機會角色

最後更新： 2026年5月13日

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

建立對象：

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

機會角色端點參考

中繼opportunityRole物件連結指向機會。

機會角色API僅適用於未啟用原生CRM同步處理的訂閱。

說明

和機會一樣，API也提供機會角色的Describe呼叫和CRUD作業。

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
            }
         ]
      }
   ]
}

查詢

dedupeFields和searchableFields值與機會不同。 dedupeFields提供需要externalOpportunityId、leadId和role的複合金鑰。若要成功建立記錄，目的地執行個體中必須存在識別碼欄位參考的機會和銷售機會。

searchableFields值marketoGUID、leadId和externalOpportunityId對使用與機會相同模式的個別查詢有效。您也可以使用複合鍵進行查詢。此查詢需要透過POST以_method=GET查詢引數提交的JSON物件。

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"
      }
   ]
}

此請求會產生與標準GET查詢相同的回應型別，但使用不同的請求介面。

建立和更新

使用與商機相同的介面，建立並更新商機角色。

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"
      }
   ]
}

刪除

依重複資料刪除欄位或ID欄位刪除商機角色。將deleteBy引數設定為dedupeFields或idField。預設值為dedupeFields。

請求內文包含要刪除的機會角色的輸入陣列。每個呼叫最多允許300個機會角色。

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
}

逾時

除非另有說明，否則機會角色端點的逾時值為30秒。
同步機會角色的逾時時間為60秒。
刪除機會角色的逾時時間為60秒。

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