Salesforce

The Salesforce modules allow you to create broadcast messages and send JSON responses from your Salesforce account.

Prerequisites

  • A Salesforce account

In order to use Salesforce with Integromat, it is necessary to have a Salesforce account. If you do not have one, you can create a Salesforce account at https://salesforce.com/.

The module dialog fields that are displayed in bold (in the Integromat scenario, not in this documentation article) are mandatory!

Connecting Salesforce to Integromat

1. Go to Integromat and open the Salesforce module's Create a connection dialog.

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2. Click Continue.

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3. Confirm the access by clicking the Allow button.

The connection has been established.

Please note that not all editions of Salesforce have API access. More information here.

Triggers

Watch Records in an Object

Triggers when a record in an object is created or updated.

Connection Establish a connection to your Salesforce account.
Type Select the object type whose records you want to watch.
Maximum count of records The maximum number of records Integromat should return during one scenario execution cycle.
Watch

Select the option to watch the records:

  • Only new records
  • New records for all changes

Actions

Create a Record in an Object

Creates a new record in an object.

Connection Establish a connection to your Salesforce account
Type Select the type of record you want to create.
Account
Account Description (Description) Enter the details of the account you want to create a record. 
Account Fax (Fax) Enter the fax number of the account.
Account Name (Name) Enter the account name.
Account Number (AccountNumber) Enter the account number.
Account Phone (Phone) Enter the phone number.
Account Rating (Rating)

Select the rating of the account:

  • Hot
  • Warm
  • Cold
Account Site (Site) Enter the website URL of the account.
Account Source (AccountSource)

Select the source of the account:

  • Partner Referral
  • Phone inquiry
  • Purchased List
  • Web
  • Other
Account Type (Type) Select the account type.
Active (Active__c) Select whether this account is active:
  • Yes
  • No
Annual Revenue (AnnualRevenue) Enter the annual revenue of the account.
Billing City (BillingCity) Enter the city name.
Billing Country (BillingCountry) Enter the country name.
Billing Latitude (BillingLatitude) Enter the latitude of the billing address.
Billing Longitude (BillingLongitude) Enter the longitude of the billing address.
Billing State/Province (BillingState) Enter the state name.
Billing Street (BillingStreet) Enter the street name.
Billing Zip/Postal Code (BillingPostalCode) Enter the zip code.
Clean Status (CleanStatus) Select the clean status of the account.
Customer Priority (CustomerPriority__c) Select the customer priority of the account:
  • High
  • Low
  • Medium
D-U-N-S Number(DunsNumber) Enter the unique nine-digit data universal numbering system (DUNS) number assigned to the account.
D&B Company (DandbCompanyId) Select the D & B Company ID of the account.
Data.com Key (Jigsaw) Enter the Data.com Key of the account.
Employees (NumberOfEmployees) Enter the number of employees associated with the account.
Industry (Industry) Select the industry to which the account belongs to.
NAICS Code (NaicsCode) Enter the NAICS code of the account.
NAICS Description (NaicsDesc) Enter the details of NAICS.
Number of Locations (NumberofLocations__c) Enter the number of locations associated with the account.
Owner (OwnerId) Select the Owner ID of the account.
Ownership (Ownership) Select the ownership type of the account:
  • Other
  • Private
  • Public
  • Subsidiary
Parent Account (ParentId) Select the parent account associated with the account.
Shipping City (ShippingCity) Enter the city name.
Shipping Country (ShippingCountry) Enter the country name.
Shipping Latitude (ShippingLatitude) Enter the latitude of the shipping address.
Shipping Longitude (ShippingLongitude) Enter the latitude of the shipping address.
Shipping State/Province (ShippingState) Enter the state name.
Shipping Street (ShippingStreet) Enter the shipping street name.
Shipping Zip/Postal Code (ShippingPostalCode) Enter the Zip Code.
SIC Code (Sic) Enter the SIC code of the account.
SIC Description (SicDesc) Enter the details of the SIC code.
SLA (SLA__c) Select the SLA for the account:
  • Bronze
  • Gold
  • Platinum
  • Silver
SLA Expiration Date (SLAExpirationDate__c) Enter the expiry date of the SLA for the account.
SLA Serial Number (SLASerialNumber__c) Enter the SLA serial number of the account.
Ticker Symbol (TickerSymbol) Enter the details of the ticker symbol for the account.
Tradestyle (Tradestyle) Enter the trading style of the account.
Upsell Opportunity (UpsellOpportunity__c) Select the option for the upsell opportunity of the account:
  • Maybe
  • Yes
  • No
Website (Website) Enter the website URL of the website.
Year Started (YearStarted) Enter the establishment year of the account.
Account Role Contact
Account (AccountId) Select the Account ID of the account.
Contact (ContactId) Select the Contact ID of the account contact role.
Primary (IsPrimary) Select Yes if the contact is the primary contact of the account:
  • Yes
  • No
Role (Role) Select the role of the contact.
Account Partner
Account(AccountFromId) Select the Account ID.
Account(AccountToId) Select the Account ID.
Opportunity(OpportunityId) Select the opportunity ID of the account partner.
Primary (IsPrimary) Select Yes if the contact is the primary contact of the account:
  • Yes
  • No
Role (Role) Select the role of the account partner.
Account Link Group Template
Category (Category) Select the category of the template.
Developer Name (DeveloperName) Enter the developer's name.
Executions Allowed (ExecutionsAllowed) Select the option for executions:
  • Once
  • Once per User
  • Unlimited
Hours until Expiration (HoursUntilExpiration) Enter the hours after which the account link group template expires.
Master Language (Language) Select the language for the template.
Name (MasterLabel) Enter the name for the template.
Published (IsPublished) Select Yes if the template is published:
  • Yes
  • No
Action Link Template
Action Link Group Template (ActionLinkGroupTemplateId) Select the Action Link Group Template.
Action Type (LinkType) Select the action type:
  • API
  • API Sync
  • Download
  • UI
Action URL (ActionUrl) Enter the action URL
Confirmation Required (IsConfirmationRequired) Select Yes if confirmation is required:
  • Yes
  • No
Custom User Alias (UserAlias) Enter the alias name for the customer user.
Default Link in Group (IsGroupDefault) Select Yes if this is the default link in the action group:
  • Yes
  • No
HTTP Headers (Headers) Enter the HTTP headers for the action link template.
HTTP Method (Method) Select the HTTP method:
  • DELETE
  • GET
  • HEAD
  • PATCH
  • POST
  • PUT
HTTP Request Body (RequestBody) Enter the HTTP request body details for the action link template.
Label (Label) Enter the label details of the action link template whose record you are creating.
Label Key (LabelKey) Enter the label key details.
Position (Position) Enter the position of the action link template.
User Visibility (UserVisibility) Select the visibility type for the action link template.
Additional Directory Number
Call Center (CallCenterId) Select the Call Center ID for the directory number.
Description (Description) Enter the details of the directory number.
Name Enter the name for the directory number.
Phone Enter the phone number.
Announcement
Expiration Date (ExpirationDate) Enter the expiry date of the announcement.
Feed Item (FeedItemId) Select the Feed Item ID for the announcement.
Asset
Account (AccountId) Select the account for the asset whose record you want to create.
Asset Name (Name) Enter the asset name.
Competitor Asset (IsCompetitorProduct) Select Yes if this is a competitor asset:
  • Yes
  • No
Contact (ContactId) Select the contact to whom the asset is assigned to.
Description (Description) Enter the details of the asset.
Install Date (InstallDate) Enter the date of the installation if the asset is software.
Owner(OwnerId) Select the owner of the asset.
Price (Price) Enter the price details of the asset.
Product (Product2Id) Select the Product ID of the asset.
Purchase Date (PurchaseDate) Enter the date on which you have bought the asset.
Quantity (Quantity) Enter the number of assets bought.
Serial Number (SerialNumber) Enter the serial number of the asset.
Status Select the status of the asset:
  • Installed
  • Obsolete
  • Purchased
  • Registered
  • Shipped
Usage End Date Enter the license end or expire date of the asset.
Attachment
Body Enter the message body.
Description Enter the details of the attachment.
File Name (Name) Enter the attachment file name.
Owner (OwnerId) Select the owner for the attachment.
Parent (ParentId) Select the Parent ID for the attachment.
Private (IsPrivate) Select if this attachment and email is intended for private members:
  • Yes
  • No
  • Not defined
Aura Component Bundle
API Version (ApiVersion) Enter the API version for the Aura Component Bundle whose record you want to create.
Description Enter the details of the bundle.
Label (MasterLabel) Enter the label for the bundle.
Master Language (Language) Select the language.
Name (DeveloperName) Enter the developer's name.
Business Hours
Active (IsActive)

Select Yes if these business hours are active:

  • Yes
  • No
  • Not defined
Business Hours Name (Name) Enter a name for the business hours.
Default Business Hours (IsDefault)

Select Yes if these are the default business hours:

  • Yes
  • No
  • Not defined
Friday End (FridayEndTime) Enter the business closing time on Friday.
Friday Start (FridayStartTime) Enter the business starting time on Friday.
Monday End (MondayEndTime) Enter the business closing time on Monday.
Monday Start (MondayStartTime) Enter the business starting time on Monday.
Saturday End (SaturdayEndTime) Enter the business closing time on Saturday.
Saturday Start (SaturdayStartTime) Enter the business starting time on Saturday.
Sunday End (SundayEndTime) Enter the business closing time on Sunday.
Sunday Start (SundayStartTime) Enter the business starting time on Sunday.
Thursday End (ThursdayEndTime) Enter the business closing time on Thursday.
Thursday Start (ThursdayStartTime) Enter the business starting time on Thursday.
Time Zone (TimeZoneSidKey) Select time zone for the business hours.
Tuesday End (TuesdayEndTime) Enter the business closing time on Tuesday.
Tuesday Start (TuesdayStartTime) Enter the business starting time on Tuesday.
Wednesday End (WednesdayEndTime) Enter the business closing time on Wednesday.
Wednesday Start (WednesdayStartTime) Enter the business starting time on Wednesday.
Business Process
Description (Description) Enter the details of the business process.
Entity Enumeration Or (TableEnumOrId) Select the applicable entity enumeration for the business process.
Name (Name) Enter a name for the business process record.
Call Center
CTI Adapter URL (AdapterUrl) Enter the location details of the CTI adapter. For example, http://localhost:11000.
Custom Settings (CustomSettings) Enter the details of the settings specified in the call center definition file. For example, the call center uses SoftPhone, and Open CTI properties.
Internal Name (InternalName) Enter the internal name of the call center.
Name (Name) Enter the name of the call center.
Version (Version) Enter the CTI toolkit version used to create the call center.
Campaign
Active (IsActive) Select Yes if the campaign is active:
  • Yes
  • No
  • Not defined
Actual Cost in Campaign (ActualCost) Enter the actual amount spent on the campaign.
Budgeted Cost in Campaign (BudgetedCost) Enter the amount allocated for the campaign.
Description (Description) Enter the details of the campaign.
End Date (EndDate) Enter the campaign end date.
Expected Response (%) (ExpectedResponse) Enter the percentage of responses expected from the campaign.
Expected Revenue in Campaign (ExpectedRevenue) Enter the percentage of revenue you expect to generate from the campaign.
Name (Name) Enter a name for the campaign.
Num Sent in Campaign (NumberSent) Enter the number of individuals targeted in the campaign.
Owner (OwnerId) Select the Owner ID who owns this campaign.
Parent Campaign (ParentId) Select the Parent ID from the campaign hierarchy.
Record Type (CampaignMemberRecordTypeId) Select the Record Type ID for the campaign member records associated with the campaign.
Start Date (StartDate) Enter the start date of the campaign.
Status (Status) Select the status of the campaign:
  • Aborted
  • Completed
  • In Progress
  • Planned
Type (Type) Enter the campaign type. For example, Referral Program.
Campaign Member
Campaign (CampaignId) Select the Campaign ID.
Contact (ContactId) Select the Contact ID who is associated with the campaign.
Lead (LeadId) Select the Lead ID who is associated with the campaign.
Status (Status)

Select the status of the campaign member:

  • Planned
  • Received
  • Responded
  • Sent
Campaign Member Status
Campaign (CampaignId) Select the Campaign ID associated with the member status.
Is Default (IsDefault) Select Yes if this is the default status:
  • Yes
  • No
  • Not defined
Member Status (Label) Enter the label for the member status.
Responded (HasResponded) Select Yes if this status means responded:
  • Yes
  • No
  • Not defined
Sort Order (SortOrder) Enter the order in which the member status appears in the list.
Case
Account (AccountId) Select the Account ID associated with the case.
Asset (AssetId) Select the Asset ID.
Case Origin (Origin) Select the source of the case. For example, Phone, Email or Web.
Case Reason (Reason) Select the reason for the case.
Case Type (Type) Select the case type. For example, Feature, Question, and so on.
Company (SuppliedCompany) Enter the name of the company provided when creating the case.
Contact (ContactId) Select the Contact ID associated with the case.
Description (Description) Enter the details of the case.
Email Address (SuppliedEmail) Enter the email address provided when creating the case.
Engineering Req Number (EngineeringReqNumber__c Enter the engineering requisition number.
Escalated (IsEscalated) Select if this case has been escalated to the next level:
  • Yes
  • No
  • Not defined
Name (SuppliedName) Enter the name provided when creating the case.
Owner (OwnerId) Select the Owner ID who own the case.
Parent Case (ParentId) Select the Parent ID in the hierarchy.
Phone (SuppliedPhone) Enter the phone number provided when creating the case.
Potential Liability (PotentialLiability__c) Select whether the case has any potential liability associated:
  • Yes
  • No
Priority (Priority) Select the priority of the case:
  • High
  • Low
  • Medium
Product (Product__c) Select the product associated with the case.
SLA Violation (SLAViolation__c) Select whether there is any SLA violation associated with the case:
Status (Status) Select the status of the case:
  • Closed
  • Escalated
  • New
  • Working
Subject (Subject) Enter the subject details of the case.
Case Comment
Body (CommentBody) Enter the comment text.
Parent (ParentId) Select the Parent ID in the case hierarchy
Published (IsPublished) Select Yes if the case comment is published:
  • Yes
  • No
Case Contact Role
Case (CasesId) Select the Case ID.
Contact (ContactId) Select the Contact ID associated with the case.
Role (Role) Select the contact individual role.
Case Solution
Case (CaseId) Select the Case ID.
Solution (SolutionId) Select the Solution ID of the case.
Case Team Member
Case (ParentId) Select the Parent ID of the case with which the case team member is associated.
Member (MemberId) Select the Member ID who is a member of the team associated with the case.
Team Role (TeamRoleId) Select the Team Role ID of the case team with which the team member is associated.
Category Data
Category Node (CategoryNodeId) Select Category Node ID associated with the solution.
SObject (RelatedSobjectId) Select the SObject ID of the solution to the category.
Category Node
Name (MasterLabel) Enter the label of the category node.
Parent Category Node (ParentId) Select the Parent ID of the category node.
Sort Order (SortOrder) Enter the order for the child category node objects.
Subcategory Sort Style (SortStyle)

Select the sort style order:

  • Alphabetical Order
  • Custom Order
Chatter Invitation
Invited Email (InvitedUserEmail) Enter the email address of the user to whom the invitation is sent.
Optional Message (OptionalMessage) Enter the message about the invitation.
Shared Entity (SharedEntityId) Select the shared entity.
Conference Number
Access Code (AccessCode) Enter the access code of the conference.
External Event (ExternalEventId) Select the Event ID of the conference.
Label (Label) Enter the label of the conference number.
Number (Number) Enter the conference number.
Vendor (Vendor) Enter the vendor details of the conference.
Contact
Account (AccountId) Select the account associated with the contact.
Assistant's Name (AssistantName) Enter the contact assistant's name.
Asst. Phone (AssistantPhone) Enter the assistant's phone number.
Birthdate (Birthdate) Enter the contact's date of birth.
Business Fax (Fax) Enter the contact's fax number.
Business Phone (Phone) Enter the contact's business phone number.
Clean Status (CleanStatus) Select the contact's record cleaning status.
Contact Description (Description) Enter the details of the contact.
Data.com Key (Jigsaw) Enter the references for the contact company in the Data.com.
Department (Department) Enter the contact's department.
Email (Email) Enter the contact's email address.
Email Bounced Date (EmailBouncedDate) If the bounce management is activated for the contact, enter the date and time when an email is bounced for the contact.
Email Bounced Reason (EmailBouncedReason) Enter the reason for the email bounce for the contact.
First Name (FirstName) Enter the first name of the contact.
Home Phone (HomePhone) Enter the contact's home phone number.
Languages (Languages__c) Enter the languages known by the contact.
Last Name (LastName) Enter the last name of the contact.
Lead Source (LeadSource) Enter the lead source of the contact.
Level (Level__c) Select the level of contact.
Mailing City (MailingCity) Enter the city name.
Mailing Country (MailingCountry) Enter the country name.
Mailing Latitude (MailingLatitude) Enter the details of the place latitude.
Mailing Longitude (MailingLongitude) Enter the details of the place longitude.
Mailing State/Province (MailingState) Enter the state name.
Mailing Street (MailingStreet) Enter the street name.
Mailing Zip/Postal Code (MailingPostalCode) Enter the zip code.
Mobile Phone (MobilePhone) Enter the phone number.
Other City (OtherCity) Enter the city name.
Other Country (OtherCountry) Enter the country name.
Other Latitude (OtherLatitude) Enter the latitude of the place.
Other Longitude (OtherLongitude) Enter the longitude of the place.
Other Phone (OtherPhone) Enter the phone number.
Other State/Province (OtherState) Enter the state name.
Other Street (OtherStreet) Enter the street name.
Other Zip/Postal Code (OtherPostalCode) Enter the zip code.
Owner (OwnerId) Select the owner of the account associated with the contact.
Position (Position__c) Select the position of the contact.
Reports To (ReportsToId) Select to whom the contact reports to.
Salutation (Salutation) Select the appropriate salutation for the contact.
Title (Title) Select the title for the contact.
Content Delivery
Allow Download as PDF Select Yes if you want to allow the document to download in the PDF format:
  • Yes
  • No
  • Not defined
Allow Download in Original Format Select Yes if you want to allow the document to download in the original source format:
  • Yes
  • No
  • Not defined
Allow View in the Browser Select Yes if you want to allow the document to view in the web browser:
  • Yes
  • No
  • Not defined
Content Delivery Expires (PreferencesExpires) Select Yes if you want to set an expiry for the content delivery:
  • Yes
  • No
  • Not defined
Content Delivery Name (Name) Enter a name for the content delivery.
Content Delivery Opens Latest Version Select Yes if you want to allow the document to open in the content delivery version:
  • Yes
  • No
  • Not defined
ContentVersion (ContentVersionId) Select the content delivery version.
Email when Preview Images are Ready Select Yes if you want to send an email to the user when the content images are ready for preview:
  • Yes
  • No
  • Not defined
Expiration Date (ExpiryDate) Enter the date when the content delivery expires.
Notify Me of First View or Download Select Yes if you want to allow the document to download in the PDF format:
  • Yes
  • No
  • Not defined
Owner (OwnerId) Select the owner who owns the content delivery.
Related Record (RelatedRecordId) Select the related record associated with the content delivery.
Require Password to Access Content Select Yes if you want to set a password to be entered to access the content:
  • Yes
  • No
  • Not defined
Content Document Link
ContentDocument (ContentDocumentId) Select the Content Document ID.
Linked Entity (LinkedEntityId) Select the Linked Object ID.
Share Type (ShareType) Select the permission granted to the user to share the file link.
  • Collaborator
  • Inferred
  • Viewer
Visibility (Visibility)

Select the visibility of the file to the users:

  • All Users
  • Shared Users
  • Standard Users
Content Folder
Name (Name) Enter the name of the content folder.
Parent Content Folder (ParentContentFolderId) Select the parent folder for this content folder.
Content Version
Content Location (ContentLocation) Select the location or origin of the content.
Content Modified Date (ContentModifiedDate) Enter the date when the content was last modified.
Content Origin (Origin) Select the origin of the content.
Content URL (ContentUrl) Enter the URL address of the content.
ContentDocument (ContentDocumentId) Select the content document whose version record you are creating.
Description (Description) Enter the details of the version.
External Data Source (ExternalDataSourceId) Select the external document source referenced in the ExternalDataSource object.
External Document Info1 (ExternalDocumentInfo1) Enter the URLs of the file to store in the external content repository .
External Document Info2 (ExternalDocumentInfo2) Enter the URLs of the file to store in the external content repository.
First Publish Location (FirstPublishLocationId) Enter the date when the content was last modified.
Major Version (IsMajorVersion) Select Yes if this is the major version of the document:
  • Yes
  • No
  • Not defined
Owner (OwnerId) Select the owner who owns the content version.
Path On Client (PathOnClient) Enter the complete path for the file along with path extension for accessing the content.
Reason For Change (ReasonForChange) Enter the reason for modifying the document.
Tags (TagCsv) Enter the text to add as tags to the content version.
Title (Title) Enter a title for the document.
Version Data (VersionData) Enter the note to be included in the HTML format or plain text format of the content.
Contract
Account (AccountId) Enter the account associated with the contract.
Billing City (BillingCity) Enter the city name.
Billing Country (BillingCountry) Enter the country name.
Billing Latitude (BillingLatitude) Enter the location's latitude.
Billing Longitude (BillingLongitude) Enter the location's longitude.
Billing State/Province (BillingState) Enter the state name.
Billing Street (BillingStreet) Enter the street name.
Billing Zip/Postal Code (BillingPostalCode) Enter the zip code.
Company Signed By (CompanySignedId) Select the company name which signed the contract.
Company Signed Date (CompanySignedDate) Enter the date when the contract is signed by the company.
Contract Start Date (StartDate) Enter the start date of the contract.
Contract Term (ContractTerm) Enter the tenure of the contract.
Customer Signed By (CustomerSignedId) Select the customer name who signed the contract.
Customer Signed Date (CustomerSignedDate) Enter the date when customer signed the contract.
Customer Signed Title (CustomerSignedTitle) Enter the position of the customer who signed the contract.
Description (Description) Enter the details of the contract.
Owner (OwnerId) Select the owner who owns the contract.
Owner Expiration Notice (OwnerExpirationNotice) Select the time when a notice is sent to the user about the contract expiration date.
Price Book (Pricebook2Id) Select the price book of the contract.
Special Terms (SpecialTerms) Enter if there are any special terms for the contract.
Status (Status) Select the status of the contract:
  • Activated
  • Draft
  • In Approval Process
Contract Contact Role
Contact (ContactId) Select the contact associated with the contract.
Contract (ContractId) Select the contract.
Primary (IsPrimary) Select Yes if the contact is the primary contact for the contract:
  • Yes
  • No
  • Not defined
Role (Role) Select the role of the contact in this contract.
CORS Whitelist Origin
Label (MasterLabel) Enter the master label for the CORS Whitelist Origin.
Master Language (Language) Select the language for the CORS Whitelist Origin.
Name (DeveloperName) Enter a name for the CORS Whitelist Origin record.
Origin URL Pattern (UrlPattern) Enter the URL pattern that includes the HTTPS protocol, domain name, and a port.
Custom Brand
Branded Entity (ParentId) Select the Parent ID of the brand.
Custom Brand Asset
Asset Category (AssetCategory) Select the asset category for the brand asset.
Custom Brand (CustomBrandId) Select the brand of the asset.
Foreign key asset (ForeignKeyAssetId) Select the foreign key asset if the asset category is PageHeader, PageFooter, or LoginLogoImageId.
Text Asset (TextAsset) Enter the text for the asset if the asset category is LoginFooterText.
D & B Company
Annual Sales Volume (SalesVolume) Enter the annual sales of the company.
Annual Sales Volume Indicator (SalesVolumeReliability) Select the indicator for the sales volume of the company.
City (City) Enter the city name where the company is located.
Company Description (Description) Enter the details of the company.
Country (Country) Enter the company name where the company is located.
D-U-N-S Number (DunsNumber) Enter the unique nine-digit Dun & Bradstreet business credit file number of the company.
Delinquency Risk (MarketingPreScreen) Select the delinquency risk score of the company.
Domestic Ultimate Business Name (DomesticUltimateBusinessName) Enter the primary business name of the company.
Domestic Ultimate D-U-N-S Number (DomesticUltimateDunsNumber) Enter the D-U-N-S number of the company provided by the country in which it is functioning.
Facsimile Number (Fax) Enter the company's facsimile number.
Fifth NAICS Code (FifthNaics) Enter the NAICS code used to classify the organization by industry.
Fifth NAICS Description (FifthNaicsDesc) Enter the details of company line of business based on NAICS code.
Fifth SIC Code (FifthSic) Enter the SIC code used to classify the organization by industry.
Fifth SIC Description (FifthSicDesc)) Enter the details of company line of business based on SIC code.
Fifth Tradestyle (TradeStyle5) Enter the trade style of the company.
FIPS MSA Code (FipsMsaCode) Enter the MSA code used to identify the company location.
FIPS MSA Code Description (FipsMsaDesc) Enter the details of the company based on MSA code.
Fourth NAICS Code (FourthNaics) Enter the NAICS code used to classify the organization by industry.
Fourth NAICS Description (FourthNaicsDesc) Enter the details of the company's line of business based on NAICS code.
Fourth SIC Code (FourthSic) Enter the SIC code used to classify the organization by industry.
Fourth SIC Description (FourthSicDesc) Enter the details of the company's line of business based on SIC code.
Fourth Tradestyle (TradeStyle4) Enter the trade style of the company.
Geocode Accuracy (GeoCodeAccuracy) Select the accuracy level of geographical location coordinates of the company.
Global Ultimate Business Name (GlobalUltimateBusinessName) Enter the business name of the global ultimate. The highest entity within an organization’s corporate structure.
Global Ultimate D-U-N-S Number (GlobalUltimateDunsNumber) Enter the D-U-N-S number of the company provided by the country in which it is functioning.
Import/Export (ImportExportAgent) Select whether this company imports or exports agent..
International Dialing Code (CountryAccessCode) Enter the international dialing code of the company.
Latitude (Latitude) Enter the company's location latitude.
Legal Structure (LegalStatus) Select the company legal structure type.
Local Currency Code (CurrencyCode) Select the applicable currency for the company in which sales volume is expressed.
Local Currency ISO Code (CompanyCurrencyIsoCode) Select the company's local currency code.
Location Ownership Indicator (OwnOrRent) Select whether the company owns the building it occupies or is on rent.
Location Type (LocationStatus) Select the organizational status of the company.
Longitude (Longitude) Enter the company location's longitude.
Mailing City (MailingCity) Enter the city name.
Mailing Country (MailingCountry) Enter the country name.
Mailing Postal Code (MailingPostalCode) Enter the postal code.
Mailing State (MailingState) Enter the state name.
Mailing Street Address (MailingStreet) Enter the street name.
Marketing Segmentation Cluster (MarketingSegmentationCluster) Select the 22 distinctive, and exclusive profiles created as part of D-U-N-S data for US organizations.
Minority-Owned Indicator (MinorityOwned) Select whether the company is owned by a member who belongs to the minority group.
National Identification Number (NationalId) Enter the ID used for business registration and tax collection in some countries. This field is not applicable for US organizations.
Number of Business Family Members (FamilyMembers) Enter the number of family members involved in the company worldwide.
Number of Employees - Global (GlobalUltimateTotalEmployees) Enter the total number of employees in the company worldwide.
Number of Employees - Location (EmployeesHere) Enter the number of employees present in the specific location.
Number of Employees - Location Indicator (EmployeesHereReliability) Select the reliability indicator for the number of employees in a specific location.
Number of Employees - Total (EmployeesTotal) Enter the total number of employees in the company.
Number of Employees - Total Indicator (EmployeesTotalReliability) Select the reliability indicator for the total number of employees.
Out Of Business Indicator (OutOfBusiness) Select whether the company is out of business at the specified location.
Ownership Type Indicator (PublicIndicator) Enter the primary business name of the company.
Parent Company Business Name (ParentOrHqBusinessName) Select whether the company is public or private.
Parent Company D-U-N-S Number (ParentOrHqDunsNumber) Enter the primary name of the parent or headquarters of the company.
Postal Code (PostalCode) Enter the postal code of the company.
Primary Business Name (Name) Enter the primary or registered business name of the company.
Primary NAICS Code (PrimaryNaics) Enter the six-digit NAICS code of the company used to classify the business or economic activity of the company.
Primary NAICS Description (PrimaryNaicsDesc) Enter the details of company line of business based on NAICS code.
Primary SIC Code (PrimarySic) Enter the SIC code used to classify the organization by industry.
Primary SIC Description (PrimarySicDesc) Enter the details of company line of business based on SIC code.
Primary Tradestyle (TradeStyle1) Enter the trade style of the company.
Second NAICS Code (SecondNaics) Enter the NAICS code used to classify the organization by industry.
Second NAICS Description (SecondNaicsDesc) Enter the details of the company line of business based on NAICS code.
Second SIC Code (SecondSic) Enter the SIC code used to classify the organization by industry.
Second SIC Description (SecondSicDesc) Enter the details of the company line of business based on SIC code.
Second Tradestyle (TradeStyle2) Enter the trade style of the company.
Sixth NAICS Code (SixthNaics) Enter the NAICS code used to classify the organization by industry.
Sixth NAICS Description (SixthNaicsDesc) Enter the details of the company's line of business based on NAICS code.
Sixth SIC Code (SixthSic) Enter the SIC code used to classify the organization by industry.
Sixth SIC Description (SixthSicDesc) Enter the details of the company's line of business based on SIC code.
Small Business Indicator (SmallBusiness) Select if the company is a small business unit.
State (State) Enter the state name where the company is located.
Stock Exchange (StockExchange) Enter the details of the stock exchange symbol or code of the company.
Street Address (Street) Enter the street name where the company is located.
Subsidiary Indicator (Subsidiary) Select whether the company is owned by another company.
Telephone Number (Phone) Enter the phone number of the company.
Third NAICS Code (ThirdNaics) Enter the NAICS code used to classify the organization by industry.
Third NAICS Description (ThirdNaicsDesc) Enter the details of the company's line of business based on NAICS code.
Third SIC Code (ThirdSic) Enter the SIC code used to classify the organization by industry.
Third SIC Description (ThirdSicDesc) Enter the details of the company line of business based on SIC code.
Third Tradestyle (TradeStyle3) Enter the trade style of the company.
Ticker Symbol (StockSymbol) Enter the abbreviation used for identifying the company in stock market.
URL (URL) Enter the company website details.
US Tax ID Number (UsTaxId) Enter the US Tax ID number of the company.
Woman-Owned Indicator (WomenOwned) Select whether the company is owned by a woman.
Year Started (YearStarted) Enter the establishment year of the company.
Document
Author (AuthorId) Select the owner of the document.
Body (Body) Enter the URL or data file details of the document.
Description (Description) Enter the details of the document.
Document Name (Name) Enter a name for the document.
Document Unique Name (DeveloperName) Enter a unique name for the document for crating the record.
Externally Available (IsPublic) Select Yes if the document is available for external use:
  • Yes
  • No
  • Not defined
Folder (FolderId) Select the folder for the document.
Internal Use Only (IsInternalUseOnly) Select Yes if the document is for internal use:
  • Yes
  • No
  • Not defined
Keywords (Keywords) Enter the keywords to filter the document when searching.
Document Entity Map
Attachment Sequence (DocumentSequence) Enter the sequence in which the attachments are included in the email specified by the document.
Document (DocumentId) Select the document.
Entity (ParentId) Select the Parent ID of the document.
Duplicate Record Item
Duplicate Record Set (DuplicateRecordSetID) Select the duplicate record set to which the record item belongs to.
Record (RecordId) Select the record as present in the details page.
Duplicate Record Set
Duplicate Rule (DuplicateRuleId) Select the duplicate rule to which the duplicate records belongs to.
Email Domain Key
Active (IsActive) Select Yes if the domain key is active:
  • Yes
  • No
  • Not defined
Domain (Domain) Enter the organization domain name for which the DKIM key is generated.
Domain Match (DomainMatch) Select a domain match type for sending domain before signing with the DKIM key.
Public Key (PublicKey) Enter the public key to verify the domain and to decrypt the DKIM header.
Selector (Selector) Enter the text that differentiates the DKIM key from other keys to create the CNAME record.
Email Message
Activity (ActivityId) Select the activity associated with the email.
BCC Address (BccAddress) Enter the recipient email addresses as BCC so the recipients cannot view other email address.
Case (ParentId) Select the Parent ID associated with the email.
CC Address (CcAddress) Enter the recipient email address of contacts, leads, or managers whom you want to notify about the email.
Email Message (ReplyToEmailMessageId) Enter the message of the email.
From Address (FromAddress) Enter the email address from which you want to send the email.
From Name (FromName) Enter the name on which you want to send the email.
Headers (Headers) Enter the internet message headers of the incoming email.
HTML Body (HtmlBody) Enter the email body in HTML format.
Is Incoming (Incoming) Select Yes if want to notify whether the email was received:
  • Yes
  • No
  • Not defined
Message Date (MessageDate) Enter the date when the email is created.
Status (Status) Select the status of the email:
  • Draft
  • Forwarded
  • New
  • Read
  • Replied
  • Sent
Subject (Subject) Enter the subject details of the email.
Text Body (TextBody) Enter the email body.
To Address (ToAddress) Enter the email address to whom you want to send the email.
Email Template
API Version (ApiVersion) Enter the API version of the email template.
Available For Use (IsActive) Select Yes if this email template is available for users:
  • Yes
  • No
  • Not defined
Description (Description) Enter the details of the template.
Email Body (Body) Enter the content of the email.
Email Template Name (Name) Enter a name for the email template.
Encoding (Encoding) Select the language character set encoding for the template.
Folder (FolderId) Select the folder that has the template.
HTML Value (HtmlValue) Enter the content of the email message encoded in HTML to render the message.
Letterhead (BrandTemplateId) Select the letter head for the template.
Markup (Markup) Enter the markup details such as HTML, JavaScript, or any other web-enabled that defines the content of the template.
Owner (OwnerId) Select the owner who owns the email template.
Style (TemplateStyle)

Select the template style:

  • Formal Letter
  • Free Form Letter
  • Newsletter
  • No Email Layout
  • Products
  • Promotions (Left)
  • Promotions (Right)
Subject (Subject) Enter the subject details of the email.
Template Type (TemplateType)

Select the template type:

  • Custom
  • HTML
  • Text
  • Visualforce
Template Unique Name (DeveloperName) Enter a unique name for the template for record.
Entity Subscription
Parent (ParentId) Select the parent of the record or user which the user is following.
Subscriber (SubscriberId) Select the subscriber ID of the record or user who is following the record or user.
Event
All-Day Event (IsAllDayEvent) Select Yes if the event is for all day.
  • Yes
  • No
  • Not defined
Assigned To (OwnerId) Select the owner who owns the event.
Create Recurring Series of Events (IsRecurrence) Select Yes if the event is recurring.
  • Yes
  • No
  • Not defined
Description (Description) Enter the details of the event.
Due Date Only (ActivityDate) Enter the event date. This field is applicable only when the event is scheduled for all day.
Due Date Time (ActivityDateTime) Enter the due date and time. This field is applicable when the event is not an all-day event.
Duration (DurationInMinutes) Enter the event duration in minutes.
End Date Time (EndDateTime) Enter the date and time when the event ends.
Location (Location) Enter the location of the event.
Name (WhoId) Select the name who owns the event.
Private (IsPrivate) Select Yes if the event details are accessible to someone other than the event owner:
  • Yes
  • No
  • Not defined
Recurrence Day of Month (RecurrenceDayOfMonth) Enter the day of the month when the event repeats.
Recurrence Day of Week Mask (RecurrenceDayOfWeekMask) Indicates the day or days of the week when the event repeats. This field consist of bitmasks.
Recurrence End (RecurrenceEndDateOnly) Enter the date when the event recurrence ends.
Recurrence Instance (RecurrenceInstance) Select the instance of the recurrence event. For example, second, third, and so on.
Recurrence Interval (RecurrenceInterval) Enter the interval between the recurring events.
Recurrence Month of Year (RecurrenceMonthOfYear) Select the month when the recurring event repeats.
Recurrence Start (RecurrenceStartDateTime) Enter the start time of the event.
Recurrence Time Zone (RecurrenceTimeZoneSidKey) Select the timezone of the event.
Recurrence Type (RecurrenceType) Select recurring type for the event.
Related To (WhatId) Select the option related to which the event related to. For example, accounts.
Reminder Date/Time (ReminderDateTime) Enter the date when the event reminder is scheduled to send to the stakeholders and participants.
Reminder Set (IsReminderSet) Select whether the reminder is set for the event:
  • Yes
  • No
  • Not defined
Show Time As (ShowAs) Select an option for how the event will show in the user's calender:
  • Busy
  • Free
  • Out of Office
Start Date Time (StartDateTime) Enter the start time of the event.
Subject (Subject) Select the subject of the event.
Event Relation
Event (EventId) Select the event.
Relation (RelationId) Select the user related to the event.
Response (Response) Enter the response that an invitee can use when sending the reply to the event invitation.
Response Date (RespondedDate) Enter the date when the invitee has responded to the event.
Status (Status) Select the status of the event:
  • Accepted
  • Declined
  • Maybe
  • New
  • Uninvited
External Data User Authentication
Auth. Provider (AuthProviderId) Select the Salesforce ID of the authentication provider.
Authentication Protocol (Protocol) Select the option the user must use when accessing the external system.
External Data Source (ExternalDataSourceId) Select the Salesforce ID of the external data source that defines the external system.
Password Enter the password details that the user must use when accessing the external system.
User (UserId) Select the user who is accessing the external system.
Username (Username) Enter the username of the Salesforce user accessing the external system.
External Event
External Id (ExternalId) Select the External ID of the event.
Location (Location) Enter the location of the event.
Notes (Notes) Enter the information about the event that you want to notify to the invitees.
Time (Time) Enter the time when the event is scheduled.
Title (Title) Enter the name of the event
External Event Mapping
Activity (EventId) Select the event you want to map.
End Date (EndDate) Enter the date when the event ends.
External Id (ExternalId) Select the external ID of the event.
Is Recurring (IsRecurring) Select Yes if the event is recurring:
  • Yes
  • No
  • Not defined
Owner (OwnerId) Select the user who owns the event.
Start Date (StartDate) Enter the date when the event starts.
External Event Mapping Share
Custom Object Access (AccessLevel) Select the event accessing permission level.
Parent (ParentId) Select the Parent ID of the event.
Row Cause (RowCause) Select the row of the event.
User/Group (UserOrGroupId) Select the user or group who can access the event.
Feed Comment
Comment Body (CommentBody) Enter the body text of the comment.
Comment Type (CommentType) Select the comment type:
  • ContentComment
  • TextComment
Created By (CreatedById) Select the user who created the comment.
Created Date (CreatedDate) Enter the date when the comment is created.
Feed Item (FeedItemId) Select the feed item that contains the comment.
Last Edit By (LastEditById) Select the user who edited the comment.
Last Edit Date (LastEditDate) Enter the date when the comment was last edited.
Related Record (RelatedRecordId) Select the content version record associated with the comment.
Revision (Revision) Enter the number of times the comment is modified.
Feed Item
Body (Body) Enter the body text of the feed item.
Content Data (ContentData) Enter the format of the content in the feed item.
Content Description (ContentDescription) Enter the details of the content data.
Content File Name (ContentFileName) Enter the name of the file uploaded to the feed item. By default, it sets to ContentPost.
Created By (CreatedById) Select the user who created the feed item.
Created Date (CreatedDate) Enter the date when the feed item is created.
Feed Item Type (Type) Select the feed item type.
Last Edit By (LastEditById) Select the user who edited the feed item last.
Last Edit Date (LastEditDate) Enter the date when the feed item was last edited.
Link Url (LinkUrl) Enter the URL address of the feed item.
Parent (ParentId) Select the parent feed item (if any) which contains this feed item.
Related Record (RelatedRecordId) Select the content version associated with this content post of the feed item.
Revision (Revision) Enter the number of times this feed item was modified.
Title (Title) Enter a name for the feed item.
Feed Like
Created By (CreatedById) Select the user who created the feed item.
Created Date (CreatedDate) Enter the date when the feed item was created.
Feed Item (FeedEntityId) Select the feed item or comment of the feed item liked by the user.
Feed Item (FeedItemId) Select the feed item liked by the user.
Flow Interview Share
Custom Object Access (AccessLevel) Select the option who can access the FlowInterview.
Parent (ParentId) Select the FlowInterview ID associated with the share entry
Row cause (RowCause) Select the reason for the share entry.
User/Group (UserOrGroupId) Select the user or group who can share or view the FlowInterview.
Folder
Access Type (AccessType) Select the access type for the folder.
Folder Unique Name (DeveloperName) Enter a unique name for the folder which is used as the API record.
Name (Name) Enter the name of the folder.
Read Only (IsReadonly) Select whether this folder is read-only:
  • Yes
  • No
  • Not defined
Type (Type) Select the folder type.
Group
Developer Name (DeveloperName) Enter the object name for the group.
Email (Email) Enter the group email address.
Include Bosses (DoesIncludeBosses) Select whether the group includes managers:
  • Yes
  • No
  • Not defined
Name (Name) Enter the name of the group.
Send Email to Members (DoesSendEmailToMembers Select whether emails can be send to group members:
  • Yes
  • No
  • Not defined
Type (Type) Select the group type.
Group Member
Group (GroupId) Select the group.
User/Group (UserOrGroupId) Select the user or group associated with the group.
Group Record
Chatter Group (CollaborationGroupId) Select the chatter group whose group record you want to create.
Record (RecordId) Select the record of the group.
Holiday
All Day (IsAllDay) Select whether all the day is a holiday:
  • Yes
  • No
  • Not defined
Description (Description) Enter the details of the holiday.
End Time In Minutes From Midnight (EndTimeInMinutes) Enter the time in minutes when the holiday ends at midnight.
Holiday Date (ActivityDate) Enter the date on which holiday is set.
Holiday Name (Name) Enter a name for the holiday.
Recurrence Day of Month (RecurrenceDayOfMonth) Enter the day in the month when the holiday repeats.
Recurrence Day of Week Mask (RecurrenceDayOfWeekMask) Enter the day or days in the week when the holiday repeats. This field contains the bitmask.
Recurrence End (RecurrenceEndDateOnly) Enter the last date when the holiday repeats.
Recurrence Instance (RecurrenceInstance) Select the frequency of the holiday.
Recurrence Interval (RecurrenceInterval) Enter the interval time between the holidays.
Recurrence Month of Year (RecurrenceMonthOfYear) Select the recurrence month of the holiday.
Recurrence Start (RecurrenceStartDate) Enter the date when the holiday recurrence begins.
Recurrence Type (RecurrenceType) Select the option for recurrence type for the holiday.
Recurring Holiday (IsRecurrence) Select whether the holiday is recurring:
  • Yes
  • No
  • Not defined
Start Time In Minutes From Midnight (StartTimeInMinutes) Enter the time when the holiday starts.
Idea
Categories (Categories) Select the category for the idea.
Idea Body (Body) Enter the text of the idea.
Status (Status) Select the status of the idea:
Title (Title) Enter a name for the idea.
Zone (CommunityId) Select the zone associated with the idea.
Idea Comment
Comment Body (CommentBody) Enter the body text of the idea.
Idea (IdeaId) Select the idea associated with the comment.
Lead
Annual Revenue (AnnualRevenue) Enter the annual revenue of the lead's company.
City (City) Enter the city name of the lead.
Clean Status (CleanStatus) Select the clean status of the records compared to Data.com.
Company (Company) Enter the lead's company name.
Company D-U-N-S Number (CompanyDunsNumber) Enter the lead's company D-U-N-S Number.
Converted (IsConverted) Select whether the lead is converted:
  • Yes
  • No
  • Not defined
Country (Country) Enter the company name where the lead's company is located.
Current Generator(s) (CurrentGenerators__c) Select the lead generator source.
D&B Company (DandbCompanyId) Select the lead's company ID.
Data.com Key (Jigsaw) Enter the Data.com Key of the account.
Description (Description) Enter the lead's details.
Email (Email) Enter the lead's email address.
Employees (NumberOfEmployees) Enter the number of employees in the lead's company.
Fax (Fax) Enter the fax number.
First Name (FirstName) Enter the lead's first name.
Industry (Industry) Select to the industry the lead operates in.
Last Name (LastName) Enter the lead's last name.
Latitude (Latitude) Enter the lead's location's latitude.
Lead Source (LeadSource) Select the source of the lead.
Longitude (Longitude) Enter the the latitude location of the lead. 
Mobile Phone (MobilePhone) Enter the lead's mobile number.
Number of Locations (NumberofLocations__c) Enter the number of locations in which lead operates in.
Owner (OwnerId) Select the lead's owner.
Phone (Phone) Enter the lead's phone number.
Primary (Primary__c) Select whether this is the primary contact of the lead:
  • Yes
  • No
Product Interest (ProductInterest__c) Select the product in which the lead is interested.
Rating (Rating) Select the lead's rating:
  • Hot
  • warm
  • cold
Salutation (Salutation) Select the salutation for the lead.
SIC Code (SICCode__c) Enter the SIC code of the lead's company.
State/Province (State) Enter the state name where lead is located.
Status (Status) Select the status of the lead.
Street (Street) Enter the street name of the lead's company.
Title (Title) Enter the position of the lead in the company.
Unread By Owner (IsUnreadByOwner) Select whether the lead is assigned and has not read the mails or messages sent to the company:
  • Yes
  • No
  • Not defined
Website (Website) Enter the lead's company website.
Zip/Postal Code (PostalCode) Enter the zip code of the lead's company.
Letterhead
Active (IsActive) Select whether the letterhead is active:
  • Yes
  • No
  • Not defined
Brand Template Name (Name) Enter the brand template name of the letterhead.
Description (Description) Enter the details of the letterhead.
Letterhead Unique Name (DeveloperName) Enter the object name for the letterhead.
Value (Value) Enter the content of the letterhead.
Library Document
ContentDocument (ContentDocumentId) Select the document.
Library (ContentWorkspaceId) Select the library associated with the document.
Lightning Component Definition
Definition Type (DefType) Select the definition of the component.
Format (Format) Select the format of the component:
  • CSS
  • JS
  • SVG
  • TEMPLATE_CSS
  • XML
Lightning Definition Bundle (AuraDefinitionBundleId) Select the bundle for the component.
List View Chart
Aggregate Type (AggregateType) Select the aggregate type of calculation run on each group.
API Name (DeveloperName) Enter the object name for the list view chart.
Chart Type (ChartType) Select the chart type to create.
Custom Field Definition (AggregateField) Select the field used to calculate the data on each group.
Custom Field Definition (GroupingField) Select the field used to divide the data into collections.
Custom Object Definition (SobjectType) Select the API name for the list view chart.
Label (MasterLabel) Enter the label for the chart.
Master Language (Language) Select the language for the chart.
User (OwnerId) Select the user who owns the chart.
Macro
Description (Description) Enter the details of the macro.
Macro Name (Name) Enter the name of the macro.
Owner (OwnerId) Select the user who owns the macro.
Macro Share
Custom Object Access (AccessLevel) Select the option who can access the macro.
Parent (ParentId) Select the parent macro which contains this macro.
Row Cause (RowCause) Select the reason for creating the macro and what it does.
User/Group (UserOrGroupId) Select the user or group who can access this macro.
Mail Merge Template
Attachment has been scanned for Flash Injection (SecurityOptionsAttachmentScannedforFlash) Select whether the attachment is scanned for flash injection:
  • Yes
  • No
  • Not defined
Attachment has been scanned for XSS (SecurityOptionsAttachmentScannedForXSS) Select whether the attachment is scanned for XSS:
  • Yes
  • No
  • Not defined
Body (Body) Enter the details of the Microsoft word document using as mail merge template.
Description (Description) Enter the details of the mail merge template.
File (Filename) Enter the Microsoft document file name.
Flash Injection was detected in the attachment (SecurityOptionsAttachmentHasFlash) Select whether flash injection was detected in the attachment:
  • Yes
  • No
  • Not defined
Name (Name) Enter a name for the mail merge template.
XSS threat was detected in the attachment (SecurityOptionsAttachmentHasXSSThreat) Select whether site scripting threat injection was detected in the attachment:
  • Yes
  • No
  • Not defined
Matching Information
Contact (SFDCIdId) Select the contact whose information you want to match.
Email Address (EmailAddress) Enter the email address of the contact.
External Id (ExternalId) Enter the External ID used for accessing the external system.
Preference Used (PreferenceUsed) Enter the preferences for the contact.
Preferred (IsPickedAsPreferred) Select whether the contact is picked as preferred:
  • Yes
  • No
  • Not defined
User (UserId) Select the user who created this matching information.
Mobile Application Detail
Application Binary (ApplicationBinary) Enter the application binary details of the mobile application.
Application Binary File Name (ApplicationBinaryFileName) Enter the binary file name of the mobile application.
Application Bundle Identifier (ApplicationBundleIdentifier) Enter the mobile application identifier details.
Application Icon (ApplicationIcon) Enter the details of the mobile application icon file.
Application Icon File Name (ApplicationIconFileName) Enter the mobile application icon file name.
Device Platform (DevicePlatform) Select the operating system support of the mobile application:
  • Android
  • iOS
Device Type (DeviceType) Select the device on which the mobile application works:
  • Mini-Tablet
  • Phone
  • Tablet
Enterprise Application (IsEnterpriseApp) Select whether the mobile application is enterprise:
  • Yes
  • No
  • Not defined
Installation URL (AppInstallUrl) Enter the installation URL address for downloading the mobile application.
Master Label (MasterLabel) Enter the label for mobile application.
Master Language (Language) Select the language support of the mobile application.
Minimum OS Version (MinimumOsVersion) Enter the minimum OS version required for mobile application.
Name (DeveloperName) Enter the object name of the mobile application.
Restrict to Registered Devices (IsAccessRestrictedToRegDevice) Select whether there any restriction for the device to use the mobile application:
  • Yes
  • No
  • Not defined
Version (Version) Enter the mobile application version.
Note
Body (Body) Enter the body text of the note.
Owner (OwnerId) Select the user who owns the note.
Parent (ParentId) Select the Parent ID associated with the note.
Private (IsPrivate) Select whether the note is private:
  • Yes
  • No
  • Not defined
Title (Title) Enter the name of the note.
Opportunity
Account (AccountId) Select the account associated with the opportunity.
Amount (Amount) Enter the total estimated sales amount.
Campaign (CampaignId) Select the campaign associated with the opportunity.
Close Date (CloseDate) Enter the date when the opportunity is expected to close.
Current Generator(s) (CurrentGenerators__c) Enter the details of the opportunity generating source.
Delivery/Installation Status (DeliveryInstallationStatus__c) Select the status of the opportunity delivery or installation:
  • Completed
  • In Progress
  • Yet to begin
Description (Description) Enter the details of the opportunity.
Forecast Category (ForecastCategoryName) Select the category to which the opportunity belongs to.
Lead Source (LeadSource) Select the source details from which the opportunity arose. For example, tradeshow.
Main Competitor(s) (MainCompetitors__c) Enter the details of the competitor for this opportunity.
Name (Name) Enter a name for the opportunity.
Next Step (NextStep) Enter the details of the next steps in closing the opportunity.
Opportunity Type (Type) Select the opportunity type.
Order Number (OrderNumber__c) Enter the order number for the opportunity.
Owner (OwnerId) Select the owner who owns the opportunity.
Price Book (Pricebook2Id) Select the price book format for the opportunity.
Private (IsPrivate) Select whether this opportunity is private and not accessible by other user:
  • Yes
  • No
  • Not defined
Probability (%) (Probability) Enter the percentage of confidence in closing the opportunity.
Quantity (TotalOpportunityQuantity) Enter the quantity of the products in the opportunity.
Stage (StageName) Select the present stage of the opportunity.
Tracking Number (TrackingNumber__c) Enter any tracking number that exists for this opportunity.
Opportunity Contact Role
Contact (ContactId) Select the contact associated with the opportunity.
Opportunity (OpportunityId) Select the opportunity.
Primary (IsPrimary) Select whether the contact is primary for the opportunity:
  • Yes
  • No
  • Not defined
Role (Role) Select the role of the contact in the opportunity.
Opportunity Partner
Account (AccountToId) Select the partner account associated with the opportunity.
Opportunity (OpportunityId) Select the opportunity.
Primary (IsPrimary) Select whether the account is the primary partner:
  • Yes
  • No
  • Not defined
Role (Role) Select the account role in the opportunity.
Opportunity Product
Date (ServiceDate) Select the opportunity product service date scheduled.
Line Description (Description) Enter the details of the product.
Opportunity (OpportunityId) Select the opportunity.
Price Book Entry (PricebookEntryId) Select the price book for the opportunity.
Product (Product2Id) Select the product of the opportunity.
Quantity (Quantity) Enter the product quantity.
Sales Price (UnitPrice) Enter the product sales price amount.
Total Price (TotalPrice) Enter the total opportunity sales price.
Opportunity Competitor
Competitor Name (CompetitorName) Enter the name of the competitor.
Opportunity (OpportunityId) Select the opportunity.
Strengths (Strengths) Enter the strength of the competitor in closing the opportunity.
Weaknesses (Weaknesses) Enter the weakness of the competitor in closing the opportunity.
Order
Account (AccountId) Select the account associated with the order.
Bill To Contact (BillToContactId) Select the contact to whom the order is billed to.
Billing City (BillingCity) Enter the city name.
Billing Country (BillingCountry) Enter the country name.
Billing Latitude (BillingLatitude) Enter the billing location's latitude.
Billing Longitude (BillingLongitude) Enter the billing location's longitude.
Billing State/Province (BillingState) Enter the state name.
Billing Street (BillingStreet) Enter the street name.
Billing Zip/Postal Code (BillingPostalCode) Enter the zip code.
Company Authorized By (CompanyAuthorizedById) Select the user who authorized the account associated with the order.
Company Authorized Date (CompanyAuthorizedDate) Enter the date on which the organization authorized the order.
Contract (ContractId) Select the contract associated with the order.
Customer Authorized By (CustomerAuthorizedById) Select the customer contact who authorized the order.
Customer Authorized Date (CustomerAuthorizedDate) Enter the date on which the customer authorized the order.
Description (Description) Enter the details of the order.
Order (OriginalOrderId) Select the original order.
Order End Date (EndDate) Enter the date on which the order ends.
Order Name (Name) Enter the name of the order.
Order Reference Number (OrderReferenceNumber) Enter the order reference number assigned to the order.
Order Start Date (EffectiveDate) Enter the date on which the order comes into effect.
Order Type (Type) Select the order type.
Owner (OwnerId) Select the user who owns the order.
PO Date (PoDate) Enter the purchase order date.
PO Number (PoNumber) Enter the purchase order number for identifying the order.
Price Book (Pricebook2Id) Select the price book for the order.
Reduction Order (IsReductionOrder) Select if the order is a reduction order:
  • Yes
  • No
  • Not defined
Ship To Contact (ShipToContactId) Select the user to whom the order is shipped to.
Shipping City (ShippingCity) Enter the city name.
Shipping Country (ShippingCountry) Enter the country name.
Shipping Latitude (ShippingLatitude) Enter the shipping location's latitude.
Shipping Longitude (ShippingLongitude) Enter the shipping location's longitude.
Shipping State/Province (ShippingState) Enter the state name.
Shipping Street (ShippingStreet) Enter the street name.
Shipping Zip/Postal Code (ShippingPostalCode) Enter the postal code.
Status (Status) Select the status of the order.
Order Product
End Date (EndDate) Enter the order end date.
Line Description (Description) Enter the product details.
Order (OrderId) Select the order.
Original Order Item (OriginalOrderItemId) Select the original order product item.
Price Book Entry (PricebookEntryId) Select the price book entry for the product.
Quantity (Quantity) Enter the total number of the items.
Start Date (ServiceDate) Enter the date when the products in the order should be shipped.
Unit Price (UnitPrice) Enter the sales price of the single product.
Organization-wide Email Address
Allow All Profiles (IsAllowAllProfiles) Select whether everyone access to the email:
  • Yes
  • No
  • Not defined
Display Name (DisplayName) Enter the name to display in the email.
Email Address (Address) Enterthe email address.
Partner
Account From (AccountFromId) Select the account in partnership between two accounts.
Account To (AccountToId) Select the partner account in related to the opportunity or any other account.
Opportunity (OpportunityId) Select the opportunity.
Primary (IsPrimary) Select if the accounts are primary contacts for the opportunity.
Role (Role) Select the role of the accounts in the opportunity.
Predefined Case Team
Description (Description) Enter the details of the case team.
Name (Name) Enter a name for the case team.
Predefined Case Team Member
Member (MemberId) Select the member in the case team.
Team Role (TeamRoleId) Select the role of the member in the case team.
Team Template (TeamTemplateId) Select the team template.
Predefined Case Team Record
Case (ParentId) Select the case to which the case team record belongs to.
Team Template (TeamTemplateId) Select the case team template.
Price Book
Active (IsActive) Select whether the price book is active:
  • Yes
  • No
  • Not defined
Description (Description) Enter the details of the price book.
Price Book Name (Name) Enter the name of the price book.
Price Book Entry .
Active (IsActive) Select whether the price book entry is active:
  • Yes
  • No
  • Not defined
List Price (UnitPrice) Enter the unit price for the price book entry
Price Book (Pricebook2Id) Select the price book to which this entry belongs to.
Product (Product2Id) Select the product associated with the price book entry.
Use Standard Price (UseStandardPrice) Select whether the price book entry uses the standard price:
  • Yes
  • No
  • Not defined
Product
Active (IsActive) Select whether the product is active:
  • Yes
  • No
  • Not defined
Product Code (ProductCode) Enter the product code.
Product Description (Description) Enter the details of the product.
Product Family (Family) Select the option to which the product belongs to.
Product Name (Name) Enter the product name.
Promoted Search Term
Term (Query) Enter the query term to search the product.
Quick Text
Category (Category) Select the category to group the associated quick text records.
Channel (Channel) Select the channel through the quick text messages are available. For example, chat.
Message (Message) Enter the content of the quick text.
Owner (OwnerId) Select the owner who owns the quick text record.
Quick Text Name (Name) Enter a name for the quick text record.
Quick Text Share
Custom Object Access (AccessLevel) Select the access level for the quick text.
Parent (ParentId) Select the parent to which the quick text is associated with.
Row Cause (RowCause) Select the reason for creating the quick text share.
User/Group (UserOrGroupId) Select the user or group who can access the quick text.
Record Type
Business Process Select the business process for which you are creating the record.
Description Enter the details of the record type.
Name Enter a name for the record type.
Record Type Name Enter a name for the record type.
object Type Name Select the sobject type for the record.
Role
Account (PortalAccountId) Select the account associated with the role.
Case Access Level for Account Owner (CaseAccessForAccountOwner) Enter the case access level for the account user.
Description (RollupDescription) Enter the details of the forecast rollup.
Developer Name (DeveloperName) Enter the object name in the API.
Name (Name) Enter the name of the role.
Opportunity Access Level for Account Owner (OpportunityAccessForAccountOwner) Select the opportunity access level for account owner.
Parent Role (ParentRoleId) Select the parent role which contains this role.
Portal Type (PortalType) Select the portal type for the role.
User (ForecastUserId) Select the forecast manager associated with the role.
Solution
Description (SolutionNote) Enter the details of the solution.
Owner (OwnerId) Select the owner who owns the solution.
Public (IsPublished) Select whether the solution is published:
  • Yes
  • No
  • Not defined
Status (Status)

Select the status of the solution:

  • Draft
  • Duplicate
  • Reviewed
Title (SolutionName) Enter the name of the solution.
Visible in Public Knowledge Base (IsPublishedInPublicKb) Select whether the solution is published in the knowledge base as public solution:
  • Yes
  • No
  • Not defined
Static Resource
Body (Body) Enter the encoded file data of the static resource.
Cache Control (CacheControl) Select the sharing policy of the static resource:
  • Private
  • Public
Description (Description) Enter the details of the static resource.
Name (Name) Enter the name of the static resource.
Streaming Channel
Description (Description) Enter the details of the streaming channel.
Owner (OwnerId) Select the user who owns the streaming channel.
Streaming Channel Name (Name) Enter the name of the streaming channel.
Streaming Channel Share
Custom Object Access (AccessLevel) Select the access level for the streaming channel share.
Parent (ParentId) Select the Parent ID to which the streaming channel belongs to.
Row Cause (RowCause) Select the reason for creating the streaming channel share.
User/Group (UserOrGroupId) Select the user or group who can access this streaming channel share.
Task
Assigned To (OwnerId) Select the user to whom the task is assigned to.
Call Duration (CallDurationInSeconds) Enter the duration of the call in seconds.
Call Object Identifier (CallObject) Enter the name of the call center.
Call Result (CallDisposition) Enter the result of the given call. For example, Call unsuccessful.
Call Type (CallType) Select the call type being unanswered.
  • Inbound
  • Internal
  • Outbound
Create Recurring Series of Tasks (IsRecurrence) Select whether the task is repeating:
  • Yes
  • No
  • Not defined
Description (Description) Enter the details of the task.
Due Date Only (ActivityDate) Enter the due date of the task.
Name (WhoId) Select the user to whom the task is assigned.
Priority (Priority) Select the priority of the task:
  • High
  • Low
  • Medium
Recurrence Day of Month (RecurrenceDayOfMonth) Enter the day in the month when the task repeats.
Recurrence Day of Week Mask (RecurrenceDayOfWeekMask) Enter the day or days in the week when the task is repeated. This field contains bitmask.
Recurrence End (RecurrenceEndDateOnly) Enter the date when the task repeated for the last time.
Recurrence Instance (RecurrenceInstance) Select the recurrence of the task.
Recurrence Interval (RecurrenceInterval) Enter the interval between the tasks.
Recurrence Month of Year (RecurrenceMonthOfYear) Select the month in which the task is repeated.
Recurrence Start (RecurrenceStartDateOnly) Enter the date when the task recurrence begins.
Recurrence Time Zone (RecurrenceTimeZoneSidKey) Select the timezone for the task.
Recurrence Type (RecurrenceType) Select the frequency of the recurrence.
Related To (WhatId) Select the option to which the task is related to.
Reminder Date/Time (ReminderDateTime) Enter the date and time when the task reminder is sent to the users.
Reminder Set (IsReminderSet) Select whether a reminder is set for the task:
  • Yes
  • No
  • Not defined
Repeat This Task (RecurrenceRegeneratedType) Select the reason or condition based on which the task is repeated.
Status (Status) Select the status of the task.
Subject (Subject) Select the subject line of the task.
Topic
Description (Description) Enter the topic details.
Name (Name) Enter the name of the topic.
Topic Assignment
Entity (EntityId) Select the entity to which the topic assignment belongs to.
Topic (TopicId) Select the topic associated with the assignment.
User
About Me (AboutMe) Enter the details about the user.
Active (IsActive) Select whether the user is active:
  • Yes
  • No
  • Not defined
ActivityRemindersPopup (UserPreferencesActivityRemindersPopup) Select whether the activity reminder popup is enabled for the user:
  • Yes
  • No
  • Not defined
Admin Info Emails (ReceivesAdminInfoEmails) Select whether the user receives email for administrators from Salesforce:
  • Yes
  • No
  • Not defined
Alias (Alias) Enter the alias name for the user. For example, sallyp.
Allow Forecasting (ForecastEnabled) Select whether forecast managers enabled for the user:
  • Yes
  • No
  • Not defined
Apex Mobile User (UserPermissionsMobileUser) Select whether mobile user permissions are enabled for the user:
  • Yes
  • No
  • Not defined
ApexPagesDeveloperMode (UserPreferencesApexPagesDeveloperMode) Select whether user has developer mode permissions for editing apex page:
  • Yes
  • No
  • Not defined
Auto-login To Call Center (UserPermissionsCallCenterAutoLogin) Select whether Salesforce CRM Call Center is enabled for the user:
  • Yes
  • No
  • Not defined
AutoBcc (EmailPreferencesAutoBcc) Select whether user can receive the copies of emails sent in bcc mode:
  • Yes
  • No
  • Not defined
AutoBccStayInTouch (EmailPreferencesAutoBccStayInTouch) Select whether user can receive the copies of emails sent in bcc stay in touch mode:
  • Yes
  • No
  • Not defined
CacheDiagnostics (UserPreferencesCacheDiagnostics Select whether it has cache diagnostics enabled:
  • Yes
  • No
  • Not defined
Call Center (CallCenterId) Select the call center to which the user belongs to.
Chatter Email Highlights Frequency (DigestFrequency) Select the frequency the system sends the user’s Chatter personal email digest.
City (City) Enter the user's city name.
Company Name (CompanyName) Enter the company name to which the user belongs to.
Contact (ContactId) Select the contact associated with the account.
ContentEmailAsAndWhen (UserPreferencesContentEmailAsAndWhen) Select whether the user has preferences set for receiving the emails:
  • Yes
  • No
  • Not defined
ContentNoEmail (UserPreferencesContentNoEmail) Select whether the user has preferences set for receiving the emails:
  • Yes
  • No
  • Not defined
Country (Country) Enter the user's country name.
Data.com Monthly Addition Limit (JigsawImportLimitOverride) Enter the Data.com monthly subscription limit.
Data.com User (UserPermissionsJigsawProspectingUser) Select whether the user has access to Data.com:
  • Yes
  • No
  • Not defined
Default Notification Frequency when Joining Groups (DefaultGroupNotificationFrequency) Enter the frequency at which notifications sent when a user joins the groups.
Delegated Approver (DelegatedApproverId) Select the user who is the delegated approver for the user.
Department (Department) Enter the user's department.
DisableAllFeedsEmail (UserPreferencesDisableAllFeedsEmail) Select whether the user has disabled all feed emails:
  • Yes
  • No
  • Not defined
DisableBookmarkEmail (UserPreferencesDisableBookmarkEmail) Select whether the comment notifications for bookmarked email were disabled for the user:
  • Yes
  • No
  • Not defined
DisableChangeCommentEmail (UserPreferencesDisableChangeCommentEmail) Select whether the comment notifications disabled on the changes user has made:
  • Yes
  • No
  • Not defined
DisableEndorsementEmail (UserPreferencesDisableEndorsementEmail) Select whether the endorsement email are disabled for the user:
  • Yes
  • No
  • Not defined
DisableFeedbackEmail (UserPreferencesDisableFeedbackEmail) Select whether the emails on feedback about the user are disabled:
  • Yes
  • No
  • Not defined
DisableFileShareNotificationsForApi (UserPreferencesDisableFileShareNotificationsForApi) Select whether the notifications when a file related to the user has been shared are disabled:
  • Yes
  • No
  • Not defined
DisableFollowersEmail (UserPreferencesDisableFollowersEmail) Select whether the notifications are disabled when anyone follows the user:
  • Yes
  • No
  • Not defined
DisableLaterCommentEmail (UserPreferencesDisableLaterCommentEmail) Select whether the user receives an email every time someone comments on a feed item after the user has commented on the feed item:
  • Yes
  • No
  • Not defined
DisableLikeEmail (UserPreferencesDisableLikeEmail) Select whether the user receives an email every time someone likes a post or comment the user has made:
  • Yes
  • No
  • Not defined
DisableMentionsPostEmail (UserPreferencesDisableMentionsPostEmail) Select whether the user receives notifications when someone mentions the user in their post:
  • Yes
  • No
  • Not defined
DisableMessageEmail (UserPreferencesDisableMessageEmail) Select whether the comment notifications are disabled when the user makes a change:
  • Yes
  • No
  • Not defined
DisableProfilePostEmail (UserPreferencesDisableProfilePostEmail) Select whether the user receives email when someone posts to the user’s profile.:
  • Yes
  • No
  • Not defined
DisableSharePostEmail (UserPreferencesDisableSharePostEmail) Select whether the user receives an email when the user’s post is shared:
  • Yes
  • No
  • Not defined
DisableWorkEmail (UserPreferencesDisableWorkEmail) Select whether the user receives an emails related to Work.com feedback, goals, and coaching:
  • Yes
  • No
  • Not defined
DisCommentAfterLikeEmail (UserPreferencesDisCommentAfterLikeEmail) Select whether the user receives an email when someone comments on a post the user has liked:
  • Yes
  • No
  • Not defined
DisMentionsCommentEmail (UserPreferencesDisMentionsCommentEmail) Select whether the user automatically receives an email when the user is mentioned in comments:
  • Yes
  • No
  • Not defined
DisProfPostCommentEmail (UserPreferencesDisProfPostCommentEmail) Select whether the user automatically receives an email every time someone comments on posts on the user’s profile:
  • Yes
  • No
  • Not defined
Division (Division) Enter the division associated with the user.
Email (Email) Enter the email address of the user.
Email Encoding (EmailEncodingKey) Select the email encoding for the user. For example, ISO-8859-1 or UTF-8
Email Sender Address (SenderEmail) Enter the email address of the user which is used as the From address.
Email Sender Name (SenderName) Enter the name that appears in the email From address when the user sends an email.
Email Signature (Signature) Enter the signature details that appear in the emails sent by the user.
Employee Number (EmployeeNumber) Enter the employee ID number of the user.
EnableAutoSubForFeeds (UserPreferencesEnableAutoSubForFeeds) Select whether the user subscribes to feeds for any objects that the user creates:
  • Yes
  • No
  • Not defined
EventRemindersCheckboxDefault (UserPreferencesEventRemindersCheckboxDefault) Select whether an reminder popup is set on the user events:
  • Yes
  • No
  • Not defined
Extension (Extension) Enter the extension details of the user.
Fax (Fax) Enter the fax number of the user.
First Name (FirstName) Enter the first name of the user.
Flow User (UserPermissionsInteractionUser) Select whether the user can run flows:
  • Yes
  • No
  • Not defined
HideChatterOnboardingSplash (UserPreferencesHideChatterOnboardingSplash) Select whether the initial Chatter onboarding prompts do not appear for the user:
  • Yes
  • No
  • Not defined
HideCSNDesktopTask (UserPreferencesHideCSNDesktopTask) Select whether the Chatter recommendations panel never displays the recommendation to install Chatter Desktop for the user:
  • Yes
  • No
  • Not defined
HideCSNGetChatterMobileTask (UserPreferencesHideCSNGetChatterMobileTask) Select whether the Chatter recommendations panel never displays the recommendation to install Chatter Mobile for the user:
  • Yes
  • No
  • Not defined
HideS1BrowserUI (UserPreferencesHideS1BrowserUI) Select whether the controls are enabled in the user interface for the user when logged into the Salesforce from a browser:
  • Yes
  • No
  • Not defined
HideSecondChatterOnboardingSplash (UserPreferencesHideSecondChatterOnboardingSplash) Select whether the secondary Chatter onboarding prompts do not appear for the user:
  • Yes
  • No
  • Not defined
Info Emails (ReceivesInfoEmails) Select whether the user receives informational emails:
  • Yes
  • No
  • Not defined
JigsawListUser (UserPreferencesJigsawListUser) Select whether the user is a Data.com user and shares records additions from a pool:
  • Yes
  • No
  • Not defined
Knowledge User (UserPermissionsKnowledgeUser) Select whether the user has access to the Salesforce knowledge:
  • Yes
  • No
  • Not defined
Language (LanguageLocaleKey) Select the language preferences of the user:
Last Name (LastName) Enter the last name of the user.
Latitude (Latitude) Select the user's location latitude.
LightningExperiencePreferred (UserPreferencesLightningExperiencePreferred) Select Yes if user wants to get redirected to the Lightning Experience interface:
  • Yes
  • No
  • Not defined
Locale (LocaleSidKey) Select the option for formatting and parsing the values.
Longitude (Longitude) Enter the user's location longitude.
Manager (ManagerId) Select the manager of the user.
Marketing User (UserPermissionsMarketingUser) Select whether the user is a marketing user:
  • Yes
  • No
  • Not defined
Mobile (MobilePhone) Enter the user's mobile number.
Nickname (CommunityNickname) Enter the nickname of the user.
Offline User (UserPermissionsOfflineUser) Select whether the user can access Salesforce in offline mode:
  • Yes
  • No
  • Not defined
PathAssistantCollapsed (UserPreferencesPathAssistantCollapsed) Select whether Salesforce appears to the user as collapsed or hidden:
  • Yes
  • No
  • Not defined
Phone (Phone) Enter the phone number of the user.
Profile (ProfileId) Select the profile of the user.
ReminderSoundOff (UserPreferencesReminderSoundOff) Select whether the reminder sounds are off for the user:
  • Yes
  • No
  • Not defined
Role (UserRoleId) Select the role of the user.
Salesforce CRM Content User (UserPermissionsSFContentUser) Select whether the user has a allocated one Salesforce CRM Content User License:
  • Yes
  • No
  • Not defined
SAML Federation (FederationIdentifier) Select whether the user is identified by SAML Federation:
  • Yes
  • No
  • Not defined
Service Cloud User (UserPermissionsSupportUser) Select whether the user can access and use the Salesforce console:
  • Yes
  • No
  • Not defined
ShowCityToExternalUsers (UserPreferencesShowCityToExternalUsers) Select whether another user can view the user's city name:
  • Yes
  • No
  • Not defined
ShowCityToGuestUsers (UserPreferencesShowCityToGuestUsers) Select whether the guests can view the user's city name:
  • Yes
  • No
  • Not defined
ShowCountryToExternalUsers (UserPreferencesShowCountryToExternalUsers)) Select whether another user can view the user's country name:
  • Yes
  • No
  • Not defined
ShowCountryToGuestUsers (UserPreferencesShowCountryToGuestUsers) Select whether the user has access to the Salesforce knowledge:
  • Yes
  • No
  • Not defined
ShowCountryToGuestUsers (UserPreferencesShowCountryToGuestUsers)) Select whether the guest can view the user's country name:
  • Yes
  • No
  • Not defined
ShowEmailToExternalUsers (UserPreferencesShowEmailToExternalUsers)) Select whether external users can view the email address of the user:
  • Yes
  • No
  • Not defined
>ShowEmailToGuestUsers (UserPreferencesShowEmailToGuestUsers) Select whether guests can view the email address of the user:
  • Yes
  • No
  • Not defined
ShowFaxToExternalUsers (UserPreferencesShowFaxToExternalUsers) Select whether the external users can view the fax number of the user:
  • Yes
  • No
  • Not defined
ShowFaxToGuestUsers (UserPreferencesShowFaxToGuestUsers) Select whether the guest can view the fax number of the user:
  • Yes
  • No
  • Not defined
ShowManagerToExternalUsers (UserPreferencesShowManagerToExternalUsers) Select whether the external users can view the user's manager details:
  • Yes
  • No
  • Not defined
ShowManagerToGuestUsers (UserPreferencesShowManagerToGuestUsers) Select whether guests can view the user's manager details:
  • Yes
  • No
  • Not defined
ShowMobilePhoneToExternalUsers (UserPreferencesShowMobilePhoneToExternalUsers) Select whether the external users can view the user's phone number:
  • Yes
  • No
  • Not defined
ShowMobilePhoneToGuestUsers (UserPreferencesShowMobilePhoneToGuestUsers) Select whether guests can view the user's phone number:
  • Yes
  • No
  • Not defined
ShowPostalCodeToExternalUsers (UserPreferencesShowPostalCodeToExternalUsers) Select whether the external users can view the postal code of the user:
  • Yes
  • No
  • Not defined
ShowPostalCodeToGuestUsers (UserPreferencesShowPostalCodeToGuestUsers) Select whether guests can view the postal code of the user:
  • Yes
  • No
  • Not defined
ShowProfilePicToGuestUsers (UserPreferencesShowProfilePicToGuestUsers) Select whether guest users can view the user picture :
  • Yes
  • No
  • Not defined
ShowStateToExternalUsers (UserPreferencesShowStateToExternalUsers) Select whether the external users can view the state name of the user:
  • Yes
  • No
  • Not defined
ShowStateToGuestUsers (UserPreferencesShowStateToGuestUsers) Select whether guest users can view the state name of the user:
  • Yes
  • No
  • Not defined
ShowStreetAddressToExternalUsers (UserPreferencesShowStreetAddressToExternalUsers) Select whether the external users can view the street name where the user is located:
  • Yes
  • No
  • Not defined
ShowStreetAddressToGuestUsers (UserPreferencesShowStreetAddressToGuestUsers) Select whether guest users can view the street name where the user is located:
  • Yes
  • No
  • Not defined
ShowTitleToExternalUsers (UserPreferencesShowTitleToExternalUsers) Select whether the external users can view the position of the user:
  • Yes
  • No
  • Not defined
ShowTitleToGuestUsers (UserPreferencesShowTitleToGuestUsers) Select whether the guest users can view the position of the user:
  • Yes
  • No
  • Not defined
ShowWorkPhoneToExternalUsers (UserPreferencesShowWorkPhoneToExternalUsers) Select whether the external users can view the work phone number of the user:
  • Yes
  • No
  • Not defined
ShowWorkPhoneToGuestUsers (UserPreferencesShowWorkPhoneToGuestUsers) Select whether the guest users can view the work phone number of the user:
  • Yes
  • No
  • Not defined
Site.com Contributor User (UserPermissionsSiteforceContributorUser) Select whether the user has the  allocated Site.com contributor license:
  • Yes
  • No
  • Not defined
Site.com Publisher User (UserPermissionsSiteforcePublisherUser) Select whether the user has the allocated the Site.com publisher license:
  • Yes
  • No
  • Not defined
SortFeedByComment (UserPreferencesSortFeedByComment) Select whether the feed sorting for comments is enabled:
  • Yes
  • No
  • Not defined
State/Province (State) Enter the state name of the user.
Stay-in-Touch Email Note (StayInTouchNote) Enter the Stay-in--Touch email note of the user.
Stay-in-Touch Email Signature (StayInTouchSignature) Enter the Stay-in--Touch Signature of the user.
Stay-in-Touch Email Subject (StayInTouchSubject)) Enter the Stay-in--Touch subject line of the user.
StayInTouchReminder (EmailPreferencesStayInTouchReminder) Select whether the Stay-In-Touch reminders are set for the user:
  • Yes
  • No
  • Not defined
Street (Street) Enter the street name.
TaskRemindersCheckboxDefault (UserPreferencesTaskRemindersCheckboxDefault) Select whether the task reminder checkbox is enabled for the user:
  • Yes
  • No
  • Not defined
Time Zone (TimeZoneSidKey) Select the timezone of the user:
Title (Title) Enter the position of the user.
Username (Username) Enter the username of the user:
Work.com User (UserPermissionsWorkDotComUserFeature) Select whether the user has permissions to work.com:
  • Yes
  • No
  • Not defined
Zip/Postal Code (PostalCode) Enter the postal code of the user.
User List View
Custom Object Definition (SobjectType) Select the object record for the API.
List View (ListViewId) Select the list view.
List View Chart (LastViewedChart) Select the chart last viewed by the user.
User (UserId) Select the user.
User List Criteria
Column Name (ColumnName) Enter the column name in the user list view.
Operation (Operation) Select the criteria. For example, equals.
Sort Order (SortOrder) Enter the order in which the list view is sorted.
User List View (UserListViewId) Select the User List View ID.
Value (Value) Enter the values used to filter the list view.
User Package License
Assigned User (UserId) Select the user assigned to the package license.
Package License (PackageLicenseId) Select the package license assigned to the user.
User Provisioning Account
Connected App (ConnectedAppId) Select the application.
Deleted Date (DeletedDate) Enter the date when the user account in the system is deleted.
External Email (ExternalEmail) The email address stored in the system associated with the user account.
External First Name (ExternalFirstName) Enter the first name stored in the system associated with the user account.
External Last Name (ExternalLastName) Enter the last name stored in the system associated with the user account.
External User Id (ExternalUserId) Enter the User ID stored in the system associated with the user account.
External Username (ExternalUsername) Enter the username stored in the targeted system associated with the user account.
Link State (LinkState) Select the link between the account in Salesforce and the external targeted system account.
Manual Override (IsKnownLink) Select whether the user account can be overridden by third party:
  • Yes
  • No
  • Not defined
Status (Status) Select the status of the user account in the targeted system.
User (SalesforceUserId) Select the Salesforce account for the user.
User Provisioning Account Staging
Connected App (ConnectedAppId) Select the application.
External Email (ExternalEmail) The email address stored in the system associated with the user account.
External First Name (ExternalFirstName) Enter the first name stored in the system associated with the user account.
External Last Name (ExternalLastName) Enter the last name stored in the system associated with the user account.
External User Id (ExternalUserId) Enter the User ID stored in the targeted system associated with the user account.
External Username (ExternalUsername) Enter the username stored in the targeted system associated with the user account.
Link State (LinkState)

Select the user account link between the Salesforce account and the external targeted system:

  • Duplicate
  • Ignore
  • Linked
  • Orphaned
Status (Status)

Select the state of the user account in the targeted system:

  • Activate
  • Deactivated
  • Deleted
User (SalesforceUserId) Select the Salesforce account for the user.
User Provisioning Config
Approval Required (ApprovalRequired) Enter whether approval is required for provisioning users for the associated connected app.
Connected App (ConnectedAppId) Select the application.
Enabled (Enabled) Select whether user provisioning is enabled in the connected app.
Enabled Operations (EnabledOperations) Enter the operations separated by a comma for the provisioning account in the connected app.
Label (MasterLabel) Enter the master label for the object.
Last Recon Date (LastReconDateTime) Enter the date and time when the user accounts were last reconciled between Salesforce and the target system.
Master Language (Language) Select the language.
Name (DeveloperName) Enter the object record in the API.
Named Credential (NamedCredentialId) Select the Salesforce ID used for a request.
Notes (Notes) Enter any additional information about the configuration.
On Update Attributes (OnUpdateAttributes) Enter the user attributes separated by comma that generates a UserProvisioningRequest object during an update.
Recon Filter (ReconFilter) Enter the filter which limits the data collection when collecting and analyzing users on a third-party system.
User Account Mapping (UserAccountMapping) Enter the mapping that stores the attributes to link the salesforce user account on the third-party system.
User Provisioning Log
Details (Details) Enter the details of the log.
External User ID (ExternalUserId) Enter the User ID of the targeted system.
External Username (ExternalUsername) Enter the username in the targeted system for the associated user account.
Status (Status) Select the status of the user provisioning request.
User (UserId) Select the Salesforce user making the request.
UserProvisioningRequest (UserProvisioningRequestId) Select the user provisioning request.
User Provisioning Mock Target
External Email (ExternalEmail) Enter the external email address as in the target system for the associated user account.
External First Name (ExternalFirstName) Enter the first name as in the target system for the associated user account.
External Last Name (ExternalLastName)  Enter the last name as in the target system for the associated user account.
External User Id (ExternalUserId) Enter the User ID as in the target system for the associated user account.
External Username (ExternalUsername) Enter the username as in the target system for the associated user account.
Name (Name) Enter the name of this object.
User Provisioning Request
App Name (AppName) Enter the app name.
Approval Status (ApprovalStatus)

Select the status of the request:

  • Approved
  • Denied
  • Not Required
  • Required
Connected App (ConnectedAppId)

Select the connected app.

External User ID (ExternalUserId) Select the External User ID in the targeted system.
Operation (Operation)

Select the operation associated with the provisioning request:

  • Activate
  • Create
  • Deactivate
  • Freeze
  • Linking
  • Read
  • Reconcile
  • Unfreeze
  • Update
Owner (OwnerId) Select the user who owns the request.
Scheduled Provisioning Time (ScheduleDate) Enter the date on which the request is sent to the service provider.
State (State)

Select the status of provisioning request:

  • Analyzed
  • Analyzing
  • Collected
  • Collecting
  • Committing
  • Completed
  • Failed
  • Manually Completed
  • New
  • Requested
  • Retired
User (ManagerId) Select the Salesforce ID who manages the user specified in the Salesforce User ID.
User (SalesforceUserId)

Select the user making the request.

User Provisioning Account (UserProvAccountId) Select the User ID associated with the UserProvAccount object.
UserProvisioningConfig (UserProvConfigId) Select the User ID associated with the UserProvisioningConfig object.
User Provisioning Request Share
Custom Object Access (AccessLevel)

Select the access level of the user:

  • Owner
  • Read Only
  • Read/Write
Parent (ParentId) Select the Parent ID to share the request.
Row Cause (RowCause) Select the reason for creating the provisioning request share.
User/Group (UserOrGroupId) Select the user or group who can access this provisioning request share.
User Share
Row Cause (RowCause) Select the reason for creating this user share.
User (UserId) Select the User.
User Access Level (UserAccessLevel)

Select the access level:

  • Read Only
  • Read/write 
User/Group (UserOrGroupId) Select the user or group who can access the user share.
Vote
Parent (ParentId) Select the Parent ID (idea or reply) associated with this vote. 
Vote Type (Type)

Select the vote type.

Update a Record in an Object

Edits an already-existing record in an object.

Connection Establish a connection to your Salesforce account.
Type Select the record you want to update.
Account
Account Description (Description) Enter the details of the account you want to create a record.
Account Fax (Fax) Enter the fax number of the account.
Account Name (Name) Enter the account name.
Account Number (AccountNumber) Enter the account number.
Account Phone (Phone) Enter the phone number.
Account Rating (Rating)

Select the rating of the account:

  • Hot
  • Warm
  • Cold
Account Site (Site) Enter the website URL of the account.
Account Source (AccountSource)

Select the source of the account:

  • Partner Referral
  • Phone inquiry
  • Purchased List
  • Web
  • Other
Account Type (Type) Select the account type.
Active (Active__c) Select whether this account is active:
  • Yes
  • No
Annual Revenue (AnnualRevenue) Enter the annual revenue of the account.
Billing City (BillingCity) Enter the city name.
Billing Country (BillingCountry) Enter the country name.
Billing Latitude (BillingLatitude) Enter the latitude of the billing address.
Billing Longitude (BillingLongitude) Enter the longitude of the billing address.
Billing State/Province (BillingState) Enter the state name.
Billing Street (BillingStreet) Enter the street name.
Billing Zip/Postal Code (BillingPostalCode) Enter the zip code.
Clean Status (CleanStatus) Select the clean status of the account.
Customer Priority (CustomerPriority__c) Select the customer priority of the account:
  • High
  • Low
  • Medium
D-U-N-S Number(DunsNumber) Enter the unique nine-digit data universal numbering system (DUNS) number assigned to the account.
D&B Company (DandbCompanyId) Select the D & B Company ID of the account.
Data.com Key (Jigsaw) Enter the Data.com Key of the account.
Employees (NumberOfEmployees) Enter the number of employees associated with the account.
Industry (Industry) Select the industry to which the account belongs to.
NAICS Code (NaicsCode) Enter the NAICS code of the account.
NAICS Description (NaicsDesc) Enter the details of NAICS.
Number of Locations (NumberofLocations__c) Enter the number of locations associated with the account.
Owner (OwnerId) Select the Owner ID of the account.
Ownership (Ownership) Select the ownership type of the account:
  • Other
  • Private
  • Public
  • Subsidiary
Parent Account (ParentId) Select the parent account associated with the account.
Shipping City (ShippingCity) Enter the city name.
Shipping Country (ShippingCountry) Enter the country name.
Shipping Latitude (ShippingLatitude) Enter the latitude of the shipping address.
Shipping Longitude (ShippingLongitude) Enter the latitude of the shipping address.
Shipping State/Province (ShippingState) Enter the state name.
Shipping Street (ShippingStreet) Enter the shipping street name.
Shipping Zip/Postal Code (ShippingPostalCode) Enter the Zip Code.
SIC Code (Sic) Enter the SIC code of the account.
SIC Description (SicDesc) Enter the details of the SIC code.
SLA (SLA__c) Select the SLA for the account:
  • Bronze
  • Gold
  • Platinum
  • Silver
SLA Expiration Date (SLAExpirationDate__c) Enter the expiry date of the SLA for the account.
SLA Serial Number (SLASerialNumber__c) Enter the SLA serial number of the account.
Ticker Symbol (TickerSymbol) Enter the details of the ticker symbol for the account.
Tradestyle (Tradestyle) Enter the trading style of the account.
Upsell Opportunity (UpsellOpportunity__c) Select the option for the upsell opportunity of the account:
  • Maybe
  • Yes
  • No
Website (Website) Enter the website URL of the website.
Year Started (YearStarted) Enter the establishment year of the account.
Account Role Contact
Account (AccountId) Select the Account ID of the account.
Contact (ContactId) Select the Contact ID of the account contact role.
Primary (IsPrimary) Select Yes if the contact is the primary contact of the account:
  • Yes
  • No
Role (Role) Select the role of the contact.
Account Partner
Account(AccountFromId) Select the Account ID.
Account(AccountToId) Select the Account ID.
Opportunity(OpportunityId) Select the Opportunity ID of the account partner.
Primary (IsPrimary) Select Yes if the contact is the primary contact of the account:
  • Yes
  • No
Role (Role) Select the role of the account partner.
Account Link Group Template
Category (Category) Select the category of the template.
Developer Name (DeveloperName) Enter the developer's name.
Executions Allowed (ExecutionsAllowed) Select the option for executions:
  • Once
  • Once per User
  • Unlimited
Hours until Expiration (HoursUntilExpiration) Enter the hours after which the account link group template expires.
Master Language (Language) Select the language for the template.
Name (MasterLabel) Enter the name for the template.
Published (IsPublished) Select Yes if the template is published:
  • Yes
  • No
Action Link Template
Action Link Group Template (ActionLinkGroupTemplateId) Select the Action Link Group Template.
Action Type (LinkType) Select the action type:
  • API
  • API Sync
  • Download
  • UI
Action URL (ActionUrl) Enter the action URL
Confirmation Required (IsConfirmationRequired) Select Yes if confirmation is required:
  • Yes
  • No
Custom User Alias (UserAlias) Enter the alias name for the customer user.
Default Link in Group (IsGroupDefault) Select Yes if this is the default link in the action group:
  • Yes
  • No
HTTP Headers (Headers) Enter the HTTP headers for the action link template.
HTTP Method (Method) Select the HTTP method:
  • DELETE
  • GET
  • HEAD
  • PATCH
  • POST
  • PUT
HTTP Request Body (RequestBody) Enter the HTTP request body details for the action link template.
Label (Label) Enter the label details of the action link template whose record you are creating.
Label Key (LabelKey) Enter the label key details.
Position (Position) Enter the position of the action link template.
User Visibility (UserVisibility) Select the visibility type for the action link template.
Additional Directory Number
Call Center (CallCenterId) Select the Call Center ID for the directory number.
Description (Description) Enter the details of the directory number.
Name Enter the name for the directory number.
Phone Enter the phone number.
Announcement
Expiration Date (ExpirationDate) Enter the expiry date of the announcement.
Feed Item (FeedItemId) Select the Feed Item ID for the announcement.
Asset
Account (AccountId) Select the account for the asset whose record you want to create.
Asset Name (Name) Enter the asset name.
Competitor Asset (IsCompetitorProduct) Select Yes if this is a competitor asset:
  • Yes
  • No
Contact (ContactId) Select the contact to whom the asset is assigned to.
Description (Description) Enter the details of the asset.
Install Date (InstallDate) Enter the date of the installation if the asset is software.
Owner(OwnerId) Select the owner of the asset.
Price (Price) Enter the price details of the asset.
Product (Product2Id) Select the Product ID of the asset.
Purchase Date (PurchaseDate) Enter the date on which you have bought the asset.
Quantity (Quantity) Enter the number of assets bought.
Serial Number (SerialNumber) Enter the serial number of the asset.
Status Select the status of the asset:
  • Installed
  • Obsolete
  • Purchased
  • Registered
  • Shipped
Usage End Date Enter the license end or expire date of the asset.
Attachment
Body Enter the message body.
Description Enter the details of the attachment.
File Name (Name) Enter the attachment file name.
Owner (OwnerId) Select the owner for the attachment.
Parent (ParentId) Select the Parent ID for the attachment.
Private (IsPrivate) Select if this attachment and email is intended for private members:
  • Yes
  • No
  • Not defined
Aura Component Bundle
API Version (ApiVersion) Enter the API version for the Aura Component Bundle whose record you want to create.
Description Enter the details of the bundle.
Label (MasterLabel) Enter the label for the bundle.
Master Language (Language) Select the language.
Name (DeveloperName) Enter the developer's name.
Business Hours
Active (IsActive)

Select Yes if these business hours are active:

  • Yes
  • No
  • Not defined
Business Hours Name (Name) Enter a name for the business hours.
Default Business Hours (IsDefault)

Select Yes if these are the default business hours:

  • Yes
  • No
  • Not defined
Friday End (FridayEndTime) Enter the business closing time on Friday.
Friday Start (FridayStartTime) Enter the business starting time on Friday.
Monday End (MondayEndTime) Enter the business closing time on Monday.
Monday Start (MondayStartTime) Enter the business starting time on Monday.
Saturday End (SaturdayEndTime) Enter the business closing time on Saturday.
Saturday Start (SaturdayStartTime) Enter the business starting time on Saturday.
Sunday End (SundayEndTime) Enter the business closing time on Sunday.
Sunday Start (SundayStartTime) Enter the business starting time on Sunday.
Thursday End (ThursdayEndTime) Enter the business closing time on Thursday.
Thursday Start (ThursdayStartTime) Enter the business starting time on Thursday.
Time Zone (TimeZoneSidKey) Select time zone for the business hours.
Tuesday End (TuesdayEndTime) Enter the business closing time on Tuesday.
Tuesday Start (TuesdayStartTime) Enter the business starting time on Tuesday.
Wednesday End (WednesdayEndTime) Enter the business closing time on Wednesday.
Wednesday Start (WednesdayStartTime) Enter the business starting time on Wednesday.
Business Process
Description (Description) Enter the details of the business process.
Entity Enumeration Or (TableEnumOrId) Select the applicable entity enumeration for the business process.
Name (Name) Enter a name for the business process record.
Call Center
CTI Adapter URL (AdapterUrl) Enter the location details of the CTI adapter. For example, http://localhost:11000.
Custom Settings (CustomSettings) Enter the details of the settings specified in the call center definition file. For example, the call center uses SoftPhone, and Open CTI properties.
Internal Name (InternalName) Enter the internal name of the call center.
Name (Name) Enter the name of the call center.
Version (Version) Enter the CTI toolkit version used to create the call center.
Campaign
Active (IsActive) Select Yes if the campaign is active:
  • Yes
  • No
  • Not defined
Actual Cost in Campaign (ActualCost) Enter the actual amount spent on the campaign.
Budgeted Cost in Campaign (BudgetedCost) Enter the amount allocated for the campaign.
Description (Description) Enter the details of the campaign.
End Date (EndDate) Enter the campaign end date.
Expected Response (%) (ExpectedResponse) Enter the percentage of responses expected from the campaign.
Expected Revenue in Campaign (ExpectedRevenue) Enter the percentage of revenue you expect to generate from the campaign.
Name (Name) Enter a name for the campaign.
Num Sent in Campaign (NumberSent) Enter the number of individuals targeted in the campaign.
Owner (OwnerId) Select the Owner ID who owns this campaign.
Parent Campaign (ParentId) Select the Parent ID from the campaign hierarchy.
Record Type (CampaignMemberRecordTypeId) Select the Record Type ID for the campaign member records associated with the campaign.
Start Date (StartDate) Enter the start date of the campaign.
Status (Status) Select the status of the campaign:
  • Aborted
  • Completed
  • In Progress
  • Planned
Type (Type) Enter the campaign type. For example, Referral Program.
Campaign Member
Campaign (CampaignId) Select the Campaign ID.
Contact (ContactId) Select the Contact ID who is associated with the campaign.
Lead (LeadId) Select the Lead ID who is associated with the campaign.
Status (Status)

Select the status of the campaign member:

  • Planned
  • Received
  • Responded
  • Sent
Campaign Member Status
Campaign (CampaignId) Select the Campaign ID associated with the member status.
Is Default (IsDefault) Select Yes if this is the default status:
  • Yes
  • No
  • Not defined
Member Status (Label) Enter the label for the member status.
Responded (HasResponded) Select Yes if this status means responded:
  • Yes
  • No
  • Not defined
Sort Order (SortOrder) Enter the order in which the member status appears in the list.
Case
Account (AccountId) Select the Account ID associated with the case.
Asset (AssetId) Select the Asset ID.
Case Origin (Origin) Select the source of the case. For example, Phone, Email or Web.
Case Reason (Reason) Select the reason for the case.
Case Type (Type) Select the case type. For example, Feature, Question, and so on.
Company (SuppliedCompany) Enter the name of the company provided when creating the case.
Contact (ContactId) Select the Contact ID associated with the case.
Description (Description) Enter the details of the case.
Email Address (SuppliedEmail) Enter the email address provided when creating the case.
Engineering Req Number (EngineeringReqNumber__c Enter the engineering requisition number.
Escalated (IsEscalated) Select if this case has been escalated to the next level:
  • Yes
  • No
  • Not defined
Name (SuppliedName) Enter the name provided when creating the case.
Owner (OwnerId) Select the Owner ID who owns the case.
Parent Case (ParentId) Select the Parent ID in the hierarchy.
Phone (SuppliedPhone) Enter the phone number provided when creating the case.
Potential Liability (PotentialLiability__c) Select whether the case has any potential liability associated:
  • Yes
  • No
Priority (Priority) Select the priority of the case:
  • High
  • Low
  • Medium
Product (Product__c) Select the product associated with the case.
SLA Violation (SLAViolation__c) Select whether there is any SLA violation associated with the case:
Status (Status) Select the status of the case:
  • Closed
  • Escalated
  • New
  • Working
Subject (Subject) Enter the subject details of the case.
Case Comment
Body (CommentBody) Enter the comment text.
Parent (ParentId) Select the Parent ID in the case hierarchy
Published (IsPublished) Select Yes if the case comment is published:
  • Yes
  • No
Case Contact Role
Case (CasesId) Select the Case ID.
Contact (ContactId) Select the Contact ID associated with the case.
Role (Role) Select the contact individual role.
Case Solution
Case (CaseId) Select the Case ID.
Solution (SolutionId) Select the Solution ID of the case.
Case Team Member
Case (ParentId) Select the Parent ID of the case with which the case team member is associated.
Member (MemberId) Select the Member ID who is a member of the team associated with the case.
Team Role (TeamRoleId) Select the Team Role ID of the case team with which the team member is associated.
Category Data
Category Node (CategoryNodeId) Select Category Node ID associated with the solution.
SObject (RelatedSobjectId) Select the SObject ID of the solution to the category.
Category Node
Name (MasterLabel) Enter the label of the category node.
Parent Category Node (ParentId) Select the Parent ID of the category node.
Sort Order (SortOrder) Enter the order for the child category node objects.
Subcategory Sort Style (SortStyle)

Select the sort style order:

  • Alphabetical Order
  • Custom Order
Chatter Invitation
Invited Email (InvitedUserEmail) Enter the email address of the user to whom the invitation is sent.
Optional Message (OptionalMessage) Enter the message about the invitation.
Shared Entity (SharedEntityId) Select the shared entity.
Conference Number
Access Code (AccessCode) Enter the access code of the conference.
External Event (ExternalEventId) Select the Event ID of the conference.
Label (Label) Enter the label of the conference number.
Number (Number) Enter the conference number.
Vendor (Vendor) Enter the vendor details of the conference.
Contact
Account (AccountId) Select the Account associated with the contact.
Assistant's Name (AssistantName) Enter the contact assistant's name.
Asst. Phone (AssistantPhone) Enter the assistant's phone number.
Birthdate (Birthdate) Enter the contact's date of birth.
Business Fax (Fax) Enter the contact's fax number.
Business Phone (Phone) Enter the contact's business phone number.
Clean Status (CleanStatus) Select the contact's record cleaning status.
Contact Description (Description) Enter the details of the contact.
Data.com Key (Jigsaw) Enter the references for the contact company in the Data.com.
Department (Department) Enter the contact's department.
Email (Email) Enter the contact's Email address.
Email Bounced Date (EmailBouncedDate) If the bounce management is activated for the contact, enter the date and time when an email is bounced for the contact.
Email Bounced Reason (EmailBouncedReason) Enter the reason for the email bounce for the contact.
First Name (FirstName) Enter the first name of the contact.
Home Phone (HomePhone) Enter the contact's home phone number.
Languages (Languages__c) Enter the languages known by the contact.
Last Name (LastName) Enter the last name of the contact.
Lead Source (LeadSource) Enter the lead source of the contact.
Level (Level__c) Select the level of contact.
Mailing City (MailingCity) Enter the city name.
Mailing Country (MailingCountry) Enter the country name.
Mailing Latitude (MailingLatitude) Enter the details of the place latitude.
Mailing Longitude (MailingLongitude) Enter the details of the place longitude.
Mailing State/Province (MailingState) Enter the state name.
Mailing Street (MailingStreet) Enter the street name.
Mailing Zip/Postal Code (MailingPostalCode) Enter the zip code.
Mobile Phone (MobilePhone) Enter the phone number.
Other City (OtherCity) Enter the city name.
Other Country (OtherCountry) Enter the country name.
Other Latitude (OtherLatitude) Enter the details of the place latitude.
Other Longitude (OtherLongitude) Enter the details of the place longitude.
Other Phone (OtherPhone) Enter the phone number.
Other State/Province (OtherState) Enter the state name.
Other Street (OtherStreet) Enter the street name.
Other Zip/Postal Code (OtherPostalCode) Enter the zip code.
Owner (OwnerId) Select the owner of the account associated with the contact.
Position (Position__c) Select the position of the contact.
Reports To (ReportsToId) Select to whom the contact reports to.
Salutation (Salutation) Select the appropriate salutation for the contact.
Title (Title) Select the title for the contact.
Content Delivery
Allow Download as PDF Select Yes if you want to allow the document to download in the PDF format:
  • Yes
  • No
  • Not defined
Allow Download in Original Format Select Yes if you want to allow the document to download in the original source format:
  • Yes
  • No
  • Not defined
Allow View in the Browser Select Yes if you want to allow the document to view in the web browser:
  • Yes
  • No
  • Not defined
Content Delivery Expires (PreferencesExpires) Select Yes if you want to set an expiry for the content delivery:
  • Yes
  • No
  • Not defined
Content Delivery Name (Name) Enter a name for the content delivery.
Content Delivery Opens Latest Version Select Yes if you want to allow the document to open in the content delivery version:
  • Yes
  • No
  • Not defined
ContentVersion (ContentVersionId) Select the content delivery version.
Email when Preview Images are Ready Select Yes if you want to send an email to the user when the content images are ready for preview:
  • Yes
  • No
  • Not defined
Expiration Date (ExpiryDate) Enter the date when the content delivery expires.
Notify Me of First View or Download Select Yes if you want to allow the document to download in the PDF format:
  • Yes
  • No
  • Not defined
Owner (OwnerId) Select the owner who owns the content delivery.
Related Record (RelatedRecordId) Select the related record associated with the content delivery.
Require Password to Access Content Select Yes if you want to set a password to be entered to access the content:
  • Yes
  • No
  • Not defined
Content Document Link
ContentDocument (ContentDocumentId) Select the Content Document ID.
Linked Entity (LinkedEntityId) Select the Linked Object ID.
Share Type (ShareType) Select the permission granted to the user to share the file link.
  • Collaborator
  • Inferred
  • Viewer
Visibility (Visibility)

Select the visibility of the file to the users:

  • All Users
  • Shared Users
  • Standard Users
Content Folder
Name (Name) Enter the name of the content folder.
Parent Content Folder (ParentContentFolderId) Select the parent folder for this content folder.
Content Version
Content Location (ContentLocation) Select the location or origin of the content.
Content Modified Date (ContentModifiedDate) Enter the date when the content was last modified.
Content Origin (Origin) Select the origin of the content.
Content URL (ContentUrl) Enter the URL address of the content.
ContentDocument (ContentDocumentId) Select the content document whose version record you are creating.
Description (Description) Enter the details of the version.
External Data Source (ExternalDataSourceId) Select the external document source referenced in the ExternalDataSource object.
External Document Info1 (ExternalDocumentInfo1) Enter the URLs of the file to store in the external content repository .
External Document Info2 (ExternalDocumentInfo2) Enter the URLs of the file to store in the external content repository.
First Publish Location (FirstPublishLocationId) Enter the date when the content was last modified.
Major Version (IsMajorVersion) Select Yes if this is the major version of the document:
  • Yes
  • No
  • Not defined
Owner (OwnerId) Select the owner who owns the content version.
Path On Client (PathOnClient) Enter the complete path for the file along with path extension for accessing the content.
Reason For Change (ReasonForChange) Enter the reason for modifying the document.
Tags (TagCsv) Enter the text to add as tags to the content version.
Title (Title) Enter a title for the document.
Version Data (VersionData) Enter the note to be included in the HTML format or plain text format of the content.
Contract
Account (AccountId) Enter the account associated with the contract.
Billing City (BillingCity) Enter the city name.
Billing Country (BillingCountry) Enter the country name.
Billing Latitude (BillingLatitude) Enter the location's latitude.
Billing Longitude (BillingLongitude) Enter the location's longitude.
Billing State/Province (BillingState) Enter the state name.
Billing Street (BillingStreet) Enter the street name.
Billing Zip/Postal Code (BillingPostalCode) Enter the zip code.
Company Signed By (CompanySignedId) Select the company name which signed the contract.
Company Signed Date (CompanySignedDate) Enter the date when the contract is signed by the company.
Contract Start Date (StartDate) Enter the start date of the contract.
Contract Term (ContractTerm) Enter the tenure of the contract.
Customer Signed By (CustomerSignedId) Select the customer name who signed the contract.
Customer Signed Date (CustomerSignedDate) Enter the date when customer signed the contract.
Customer Signed Title (CustomerSignedTitle) Enter the position of the customer who signed the contract.
Description (Description) Enter the details of the contract.
Owner (OwnerId) Select the owner who owns the contract.
Owner Expiration Notice (OwnerExpirationNotice) Select the time when a notice is sent to the user about the contract expiration date.
Price Book (Pricebook2Id) Select the price book of the contract.
Special Terms (SpecialTerms) Enter if there are any special terms for the contract.
Status (Status) Select the status of the contract:
  • Activated
  • Draft
  • In Approval Process
Contract Contact Role
Contact (ContactId) Select the contact associated with the contract.
Contract (ContractId) Select the contract.
Primary (IsPrimary) Select Yes if the contact is the primary contact for the contract:
  • Yes
  • No
  • Not defined
Role (Role) Select the role of the contact in this contract.
CORS Whitelist Origin
Label (MasterLabel) Enter the master label for the CORS Whitelist Origin.
Master Language (Language) Select the language for the CORS Whitelist Origin.
Name (DeveloperName) Enter a name for the CORS Whitelist Origin record.
Origin URL Pattern (UrlPattern) Enter the URL pattern that includes the HTTPS protocol, domain name, and a port.
Custom Brand
Branded Entity (ParentId) Select the Parent ID of the brand.
Custom Brand Asset
Asset Category (AssetCategory) Select the asset category for the brand asset.
Custom Brand (CustomBrandId) Select the brand of the asset.
Foreign key asset (ForeignKeyAssetId) Select the foreign key asset if the asset cateogry is PageHeader, PageFooter, or LoginLogoImageId.
Text Asset (TextAsset) Enter the text for the asset if the asset category is LoginFooterText.
D & B Company
Annual Sales Volume (SalesVolume) Enter the annual sales of the company.
Annual Sales Volume Indicator (SalesVolumeReliability) Select the indicator for the sales volume of the company.
City (City) Enter the city name where the company is located.
Company Description (Description) Enter the details of the company.
Country (Country) Enter the company name where the company is located.
D-U-N-S Number (DunsNumber) Enter the unique nine-digit Dun & Bradstreet business credit filenumber of the company.
Delinquency Risk (MarketingPreScreen) Select the delinquency risk score of the company.
Domestic Ultimate Business Name (DomesticUltimateBusinessName) Enter the primary business name of the company.
Domestic Ultimate D-U-N-S Number (DomesticUltimateDunsNumber) Enter the D-U-N-S number of the company provided by the country in which it is functioning.
Facsimile Number (Fax) Enter the company's facsimile number.
Fifth NAICS Code (FifthNaics) Enter the NAICS code used to classify the organization by industry.
Fifth NAICS Description (FifthNaicsDesc) Enter the details of company line of business based on NAICS code.
Fifth SIC Code (FifthSic) Enter the SIC code used to classify the organization by industry.
Fifth SIC Description (FifthSicDesc)) Enter the details of the company's line of business based on SIC code.
Fifth Tradestyle (TradeStyle5) Enter the trade style of the company.
FIPS MSA Code (FipsMsaCode) Enter the MSA code used to identify the company location.
FIPS MSA Code Description (FipsMsaDesc) Enter the details of the company based on MSA code.
Fourth NAICS Code (FourthNaics) Enter the NAICS code used to classify the organization by industry.
Fourth NAICS Description (FourthNaicsDesc) Enter the details of the company's line of business based on NAICS code.
Fourth SIC Code (FourthSic) Enter the SIC code used to classify the organization by industry.
Fourth SIC Description (FourthSicDesc) Enter the details of the company's line of business based on SIC code.
Fourth Tradestyle (TradeStyle4) Enter the trade style of the company.
Geocode Accuracy (GeoCodeAccuracy) Select the accuracy level of geographical location coordinates of the company.
Global Ultimate Business Name (GlobalUltimateBusinessName) Enter the business name of the global ultimate. The highest entity within an organization’s corporate structure.
Global Ultimate D-U-N-S Number (GlobalUltimateDunsNumber) Enter the D-U-N-S number of the company provided by the country in which it is functioning.
Import/Export (ImportExportAgent) Select whether this company imports or exports agents.
International Dialing Code (CountryAccessCode) Enter the international dialing code of the company.
Latitude (Latitude) Enter the the latitude of the company's location.
Legal Structure (LegalStatus) Select the company legal structure type.
Local Currency Code (CurrencyCode) Select the applicable currency for the company in which sales volume is expressed.
Local Currency ISO Code (CompanyCurrencyIsoCode) Select the company's local currency code.
Location Ownership Indicator (OwnOrRent) Select whether the company owns the building it occupies or is on rent.
Location Type (LocationStatus) Select the organizational status of the company.
Longitude (Longitude) Enter the longitude of the company's location.
Mailing City (MailingCity) Enter the city name.
Mailing Country (MailingCountry) Enter the country name.
Mailing Postal Code (MailingPostalCode) Enter the postal code.
Mailing State (MailingState) Enter the state name.
Mailing Street Address (MailingStreet) Enter the street name.
Marketing Segmentation Cluster (MarketingSegmentationCluster) Select the 22 distinctive, and exclusive profiles created as part of D-U-N-S data for US organizations.
Minority-Owned Indicator (MinorityOwned) Select whether the company is owned by a member who belongs to the minority group.
National Identification Number (NationalId) Enter the ID used for business registration and tax collection in some countries. This field is not applicable for US organizations.
Number of Business Family Members (FamilyMembers) Enter the number of family members involved in the company worldwide.
Number of Employees - Global (GlobalUltimateTotalEmployees) Enter the total number of employees in the company worldwide.
Number of Employees - Location (EmployeesHere) Enter the number of employees present in the specific location.
Number of Employees - Location Indicator (EmployeesHereReliability) Select the reliability indicator for the number of employees in a specific location.
Number of Employees - Total (EmployeesTotal) Enter the total number of employees in the company.
Number of Employees - Total Indicator (EmployeesTotalReliability) Select the reliability indicator for the total number of employees.
Out Of Business Indicator (OutOfBusiness) Select whether the company is out of business at the specified location.
Ownership Type Indicator (PublicIndicator) Enter the primary business name of the company.
Parent Company Business Name (ParentOrHqBusinessName) Select whether the company is public or private.
Parent Company D-U-N-S Number (ParentOrHqDunsNumber) Enter the primary name of the parent or headquarters of the company.
Postal Code (PostalCode) Enter the postal code of the company.
Primary Business Name (Name) Enter the primary or registered business name of the company.
Primary NAICS Code (PrimaryNaics) Enter the six-digit NAICS code of the company used to classify the business or economic activity of the company.
Primary NAICS Description (PrimaryNaicsDesc) Enter the details of company line of business based on NAICS code.
Primary SIC Code (PrimarySic) Enter the SIC code used to classify the organization by industry.
Primary SIC Description (PrimarySicDesc) Enter the details of company line of business based on SIC code.
Primary Tradestyle (TradeStyle1) Enter the trade style of the company.
Second NAICS Code (SecondNaics) Enter the NAICS code used to classify the organization by industry.
Second NAICS Description (SecondNaicsDesc) Enter the details of the company line of business based on NAICS code.
Second SIC Code (SecondSic) Enter the SIC code used to classify the organization by industry.
Second SIC Description (SecondSicDesc) Enter the details of the company's  line of business based on SIC code.
Second Tradestyle (TradeStyle2) Enter the trade style of the company.
Sixth NAICS Code (SixthNaics) Enter the NAICS code used to classify the organization by industry.
Sixth NAICS Description (SixthNaicsDesc) Enter the details of the company's line of business based on NAICS code.
Sixth SIC Code (SixthSic) Enter the SIC code used to classify the organization by industry.
Sixth SIC Description (SixthSicDesc) Enter the details of the company's line of business based on SIC code.
Small Business Indicator (SmallBusiness) Select whether the company is a small business unit.
State (State) Enter the state name where the company is located.
Stock Exchange (StockExchange) Enter the details of the stock exchange symbol or code of the company.
Street Address (Street) Enter the street name where the company is located.
Subsidiary Indicator (Subsidiary) Select whether the company is owned by another company.
Telephone Number (Phone) Enter the phone number of the company.
Third NAICS Code (ThirdNaics) Enter the NAICS code used to classify the organization by industry.
Third NAICS Description (ThirdNaicsDesc) Enter the details of company line of business based on NAICS code.
Third SIC Code (ThirdSic) Enter the SIC code used to classify the organization by industry.
Third SIC Description (ThirdSicDesc) Enter the details of the company line of business based on SIC code.
Third Tradestyle (TradeStyle3) Enter the trade style of the company.
Ticker Symbol (StockSymbol) Enter the abbreviation used for identifying the company in stock market.
URL (URL) Enter the company website details.
US Tax ID Number (UsTaxId) Enter the US Tax ID number of the company.
Woman-Owned Indicator (WomenOwned) Select whether the company is owned by a woman.
Year Started (YearStarted) Enter the establishment year of the company.
Document
Author (AuthorId) Select the owner of the document.
Body (Body) Enter the URL or data file details of the document.
Description (Description) Enter the details of the document.
Document Name (Name) Enter a name for the document.
Document Unique Name (DeveloperName) Enter a unique name for the document for crating the record.
Externally Available (IsPublic) Select Yes if the document is available for external use:
  • Yes
  • No
  • Not defined
Folder (FolderId) Select the folder for the document.
Internal Use Only (IsInternalUseOnly) Select Yes if the document is for internal use:
  • Yes
  • No
  • Not defined
Keywords (Keywords) Enter the keywords to filter the document when searching.
Document Entity Map
Attachment Sequence (DocumentSequence) Enter the sequence in which the attachments are included in the email specified by the document.
Document (DocumentId) Select the document.
Entity (ParentId) Select the Parent ID of the document.
Duplicate Record Item
Duplicate Record Set (DuplicateRecordSetID) Select the duplicate record set to which the record item belongs to.
Record (RecordId) Select the record as present in the details page.
Duplicate Record Set
Duplicate Rule (DuplicateRuleId) Select the duplicate rule to which the duplicate records belongs to.
Email Domain Key
Active (IsActive) Select Yes if the domain key is active:
  • Yes
  • No
  • Not defined
Domain (Domain) Enter the organization domain name for which the DKIM key is generated.
Domain Match (DomainMatch) Select a domain match type for sending domain before signing with the DKIM key.
Public Key (PublicKey) Enter the public key to verify the domain and to decrypt the DKIM header.
Selector (Selector) Enter the text that differentiates the DKIM key from other keys to create the CNAME record.
Email Message
Activity (ActivityId) Select the activity associated with the email.
BCC Address (BccAddress) Enter the recipient email addresses as BCC so the recipients cannot view other email address.
Case (ParentId) Select the Parent ID associated with the email.
CC Address (CcAddress) Enter the recipient email address of contacts, leads, or managers whom you want to notify about the email.
Email Message (ReplyToEmailMessageId) Enter the message of the email.
From Address (FromAddress) Enter the email address from which you want to send the email.
From Name (FromName) Enter the name on which you want to send the email.
Headers (Headers) Enter the internet message headers of the incoming email.
HTML Body (HtmlBody) Enter the email body in HTML format.
Is Incoming (Incoming) Select Yes if want to notify if the email was received:
  • Yes
  • No
  • Not defined
Message Date (MessageDate) Enter the date when the email is created.
Status (Status) Select the status of the email:
  • Draft
  • Forwarded
  • New
  • Read
  • Replied
  • Sent
Subject (Subject) Enter the subject details of the email.
Text Body (TextBody) Enter the email body.
To Address (ToAddress) Enter the email address to whom you want to send the email.
Email Template
API Version (ApiVersion) Enter the API version of the email template.
Available For Use (IsActive) Select Yes if this email template is available for users:
  • Yes
  • No
  • Not defined
Description (Description) Enter the details of the template.
Email Body (Body) Enter the content of the email.
Email Template Name (Name) Enter a name for the email template.
Encoding (Encoding) Select the language character set encoding for the template.
Folder (FolderId) Select the folder that has the template.
HTML Value (HtmlValue) Enter the content of the email message encoded in HTML to render the message.
Letterhead (BrandTemplateId) Select the letter head for the template.
Markup (Markup) Enter the markup details such as HTML, JavaScript, or any other web-enabled that defines the content of the template.
Owner (OwnerId) Select the owner who owns the email template.
Style (TemplateStyle)

Select the template style:

  • Formal Letter
  • Free Form Letter
  • Newsletter
  • No Email Layout
  • Products
  • Promotions (Left)
  • Promotions (Right)
Subject (Subject) Enter the subject details of the email.
Template Type (TemplateType)

Select the template type:

  • Custom
  • HTML
  • Text
  • Visualforce
Template Unique Name (DeveloperName) Enter a unique name for the template for record.
Entity Subscription
Parent (ParentId) Select the parent of the record or user which the user is following.
Subscriber (SubscriberId) Select the subscriber ID of the record or user who is following the record or user.
Event
All-Day Event (IsAllDayEvent) Select Yes if the event is for all day.
  • Yes
  • No
  • Not defined
Assigned To (OwnerId) Select the owner who owns the event.
Create Recurring Series of Events (IsRecurrence) Select Yes if the event is recurring.
  • Yes
  • No
  • Not defined
Description (Description) Enter the details of the event.
Due Date Only (ActivityDate) Enter the event date. This field is applicable only when the event is scheduled for all day.
Due Date Time (ActivityDateTime) Enter the due date and time. This is field is applicable when the event is not an all-day event.
Duration (DurationInMinutes) Enter the event duration in minutes.
End Date Time (EndDateTime) Enter the date and time when the event ends.
Location (Location) Enter the location of the event.
Name (WhoId) Select the name who owns the event.
Private (IsPrivate) Select Yes if the event details are accessible to other than the event owner:
  • Yes
  • No
  • Not defined
Recurrence Day of Month (RecurrenceDayOfMonth) Enter the day of the month when the event repeats.
Recurrence Day of Week Mask (RecurrenceDayOfWeekMask) Indicates the day or days of the week when the event repeats. This field consist of bitmasks.
Recurrence End (RecurrenceEndDateOnly) Enter the date when the event recurrence ends.
Recurrence Instance (RecurrenceInstance) Select the instance of the recurrence event. For example, second, third, and so on.
Recurrence Interval (RecurrenceInterval) Enter the interval between the recurring events.
Recurrence Month of Year (RecurrenceMonthOfYear) Select the month when the recurring event repeats.
Recurrence Start (RecurrenceStartDateTime) Enter the start time of the event.
Recurrence Time Zone (RecurrenceTimeZoneSidKey) Select the timezone of the event.
Recurrence Type (RecurrenceType) Select recurring type for the event.
Related To (WhatId) Select the option related to which the event related to. For example, accounts.
Reminder Date/Time (ReminderDateTime) Enter the date when the event reminder is scheduled to send to the stakeholders and participants.
Reminder Set (IsReminderSet) Select whether the reminder is set for the event:
  • Yes
  • No
  • Not defined
Show Time As (ShowAs) Select the option for how the event will show in the user's calender:
  • Busy
  • Free
  • Out of Office
Start Date Time (StartDateTime) Enter the start time of the event.
Subject (Subject) Select the subject of the event.
Event Relation
Event (EventId) Select the event.
Relation (RelationId) Select the user related to the event.
Response (Response) Enter the response that an invitee can use when sending the reply to the event invitation.
Response Date (RespondedDate) Enter the date when the invitee has responded to the event.
Status (Status) Select the status of the event:
  • Accepted
  • Declined
  • Maybe
  • New
  • Uninvited
External Data User Authentication
Auth. Provider (AuthProviderId) Select the Salesforce ID of the authentication provider.
Authentication Protocol (Protocol) Select the option the user must use when accessing the external system.
External Data Source (ExternalDataSourceId) Select the Salesforce ID of the external data source that defines the external system.
Password Enter the password details that the user must use when accessing the external system.
User (UserId) Select the user who is accessing the external system.
Username (Username) Enter the username of the Salesforce user accessing the external system.
External Event
External Id (ExternalId) Select the External ID of the event.
Location (Location) Enter the location of the event.
Notes (Notes) Enter the information about the event that you want to notify to the invitees.
Time (Time) Enter the time when the event is scheduled.
Title (Title) Enter the name of the event
External Event Mapping
Activity (EventId) Select the event you want to map.
End Date (EndDate) Enter the date when the event ends.
External Id (ExternalId) Select the external ID of the event.
Is Recurring (IsRecurring) Select Yes if the event is recurring:
  • Yes
  • No
  • Not defined
Owner (OwnerId) Select the user who owns the event.
Start Date (StartDate) Enter the date when the event starts.
External Event Mapping Share
Custom Object Access (AccessLevel) Select the event accessing permission level.
Parent (ParentId) Select the Parent ID of the event.
Row Cause (RowCause) Select the row of the event.
User/Group (UserOrGroupId) Select the user or group who can access the event.
Feed Comment
Comment Body (CommentBody) Enter the body text of the comment.
Comment Type (CommentType) Select the comment type:
  • ContentComment
  • TextComment
Created By (CreatedById) Select the user who created the comment.
Created Date (CreatedDate) Enter the date when the comment is created.
Feed Item (FeedItemId) Select the feed item that contains the comment.
Last Edit By (LastEditById) Select the user who edited the comment.
Last Edit Date (LastEditDate) Enter the date when the comment was last edited.
Related Record (RelatedRecordId) Select the content version record associated with the comment.
Revision (Revision) Enter the number of times the comment is modified.
Feed Item
Body (Body) Enter the body text of the feed item.
Content Data (ContentData) Enter the format of the content in the feed item.
Content Description (ContentDescription) Enter the details of the content data.
Content File Name (ContentFileName) Enter the name of the file uploaded to the feed item. By default, it sets to ContentPost.
Created By (CreatedById) Select the user who created the feed item.
Created Date (CreatedDate) Enter the date when the feed item is created.
Feed Item Type (Type) Select the feed item type.
Last Edit By (LastEditById) Select the user who edit the feed item last.
Last Edit Date (LastEditDate) Enter the date when the feed item was last edited.
Link Url (LinkUrl) Enter the URL address of the feed item.
Parent (ParentId) Select the parent feed item (if any) which contains this feed item.
Related Record (RelatedRecordId) Select the content version associated with this content post of the feed item.
Revision (Revision) Enter the number of times this feed item was modified.
Title (Title) Enter a name for the feed item.
Feed Like
Created By (CreatedById) Select the user who created the feed item.
Created Date (CreatedDate) Enter the date when the feed item was created.
Feed Item (FeedEntityId) Select the feed item or comment of the feed item liked by the user.
Feed Item (FeedItemId) Select the feed item liked by the user.
Flow Interview Share
Custom Object Access (AccessLevel) Select the option who can access the FlowInterview.
Parent (ParentId) Select the FlowInterview ID associated with the share entry
Row cause (RowCause) Select the reason for the share entry.
User/Group (UserOrGroupId) Select the user or group who can share or view the FlowInterview.
Folder
Access Type (AccessType) Select the access type for the folder.
Folder Unique Name (DeveloperName) Enter a unique name for the folder which is used as API record.
Name (Name) Enter the name of the folder.
Read Only (IsReadonly) Select whether this folder is read-only:
  • Yes
  • No
  • Not defined
Type (Type) Select the folder type.
Group
Developer Name (DeveloperName) Enter the object name for the group.
Email (Email) Enter the group email address.
Include Bosses (DoesIncludeBosses) Select whether the group includes managers:
  • Yes
  • No
  • Not defined
Name (Name) Enter the name of the group.
Send Email to Members (DoesSendEmailToMembers Select whether emails can be send to group members:
  • Yes
  • No
  • Not defined
Type (Type) Select the group type.
Group Member
Group (GroupId) Select the group.
User/Group (UserOrGroupId) Select the user or group associated with the group.
Group Record
Chatter Group (CollaborationGroupId) Select the chatter group whose group record you want to create.
Record (RecordId) Select the record of the group.
Holiday
All Day (IsAllDay) Select whether all the day is a holiday:
  • Yes
  • No
  • Not defined
Description (Description) Enter the details of the holiday.
End Time In Minutes From Midnight (EndTimeInMinutes) Enter the time in minutes when the holiday ends at midnight.
Holiday Date (ActivityDate) Enter the date on which holiday is set.
Holiday Name (Name) Enter a name for the holiday.
Recurrence Day of Month (RecurrenceDayOfMonth) Enter the day in the month when the holiday repeats.
Recurrence Day of Week Mask (RecurrenceDayOfWeekMask) Enter the day or days in the week when the holiday repeats. This field contains the bitmask.
Recurrence End (RecurrenceEndDateOnly) Enter the last date when the holiday repeats.
Recurrence Instance (RecurrenceInstance) Select the frequency of the holiday.
Recurrence Interval (RecurrenceInterval) Enter the interval time between the holidays.
Recurrence Month of Year (RecurrenceMonthOfYear) Select the recurrence month of the holiday.
Recurrence Start (RecurrenceStartDate) Enter the date when the holiday recurrence begins.
Recurrence Type (RecurrenceType) Select the option for recurrence type for the holiday.
Recurring Holiday (IsRecurrence) Select whether the holiday is recurring:
  • Yes
  • No
  • Not defined
Start Time In Minutes From Midnight (StartTimeInMinutes) Enter the time when the holiday starts.
Idea
Categories (Categories) Select the category for the idea.
Idea Body (Body) Enter the text of the idea.
Status (Status) Select the status of the idea:
Title (Title) Enter a name for the idea.
Zone (CommunityId) Select the zone associated with the idea.
Idea Comment
Comment Body (CommentBody) Enter the body text of the idea.
Idea (IdeaId) Select the idea associated with the comment.
Lead
Annual Revenue (AnnualRevenue) Enter the annual revenue of the lead's company.
City (City) Enter the city name of the lead.
Clean Status (CleanStatus) Select the clean status of the records compared to Data.com.
Company (Company) Enter the lead's company name.
Company D-U-N-S Number (CompanyDunsNumber) Enter the lead's company D-U-N-S Number.
Converted (IsConverted) Select whether the lead is converted:
  • Yes
  • No
  • Not defined
Country (Country) Enter the company name where the lead's company is located.
Current Generator(s) (CurrentGenerators__c) Select the lead generator source.
D&B Company (DandbCompanyId) Select the lead's company ID.
Data.com Key (Jigsaw) Enter the Data.com Key of the account.
Description (Description) Enter the lead's details.
Email (Email) Enter the lead's email address.
Employees (NumberOfEmployees) Enter the number of employees in the lead's company.
Fax (Fax) Enter the fax number.
First Name (FirstName) Enter the lead's first name.
Industry (Industry) Select the industry the lead operates in.
Last Name (LastName) Enter the lead's last name.
Latitude (Latitude) Enter the latitude of the lead's location.
Lead Source (LeadSource) Select the source of the lead.
Longitude (Longitude) Enter the longitude of the lead's location's.
Mobile Phone (MobilePhone) Enter the lead's mobile number.
Number of Locations (NumberofLocations__c) Enter the number of locations in which lead operates in.
Owner (OwnerId) Select the lead's owner.
Phone (Phone) Enter the lead's phone number.
Primary (Primary__c) Select whether this is the primary contact of the lead:
  • Yes
  • No
Product Interest (ProductInterest__c) Select the product in which the lead is interested.
Rating (Rating) Select the lead's rating:
  • Hot
  • warm
  • cold
Salutation (Salutation) Select the salutation for the lead.
SIC Code (SICCode__c) Enter the SIC code of the lead's company.
State/Province (State) Enter the state name where lead is located.
Status (Status) Select the status of the lead.
Street (Street) Enter the street name of the lead's company.
Title (Title) Enter the position of the lead in the company.
Unread By Owner (IsUnreadByOwner) Select whether the lead is assigned and has not read the mails or messages sent to the company:
  • Yes
  • No
  • Not defined
Website (Website) Enter the lead's company website.
Zip/Postal Code (PostalCode) Enter the zip code of the lead's company.
Letterhead
Active (IsActive) Select whether the letterhead is active:
  • Yes
  • No
  • Not defined
Brand Template Name (Name) Enter the brand template name of the letterhead.
Description (Description) Enter the details of the letterhead.
Letterhead Unique Name (DeveloperName) Enter the object name for the letterhead.
Value (Value) Enter the content of the letterhead.
Library Document
ContentDocument (ContentDocumentId) Select the document.
Library (ContentWorkspaceId) Selectthe library associated with the document.
Lightning Component Definition
Definition Type (DefType) Select the definition of the component.
Format (Format) Select the format of the component:
  • CSS
  • JS
  • SVG
  • TEMPLATE_CSS
  • XML
Lightning Definition Bundle (AuraDefinitionBundleId) Select the bundle for the component.
List View Chart
Aggregate Type (AggregateType) Select the aggregate type of calculation run on each group.
API Name (DeveloperName) Enter the object name for the list view chart.
Chart Type (ChartType) Select the chart type to create.
Custom Field Definition (AggregateField) Select the field used to calculate the data on each group.
Custom Field Definition (GroupingField) Select the field used to divide the data into collections.
Custom Object Definition (SobjectType) Select the API name for the list view chart.
Label (MasterLabel) Enter the label for the chart.
Master Language (Language) Select the language for the chart.
User (OwnerId) Select the user who owns the chart.
Macro
Description (Description) Enter the details of the macro.
Macro Name (Name) Enter the name of the macro.
Owner (OwnerId) Select the user who owns the macro.
Macro Share
Custom Object Access (AccessLevel) Select the option who can access the macro.
Parent (ParentId) Select the parent macro which contains this macro.
Row Cause (RowCause) Select the reason for creating the macro and what it does.
User/Group (UserOrGroupId) Select the user or group who can access this macro.
Mail Merge Template
Attachment has been scanned for Flash Injection (SecurityOptionsAttachmentScannedforFlash) Select whether the attachment is scanned for flash injection:
  • Yes
  • No
  • Not defined
Attachment has been scanned for XSS (SecurityOptionsAttachmentScannedForXSS) Select whether the attachment is scanned for XSS:
  • Yes
  • No
  • Not defined
Body (Body) Enter the details of the Microsoft word document using as mail merge template.
Description (Description) Enter the details of the mail merge template.
File (Filename) Enter the Microsoft document file name.
Flash Injection was detected in the attachment (SecurityOptionsAttachmentHasFlash) Select whether flash injection was detected in the attachment:
  • Yes
  • No
  • Not defined
Name (Name) Enter a name for the mail merge template.
XSS threat was detected in the attachment (SecurityOptionsAttachmentHasXSSThreat) Select whether site scripting threat injection was detected in the attachment:
  • Yes
  • No
  • Not defined
Matching Information
Contact (SFDCIdId) Select the contact whose information you want to match.
Email Address (EmailAddress) Enter the email address of the contact.
External Id (ExternalId) Enter the External ID used for accessing the external system.
Preference Used (PreferenceUsed) Enter the preferences for the contact.
Preferred (IsPickedAsPreferred) Select whether the contact is picked as preferred:
  • Yes
  • No
  • Not defined
User (UserId) Select the user who created this matching information.
Mobile Application Detail
Application Binary (ApplicationBinary) Enter the application binary details of the mobile application.
Application Binary File Name (ApplicationBinaryFileName) Enter the binary file name of the mobile application.
Application Bundle Identifier (ApplicationBundleIdentifier) Enter the mobile application identifier details.
Application Icon (ApplicationIcon) Enter the details of the mobile application icon file.
Application Icon File Name (ApplicationIconFileName) Enter the mobile application icon file name.
Device Platform (DevicePlatform) Select the operating system support of the mobile application:
  • Android
  • iOS
Device Type (DeviceType) Select the device on which the mobile application works:
  • Mini-Tablet
  • Phone
  • Tablet
Enterprise Application (IsEnterpriseApp) Select whether the mobile application is enterprise:
  • Yes
  • No
  • Not defined
Installation URL (AppInstallUrl) Enter the installation URL address for downloading the mobile application.
Master Label (MasterLabel) Enter the label for mobile application.
Master Language (Language) Select the language support of the mobile application.
Minimum OS Version (MinimumOsVersion) Enter the minimum OS version required for mobile application.
Name (DeveloperName) Enter the object name of the mobile application.
Restrict to Registered Devices (IsAccessRestrictedToRegDevice) Select whether there any restriction for the device to use the mobile application:
  • Yes
  • No
  • Not defined
Version (Version) Enter the mobile application version.
Note
Body (Body) Enter the body text of the note.
Owner (OwnerId) Select the user who owns the note.
Parent (ParentId) Select the Parent ID associated with the note.
Private (IsPrivate) Select whether the note is private:
  • Yes
  • No
  • Not defined
Title (Title) Enter the name of the note.
Opportunity
Account (AccountId) Select the account associated with the opportunity.
Amount (Amount) Enter the total estimated sales amount.
Campaign (CampaignId) Select the campaign associated with the opportunity.
Close Date (CloseDate) Enter the date when the opportunity is expected to closes.
Current Generator(s) (CurrentGenerators__c) Enter the details of the opportunity generating source.
Delivery/Installation Status (DeliveryInstallationStatus__c) Select the status of the opportunity delivery or installation:
  • Completed
  • In Progress
  • Yet to begin
Description (Description) Enter the details of the opportunity.
Forecast Category (ForecastCategoryName) Select the category to which the opportunity belongs to.
Lead Source (LeadSource) Select the source details from which the opportunity arose. For example, tradeshow.
Main Competitor(s) (MainCompetitors__c) Enter the details of the competitor for this opportunity.
Name (Name) Enter a name for the opportunity.
Next Step (NextStep) Enter the details of the next steps in closing the opportunity.
Opportunity Type (Type) Select the opportunity type.
Order Number (OrderNumber__c) Enter the order number for the opportunity.
Owner (OwnerId) Select the owner who owns the opportunity.
Price Book (Pricebook2Id) Select the price book format for the opportunity.
Private (IsPrivate) Select whether this opportunity is private and not accessible by other user:
  • Yes
  • No
  • Not defined
Probability (%) (Probability) Enter the percentage of confidence in closing the opportunity.
Quantity (TotalOpportunityQuantity) Enter the quantity of the products in the opportunity.
Stage (StageName) Select the present stage of the opportunity.
Tracking Number (TrackingNumber__c) Enter any tracking number exist for this opportunity.
Opportunity Contact Role
Contact (ContactId) Select the contact associated with the opportunity.
Opportunity (OpportunityId) Select the opportunity.
Primary (IsPrimary) Select whether the contact is primary for the opportunity:
  • Yes
  • No
  • Not defined
Role (Role) Select the role of the contact in the opportunity.
Opportunity Partner
Account (AccountToId) Select the partner account associated with the opportunity.
Opportunity (OpportunityId) Select the opportunity.
Primary (IsPrimary) Select whether the account is the primary partner:
  • Yes
  • No
  • Not defined
Role (Role) Select the account role in the opportunity.
Opportunity Product
Date (ServiceDate) Select the opportunity product service date scheduled.
Line Description (Description) Enter the details of the product.
Opportunity (OpportunityId) Select the opportunity.
Price Book Entry (PricebookEntryId) Select the price book for the opportunity.
Product (Product2Id) Select the product of the opportunity.
Quantity (Quantity) Enter the product quantity.
Sales Price (UnitPrice) Enter the product sales price amount.
Total Price (TotalPrice) Enter the total opportunity sales price.
Opportunity Competitor
Competitor Name (CompetitorName) Enter the name of the competitor.
Opportunity (OpportunityId) Select the opportunity.
Strengths (Strengths) Enter the strength of the competitor in closing the opportunity.
Weaknesses (Weaknesses) Enter the weakness of the competitor in closing the opportunity.
Order
Account (AccountId) Select the account associated with the order.
Bill To Contact (BillToContactId) Select the contact to whom the order is billed to.
Billing City (BillingCity) Enter the city name.
Billing Country (BillingCountry) Enter the country name.
Billing Latitude (BillingLatitude) Enter the billing location's latitude.
Billing Longitude (BillingLongitude) Enter the billing location's longitude.
Billing State/Province (BillingState) Enter the state name.
Billing Street (BillingStreet) Enter the street name.
Billing Zip/Postal Code (BillingPostalCode) Enter the zip code.
Company Authorized By (CompanyAuthorizedById) Select the user who authorized the account associated with the order.
Company Authorized Date (CompanyAuthorizedDate) Enter the date on which the organization authorized the order.
Contract (ContractId) Select the contract associated with the order.
Customer Authorized By (CustomerAuthorizedById) Select the customer contact who authorized the order.
Customer Authorized Date (CustomerAuthorizedDate) Enter the date on which the customer authorized the order.
Description (Description) Enter the details of the order.
Order (OriginalOrderId) Select the original order.
Order End Date (EndDate) Enter the date on which the order ends.
Order Name (Name) Enter the name of the order.
Order Reference Number (OrderReferenceNumber) Enter the order reference number assigned to the order.
Order Start Date (EffectiveDate) Enter the date on which order comes into effect.
Order Type (Type) Select the order type.
Owner (OwnerId) Select the user who owns the order.
PO Date (PoDate) Enter the purchase order date.
PO Number (PoNumber) Enter the purchase order number for identifying the order.
Price Book (Pricebook2Id) Select the price book for the order.
Reduction Order (IsReductionOrder) Select if the order is a reduction order:
  • Yes
  • No
  • Not defined
Ship To Contact (ShipToContactId) Select the user to whom the order is shipped.
Shipping City (ShippingCity) Enter the city name.
Shipping Country (ShippingCountry) Enter the country name.
Shipping Latitude (ShippingLatitude) Enter the shipping location's latitude.
Shipping Longitude (ShippingLongitude) Enter the shipping location's longitude.
Shipping State/Province (ShippingState) Enter the state name.
Shipping Street (ShippingStreet) Enter the street name.
Shipping Zip/Postal Code (ShippingPostalCode) Enter the postal code.
Status (Status) Select the status of the order.
Order Product
End Date (EndDate) Enter the order end date.
Line Description (Description) Enter the product details.
Order (OrderId) Select the order.
Original Order Item (OriginalOrderItemId) Select the original order product item.
Price Book Entry (PricebookEntryId) Select the price book entry for the product.
Quantity (Quantity) Enter the total number of the items.
Start Date (ServiceDate) Enter the date when the products in the order should be shipped.
Unit Price (UnitPrice) Enter the sales price of the single product.
Organization-wide Email Address
Allow All Profiles (IsAllowAllProfiles) Select whether everyone access the email:
  • Yes
  • No
  • Not defined
Display Name (DisplayName) Enter the name to display in the email.
Email Address (Address) Enter the email address.
Partner
Account From (AccountFromId) Select the account in partnership between two accounts.
Account To (AccountToId) Select the partner account in related to the opportunity or any other account.
Opportunity (OpportunityId) Select the opportunity.
Primary (IsPrimary) Select if the accounts are primary contacts for the opportunity.
Role (Role) Select the role of the accounts in the opportunity.
Predefined Case Team
Description (Description) Enter the details of the case team.
Name (Name) Enter a name for the case team.
Predefined Case Team Member
Member (MemberId) Select the member in the case team.
Team Role (TeamRoleId) Select the role of the member in the case team.
Team Template (TeamTemplateId) Select the team template.
Predefined Case Team Record
Case (ParentId) Select the case to which the case team record belongs to.
Team Template (TeamTemplateId) Select the case team template.
Price Book
Active (IsActive) Select whether the price book is active:
  • Yes
  • No
  • Not defined
Description (Description) Enter the details of the price book.
Price Book Name (Name) Enter the name of the price book.
Price Book Entry .
Active (IsActive) Select whether the price book entry is active:
  • Yes
  • No
  • Not defined
List Price (UnitPrice) Enter the unit price for the price book entry
Price Book (Pricebook2Id) Select the price book to which this entry belongs to.
Product (Product2Id) Select the product associated with the price book entry.
Use Standard Price (UseStandardPrice) Select whether the price book entry uses the standard price:
  • Yes
  • No
  • Not defined
Product
Active (IsActive) Select whether the product is active:
  • Yes
  • No
  • Not defined
Product Code (ProductCode) Enter the product code.
Product Description (Description) Enter the details of the product.
Product Family (Family) Select the option to which the product belongs to.
Product Name (Name) Enter the product name.
Promoted Search Term
Term (Query) Enter the query term to search the product.
Quick Text
Category (Category) Select the category to group the associated the quick text records.
Channel (Channel) Select the channel through the quick text messages are available. For example, chat.
Message (Message) Enter the content of the quick text.
Owner (OwnerId) Select the owner who owns the quick text record.
Quick Text Name (Name) Enter a name for the quick text record.
Quick Text Share
Custom Object Access (AccessLevel) Select the access level for quick text.
Parent (ParentId) Select the parent to which the quick text associated with.
Row Cause (RowCause) Select the reason for creating the quick text share.
User/Group (UserOrGroupId) Select the user or group who can access the quick text.
Record Type
Business Process Select the business process for which you are creating the record.
Description Enter the details of the record type.
Name Enter a name for the record type.
Record Type Name Enter a name for the record type.
object Type Name Select the sobject type for the record.
Role
Account (PortalAccountId) Select the account associated with the role.
Case Access Level for Account Owner (CaseAccessForAccountOwner) Enter the case access level for the account user.
Description (RollupDescription) Enter the details of the forecast rollup.
Developer Name (DeveloperName) Enter the object name in the API.
Name (Name) Enter the name of the role.
Opportunity Access Level for Account Owner (OpportunityAccessForAccountOwner) Select the opportunity access level for account owner.
Parent Role (ParentRoleId) Select the parent role which contains this role.
Portal Type (PortalType) Select the portal type for the role.
User (ForecastUserId) Select the forecast manager associated with the role.
Solution
Description (SolutionNote) Enter the details of the solution.
Owner (OwnerId) Select the owner who owns the solution.
Public (IsPublished) Select whether the solution is published:
  • Yes
  • No
  • Not defined
Status (Status)

Select the status of the solution:

  • Draft
  • Duplicate
  • Reviewed
Title (SolutionName) Enter the name of the solution.
Visible in Public Knowledge Base (IsPublishedInPublicKb) Select whether the solution is published in the knowledge base as public solution:
  • Yes
  • No
  • Not defined
Static Resource
Body (Body) Enter the encoded file data of the static resource.
Cache Control (CacheControl) Select the sharing policy of the static resource:
  • Private
  • Public
Description (Description) Enter the details of the static resource.
Name (Name) Enter the name of the static resource.
Streaming Channel
Description (Description) Enter the details of the streaming channel.
Owner (OwnerId) Select the user who owns the streaming channel.
Streaming Channel Name (Name) Enter the name of the streaming channel.
Streaming Channel Share
Custom Object Access (AccessLevel) Select the access level for the streaming channel share.
Parent (ParentId) Select the Parent ID to which the streaming channel belongs to.
Row Cause (RowCause) Select the reason for creating the streaming channel share.
User/Group (UserOrGroupId) Select the user or group who can access this streaming channel share.
Task
Assigned To (OwnerId) Select the user to whom the task is assigned to.
Call Duration (CallDurationInSeconds) Enter the duration of the call in seconds.
Call Object Identifier (CallObject) Enter the name of the call center.
Call Result (CallDisposition) Enter the result of the given call. For example, Call unsuccessful.
Call Type (CallType) Select the call type being unanswered.
  • Inbound
  • Internal
  • Outbound
Create Recurring Series of Tasks (IsRecurrence) Select whether the task is repeating:
  • Yes
  • No
  • Not defined
Description (Description) Enter the details of the task.
Due Date Only (ActivityDate) Enter the due date of the task.
Name (WhoId) Select the user to whom the task is assigned.
Priority (Priority) Select the priority of the task:
  • High
  • Low
  • Medium
Recurrence Day of Month (RecurrenceDayOfMonth) Enter the day in the month when the task repeats.
Recurrence Day of Week Mask (RecurrenceDayOfWeekMask) Enter the day or days in the week when the task is repeated. This field contains bitmask.
Recurrence End (RecurrenceEndDateOnly) Enter the date when the task repeated for the last time.
Recurrence Instance (RecurrenceInstance) Select the recurrence of the task.
Recurrence Interval (RecurrenceInterval) Enter the interval between the tasks.
Recurrence Month of Year (RecurrenceMonthOfYear) Select the month in which the task is repeated.
Recurrence Start (RecurrenceStartDateOnly) Enter the date when the task recurrence begins.
Recurrence Time Zone (RecurrenceTimeZoneSidKey) Select the timezone for the task.
Recurrence Type (RecurrenceType) Select the frequency of the recurrence.
Related To (WhatId) Select the option to which the task is related to.
Reminder Date/Time (ReminderDateTime) Enter the date and time when the task reminder is send to the users.
Reminder Set (IsReminderSet) Select whether a reminder is set for the task:
  • Yes
  • No
  • Not defined
Repeat This Task (RecurrenceRegeneratedType) select the reason or condition based on which the task is repeated.
Status (Status) Select the status of the task.
Subject (Subject) Select the subject line of the task.
Topic
Description (Description) Enter the topic details.
Name (Name) Enter the name of the topic.
Topic Assignment
Entity (EntityId) Select the entity to which the topic assignment belongs to.
Topic (TopicId) Select the topic associated with the assignment.
User
About Me (AboutMe) Enter the details about the user.
Active (IsActive) Select whether the user is active:
  • Yes
  • No
  • Not defined
ActivityRemindersPopup (UserPreferencesActivityRemindersPopup) Select whether the activity reminder popup is enabled for the user:
  • Yes
  • No
  • Not defined
Admin Info Emails (ReceivesAdminInfoEmails) Select whether the user receives email for administrators from Salesforce:
  • Yes
  • No
  • Not defined
Alias (Alias) Enter the alias name for the user. For example, sallyp.
Allow Forecasting (ForecastEnabled) Select whether forecast managers enabled for the user:
  • Yes
  • No
  • Not defined
Apex Mobile User (UserPermissionsMobileUser) Select whether mobile user permissions are enabled for the user:
  • Yes
  • No
  • Not defined
ApexPagesDeveloperMode (UserPreferencesApexPagesDeveloperMode) Select whether user has developer mode permissions for editing apex page:
  • Yes
  • No
  • Not defined
Auto-login To Call Center (UserPermissionsCallCenterAutoLogin) Select whether Salesforce CRM call center is enabled for the user:
  • Yes
  • No
  • Not defined
AutoBcc (EmailPreferencesAutoBcc) Select whether user can receive the copies of emails sent in bcc mode:
  • Yes
  • No
  • Not defined
AutoBccStayInTouch (EmailPreferencesAutoBccStayInTouch) Select whether user can receive the copies of emails sent in bcc stay in touch mode:
  • Yes
  • No
  • Not defined
CacheDiagnostics (UserPreferencesCacheDiagnostics Select whether has cache diagnostics enabled:
  • Yes
  • No
  • Not defined
Call Center (CallCenterId) Select the call center to which the user belongs to.
Chatter Email Highlights Frequency (DigestFrequency) Select the frequency the system sends the user’s Chatter personal email digest.
City (City) Enter the user's city name.
Company Name (CompanyName) Enter the company name to which the user belongs to.
Contact (ContactId) Select the contact associated with the account.
ContentEmailAsAndWhen (UserPreferencesContentEmailAsAndWhen) Select whether the user has preferences set for receiving the emails:
  • Yes
  • No
  • Not defined
ContentNoEmail (UserPreferencesContentNoEmail) Select whether the user has preferences set for receiving the emails:
  • Yes
  • No
  • Not defined
Country (Country) Enter the user's country name.
Data.com Monthly Addition Limit (JigsawImportLimitOverride) Enter the Data.com monthly subscription limit.
Data.com User (UserPermissionsJigsawProspectingUser) Select whether the user has access to Data.com:
  • Yes
  • No
  • Not defined
Default Notification Frequency when Joining Groups (DefaultGroupNotificationFrequency) Enter the frequency at which notifications sent when a user joins the groups.
Delegated Approver (DelegatedApproverId) Select the user who is the delegated approver for the user.
Department (Department) Enter the user's department.
DisableAllFeedsEmail (UserPreferencesDisableAllFeedsEmail) Select whether the user has disabled all feed emails:
  • Yes
  • No
  • Not defined
DisableBookmarkEmail (UserPreferencesDisableBookmarkEmail) Select whether the comment notifications for bookmarked email were disabled for the user:
  • Yes
  • No
  • Not defined
DisableChangeCommentEmail (UserPreferencesDisableChangeCommentEmail) Select whether the comment notifications disabled on the changes user has made:
  • Yes
  • No
  • Not defined
DisableEndorsementEmail (UserPreferencesDisableEndorsementEmail) Select whether the endorsement email are disabled for the user:
  • Yes
  • No
  • Not defined
DisableFeedbackEmail (UserPreferencesDisableFeedbackEmail) Select whether the emails on feedback about the user are disabled:
  • Yes
  • No
  • Not defined
DisableFileShareNotificationsForApi (UserPreferencesDisableFileShareNotificationsForApi) Select whether the notifications when a file related to the user has been shared were disabled:
  • Yes
  • No
  • Not defined
DisableFollowersEmail (UserPreferencesDisableFollowersEmail) Select whether the notifications are disabled when anyone follows the user:
  • Yes
  • No
  • Not defined
DisableLaterCommentEmail (UserPreferencesDisableLaterCommentEmail) Select whether the user receives an email every time someone comments on a feed item after the user has commented on the feed item:
  • Yes
  • No
  • Not defined
DisableLikeEmail (UserPreferencesDisableLikeEmail) Select whether the user receives email every time someone likes a post or comment the user has made:
  • Yes
  • No
  • Not defined
DisableMentionsPostEmail (UserPreferencesDisableMentionsPostEmail) Select whether the user receives notifications when someone mentions the user in their post:
  • Yes
  • No
  • Not defined
DisableMessageEmail (UserPreferencesDisableMessageEmail) Select whether the comment notifications disabled on the changes user has made:
  • Yes
  • No
  • Not defined
DisableProfilePostEmail (UserPreferencesDisableProfilePostEmail) Select whether the user receives email when someone posts to the user’s profile.:
  • Yes
  • No
  • Not defined
DisableSharePostEmail (UserPreferencesDisableSharePostEmail) Select whether the user receives an email when the user’s post is shared:
  • Yes
  • No
  • Not defined
DisableWorkEmail (UserPreferencesDisableWorkEmail) Select whether the user receives emails related to Work.com feedback, goals, and coaching:
  • Yes
  • No
  • Not defined
DisCommentAfterLikeEmail (UserPreferencesDisCommentAfterLikeEmail) Select whether the user receives email when someone comments on a post the user has liked:
  • Yes
  • No
  • Not defined
DisMentionsCommentEmail (UserPreferencesDisMentionsCommentEmail) Select whether the user automatically receives email when the user is mentioned in comments:
  • Yes
  • No
  • Not defined
DisProfPostCommentEmail (UserPreferencesDisProfPostCommentEmail) Select whether the user automatically receives email every time someone comments on posts on the user’s profile:
  • Yes
  • No
  • Not defined
Division (Division) Enter the division associated with the user.
Email (Email) Enter the email address of the user.
Email Encoding (EmailEncodingKey) Select the email encoding for the user. For example, ISO-8859-1 or UTF-8
Email Sender Address (SenderEmail) Enter the email address of the user which is used as From address.
Email Sender Name (SenderName) Enter the name that appears in the email From address when the user sends an email.
Email Signature (Signature) Enter the signature details appears in the emails sent by the user.
Employee Number (EmployeeNumber) Enter the employee ID number of the user.
EnableAutoSubForFeeds (UserPreferencesEnableAutoSubForFeeds) Select whether the user subscribes to feeds for any objects that the user creates:
  • Yes
  • No
  • Not defined
EventRemindersCheckboxDefault (UserPreferencesEventRemindersCheckboxDefault) Select whether an reminder popup is set on the user events:
  • Yes
  • No
  • Not defined
Extension (Extension) Enter the extension details of the user.
Fax (Fax) Enter the fax number of the user.
First Name (FirstName) Enter the first name of the user.
Flow User (UserPermissionsInteractionUser) Select whether the user can run flows:
  • Yes
  • No
  • Not defined
HideChatterOnboardingSplash (UserPreferencesHideChatterOnboardingSplash) Select whether the initial Chatter onboarding prompts do not appear for the user:
  • Yes
  • No
  • Not defined
HideCSNDesktopTask (UserPreferencesHideCSNDesktopTask) Select whether the Chatter recommendations panel never displays the recommendation to install Chatter Desktop for the user:
  • Yes
  • No
  • Not defined
HideCSNGetChatterMobileTask (UserPreferencesHideCSNGetChatterMobileTask) Select whether the Chatter recommendations panel never displays the recommendation to install Chatter Mobile for the user:
  • Yes
  • No
  • Not defined
HideS1BrowserUI (UserPreferencesHideS1BrowserUI) Select whether the controls are enabled in the user interface for the user when logged into the Salesforce from a browser:
  • Yes
  • No
  • Not defined
HideSecondChatterOnboardingSplash (UserPreferencesHideSecondChatterOnboardingSplash) Select whether the secondary Chatter onboarding prompts do not appear for the user:
  • Yes
  • No
  • Not defined
Info Emails (ReceivesInfoEmails) Select whether the user receives informational emails:
  • Yes
  • No
  • Not defined
JigsawListUser (UserPreferencesJigsawListUser) Select whether the user is a Data.com user and shares records additions from a pool:
  • Yes
  • No
  • Not defined
Knowledge User (UserPermissionsKnowledgeUser) Select whether the user has access to the Salesforce knowledge:
  • Yes
  • No
  • Not defined
Language (LanguageLocaleKey) Select the language preferences of the user:
Last Name (LastName) Enter the last name of the user.
Latitude (Latitude) Select the user's location latitude.
LightningExperiencePreferred (UserPreferencesLightningExperiencePreferred) Select Yes if user wants to get redirected to the Lightning Experience interface:
  • Yes
  • No
  • Not defined
Locale (LocaleSidKey) Select the option for formatting and parsing the values.
Longitude (Longitude) Enter the user's location longitude.
Manager (ManagerId) Select the manager of the user.
Marketing User (UserPermissionsMarketingUser) Select whether the user is a marketing user:
  • Yes
  • No
  • Not defined
Mobile (MobilePhone) Enter the user's mobile number.
Nickname (CommunityNickname) Enter the nickname of the user.
Offline User (UserPermissionsOfflineUser) Select whether the user can access the Salesforce in offline mode:
  • Yes
  • No
  • Not defined
PathAssistantCollapsed (UserPreferencesPathAssistantCollapsed) Select whether the Salesforce appears to the user as collapsed or hidden:
  • Yes
  • No
  • Not defined
Phone (Phone) Enter the phone number of the user.
Profile (ProfileId) Select the profile of the user.
ReminderSoundOff (UserPreferencesReminderSoundOff) Select whether the reminder sounds are off for the user:
  • Yes
  • No
  • Not defined
Role (UserRoleId) Select the role of the user.
Salesforce CRM Content User (UserPermissionsSFContentUser) Select whether the user s allocated one Salesforce CRM Content User License:
  • Yes
  • No
  • Not defined
SAML Federation (FederationIdentifier) Select whether the user is identified by SAML Federation:
  • Yes
  • No
  • Not defined
Service Cloud User (UserPermissionsSupportUser) Select whether the user can access and use the Salesforce console:
  • Yes
  • No
  • Not defined
ShowCityToExternalUsers (UserPreferencesShowCityToExternalUsers) Select whether the other user can view the user's city name:
  • Yes
  • No
  • Not defined
ShowCityToGuestUsers (UserPreferencesShowCityToGuestUsers) Select whether the guests can view the user's city name:
  • Yes
  • No
  • Not defined
ShowCountryToExternalUsers (UserPreferencesShowCountryToExternalUsers)) Select whether the other user can view the user's country name:
  • Yes
  • No
  • Not defined
ShowCountryToGuestUsers (UserPreferencesShowCountryToGuestUsers) Select whether the user has access to the Salesforce knowledge:
  • Yes
  • No
  • Not defined
ShowCountryToGuestUsers (UserPreferencesShowCountryToGuestUsers)) Select whether the guest can view the user's country name:
  • Yes
  • No
  • Not defined
ShowEmailToExternalUsers (UserPreferencesShowEmailToExternalUsers)) Select whether external users can view the email address of the user:
  • Yes
  • No
  • Not defined
>ShowEmailToGuestUsers (UserPreferencesShowEmailToGuestUsers) elect whether guests can view the email address of the user:
  • Yes
  • No
  • Not defined
ShowFaxToExternalUsers (UserPreferencesShowFaxToExternalUsers) Select whether the external users can view the fax number of the user:
  • Yes
  • No
  • Not defined
ShowFaxToGuestUsers (UserPreferencesShowFaxToGuestUsers) Select whether the guest can view the fax number of the user:
  • Yes
  • No
  • Not defined
ShowManagerToExternalUsers (UserPreferencesShowManagerToExternalUsers) Select whether the external users can view the user's manager details:
  • Yes
  • No
  • Not defined
ShowManagerToGuestUsers (UserPreferencesShowManagerToGuestUsers) Select whether guests can view the user's manager details:
  • Yes
  • No
  • Not defined
ShowMobilePhoneToExternalUsers (UserPreferencesShowMobilePhoneToExternalUsers) Select whether the external users can view the user's phone number:
  • Yes
  • No
  • Not defined
ShowMobilePhoneToGuestUsers (UserPreferencesShowMobilePhoneToGuestUsers) Select whether guests can view the user's phone number:
  • Yes
  • No
  • Not defined
ShowPostalCodeToExternalUsers (UserPreferencesShowPostalCodeToExternalUsers) Select whether the external users can view the postal code of the user:
  • Yes
  • No
  • Not defined
ShowPostalCodeToGuestUsers (UserPreferencesShowPostalCodeToGuestUsers) Select whether guests can view the postal code of the user:
  • Yes
  • No
  • Not defined
ShowProfilePicToGuestUsers (UserPreferencesShowProfilePicToGuestUsers) Select whether guest users can view the user picture :
  • Yes
  • No
  • Not defined
ShowStateToExternalUsers (UserPreferencesShowStateToExternalUsers) Select whether the external users can view the state name of the user:
  • Yes
  • No
  • Not defined
ShowStateToGuestUsers (UserPreferencesShowStateToGuestUsers) Select whether guest users can view the state name of the user:
  • Yes
  • No
  • Not defined
ShowStreetAddressToExternalUsers (UserPreferencesShowStreetAddressToExternalUsers) Select whether the external users can view the street name where the user is located:
  • Yes
  • No
  • Not defined
ShowStreetAddressToGuestUsers (UserPreferencesShowStreetAddressToGuestUsers) Select whether guest users can view street name where the user is located:
  • Yes
  • No
  • Not defined
ShowTitleToExternalUsers (UserPreferencesShowTitleToExternalUsers) Select whether the external users can view the position of the user:
  • Yes
  • No
  • Not defined
ShowTitleToGuestUsers (UserPreferencesShowTitleToGuestUsers) Select whether the guest users can view the position of the user:
  • Yes
  • No
  • Not defined
ShowWorkPhoneToExternalUsers (UserPreferencesShowWorkPhoneToExternalUsers) Select whether the external users can view the work phone number of the user:
  • Yes
  • No
  • Not defined
ShowWorkPhoneToGuestUsers (UserPreferencesShowWorkPhoneToGuestUsers) Select whether the guest users can view the work phone number of the user:
  • Yes
  • No
  • Not defined
Site.com Contributor User (UserPermissionsSiteforceContributorUser) Select whether the user is allocated Site.com contributor license:
  • Yes
  • No
  • Not defined
Site.com Publisher User (UserPermissionsSiteforcePublisherUser) Select whether the user is allocated the Site.com publisher license:
  • Yes
  • No
  • Not defined
SortFeedByComment (UserPreferencesSortFeedByComment) Select whether the feed sorting for comments is enabled:
  • Yes
  • No
  • Not defined
State/Province (State) Enter the state name of the user.
Stay-in-Touch Email Note (StayInTouchNote) Enter the Stay-in--Touch email note of the user.
Stay-in-Touch Email Signature (StayInTouchSignature) Enter the Stay-in--Touch Signature of the user.
Stay-in-Touch Email Subject (StayInTouchSubject)) Enter the Stay-in--Touch subject line of the user.
StayInTouchReminder (EmailPreferencesStayInTouchReminder) Select whether the Stay-In-Touch reminders are set for the user:
  • Yes
  • No
  • Not defined
Street (Street) Enter the street name.
TaskRemindersCheckboxDefault (UserPreferencesTaskRemindersCheckboxDefault) Select whether task reminder checkbox is enabled for the user:
  • Yes
  • No
  • Not defined
Time Zone (TimeZoneSidKey) Select the timezone of the user:
Title (Title) Enter the position of the user.
Username (Username) Enter the username of the user:
Work.com User (UserPermissionsWorkDotComUserFeature) Select whether the user has permissions to work.com:
  • Yes
  • No
  • Not defined
Zip/Postal Code (PostalCode) Enter the postal code of the user.
User List View
Custom Object Definition (SobjectType) Select the object record for API.
List View (ListViewId) Select the list view.
List View Chart (LastViewedChart) Select the chart last viewed by the user.
User (UserId) Select the user.
User List Criteria
Column Name (ColumnName) Enter the column name in the user list view.
Operation (Operation) Select the criteria. For example, equals.
Sort Order (SortOrder) Enter the order in which the list view is sorted.
User List View (UserListViewId) Select the User List View ID.
Value (Value) Enter the values used to filter the list view.
User Package License
Assigned User (UserId) Select the user assigned to the package license.
Package License (PackageLicenseId) Select the package license assigned to the user.
User Provisioning Account
Connected App (ConnectedAppId) Select the application.
Deleted Date (DeletedDate) Enter the date when the user account in the system is deleted.
External Email (ExternalEmail) The email address stored in the system associated with the user account.
External First Name (ExternalFirstName) Enter the first name stored in the system associated with the user account.
External Last Name (ExternalLastName) Enter the last name stored in the system associated with the user account.
External User Id (ExternalUserId) Enter the User ID stored in the system associated with the user account.
External Username (ExternalUsername) Enter the username stored in the targeted system associated with the user account.
Link State (LinkState) Select the link between the account in the Salesforce and the external targeted system account.
Manual Override (IsKnownLink) Select whether the user account can be overridden by third party:
  • Yes
  • No
  • Not defined
Status (Status) Select the status of the user account in the targeted system.
User (SalesforceUserId) Select the Salesforce account for the user.
User Provisioning Account Staging
Connected App (ConnectedAppId) Select the application.
External Email (ExternalEmail) The email address stored in the system associated with the user account.
External First Name (ExternalFirstName) Enter the first name stored in the system associated with the user account.
External Last Name (ExternalLastName) Enter the last name stored in the system associated with the user account.
External User Id (ExternalUserId) Enter the User ID stored in the targeted system associated with the user account.
External Username (ExternalUsername) Enter the username stored in the targeted system associated with the user account.
Link State (LinkState)

Select the user account link between the Salesforce account and the external targeted system:

  • Duplicate
  • Ignore
  • Linked
  • Orphaned
Status (Status)

Select the state of the user account in the targeted system:

  • Activate
  • Deactivated
  • Deleted
User (SalesforceUserId) Select the Salesforce account for the user.
User Provisioning Config
Approval Required (ApprovalRequired) Enter whether approval is required for provisioning users for the associated connected app.
Connected App (ConnectedAppId) Select the application.
Enabled (Enabled) Select whether user provisioning is enabled in the connected app.
Enabled Operations (EnabledOperations) Enter the operations separated by a comma for the provisioning account in the connected app.
Label (MasterLabel) Enter the master label for the object.
Last Recon Date (LastReconDateTime) Enter the date and time when the user accounts were last reconciled between Salesforce and the target system.
Master Language (Language) Select the language.
Name (DeveloperName) Enter the object record in the API.
Named Credential (NamedCredentialId) Select the Salesforce ID used for a request.
Notes (Notes) Enter any additional information about the configuration.
On Update Attributes (OnUpdateAttributes) Enter the user attributes separated by comma that generates a UserProvisioningRequest object during an update.
Recon Filter (ReconFilter) Enter the filter which limits the data collection when collecting and analyzing users on a third-party system.
User Account Mapping (UserAccountMapping) Enter the mapping that stores the attributes to link the salesforce user account on the third-party system.
User Provisioning Log
Details (Details) Enter the details of the log.
External User ID (ExternalUserId) Enter the User ID of the targeted system.
External Username (ExternalUsername) Enter the username in the targeted system for the associated user account.
Status (Status) Select the status of the user provisioning request.
User (UserId) Select the Salesforce user making the request.
UserProvisioningRequest (UserProvisioningRequestId) Select the user provisioning request.
User Provisioning Mock Target
External Email (ExternalEmail) Enter the external email address as in the target system for the associated user account.
External First Name (ExternalFirstName) Enter the first name as in the target system for the associated user account.
External Last Name (ExternalLastName)  Enter the last name as in the target system for the associated user account.
External User Id (ExternalUserId) Enter the User ID as in the target system for the associated user account.
External Username (ExternalUsername) Enter the username as in the target system for the associated user account.
Name (Name) Enter the name of this object.
User Provisioning Request
App Name (AppName) Enter the app name.
Approval Status (ApprovalStatus)

Select the status of the request:

  • Approved
  • Denied
  • Not Required
  • Required
Connected App (ConnectedAppId)

Select the connected app.

External User ID (ExternalUserId) Select the External User ID in the targeted system.
Operation (Operation)

Select the operation associated with the provisioning request:

  • Activate
  • Create
  • Deactivate
  • Freeze
  • Linking
  • Read
  • Reconcile
  • Unfreeze
  • Update
Owner (OwnerId) Select the user who owns the request.
Scheduled Provisioning Time (ScheduleDate) Enter the date on which the request is sent to the service provider.
State (State)

Select the status of provisioning request:

  • Analyzed
  • Analyzing
  • Collected
  • Collecting
  • Committing
  • Completed
  • Failed
  • Manually Completed
  • New
  • Requested
  • Retired
User (ManagerId) Select the Salesforce ID who manages the user specified in the Salesforce User ID.
User (SalesforceUserId)

Select the user making the request.

User Provisioning Account (UserProvAccountId) Select the User ID associated with the UserProvAccount object.
UserProvisioningConfig (UserProvConfigId) Select the User ID associated with the UserProvisioningConfig object.
User Provisioning Request Share
Custom Object Access (AccessLevel)

Select the access level of the user:

  • Owner
  • Read Only
  • Read/Write
Parent (ParentId) Select the Parent ID to share the request.
Row Cause (RowCause) Select the reason for creating the provisioning request share.
User/Group (UserOrGroupId) Select the user or group who can access this provisioning request share.
User Share
Row Cause (RowCause) Select the reason for creating this user share.
User (UserId) Select the User.
User Access Level (UserAccessLevel)

Select the access level:

  • Read Only
  • Read/write 
User/Group (UserOrGroupId) Select the user or group who can access the user share.
Vote
Parent (ParentId) Select the Parent ID (idea or reply) associated with this vote. 
Vote Type (Type)

Select the vote type.

Delete a Record in an Object

Deletes an existing record in an object.

Connection Establish a connection to your Salesforce account
Type Select the record you want to delete.
ID Enter the Record ID you want to delete.

Get Records in an object

Retrieves all records in an object or a record in an object by the given ID or criteria.

Connection Establish a connection to your Salesforce account
Search Type

Select the option for search type:

  • Simple
  • Using SOSL
ID

Enter the Record ID whose details you want to retrieve.

Type Select the record whose details you want to retrieve.
Query Enter the query for the record whose details you want to retrieve.
SOSL Query Enter the SOSL query to search the record in standard and multiple objects.
Maximal count of records The maximum number of records Integromat should return during one scenario execution cycle.
Continue the execution of the route even if the module returns no results Select if you continue the execution of the scenario if the module does not return any results. 

Search for Records in an Object

Searches for records in an object that matches the specified search query.

Connection Establish a connection to your Salesforce account
Search Type

Select the option for search type:

  • Simple
  • Using SOSL
Type Select the record type whose details you want to list.
Query Enter the query or the selected record.
SOSL Query Enter the SOSL query to search the record in standard and multiple object.
Maximal count of records The maximum number of records Integromat should return during one scenario execution cycle.
Continue the execution of the route even if the module returns no results Select if you want to run the scenario even though there are no results returned.

Make an API Call

Allows you to perform a custom API call.

Connection Establish a connection to your Salesforce account.
URL

Enter a path relative to <Instance URL>/services/data/v46.0/. E.g. query

For the list of available endpoints, refer to the Salesforce REST API Developer Guide.
Method

Select the HTTP method you want to use:

GET
to retrieve information for an entry.

POST
to create a new entry.

PUT
to update/replace an existing entry.

PATCH
to make a partial entry update.

DELETE
to delete an entry.

Headers Enter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query String Enter the request query string.
Body Enter the body content for your API call.

Example of Use - List Users

The following API call returns the list of all users in your Salesforce account:

URL:
query

Method: GET

Query String:
Key: q
Value: SELECT Id, Name, CreatedDate, LastModifiedDate FROM User LIMIT 10

2019-10-22_15_18_15-Integration_Facebook_Offline_Conversions___Integromat.png

Matches of the search can be found in the module's Output under Bundle > Body > Records. 
In our example, 6 users were returned:

2019-10-22_15_26_46-Integration_Facebook_Offline_Conversions___Integromat.png

Post a Message to Chatter Feed

Post a message to a specified feed, such as to a Chatter group or a case record.

Connection Establish a connection to your Salesforce account.
Resource

Select whether to post to the feed of a user or Chatter group.

Subject

Select or map the user or group whose feed you want to post to.

Text

Enter the message that you want to post. Max. 10 000 characters.

Guides

How to find an object ID in Salesforce

To get an object ID, open the object in your browser and look at the URL in the address bar. The object ID is the text at the end of the URL after the last forward slash (/). Example: https://eu5.salesforce.com/<object ID>

Search for objects

When searching for objects, you can either enter individual search words, or you can create a more complex query using:

Wildcards:

  • * as a substitute for zero or more characters. For example, a search for Ca* finds items that start with Ca
  • ? as a substitute for a single character. For example, a search for Jo?n finds items with the term John or Joan but not Jon

Operators:

  • " " quotation marks to find an exact phrase match. For example: "Monday meeting"

More information about search possibilities can be found here.

 

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