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A Veles Proposal is the shell that holds a deal’s quotes and orders — the Salesforce mirror of a Veles opportunity. It is one-to-one with the Salesforce Opportunity (enforced at the database level via the unique Opportunity Key field) and exists from the moment quoting starts in Veles, possibly before any quote is priced: a freshly created proposal shows Draft stage and zero totals. Its existence is the signal that an Opportunity has a Veles deal in flight — record-triggered Flows can react to it being created or changing stage. All values are computed in Veles and synced one-way; records are read-only. The proposal’s totals are native rollup summaries over its child Quote records, filtered to the primary quote — so they recalculate inside Salesforce the moment the primary quote changes, and always reflect exactly one quote (never a sum of alternates).

Fields at a glance

Field details

Text (standard name field)
Proposal Name — The proposal’s name in Veles, cut at 80 characters. “Untitled proposal” when it has none.
Text(255), unique, external ID
Veles External ID — The Veles proposal (opportunity) ID. All sync writes upsert on this field; never edit.
Lookup(Opportunity)
Opportunity — The Salesforce Opportunity this Veles proposal belongs to. One-to-one: an Opportunity has at most one Veles proposal (enforced via the unique Opportunity Key field). Set by the Veles sync; empty for proposals not attached to an Opportunity. Creates the “Veles Proposal” related list on Opportunity.
Text(18), unique
Opportunity Key — The linked Opportunity’s record ID, written by the Veles sync alongside the Opportunity lookup. Unique, which enforces the one-proposal-per-Opportunity rule at the database level (lookups cannot be unique directly in Salesforce). Plumbing — do not edit or reference in automation; use the Opportunity lookup instead.
Lookup(Account)
Account — The Salesforce Account this proposal is for: the Account on the linked Opportunity, written by the Veles sync. Empty when that Opportunity has no Account. Creates the “Veles Proposals” related list on Account.
Lookup(User)
Rep — The proposal’s owner in Veles, as the Salesforce user they connected Veles with. Empty when the owner has never connected Salesforce. Use this, not Created By (whoever’s push first wrote the record), for rep-level reporting.
URL
Veles Link — Deep link to open this proposal in Veles.

Workflow

Picklist
Stage — Where the proposal sits in its lifecycle, matching the Veles stage exactly: Draft, Editing, Awaiting Approval, Presenting, then the order stages — Draft Order (the customer accepted the quote), Finalized, Pending Signature, Signed, and Executed. Deal outcome (won/lost) lives on the linked Opportunity, not here. Group list views by this field for a kanban board. Unrestricted so new Veles stages never break the sync.
Picklist
Proposal Type — What kind of deal this proposal represents in Veles: New Logo (net-new business), Renewal (replaces an expiring contract), or Amendment (modifies an active contract mid-term).
Number(4, 0)
Version Number — The published version this record mirrors: 5 means the proposal is on Version 5. The mirror always reflects the latest published version; version history lives in Veles (follow the Veles Link).
Date
Opened On — When the proposal was created in Veles.
Date
Closed On — When the proposal’s deal was closed in Veles. Empty for open deals. Whether it closed won or lost lives on the linked Opportunity.

Rolled-up totals

Computed natively in Salesforce from the child Quote records, filtered to Primary = true — read-only by construction, always exactly one quote’s numbers.
Rollup summary (Currency)
TCV — Total Contract Value (TCV) of the primary quote. Recalculates automatically when the primary quote changes.
TCV is the only packaged proposal rollup. ARR lives on the quote as First-Year, Exit and Blended ARR, because a ramp deal has no single ARR. To report on the one your org uses at the proposal level, see the Quote page’s Common additions. The primary quote’s TCVs and ARRs are also copied to the linked Opportunity.

Sync health

DateTime
Synced At — When the Veles sync last wrote this record. The proposal updates when it is linked to or unlinked from an Opportunity, published, pushed or deleted in Veles, and at each step of its order — not on every draft edit, so a proposal in Editing stage may have unpublished changes newer than this. If this looks stale relative to activity in Veles, check the integration status in Veles admin.