afv-library/skills/platform-data-manage/assets/json/account-opportunity-tree.json

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3.3 KiB
JSON

{
"records": [
{
"attributes": {
"type": "Account",
"referenceId": "AccountRef1"
},
"Name": "Opportunity Tree Account 001",
"Industry": "Technology",
"Type": "Customer",
"AnnualRevenue": 8000000,
"BillingCity": "San Francisco",
"BillingState": "CA",
"BillingCountry": "USA",
"Description": "Account with multiple opportunities in pipeline",
"Opportunities": {
"records": [
{
"attributes": {
"type": "Opportunity",
"referenceId": "OppRef1"
},
"Name": "Enterprise License Deal",
"StageName": "Negotiation/Review",
"CloseDate": "2025-04-15",
"Amount": 500000,
"Probability": 80,
"Type": "New Customer",
"LeadSource": "Web",
"Description": "Enterprise license negotiation in final stages"
},
{
"attributes": {
"type": "Opportunity",
"referenceId": "OppRef2"
},
"Name": "Professional Services Engagement",
"StageName": "Proposal/Price Quote",
"CloseDate": "2025-05-01",
"Amount": 150000,
"Probability": 65,
"Type": "New Customer",
"LeadSource": "Partner Referral",
"Description": "PS engagement proposal submitted"
}
]
}
},
{
"attributes": {
"type": "Account",
"referenceId": "AccountRef2"
},
"Name": "Opportunity Tree Account 002",
"Industry": "Healthcare",
"Type": "Prospect",
"AnnualRevenue": 3000000,
"BillingCity": "Boston",
"BillingState": "MA",
"BillingCountry": "USA",
"Description": "Healthcare prospect with active opportunities",
"Opportunities": {
"records": [
{
"attributes": {
"type": "Opportunity",
"referenceId": "OppRef3"
},
"Name": "HIPAA Compliance Solution",
"StageName": "Needs Analysis",
"CloseDate": "2025-06-01",
"Amount": 250000,
"Probability": 40,
"Type": "New Customer",
"LeadSource": "Trade Show",
"Description": "Compliance solution for healthcare"
},
{
"attributes": {
"type": "Opportunity",
"referenceId": "OppRef4"
},
"Name": "Data Integration Project",
"StageName": "Qualification",
"CloseDate": "2025-07-15",
"Amount": 100000,
"Probability": 25,
"Type": "New Customer",
"LeadSource": "Phone Inquiry",
"Description": "EHR integration project"
},
{
"attributes": {
"type": "Opportunity",
"referenceId": "OppRef5"
},
"Name": "Training and Enablement",
"StageName": "Prospecting",
"CloseDate": "2025-08-01",
"Amount": 50000,
"Probability": 10,
"Type": "New Customer",
"LeadSource": "Other",
"Description": "Staff training program"
}
]
}
}
]
}