Salesforce Tables

The Salesforce integration includes the following tables

Tables

SalesForceAccounts

Represents an individual account, which is an organization or person involved with your business (such as customers, competitors, and partners).

NameTypeDescription
AccountNumberstringAccount number assigned to this account.
BatchDatedatetime2The date and time data was synced to our database.
ConfigIDintegerThe ID of the configuration within Compyl.
CreatedByIdstringThe ID of the user who created the account.
CreatedDatedatetime2The date and time when the account was created.
DescriptionstringText description of the account.
FaxstringFax number for the account.
IDstringUnique identifier for the account.
IndustrystringAn industry associated with this account. For example, Biotechnology.
IsPriorityRecordbooleanShows whether the user has marked the account as important (True) or not (False).
LastActivityDatedatetime2Value is one of the following, whichever is the most recent: Due date of the most recent event logged against the record or Due date of the most recently closed task associated with the record
LastModifiedByIdstringThe ID of the user who last modified the account.
LastModifiedDatedatetime2The date and time when the account was last updated.
LastReferencedDatedatetime2The timestamp when the current user last accessed this record indirectly, for example, through a list view or related record.
NamestringName of the account.
OwnerIdstringThe ID of the user who currently owns this account.
OwnerNamestringThe name of the user who currently owns this account.
OwnershipstringOwnership type for the account, for example Private, Public, or Subsidiary.
PhonestringPhone number for this account.
TypestringType of account, for example, Customer, Competitor, or Partner.

SalesForceAssets

Represents an item of commercial value, such as a product sold by your company or a competitor, that a customer has purchased.

NameTypeDescription
AccountIdstringID of the Account associated with this asset.
BatchDatedatetime2The date and time data was synced to our database.
ConfigIDintegerThe ID of the configuration within Compyl.
CreatedByIdstringThe ID of the user who created this asset.
CreatedDatedatetime2The date and time when the asset was created.
DescriptionstringDescription of the asset.
IDstringUnique identifier for the asset.
InstallDatedatetime2Date when the asset was installed.
IsCompetitorProductbooleanIndicates whether this Asset represents a product sold by a competitor (true) or not (false).
LastModifiedByIdstringThe ID of the user who last modified the asset.
LastModifiedDatedatetime2The date and time when the account was last updated.
NamestringName of the asset
PricedecimalPrice paid for this asset.
PurchaseDatedatetime2Date on which this asset was purchased.
QuantityintegerQuantity purchased or installed.
SerialNumberstringSerial number for this asset.
StatusstringCustomizable picklist of values. The default picklist includes the following values: Purchased, Shipped, Installed, Registered, Obsolete

SalesForceContacts

Represents a contact, which is a person associated with an account.

NameTypeDescription
AccountIdstringID of the account that’s the parent of this contact.
AssistantNamestringThe assistant’s name.
AssistantPhonestringThe assistant’s phone number.
BatchDatedatetime2The date and time data was synced to our database.
Birthdatedatetime2The contact’s birthdate.
ConfigIDintegerThe ID of the configuration within Compyl.
ContactSourcestringIf Automatic Contact Creation is enabled, this field indicates whether the contact was created automatically. A possible value is: Auto Create
CreatedByIdstringThe ID of the user who created the contact.
CreatedDatedatetime2The date and time when the contact was created.
DepartmentstringThe contact’s department.
DepartmentGroupstringIf Automatic Contact Enhancements or Buyer Relationship Map is enabled, this field contains the business unit, function, or department that the contact belongs to in the organization. Possible values are: chiefExecutive, customerSuccess, finance, humanResources, legal, marketing, other, sales, support, tech.
DescriptionstringA description of the contact.
EmailstringThe contact’s email address.
FaxstringThe contact’s fax number.
FirstNamestringThe contact’s first name.
HomePhonestringThe contact’s home phone number.
IDstringUnique identifier for the contract.
IsDeletedbooleanIndicates whether the object has been moved to the Recycle Bin (true) or not (false).
LastModifiedByIdstringThe ID of the user who last modified the contact.
LastModifiedDatedatetime2The date and time when the contact was last updated.
LastNamestringLast name of the contact.
LeadSourcestringThe source of the lead that was converted to this contact.
MobilePhonestringContact’s mobile phone number.
NamestringConcatenation of FirstName, MiddleName, LastName, and Suffix.
PhonestringPhone number for the contact.
TitlestringTitle of the contact, such as CEO or Vice President.
TitleTypestringIf Automatic Contact Enhancements or Buyer Relationship Map is enabled, this field contains the hierarchical position that the contact holds in the organization. In the UI, this field is shown as Seniority Level. Possible values are: ceo, directorOrManager, executive, individual contributor, vp

SalesForceContracts

Represents a contract (a business agreement) associated with an Account.

NameTypeDescription
AccountIdstringID of the Account associated with this contract.
ActivatedByIdstringID of the User who activated this contract.
ActivatedDatedatetime2Date and time when this contract was activated.
BatchDatedatetime2The date and time data was synced to our database.
CompanySignedDatedatetime2The date your organization signed the contract.
CompanySignedIdstringID of the user who signed the contract.
ConfigIDintegerThe ID of the configuration within Compyl.
ContractNumberstringNumber of the contract.
ContractTermintegerNumber of months that the contract is valid.
CreatedByIdstringThe ID of the user who created the contract.
CreatedDatedatetime2The date and time when the contract was created.
CustomerSignedDatedatetime2The date when the customer signed the contract.
CustomerSignedIdstringID of the Contact who signed this contract.
CustomerSignedTitlestringTitle of the customer who signed the contract.
DescriptionstringDescription of the contract.
EndDatedatetime2Calculated end date of the contract.
IDstringUnique identifier for the contract.
IsDeletedbooleanIndicates whether the object has been moved to the Recycle Bin (true) or not (false).
LastApprovedDatedatetime2Last date the contract was approved.
LastModifiedByIdstringThe ID of the user who last modified the contract.
LastModifiedDatedatetime2The date and time when the contract was last updated.
OwnerExpirationNoticestringNumber of days ahead of the contract end date.
OwnerIdstringID of the user who owns the contract.
SpecialTermsstringSpecial terms that apply to the contract.
StartDatedatetime2Start date for this contract.
StatusstringThe picklist of values that indicate order status. Each value is within one of two status categories defined in StatusCode. For example, the status picklist may contain: Ready to Ship, Shipped, Received as values within the Activated StatusCode.
StatusCodestringThe status category for the contract. A contract can be Draft, InApproval, or Activated.

SalesForceGroups

A set of User records. Groups are sets of users. They can contain individual users, other groups, the users in a particular role or territory, or the users in a particular role or territory plus all the users below that role or territory in the hierarchy.

NameTypeDescription
BatchDatedatetime2The date and time data was synced to our database.
ConfigIDintegerThe ID of the configuration within Compyl.
CreatedByIDstringThe ID of the user who created the contract.
CreatedDatedatetime2The date and time when the contract was created.
DeveloperNamestringThe name of the object in the API.
DoesIncludeBossesbooleanIndicates whether records shared with users in this group are also shared with users higher in the role hierarchy (true) or not (false).
DoesSendEmailToMembersbooleanIndicates whether the email is sent (true) or not sent (false) to the group members.
EmailstringEmail address for a group of type Case
IDstringUnique identifier for the group.
LastModifiedByIDstringThe ID of the user who last modified the group.
LastModifiedDatedatetime2The date and time when the group was last updated.
NamestringName of the group.
OwnerstringName of the Owner.
OwnerIDstringID of the user who owns the group.
RelatedIDstringRepresents the ID of the associated groups. For groups of type “Role,” the ID of the associated UserRole.
TypestringType of the group. One of the following values: AllCustomerPortal, ChannelProgramGroup, CollaborationGroup, Manager, ManagerAndSubordinatesInternal, Organization, Participant, PRMOrganization, Queue, Regular, Role, RoleAndSubordinates, RoleAndSubordinatesInternal, Territory, TerritoryAndSubordinates.

SalesForceLead

Represents a prospect or lead.

NameTypeDescription
AnnualRevenuedecimalAnnual revenue for the lead’s company.
BatchDatedatetime2The date and time data was synced to our database.
CitystringCity for the lead’s address.
CompanystringThe lead’s company.
ConfigIDintegerThe ID of the configuration within Compyl.
CountrystringThe lead’s country.
CreatedByIdstringThe ID of the user who created the lead.
CreatedDatedatetime2The date and time when the lead was created.
DescriptionstringThe lead’s description.
EmailstringThe lead’s email address.
FaxstringIf bounce management is activated and an email sent to the lead bounced, the date and time of the bounce.
FirstNamestringThe lead’s first name.
IDstringUnique identifier for the lead.
IndustrystringIndustry in which the lead works.
IsDeletedbooleanIndicates whether the object has been moved to the Recycle Bin (true) or not (false).
IsUnreadByOwnerbooleanIf true, lead has been assigned, but not yet viewed.
LastModifiedByIdstringThe ID of the user who last modified the lead.
LastModifiedDatedatetime2The date and time when the lead was last updated.
LastNamestringLast name of the lead.
LeadSourcestringThe origin or source of the lead.
MasterRecordIdstringIf this record was deleted as the result of a merge, this field contains the ID of the record that was kept. If this record was deleted for any other reason, or hasn’t been deleted, the value is null.
MobilePhonestringThe lead’s mobile phone number.
NamestringConcatenation of FirstName, MiddleName, LastName, and Suffix
NumberOfEmployeesintegerNumber of employees at the lead’s company.
OwnerIdstringID of the lead’s owner.
PhonestringThe lead’s phone number.
PostalCodestringPostal code for the address of the lead.
SalutationstringSalutation for the lead.
StatestringState for the address of the lead.
StatusstringThe ISO state code for the lead’s address.
StreetstringStreet number and name for the address of the lead.
TitlestringTitle for the lead, such as CFO or CEO.
WebsitestringWebsite for the lead.

SalesForceLoginHistory

Represents the login history for all successful and failed login attempts for organizations and enabled portals.

NameTypeDescription
ApplicationstringThe application used to access the organization
BatchDatedatetime2The date and time data was synced to our database.
ConfigIDintegerThe ID of the configuration within Compyl.
IDstringUnique identifier for the login history.
LoginTimedatetime2Time zone is based on GMT.
SalesForceUserConfigIDintegerThe ID of the configuration within Compyl.
SalesForceUserIDstringThe ID of the user associated with this login history.
StatusstringDisplays the status of the attempted login. Status is either success or a reason for failure
UserIDstringThe ID of the user associated with this login history.

SalesForceOpportunities

Represents an opportunity, which is a sale or pending deal.

NameTypeDescription
AccountIdstringID of the account associated with this opportunity.
AmountfloatEstimated total sale amount. For opportunities with products, the amount is the sum of the related products.
BatchDatedatetime2The date and time data was synced to our database.
CloseDatedatetime2Date when the opportunity is expected to close.
ConfigIDintegerThe ID of the configuration within Compyl.
CreatedByIdstringThe ID of the user who created the opportunity.
CreatedDatedatetime2The date and time when the opportunity was created.
DescriptionstringText description of the opportunity.
FiscalstringIf fiscal years are not enabled, the name of the fiscal quarter or period in which the opportunity CloseDate falls.
FiscalQuarterintegerRepresents the fiscal quarter. Valid values are 1, 2, 3, or 4.
FiscalYearintegerRepresents the fiscal year, for example`, 2006.
ForecastCategorystringRepresents the forecast classification of the opportunity. The value is automatically determined by the ForecastCategoryName field but can be manually overridden. Used for tracking and predicting sales revenue. Possible values are: BestCase, Closed, Forecast, MostLikely, Omitted, Pipeline.
ForecastCategoryNamestringRepresents the name of the forecast category for the opportunity. Possible values are: Best Case, Closed, Commit, Most Likely, Omitted, Pipeline.
HasOpenActivitybooleanIndicates whether an opportunity has an open event or task (true) or not (false).
HasOpportunityLineItembooleanField that indicates whether the opportunity has associated line items. A value of true means that Opportunity line items have been created for the opportunity.
HasOverdueTaskbooleanIndicates whether an opportunity has an overdue task (true) or not (false).
IDstringUnique identifier for the opportunity.
IsClosedbooleanDirectly controlled by StageName. You can query and filter on this field, but you can’t directly set it in a create, upsert, or update request. It can only be set via StageName.
IsDeletedbooleanIndicates whether the object has been moved to the Recycle Bin (true) or not (false).
IsWonbooleanDirectly controlled by StageName. You can query and filter on this field, but you can’t directly set the value. It can only be set via StageName.
LastModifiedByIdstringThe ID of the user who last modified the opportunity.
LastModifiedDatedatetime2The date and time when the opportunity was last updated.
LeadSourcestringSource of this opportunity, such as Advertisement or Trade Show.
NamestringRequired. A name for this opportunity.
NextStepstringDescription of next task in closing opportunity.
OwnerIdstringID of the User who has been assigned to work this opportunity
ProbabilityfloatPercentage of estimated confidence in closing the opportunity.
StageNamestringCurrent stage of this record. The StageName field controls several other fields on an opportunity
TypestringType of opportunity. For example, Existing Business or New Business.

SalesForceOpportunityContacts

Represents the role that a Contact plays on an Opportunity.

NameTypeDescription
BatchDatedatetime2The date and time data was synced to our database.
ConfigIDintegerThe ID of the configuration within Compyl.
ContactIdstringID of an associated Contact.
CreatedByIdstringThe ID of the user who created the opportunity contact.
CreatedDatedatetime2The date and time when the opportunity contact was created.
IDstringUnique identifier for the opportunity contact.
IsDeletedbooleanIndicates whether the record has been moved to the Recycle Bin (true) or not (false).
IsPrimarybooleanIndicates whether the associated Contact plays the primary role on the Opportunity (true) or not (false).
LastModifiedByIdstringThe ID of the user who last modified the opportunity contact.
LastModifiedDatedatetime2The date and time when the opportunity contact was last updated.
OpportunityIdstringID of an associated Opportunity.
RolestringName of the role played by the associated Contact on the Opportunity, such as Business User or Decision Maker.

SalesForceOrders

Represents an order associated with a contract or an account.

NameTypeDescription
AdjustedMerchandizeTotalTaxfloatThe adjusted total merchandise tax for the order.
AdjustedShippingTotalTaxfloatThe adjusted total shipping tax for the order.
BatchDatedatetime2The date and time data was synced to our database.
ConfigIDintegerThe ID of the configuration within Compyl.
ConfirmationStatusstringThe status indicating whether the order has been confirmed.
CreatedBystringThe ID of the user who created the order.
CreationDatedatetime2The date and time when the order was created.
CurrencystringThe currency used for the order.
CustomerLocalestringThe locale of the customer who placed the order.
ExportStatusstringThe status indicating whether the order has been exported.
IDstringUnique identifier for the order.
InvoiceNostringThe invoice number associated with the order.
LastModifieddatetime2The date and time when the order was last modified.
MerchandizeTotalTaxfloatThe total merchandise tax before any adjustments.
OrderTotalfloatThe total cost of the order, including taxes and shipping.
PaymentStatusstringThe status of the payment for the order.
PlaceDatedatetime2The date and time when the order was placed.
ProductSubTotalintegerThe subtotal cost of products in the order before taxes and discounts.
ProductTotalintegerThe total cost of products in the order, after any applicable adjustments.
RemoteHoststringThe host or IP address from which the order was placed.
ShippingStatusstringThe status of the shipping process for the order.
ShippingTotalfloatThe total cost of shipping for the order.
ShippingTotalTaxfloatThe total tax applied to shipping costs.
SiteIdstringThe identifier of the site where the order was placed.
StatusstringThe overall status of the order (e.g., completed, canceled, pending).
TaxationstringThe type or method of taxation applied to the order.
TaxTotalfloatRoll up of all tax on the order. Includes delivery taxes, price adjustment taxes, and product taxes.

SalesForcePermissionSetAssignments

Represents a user’s assignment to a permission set or permission set group. This object is available in API version 22.0 and later.

NameTypeDescription
AssigneeIDstringThe ID of the user that is assigned the permission set indicated in PermissionSetId or the permission set group indicated in PermissionSetGroupId.
BatchDatedatetime2The date and time data was synced to our database.
ConfigIDintegerThe ID of the configuration within Compyl.
ExpirationDatedatetime2The date that the assignment of the permission set or permission set group expires for the specified user.
IDstringUnique identifier for the permission set assignment.
IsActivebooleanIndicates whether the assignment is active (true) or not (false)
PermissionSetGroupIDstringThe ID of the permission set group assigned to the user specified in AssigneeId.
PermissionSetIDstringThe ID of the permission set assigned to the user specified in AssigneeId.

SalesForcePermissionSets

Represents a set of permissions that’s used to grant more access to one or more users without changing their profile or reassigning profiles.

NameTypeDescription
BatchDatedatetime2The date and time data was synced to our database.
ConfigIDintegerThe ID of the configuration within Compyl.
CreatedByIDstringThe ID of the user who created the permission set.
CreatedDatedatetime2The date and time when the permission set was created.
DescriptionstringA description of the permission set.
HasActivationRequiredbooleanIndicates whether the permission set requires an associated active session (true) or not (false).
IDstringUnique identifier for the permission set.
IsCustombooleanIf true, the permission set is custom (created by an admin); if false, the permission set is standard and related to a specific permission set license.
LabelstringThe permission set label
LastModifiedByIDstringThe ID of the user who last modified the permission set.
LastModifiedDatedatetime2The date and time when the permission set was last updated.
NamestringThe unique name of the object in the API. This name can contain only underscores and alphanumeric characters, and must be unique in your organization.
TypestringThe type of the permission set.

SalesForceProducts

This object has several fields that are used only for quantity and revenue schedules (for example, annuities).

NameTypeDescription
BatchDatedatetime2The date and time data was synced to our database.
ConfigIDintegerThe ID of the configuration within Compyl.
CreatedByIdstringThe ID of the user who created the product.
CreatedDatedatetime2The date and time when the product was created.
DescriptionstringA text description of this record.
DisplayUrlstringURL leading to a specific version of a record in the linked external data source.
FamilystringName of the product family associated with this record.
IDstringUnique identifier for the product.
IsActivebooleanIndicates whether this record is active (true) or not (false).
IsArchivedbooleanDescribes whether the product is archived.
IsDeletedbooleanIndicates whether the object has been moved to the Recycle Bin (true) or not (false).
LastModifiedByIdstringThe ID of the user who last modified the product.
LastModifiedDatedatetime2The date and time when the product was last updated.
ProductCodestringDefault product code for this record.

SalesForceProfiles

Represents a profile, which defines a set of permissions to perform different operations.

NameTypeDescription
BatchDatedatetime2The date and time data was synced to our database.
ConfigIDintegerThe ID of the configuration within Compyl.
CreatedByIDstringThe ID of the user who created the profile.
CreatedDatedatetime2The date and time when the profile was created.
DescriptionstringDescription of the profile.
IDstringUnique identifier for the profile.
LastModifiedByIDstringThe ID of the user who last modified the profile.
LastModifiedDatedatetime2The date and time when the profile was last updated.
NamestringThe name of the profile.
UserTypestringThe category of user license. Valid values includes: Standard, PowerPartner, CspLitePortal, CustomerSuccess, PowerCustomerSuccess, CsnOnly, Guest.

SalesForceSetupAuditTrails

Represents changes you or other admins made in your org’s Setup area for at least the last 180 days.

NameTypeDescription
ActionstringThe category of the change made in Setup. For example, a value of PermSetCreate indicates that an administrator created a permission set.
BatchDatedatetime2The date and time data was synced to our database.
ConfigIDintegerThe ID of the configuration within Compyl.
CreatedByIDstringThe ID of the user who created the setup audit trail.
CreatedDatedatetime2The date and time when the setup audit trail was created.
DisplaystringThe full description of changes made in Setup. For example, if the Action field has a value of PermSetCreate, the Display field has a value like “Created permission set MAD: with user license Salesforce.”
IDstringUnique identifier for the setup audit trail.
SectionstringThe section in the Setup menu where the action occurred. For example, Manage Users or Company Profile.

SalesForceUserDeviceApplications

Represents information on applications installed on a device that is accessing Salesforce.

NameTypeDescription
ApplicationTypestringThe type of application used to log in to Salesforce.
BatchDatedatetime2The date and time data was synced to our database.
ConfigIDintegerThe ID of the configuration within Compyl.
IDstringUnique identifier for the user device application.
NamestringThis field is system-generated and cannot be changed.
StatusstringThe activity status of the device application. Valid values are: Approved, Pending Approval, Revoked.
UserDeviceIDstringThe unique identifier used to identify a device when tracking events.
UserIDstringThe ID of the user.

SalesForceUserDeviceHistorys

Represents tracking information on the UserDevice sObject.

NameTypeDescription
BatchDatedatetime2The date and time data was synced to our database.
ConfigIDintegerThe ID of the configuration within Compyl.
DataTypestringThe type of data that has changed. Possible values include Address, AnyType, AutoNumber, Base64, BitVector, Boolean, Content, Currency, DataCategoryGroupReference, DateOnly, DateTime, Division, Double, DynamicEnum, Email, EncryptedBase64, EncryptedText, EntityId, EnumOrId, ExternalId, Fax, File, HtmlMultiLineText, HtmlStringPlusClob, InetAddress, Json, Location, MultiEnum, MultiLineText, Namespace, Percent, PersonName, Phone, Raw, RecordType, SfdcEncryptedText, SimpleNamespace, StringPlusClob, Switchable_PersonName, Text, TimeOnly, Url, and YearQuarter.
FieldstringThe field that has changed. Possible values include BrowserType (Browser), DeviceNativeUid (Device Native ID), DeviceType (Device Type), HashedBrowserFingerPrint (Hashed Browser Fingerprint), IsVerified (Is Device Verified), LastLoginHistory (Login History), Name, PlatformType (Platform or OS Type), PlatformVersion (Platform or OS Version), RawBrowserFingerPrint (Raw Browser Fingerprint Data), Status (Device Status), User, UserLastSeen (Last time user was seen), UserProvidedDeviceIdentifier (User provided device identifier), created (Created), feedEvent (Feed event), individualMerged (Individual Merged), locked (Record locked), ownerAccepted (Owner Accepted), ownerAssignment (Owner Assignment), and unlocked (Record unlocked).
IDstringUnique identifier for the user device history.
NewValuestringThe value after a change has occurred.
OldValuestringThe value before a change has occurred.
UserDeviceIDstringThe ID of the UserDevice object.

SalesForceUserDevices

Represents information unique to a device.

NameTypeDescription
BatchDatedatetime2The date and time data was synced to our database.
BrowserTypestringThe browser used for login.
ConfigIDintegerThe ID of the configuration within Compyl.
DeviceNativeUIDstringA unique string used to identify a mobile device.
DeviceTypestringThe device used to log in to Salesforce, with picklist options including Desktop, Tablet, iPad, iPhone, Phone, and Unknown.
IDstringUnique identifier for the user device.
IsVerifiedbitReserved for future use.
LastLoginHistoryIDstringThe most recent LoginHistory associated with the device.
NamestringName of the user device.
PlatformTypestringThe operating system of the device, with picklist options including iOS, Android, OSX, Linux, Phone, Windows, AppleApp, Blackberry, and Other.
PlatformVersionstringThe version of the operating system running on the device.
SalesForceUserConfigIDintegerThe ID of the configuration within Compyl.
SalesForceUserIDstringThe ID of the user.
StatusstringThe activity status of the device, with picklist options including Approved, Pending Approval, and Revoked.
UserIDstringThe ID of the user.
UserLastSeendatetime2The date and time of the user’s last access.
UserProvidedDeviceIdentifierstringAn identifier for the user’s device such as the International Mobile Equipment Identity (IMEI) number or the device serial number.

SalesForceUsers

Represents a user in your organization.

NameTypeDescription
BatchDatedatetime2The date and time data was synced to our database.
CompanyNamestringThe name of the user’s company.
ConfigIDintegerThe ID of the configuration within Compyl.
CreatedByIDstringThe ID of the user who created the user.
CreatedDatedatetime2The date and time when the user was created.
FaxstringThe user’s fax number.
IDstringUnique identifier for the user.
IsActivebitIndicates whether the user has access to log in (true) or not (false).
LastModifiedByIDstringThe ID of the user who last modified the user.
LastModifiedDatedatetime2The date and time when the user was last updated.
ManagerstringUser lookup field used to select the user's manager.
ManagerIDstringThe Id of the user who manages this user.
NamestringConcatenation of FirstName and LastName.
PhonestringThe user’s phone number.
ProfileIDstringID of the user’s Profile.
SalesForceProfileConfigIDintegerThe ID of the configuration within Compyl.
UsernamestringContains the name that a user enters to log in to the API or the user interface. The value for this field is in the form of an email address
UserRolestringName of the user’s UserRole

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