csag_ActionCreateExpOpp
Creates an expansion opportunity record for a specific account from a suggested expansion opportunity.
| Property | Value |
|---|
| Label | Create Expansion Opportunity |
| Category | Monetizing Customer Success |
| Since | Summer 2026 |
| Read-only | No |
| Supports Agents | Yes |
| Supports Flows | Yes |
| Async Action | No |
| Keywords | expansion opportunity, create, account |
Request Parameters
| Field | Type | Label | Description | Required |
|---|
accountId | Id | Account Id | ID of the account record to create the expansion opportunity for. | Yes |
name | String | Name | The name of the expansion opportunity to create. | Yes |
description | String | Description | The description of the expansion opportunity to create. | No |
predictedValue | Decimal | Predicted Value | The predicted value of the expansion opportunity to create. | No |
status | String | Status | The status of the expansion opportunity to be created. Must be one of the following exact values: New, Active, On Hold, Handover, Closed. If blank, default to new. | No |
owner | Id | Owner | ID of the resource record that owns the expansion opportunity to be created. This must be a resource record ID, not a Salesforce user ID. | No |
Response Parameters
| Field | Type | Label | Description | Required |
|---|
ExpansionOpportunityId | Id | Expansion Opportunity Id | The ID of the created expansion opportunity record. | Yes |
Confirmation | String | Confirmation | Confirmation that the expansion opportunity record was created. | Yes |
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