Difference between revisions of "ACCOUNT"

From LongJump Support Wiki
imported>Aeric
imported>Aeric
 
(20 intermediate revisions by the same user not shown)
Line 4: Line 4:


{{objectdisclaimer}}
{{objectdisclaimer}}
<noinclude>{{objectattributeAPInote}}


</noinclude>
:{| border="1" cellpadding="5" cellspacing="0"
::{| border="1" cellpadding="5" cellspacing="0"
!Field Name
!Field Name
!REST Search Name
!REST Search Name
Line 13: Line 11:
!Description
!Description
|-
|-
|record_id *|| ||Number||Unique record identifier
|description||DESCRIPTION  ||text||Description
|-
|-
|owner_id  *|| ||String||Unique record owner identifier
|agent_id||AGENT ||Number||Agency ID
|-
|-
|date_modified  *|| ||String||Date the record was last modified
|billing_account_id||BILLING_ACCOUNT ||String||Billing Account ID, if it is separate from the actual Account ID
|-
|-
|date_created  *|| ||String||Date the record was created
|city||CITY ||String||City part of the Account's address
|-
|-
|created_id  *|| ||String||Unique identifier of the the user who created the record
|country||COUNTRY ||String||Country part of the Account's address
|-
|-
|modified_id  *|| ||String||Unique identifier of the user who last modified the record
|county||COUNTY ||String||County part of the Account's address
|-
|-
|agent_id|| ||Number||Agency ID
|do_not_call||DO_NOT_CALL ||Boolean||Boolean value to indicate whether you can call the Account or not
|-
|-
|billing_account_id|| ||String||Billing account ID, if it is separate from the actual account ID
|do_not_fax||DO_NOT_FAX ||Boolean||Boolean value to indicate whether you can send a fax to the Account or not
|-
|-
|city|| ||String||City part of the account's address
|duns_number||DUNS ||String||DUNS number of the Account
|-
|-
|country|| ||String||Country part of the account's address
|employees||EMPLOYEES ||Number||Number of employees of the Account
|-
|-
|county|| ||String||County part of the account's address
|fax||FAX ||Phone||Fax number of the Account
|-
|-
|description|| ||String||Description of the account
|industry||INDUSTRY ||String||Type of industry the Account belongs to
|-
|-
|do_not_call|| ||Boolean||Boolean value to indicate whether you can call the account or not
|infousa_business_id||InfoUSA ||String||InfoUSA business ID of the Account
|-
|-
|do_not_fax|| ||Boolean||Boolean value to indicate whether you can send a fax to the account or not
|last_activity||LAST_ACTIVITY ||Date||Date of the last activity that was performed on this Account
|-
|-
|duns_number|| ||String||DUNS number of the account
|lead_source||LEAD_SOURCE ||String||Lead/Prospect source of the Account
|-
|-
|employees|| ||Number||Number of employees of the account
|{{Colorhighlight}}|''name''
|{{Colorhighlight}}|''NAME''
|{{Colorhighlight}}|String
|{{Colorhighlight}}|Account name
|-
|-
|fax|| ||Phone||Fax number of the account
|number||ACCOUNT_NO ||String||Account Number
|-
|-
|industry|| ||String||Type of industry the account belongs to
|ownership||OWNERSHIP ||String||Company Ownership
|-
|-
|infousa_business_id|| ||String||InfoUSA business ID of the account
|parent_id||PARENT_ACCOUNT ||String||ID of the parent Account
|-
|-
|last_activity|| ||Date||Date of the last activity that was performed on this account
|phone||PHONE ||Phone||Phone number of the Account
|-
|-
|lead_source|| ||String||Lead/Prospect source of the account
|primary_contact_id||PRIMARY_CONTACT ||Number||Primary Contact ID of the Account
|-
|-
|{{Colorhighlight}}|''name''
|rating||RATING ||String||Rating of the Account
|{{Colorhighlight}}|''''
|{{Colorhighlight}}|String
|{{Colorhighlight}}|Account Name
|-
|-
|number|| ||String||Account Number
|revenue||REVENUE ||Currency||Revenue of the Account
|-
|-
|ownership|| ||String||Company Ownership
|siccode||SICCODE ||String||SIC code of the Account
|-
|-
|parent_id|| ||String||ID of the parent account
|state||STATE ||String||State part of the Account's address
|-
|-
|phone|| ||Phone||Phone number of the account
|street||STREET ||String||Street part of the Account's address
|-
|-
|primary_contact_id|| ||Number||Primary Contact ID of the account
|zip||ZIP ||String||Zip code part of the Account's address
|-
|-
|rating||String|| ||Rating of the account
|ticker||TICKER ||String||Ticker symbol of the Account
|-
|-
|revenue||Currency|| ||Revenue of the account
|type||TYPE ||String||Account type
|-
|-
|secondary_owner_id|| ||Number||Secondary Owner ID
|website||WEBSITE ||URL||URL of the Account's website
|}
 
A REST search returns these fields, as well. (Most are from [[Related Record]]s. They can't be specified when adding or updating a record, but they can be seen when searching.)
:{| border="1" cellpadding="5" cellspacing="0"
!REST Search Name
!Display Type
!Description
|-
|-
|siccode|| ||String||SIC code of the account
| record_locator || String || The concatenation of [[Record_Locator#Record_Identifier_Fields|record identifier fields]] specified in the object's [[Record Locator]] tab.
 
|-
|-
|state|| ||String||State part of the account's address
| CONTACT_EMAIL ||String || Primary contact's email address.
|-
|-
|street|| ||String||Street part of the account's address
| FAX || String || Primary contact's FAX number.
|-
|-
|ticker|| ||String||Ticker symbol of the account
| MOBILE_PHONE ||String || Primary contact's cell phone.
|-
|-
|type|| ||String||Account type
| PRIMARY_CONTACT_PHONE_NUMBER ||String || Primary contact's main number.
|-
|-
|website|| ||URL||URL of the account's website
| TITLE || String || Primary contact's title
|}
|}
<noinclude>
<noinclude>
;Standard Fields:
{{:System Fields}}


[[Category:CRM Objects]]
[[Category:CRM Objects]]
</noinclude>
</noinclude>

Latest revision as of 00:17, 24 November 2011

Object ID
ACCOUNT

Available Fields

  • Required Fields are highlighted, in italics
This state describes the default field property in a new instance of the platform. Users with appropriate Data Access Permissions can change field properties without notice.
  • Additional fields may be returned. Such fields are generally intended for internal use, or for backward compatibility. Common fields intended for internal use include:
  • CALL_ACTION
  • VIEW_ACTION
Field Name REST Search Name Display Type Description
description DESCRIPTION text Description
agent_id AGENT Number Agency ID
billing_account_id BILLING_ACCOUNT String Billing Account ID, if it is separate from the actual Account ID
city CITY String City part of the Account's address
country COUNTRY String Country part of the Account's address
county COUNTY String County part of the Account's address
do_not_call DO_NOT_CALL Boolean Boolean value to indicate whether you can call the Account or not
do_not_fax DO_NOT_FAX Boolean Boolean value to indicate whether you can send a fax to the Account or not
duns_number DUNS String DUNS number of the Account
employees EMPLOYEES Number Number of employees of the Account
fax FAX Phone Fax number of the Account
industry INDUSTRY String Type of industry the Account belongs to
infousa_business_id InfoUSA String InfoUSA business ID of the Account
last_activity LAST_ACTIVITY Date Date of the last activity that was performed on this Account
lead_source LEAD_SOURCE String Lead/Prospect source of the Account
name NAME String Account name
number ACCOUNT_NO String Account Number
ownership OWNERSHIP String Company Ownership
parent_id PARENT_ACCOUNT String ID of the parent Account
phone PHONE Phone Phone number of the Account
primary_contact_id PRIMARY_CONTACT Number Primary Contact ID of the Account
rating RATING String Rating of the Account
revenue REVENUE Currency Revenue of the Account
siccode SICCODE String SIC code of the Account
state STATE String State part of the Account's address
street STREET String Street part of the Account's address
zip ZIP String Zip code part of the Account's address
ticker TICKER String Ticker symbol of the Account
type TYPE String Account type
website WEBSITE URL URL of the Account's website

A REST search returns these fields, as well. (Most are from Related Records. They can't be specified when adding or updating a record, but they can be seen when searching.)

REST Search Name Display Type Description
record_locator String The concatenation of record identifier fields specified in the object's Record Locator tab.
CONTACT_EMAIL String Primary contact's email address.
FAX String Primary contact's FAX number.
MOBILE_PHONE String Primary contact's cell phone.
PRIMARY_CONTACT_PHONE_NUMBER String Primary contact's main number.
TITLE String Primary contact's title
Standard Fields

The standard system fields are:

  • Common to, and predefined in, all Objects.
  • Created automatically when an object is created.
  • Populated automatically when a record is added or updated in the GUI.
  • Required when a record is added or updated using an API.
Field Name REST Search Name GUI Label Display Type Description
object_id object_id Object ID Number Unique identifier for the object. (This field is always present, but is only displayed when examining Object metadata (the data that defines the object).
record_id id Record ID Number Unique record identifier
owner_id OWNERID Owner String Unique identifier of the record's owner
owner_team_id OWNER_TEAM_ID n/a String Unique identifier of record owner's primary team. (This is a virtual field that does not actually exist in the record. The actual field is in the User object. It is returned in APIs, to keep from having to access the database a second time to check permissions.)
created_id CREATEDID Created By String Unique identifier of the user who created the record
date_created DATECREATED Date Created String Date the record was created:
date_modified DATEMODIFIED Date Modified String Date the record was last modified:
modified_id MODIFIEDID Modified By String Unique identifier of the user who last modified the record