WEEK` `THREE_MONTHS_AGO` `THREE_WEEKS_AGO` `TWO_MONTHS_AGO` `TWO_WEEKS_AGO`
ChangePeriodStartDate	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description The start date used when filtering by a custom time period for pipeline changes metrics and forecast category metrics groups.
DateLiteralType	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description The date literal associated with the pipeline and intelligence views, used for filtering by the close date or created date. Possible values are: `ALL_TIME` `CUSTOM_DATE` `LAST_MONTH` `NEXT_FISCAL_QUARTER` `NEXT_MONTH` `NEXT_WEEK` `THIS_FISCAL_QUARTER` `THIS_MONTH` `THIS_WEEK`
EndDate	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description The end date used when filtering by a custom time period for close dates.
IsSystemManaged	Type boolean Properties Defaulted on create, Filter, Group, Sort Description Indicates whether the system is managing changes to visibility and delete of a pipeline view (`true`) or not (`false`). The default value is `false`.
ListViewId	Type reference Properties Create, Filter, Group, Sort Description The foreign key to the ListView record. This field is unique within your organization. This is a relationship field. Relationship Name ListView Relationship Type Lookup Refers To ListView
StartDate	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description The start date used when filtering by a custom time period for close dates.
SummaryField	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description The opportunity field specified in a pipeline view to summarize pipeline inspection metrics. Possible values are standard field names or custom field IDs for custom currency and number fields. `Amount` `ExpectedRevenue` `TotalOpportunityQuantity` `custom_field_ID` This field is available in API version 56.0 and later.
UserId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The user ID of the user whose opportunities you want to see by default in the Pipeline Inspection list view. This field is a relationship field. This field is available in API version 58.0 and later. Relationship Name User Relationship Type Lookup Refers To User
ViewType	Type picklist Properties Filter, Group, Nillable, Restricted picklist, Sort Description The corresponding API name for the pipeline view type. Possible values are: `MY_CONTACTS` `MY_IMPORTANT_CONTACTS` `MY_IMPORTANT_LEADS` `MY_IMPORTANT_OPPORTUNITIES` `MY_LEADS` `MY_PIPELINE`

Object Reference for the Salesforce Platform

PipelineInspectionListView

Supported Calls

Special Access Rules

Fields