Get Opportunities for Account Id custom action

Release version: Australia

Updated March 12, 2026

1 minute to read

The Get Opportunities for Account Id action retrieves opportunity records for the specific Salesforce account. This action is invoked when the agent views a Salesforce opportunity available for the customer account based on the Salesforce account associated with it.

This action is similar to the Get All Opportunities action.

Action inputs

In addition to the maximum number of records to be returned by the query, this action also takes a Salesforce Account Id as input to be used as a query parameter. The value of this parameter is provided by the relationship that links the customer account and the Salesforce opportunity through the associated Salesforce Account Id. For more information, see Create defined related lists.

The specific relationship needed for the reference example is also described in the Using a related list to create the connection between the Customer Account and Salesforce Opportunities topic.

The Salesforce Account Id action input parameter has no default value.

Inputs screen showing the action inputs and their default values.

Action Outline with Inputs: Pre Processing script, REST step, Post Processing script. Action Input showing Label, Name, Type, and a toggle for Mandatory.

Pre-processing step

The pre-processing script step takes the action input as its own.

Pre-processing step screen showing the action inputs with pill pickers to generate a queries.

The Pre-Processing step script creates a SELECT query similar to the one created for the Get All Opportunities action with the addition of the check against the Salesforce Account Id.

(function execute(inputs, outputs) {
  
  outputs.query = "query/?q=SELECT+Name,Id,AccountId,CloseDate,Amount,” +
                  “StageName,Probability,Type+FROM+Opportunity”         +
                  
                  "+WHERE+AccountId='" + inputs.salesforce_account_id + "

                  “+LIMIT+” + inputs.max_number_of_opportunity_records; 
  
})(inputs, outputs);

The pre-processing output is a query, similar to the Get All Opportunities action.

REST step, post-processing step, and action outputs

These steps and outputs are the same as for the Get All Opportunities action.