机会角色

最近更新： 2026年5月13日

主题：
{"id":"c5f60233-d5ea-4453-a799-0ad258b4d399"}

创建对象：

{"id":"c66ffd68-0f65-42bb-aa23-b4020f12e0bd"}

机会角色端点引用

中间opportunityRole对象链接指向商机。

机会角色API仅适用于未启用本机CRM同步的订阅。

描述

与机会一样，API为机会角色提供了Describe调用和CRUD操作。

GET /rest/v1/opportunities/roles/describe.json

{
   "requestId":"185d6#14b51985ff0",
   "success":true,
   "result":[
      {
         "name":"opportunityRole",
         "displayName":"Opportunity Role",
         "createdAt":"2015-02-03T22:36:23Z",
         "updatedAt":"2015-02-03T22:36:24Z",
         "idField":"marketoGUID",
         "dedupeFields":[
            "externalOpportunityId",
            "leadId",
            "role"
         ],
         "searchableFields":[
            [
               "externalOpportunityId",
               "leadId",
               "role"
            ],
            [
               "marketoGUID"
            ],
            [
               "leadId"
            ],
            [
               "externalOpportunityId"
            ]
         ],
         "fields":[
            {
               "name":"marketoGUID",
               "displayName":"Marketo GUID",
               "dataType":"string",
               "length":36,
               "updateable":false
            },
            {
               "name":"externalOpportunityId",
               "displayName":"External Opportunity Id",
               "dataType":"string",
               "length":50,
               "updateable":false
            },
            {
               "name":"leadId",
               "displayName":"Lead Id",
               "dataType":"integer",
               "updateable":false
            },
            {
               "name":"role",
               "displayName":"Role",
               "dataType":"string",
               "length":50,
               "updateable":false
            },
            {
               "name":"isPrimary",
               "displayName":"Is Primary",
               "dataType":"boolean",
               "updateable":true
            },
            {
               "name":"externalCreatedDate",
               "displayName":"External Created Date",
               "dataType":"datetime",
               "updateable":true
            }
         ]
      }
   ]
}

查询

dedupeFields和searchableFields值与机会不同。 dedupeFields提供了一个需要externalOpportunityId、leadId和role的复合键。要成功创建记录，目标实例中必须存在由ID字段引用的机会和商机。

searchableFields值marketoGUID、leadId和externalOpportunityId对于与机会使用相同模式的单个查询有效。您还可以通过复合键进行查询。此查询需要使用_method=GET查询参数通过POST提交的JSON对象。

POST /rest/v1/opportunities/roles.json?_method=GET

{
   "filterType": "dedupeFields",
   "fields": [
      "marketoGuid",
      "externalOpportunityId",
      "leadId",
      "role"
   ],
   "input": [
      {
        "externalOpportunityId": "Opportunity1",
        "leadId": 1,
        "role": "Captain"
      },
      {
        "externalOpportunityId": "Opportunity2",
        "leadId": 1872,
        "role": "Commander"
      },
      {
        "externalOpportunityId": "Opportunity3",
        "leadId": 273891,
        "role": "Lieutenant Commander"
      }
   ]
}

此请求生成与标准GET查询相同的响应类型，但使用不同的请求接口。

创建和更新

使用与业务机会相同的界面创建和更新业务机会角色。

POST /rest/v1/opportunities/roles.json

{
   "action": "createOrUpdate",
   "dedupeBy": "dedupeFields",
   "input": [
      {
         "externalOpportunityId": "19UYA31581L000000",
         "leadId": 456783,
         "role": "Technical Buyer",
         "isPrimary": false
      },
      {
         "externalOpportunityId": "19UYA31581L000000",
         "leadId": 456784,
         "role": "Technical Buyer",
         "isPrimary": false
      }
   ]
}

{
   "requestId": "e42b#14272d07d78",
   "success": true,
   "result":[
      {
         "seq": 0,
         "status": "updated",
         "marketoGUID": "dff23271-f996-47d7-984f-f2676861b5fb"
      },
      {
         "seq": 1,
         "status": "created",
         "marketoGUID": "cff23271-f996-47d7-984f-f2676861b5fb"
      }
   ]
}

删除

按重复数据消除字段或ID字段删除机会角色。将deleteBy参数设置为dedupeFields或idField。缺省值为dedupeFields。

请求正文包含一个要删除的商机角色的输入数组。每个呼叫最多允许300个机会角色。

POST /rest/v1/opportunities/roles/delete.json

{
   "deleteBy": "dedupeFields",
   "input": [
      {
        "externalOpportunityId": "19UYA31581L000000",
        "leadId": 456783,
        "role": "Technical Buyer"
      }
   ]
}

{
    "requestId": "10f7c#173264db42d",
    "result": [
        {
            "seq": 0,
            "marketoGUID": "dff23271-f996-47d7-984f-f2676861b5fb"
            "status": "deleted"
        }
    ]
    "success": true
}

超时

除非另有说明，否则机会角色端点的超时为30秒。
同步机会角色的超时为60秒。
删除机会角色的超时为60秒。

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