Salesforce Connector Reference

33 metrics269 dimensions

Fields Actions

The Salesforce connector allows to retrieve Salesforce CRM data from standard and custom objects. It also supports retrieval of custom fields

Important: Custom fields and custom objects are not available on the list below. To make them available go to https://onboard.windsor.ai/app/salesforce and connect your Salesforce CRM account.

https://connectors.windsor.ai/salesforce?api_key=[your API key]&date_preset=last_7d&fields=contact_firstname,contact_lastname,contact_email,contact_phone&_renderer=csv

The Salesforce connector exposes 302 fields (33 metrics, 269 dimensions). Every field ID below can be passed to the Windsor.ai API in the fields parameter.

Available actions

Update Object Update field values on a Salesforce record of any object type (Opportunity, Lead, Contact, Account, Case, custom objects, ...). Only the provided fields are changed. Use field API names (e.g. StageName, Amount, My_Field__c) and pass null as a value to clear a field.

Update field values on a Salesforce record of any object type (Opportunity, Lead, Contact, Account, Case, custom objects, ...). Only the provided fields are changed. Use field API names (e.g. StageName, Amount, My_Field__c) and pass null as a value to clear a field.

Parameters

object_typestringRequiredrecord_idstringRequiredfieldsobjectRequired

Salesforce Fields

Salesforce account fields

The account report of the Salesforce connector includes 46 fields.

Salesforce account fields (account_account_source to account_shipping_postal_code)

ID	Type	Name	Description
account_account_source	TEXT	Account Source	Account Source
account_annual_revenue	NUMERIC	Account Annual Revenue	Account Annual Revenue
account_billing_address	TEXT	Account Billing Address	Account Billing Address
account_billing_city	CITY	Account Billing City	Account Billing City
account_billing_country	COUNTRY	Account Billing Country	Account Billing Country
account_billing_geocode_accuracy	TEXT	Account Billing Geocode Accuracy	Account Billing Geocode Accuracy
account_billing_latitude	NUMERIC	Account Billing Latitude	Account Billing Latitude
account_billing_longitude	NUMERIC	Account Billing Longitude	Account Billing Longitude
account_billing_postal_code	TEXT	Account Billing Zip/Postal Code	Account Billing Zip/Postal Code
account_billing_state	TEXT	Account Billing State/Province	Account Billing State/Province
account_billing_street	TEXT	Account Billing Street	Account Billing Street
account_created_by_id	TEXT	Account Created By ID	Account Created By ID
account_created_date	TIMESTAMP	Account Created Date	Account Created date
account_description	TEXT	Account Description	Account Description
account_fax	TEXT	Account Fax	Account Fax
account_id	TEXT	Account ID	Account ID
account_industry	TEXT	Account Industry	Account Industry
account_is_deleted	BOOLEAN	Account Deleted	Account Deleted
account_jigsaw	TEXT	Account Data.com Key	Account Data.com Key
account_jigsaw_company_id	TEXT	Account Jigsaw Company ID	Account Jigsaw Company ID
account_last_activity_date	DATE	Account Last Activity	Account Last Activity
account_last_modified_by_id	TEXT	Account Last Modified By ID	Account Last Modified By ID
account_last_modified_date	TIMESTAMP	Account Last Modified Date	Account Last Modified date
account_last_referenced_date	TIMESTAMP	Account Last Referenced Date	Account Last Referenced date
account_last_viewed_date	TIMESTAMP	Account Last Viewed Date	Account Last Viewed date
account_master_record_id	TEXT	Account Master Record ID	Account Master Record ID
account_name	TEXT	Account Name	Account Name
account_number_of_employees	NUMERIC	Account Employees	Account Employees
account_operating_hours_id	TEXT	Account Operating Hour ID	Account Operating Hour ID
account_owner_id	TEXT	Account Owner ID	Account Owner ID
account_parent_id	TEXT	Account Parent Account ID	Account Parent Account ID
account_phone	TEXT	Account Phone	Account Phone
account_photo_url	TEXT	Account Photo URL	Account Photo URL
account_shipping_address	TEXT	Account Shipping Address	Account Shipping Address
account_shipping_city	CITY	Account Shipping City	Account Shipping City
account_shipping_country	COUNTRY	Account Shipping Country	Account Shipping Country
account_shipping_geocode_accuracy	TEXT	Account Shipping Geocode Accuracy	Account Shipping Geocode Accuracy
account_shipping_latitude	NUMERIC	Account Shipping Latitude	Account Shipping Latitude
account_shipping_longitude	NUMERIC	Account Shipping Longitude	Account Shipping Longitude
account_shipping_postal_code	TEXT	Account Shipping Zip/Postal Code	Account Shipping Zip/Postal Code

Salesforce account fields (account_shipping_state to account_website)

ID	Type	Name	Description
account_shipping_state	TEXT	Account Shipping State/Province	Account Shipping State/Province
account_shipping_street	TEXT	Account Shipping Street	Account Shipping Street
account_sic_desc	TEXT	Account SIC Description	Account SIC Description
account_system_modstamp	TEXT	Account System Modstamp	Account System Modstamp
account_type	TEXT	Account Type	Account Type
account_website	TEXT	Account Website	Account Website

Salesforce campaign fields

The campaign report of the Salesforce connector includes 38 fields.

ID	Type	Name	Description
campaign_actual_cost	NUMERIC	Campaign Actual Cost in Campaign	Campaign Actual Cost in Campaign
campaign_amount_all_opportunities	NUMERIC	Campaign Value Opportunities in Campaign	Campaign Value Opportunities in Campaign
campaign_amount_won_opportunities	NUMERIC	Campaign Value Won Opportunities in Campaign	Campaign Value Won Opportunities in Campaign
campaign_budgeted_cost	NUMERIC	Campaign Budgeted Cost in Campaign	Campaign Budgeted Cost in Campaign
campaign_campaign_member_record_type_id	TEXT	Campaign Record Type ID	Campaign Record Type ID
campaign_created_by_id	TEXT	Campaign Created By ID	Campaign Created By ID
campaign_created_date	TIMESTAMP	Campaign Created Date	Campaign Created date
campaign_description	TEXT	Campaign Description	Campaign Description
campaign_end_date	DATE	Campaign End Date	Campaign End date
campaign_expected_response	NUMERIC	Campaign Expected Response (%)	Campaign Expected Response (%)
campaign_expected_revenue	NUMERIC	Campaign Expected Revenue in Campaign	Campaign Expected Revenue in Campaign
campaign_hierarchy_amount_all_opportunities	NUMERIC	Campaign Value Opportunities in Hierarchy	Total value of all opportunities across the campaign hierarchy.
campaign_hierarchy_amount_won_opportunities	NUMERIC	Campaign Value Won Opportunities in Hierarchy	Total value of won opportunities across the campaign hierarchy.
campaign_hierarchy_number_of_leads	NUMERIC	Campaign Leads in Hierarchy	Total number of leads across the campaign hierarchy.
campaign_hierarchy_number_of_opportunities	NUMERIC	Campaign Opportunities in Hierarchy	Total number of opportunities across the campaign hierarchy.
campaign_hierarchy_number_of_won_opportunities	NUMERIC	Campaign Won Opportunities in Hierarchy	Total number of won opportunities across the campaign hierarchy.
campaign_id	TEXT	Campaign ID	Campaign ID
campaign_is_active	BOOLEAN	Campaign Active	Campaign Active
campaign_is_deleted	BOOLEAN	Campaign Deleted	Campaign Deleted
campaign_last_activity_date	DATE	Campaign Last Activity	Campaign Last Activity
campaign_last_modified_by_id	TEXT	Campaign Last Modified By ID	Campaign Last Modified By ID
campaign_last_modified_date	TIMESTAMP	Campaign Last Modified Date	Campaign Last Modified date
campaign_last_referenced_date	TIMESTAMP	Campaign Last Referenced Date	Campaign Last Referenced date
campaign_last_viewed_date	TIMESTAMP	Campaign Last Viewed Date	Campaign Last Viewed date
campaign_name	TEXT	Campaign Name	Campaign Name
campaign_number_of_contacts	NUMERIC	Campaign Contacts in Campaign	Campaign Contacts in Campaign
campaign_number_of_converted_leads	NUMERIC	Campaign Converted Leads in Campaign	Campaign Converted Leads in Campaign
campaign_number_of_leads	NUMERIC	Campaign Leads in Campaign	Campaign Leads in Campaign
campaign_number_of_opportunities	NUMERIC	Campaign Opportunities in Campaign	Campaign Opportunities in Campaign
campaign_number_of_responses	NUMERIC	Campaign Responses in Campaign	Campaign Responses in Campaign
campaign_number_of_won_opportunities	NUMERIC	Campaign Won Opportunities in Campaign	Campaign Won Opportunities in Campaign
campaign_number_sent	NUMERIC	Campaign Num Sent in Campaign	Campaign Num Sent in Campaign
campaign_owner_id	TEXT	Campaign Owner ID	Campaign Owner ID
campaign_parent_id	TEXT	Campaign Parent Campaign ID	Campaign Parent Campaign ID
campaign_start_date	DATE	Campaign Start Date	Campaign Start date
campaign_status	TEXT	Campaign Status	Campaign Status
campaign_system_modstamp	TEXT	Campaign System Modstamp	Campaign System Modstamp
campaign_type	TEXT	Campaign Type	Campaign Type

Salesforce campaignmember fields

The campaignmember report of the Salesforce connector includes 24 fields.

ID	Type	Name	Description
campaignmember_campaign_id	TEXT	Campaign Member Campaign ID	Campaign Member ID of the Campaign to which this Lead or Contact is associated.
campaignmember_company_or_account	TEXT	Campaign Member CompanyOrAccount	Campaign Member The company or account of the lead or contact.
campaignmember_contact_id	TEXT	Campaign Member ContactId	Campaign Member ID of the Contact who is associated with a Campaign.
campaignmember_country	COUNTRY	Campaign Member Country	Campaign Member The country for the address of the lead or contact.
campaignmember_description	TEXT	Campaign Member Description	Campaign Member The description of the associated lead or contact.
campaignmember_do_not_call	BOOLEAN	Campaign Member DoNotCall	Campaign Member Indicates that the contact doesn’t wish to be called.
campaignmember_fax	TEXT	Campaign Member Fax	Campaign Member Fax number for the contact or lead.
campaignmember_first_name	TEXT	Campaign Member First Name	Campaign Member The first name of the contact or lead.
campaignmember_first_responded_date	DATE	Campaign Member FirstRespondedDate	Campaign Member Indicates the date on which the campaign member was first given a responded status.
campaignmember_has_opted_out_of_fax	BOOLEAN	Campaign Member HasOptedOutOfFax	Campaign Member Indicates that the contact or lead doesn’t wish to receive faxes.
campaignmember_has_responded	BOOLEAN	Campaign Member HasResponded	Campaign Member Indicates whether the campaign member has responded to the campaign (true) or not (false). Label is Responded.
campaignmember_last_name	TEXT	Campaign Member LastName	Campaign Member The last name of the contact or lead. Limit is 80 characters.
campaignmember_lead_id	TEXT	Campaign Member LeadId	Campaign Member ID of the Lead who is associated with a Campaign.
campaignmember_lead_or_contact_id	TEXT	Campaign Member LeadOrContactId	Campaign Member The ID of the associated lead or contact.
campaignmember_lead_or_contact_owner_id	TEXT	Campaign Member LeadOrContactOwnerId	Campaign Member The ID of the owner of the associated lead or contact.
campaignmember_lead_source	TEXT	Campaign Member LeadSource	Campaign Member The source from which the lead was obtained.
campaignmember_name	TEXT	Campaign Member Name	Campaign Member First and last name of the contact or lead with which the campaign member is associated.
campaignmember_postal_code	TEXT	Campaign Member PostalCode	Campaign Member The postal code of the lead or contact.
campaignmember_salutation	TEXT	Campaign Member Salutation	Campaign Member Salutation for the lead or contact.
campaignmember_state	TEXT	Campaign Member State	Campaign Member The state for the address of the lead or contact. Limit is 80 characters.
campaignmember_status	TEXT	Campaign Member Status	Campaign Member Controls the HasResponded flag on this object. You can't directly set the HasResponded flag, as it’s read-only. You can set it indirectly by setting this field in a create or update call. Each predefined value implies a HasResponded flag value. Each time you update this field, you implicitly update the HasResponded flag. In the Salesforce user interface, Marketing users can define valid status values for the Status Text. They can choose one status as the default status. For each Status field value, they can also select which values to count as “Responded,” meaning that the HasResponded flag is set to true for those values. 40 character limit.
campaignmember_street	TEXT	Campaign Member Street	Campaign Member The street for the address of the lead or contact.
campaignmember_title	TEXT	Campaign Member Title	Campaign Member Title for the lead or contact.
campaignmember_type	TEXT	Campaign Member Type	Indicates whether the campaign member is a lead or a contact.

Salesforce contact fields

The contact report of the Salesforce connector includes 42 fields.

Salesforce contact fields (contact_accountid to contact_reportstoid)

ID	Type	Name	Description
contact_accountid	TEXT	Contact Account ID	ID of the account that’s the parent of this contact.
contact_assistantname	TEXT	Contact Assistants Name	The assistant’s name.
contact_assistantphone	TEXT	Contact Assitants Phone Number	The assistant’s telephone number.
contact_birthdate	DATE	Contact Birthdate	The contact’s birthdate.
contact_createdby	TEXT	Contact Created By	The user who created the contact
contact_createddate	TIMESTAMP	Contact Creation Date	The Creation Date (Duplicate)
contact_date	TIMESTAMP	Contact Date	The Creation Date
contact_department	TEXT	Contact Department	The contact’s department.
contact_description	TEXT	Contact Description	Contact's description
contact_email	TEXT	Contact Email	The contact’s email address.
contact_emailbounceddate	TIMESTAMP	Contact Email Bounced Date	If bounce management is activated and an email sent to the contact bounces, the date and time of the bounce.
contact_emailbouncedreason	TEXT	Contact Email Bounced Reason	If bounce management is activated and an email sent to the contact bounces, the reason for the bounce.
contact_fax	TEXT	Contact Fax	The contact’s fax number (Label is Business Fax).
contact_firstname	TEXT	Contact First Name	The contact’s first name (up to 40 characters).
contact_homephone	TEXT	Contact Home Phone	The contact’s home telephone number.
contact_id	TEXT	Contact Id	The Contact ID
contact_isdeleted	TEXT	Contact Is Deleted	Is contact deleted
contact_isemailbounced	TEXT	Contact Is Email Bounced	Contact's description
contact_lastactivitydate	DATE	Contact Last Activity Date	Value is the most recent of either: Due date of the most recent event logged against the record or due date of the most recently closed task associated with the record.
contact_lastmodifieddate	TIMESTAMP	Contact Last Modified Date	Contact last modified date
contact_lastname	TEXT	Contact Last Name	RequiredLast name of the contact (up to 80 characters).
contact_lastreferenceddatetime	TIMESTAMP	Contact Last Referenced Datetime	The date and time of the first email sent to the contact.
contact_lastvieweddate	TIMESTAMP	Contact Last Viewed Datetime	The timestamp when the current user last viewed this record or list view.
contact_leadsource	TEXT	Contact Lead Source	The lead’s source.
contact_mailingcity	CITY	Contact Mailing City	Mailing address details.
contact_mailingcountry	COUNTRY	Contact Mailing Country	Mailing country.
contact_mailingpostalcode	TEXT	Contact Mailing Postal Code	The zip or postal code in the mailing address
contact_mailingstate	TEXT	Contact Mailing State	Mailing state details.
contact_mailingstreet	TEXT	Contact Mailing Street	Street address for mailing address.
contact_mobilephone	TEXT	Contact Mobile Phone	Contact’s mobile phone number.
contact_name	TEXT	Contact Name	Contact full name
contact_othercity	CITY	Contact Other City	Alternative city details.
contact_othercountry	COUNTRY	Contact Other Country	Alternative country details.
contact_otherphone	TEXT	Contact Other Phone	Telephone for alternate address.
contact_otherpostalcode	TEXT	Contact Other Postal Code	Alternative postal code details.
contact_otherstate	TEXT	Contact Other State	Alternate address details (state).
contact_otherstreet	TEXT	Contact Other Street	Street for alternate address.
contact_ownerid	TEXT	Contact Owner ID	The ID of the owner of the account associated with this contact.
contact_phone	TEXT	Contact Business Phone	Telephone number for the contact
contact_reportstoid	TEXT	Contact Reports to ID	ID of contact's manager

Salesforce contact fields (contact_salutation to contact_title)

ID	Type	Name	Description
contact_salutation	TEXT	Contact Salutation	Honorific abbreviation, word, or phrase to be used in front of name in greetings, such as Dr. or Mrs.
contact_title	TEXT	Contact Title	Title of the contact, such as CEO or Vice President.

Salesforce lead fields

The lead report of the Salesforce connector includes 51 fields.

Salesforce lead fields (email to lead_owner_id)

ID	Type	Name	Description
email	TEXT	Lead Email	Lead Email
lead_address	TEXT	Lead Address	Lead Address
lead_annual_revenue	NUMERIC	Lead Annual Revenue	Lead Annual Revenue
lead_city	CITY	Lead City	Lead City
lead_company	TEXT	Lead Company	Lead Company
lead_converted_account_id	TEXT	Lead Converted Account ID	Lead Converted Account ID
lead_converted_contact_id	TEXT	Lead Converted Contact ID	Lead Converted Contact ID
lead_converted_date	DATE	Lead Converted Date	Lead Converted date
lead_converted_opportunity_id	TEXT	Lead Converted Opportunity ID	Lead Converted Opportunity ID
lead_count	NUMERIC	Total number of leads	Leads
lead_country	COUNTRY	Lead Country	Lead Country
lead_created_by_id	TEXT	Lead Created By ID	Lead Created By ID
lead_created_date	TIMESTAMP	Lead Created Date	Lead Created date
lead_description	TEXT	Lead Description	Lead Description
lead_email	TEXT	Lead Email (duplicate)	Lead Email
lead_email_bounced_date	TIMESTAMP	Lead Email Bounced Date	Lead Email Bounced date
lead_email_bounced_reason	TEXT	Lead Email Bounced Reason	Lead Email Bounced Reason
lead_first_name	TEXT	Lead First Name	Lead First Name
lead_geocode_accuracy	TEXT	Lead Geocode Accuracy	Lead Geocode Accuracy
lead_id	TEXT	Lead ID	Lead ID
lead_individual_id	TEXT	Lead Individual ID	Lead Individual ID
lead_industry	TEXT	Lead Industry	Lead Industry
lead_is_converted	BOOLEAN	Lead Converted	Lead Converted
lead_is_deleted	BOOLEAN	Lead Deleted	Lead Deleted
lead_is_unread_by_owner	TEXT	Lead Unread By Owner	Lead Unread By Owner
lead_jigsaw	TEXT	Lead Data.com Key	Lead Data.com Key
lead_jigsaw_contact_id	TEXT	Lead Jigsaw Contact ID	Lead Jigsaw Contact ID
lead_last_activity_date	DATE	Lead Last Activity	Lead Last Activity
lead_last_modified_by_id	TEXT	Lead Last Modified By ID	Lead Last Modified By ID
lead_last_modified_date	TIMESTAMP	Lead Last Modified Date	Lead Last Modified date
lead_last_name	TEXT	Lead Last Name	Lead Last Name
lead_last_referenced_date	TIMESTAMP	Lead Last Referenced Date	Lead Last Referenced date
lead_last_viewed_date	TIMESTAMP	Lead Last Viewed Date	Lead Last Viewed date
lead_latitude	NUMERIC	Lead Latitude	Lead Latitude
lead_lead_source	TEXT	Lead Source	Lead Source
lead_longitude	NUMERIC	Lead Longitude	Lead Longitude
lead_master_record_id	TEXT	Lead Master Record ID	Lead Master Record ID
lead_name	TEXT	Lead Full Name	Lead Full Name
lead_number_of_employees	NUMERIC	Lead Employees	Lead Employees
lead_owner_id	TEXT	Lead Owner ID	Lead Owner ID

Salesforce lead fields (lead_phone to lead_website)

ID	Type	Name	Description
lead_phone	TEXT	Lead Phone	Lead Phone
lead_photo_url	TEXT	Lead Photo URL	Lead Photo URL
lead_postal_code	TEXT	Lead Zip/Postal Code	Lead Zip/Postal Code
lead_rating	TEXT	Lead Rating	Lead Rating
lead_salutation	TEXT	Lead Salutation	Lead Salutation
lead_state	TEXT	Lead State/Province	Lead State/Province
lead_status	TEXT	Lead Status	Lead Status
lead_street	TEXT	Lead Street	Lead Street
lead_system_modstamp	TEXT	Lead System Modstamp	Lead System Modstamp
lead_title	TEXT	Lead Title	Lead Title
lead_website	TEXT	Lead Website	Lead Website

Salesforce leadhistory fields

The leadhistory report of the Salesforce connector includes 8 fields.

ID	Type	Name	Description
leadhistory_createdbyid	TEXT	CreatedById (LeadHistory)	Created By ID (table: LeadHistory)
leadhistory_createddate	TIMESTAMP	CreatedDate (LeadHistory)	Created Date (table: LeadHistory)
leadhistory_field	TEXT	Field (LeadHistory)	Name of the field that was changed (table: LeadHistory)
leadhistory_id	TEXT	Id (LeadHistory)	Lead History ID (table: LeadHistory)
leadhistory_isdeleted	BOOLEAN	IsDeleted (LeadHistory)	Deleted (table: LeadHistory)
leadhistory_leadid	TEXT	LeadId (LeadHistory)	Lead ID (table: LeadHistory)
leadhistory_newvalue	TEXT	NewValue (LeadHistory)	New value of the changed field (table: LeadHistory)
leadhistory_oldvalue	TEXT	OldValue (LeadHistory)	Previous value of the changed field (table: LeadHistory)

Salesforce opportunity fields

The opportunity report of the Salesforce connector includes 38 fields.

ID	Type	Name	Description
opportunity_account_id	TEXT	Opportunity Account ID	Opportunity Account ID
opportunity_amount	NUMERIC	Opportunity Amount	Opportunity Amount
opportunity_campaign_id	TEXT	Opportunity Campaign ID	Opportunity Campaign ID
opportunity_close_date	DATE	Opportunity Close Date	Opportunity Close date
opportunity_contact_id	TEXT	Opportunity Contact ID	Opportunity Contact ID
opportunity_created_by_id	TEXT	Opportunity Created By ID	Opportunity Created By ID
opportunity_created_date	TIMESTAMP	Opportunity Created Date	Opportunity Created date
opportunity_currency	TEXT	Opportunity Currency	Opportunity Currency
opportunity_description	TEXT	Opportunity Description	Opportunity Description
opportunity_fiscal	TEXT	Opportunity Fiscal Period	Opportunity Fiscal Period
opportunity_fiscal_quarter	NUMERIC	Opportunity Fiscal Quarter	Opportunity Fiscal Quarter
opportunity_fiscal_year	NUMERIC	Opportunity Fiscal Year	Opportunity Fiscal Year
opportunity_forecast_category	TEXT	Opportunity Forecast Category	Opportunity Forecast Category
opportunity_forecast_category_name	TEXT	Opportunity Forecast Category Name	Opportunity Forecast Category Name
opportunity_has_open_activity	BOOLEAN	Opportunity Has Open Activity	Opportunity Has Open Activity
opportunity_has_opportunity_line_item	BOOLEAN	Opportunity Has Line Item	Opportunity Has Line Item
opportunity_has_overdue_task	BOOLEAN	Opportunity Has Overdue Task	Opportunity Has Overdue Task
opportunity_id	TEXT	Opportunity ID	Opportunity ID
opportunity_is_closed	BOOLEAN	Opportunity Closed	Opportunity Closed
opportunity_is_deleted	BOOLEAN	Opportunity Deleted	Opportunity Deleted
opportunity_is_won	BOOLEAN	Opportunity Won	Opportunity Won
opportunity_last_activity_date	DATE	Opportunity Last Activity	Opportunity Last Activity
opportunity_last_amount_changed_history_id	TEXT	Opportunity Amount Changed History ID	Last amount changed history ID
opportunity_last_close_date_changed_history_id	TEXT	Opportunity Last Close Date Changed	Last close date changed history Id
opportunity_last_modified_by_id	TEXT	Opportunity Last Modified By ID	Opportunity Last Modified By ID
opportunity_last_modified_date	TIMESTAMP	Opportunity Last Modified Date	Opportunity Last Modified date
opportunity_last_referenced_date	TIMESTAMP	Opportunity Last Referenced Date	Opportunity Last Referenced date
opportunity_last_viewed_date	TIMESTAMP	Opportunity Last Viewed Date	Opportunity Last Viewed date
opportunity_lead_source	TEXT	Opportunity Lead Source	Opportunity Lead Source
opportunity_name	TEXT	Opportunity Name	Opportunity Name
opportunity_next_step	TEXT	Opportunity Next Step	Opportunity Next Step
opportunity_owner_id	TEXT	Opportunity Owner ID	Opportunity Owner ID
opportunity_pricebook2_id	TEXT	Opportunity Price Book ID	Opportunity Price Book ID
opportunity_probability	NUMERIC	Opportunity Probability (%)	Opportunity Probability (%)
opportunity_record_type_id	TEXT	Opportunity Record Type ID	ID of the record type assigned to this opportunity.
opportunity_stage_name	TEXT	Opportunity Stage	Opportunity Stage
opportunity_system_modstamp	TEXT	Opportunity System Modstamp	Opportunity System Modstamp
opportunity_type	TEXT	Opportunity Type	Opportunity Type

Salesforce opportunitycontactrole fields

The opportunitycontactrole report of the Salesforce connector includes 11 fields.

ID	Type	Name	Description
opportunitycontactrole_contact_id	TEXT	Contact Id (OpportunityContactRole)	ID of the associated contact.
opportunitycontactrole_created_by_id	TEXT	Created By Id (OpportunityContactRole)	ID of the user who created the contact role.
opportunitycontactrole_created_date	TIMESTAMP	Created Date (OpportunityContactRole)	The creation date of the contact role.
opportunitycontactrole_id	TEXT	Id (OpportunityContactRole)	The Opportunity Contact Role ID.
opportunitycontactrole_is_deleted	BOOLEAN	Is Deleted (OpportunityContactRole)	Indicates whether the contact role has been deleted.
opportunitycontactrole_is_primary	BOOLEAN	Is Primary (OpportunityContactRole)	Whether the contact is the primary contact on the opportunity.
opportunitycontactrole_last_modified_by_id	TEXT	Last Modified By Id (OpportunityContactRole)	ID of the user who last modified the contact role.
opportunitycontactrole_last_modified_date	TIMESTAMP	Last Modified Date (OpportunityContactRole)	The date the contact role was last modified.
opportunitycontactrole_opportunity_id	TEXT	Opportunity Id (OpportunityContactRole)	ID of the associated opportunity.
opportunitycontactrole_role	TEXT	Role (OpportunityContactRole)	The role the contact plays on the opportunity.
opportunitycontactrole_system_modstamp	TIMESTAMP	System Modstamp (OpportunityContactRole)	The system modstamp of the contact role.

Salesforce opportunityhistory fields

The opportunityhistory report of the Salesforce connector includes 14 fields.

ID	Type	Name	Description
opportunityhistory_amount	TEXT	Amount (OpportunityHistory)	Amount (table: OpportunityHistory)
opportunityhistory_closedate	DATE	CloseDate (OpportunityHistory)	Close Date (table: OpportunityHistory)
opportunityhistory_createdbyid	TEXT	CreatedById (OpportunityHistory)	Created By ID (table: OpportunityHistory)
opportunityhistory_createddate	TIMESTAMP	CreatedDate (OpportunityHistory)	Created Date (table: OpportunityHistory)
opportunityhistory_expectedrevenue	TEXT	ExpectedRevenue (OpportunityHistory)	Expected Revenue (table: OpportunityHistory)
opportunityhistory_forecastcategory	TEXT	ForecastCategory (OpportunityHistory)	To Forecast Category (table: OpportunityHistory)
opportunityhistory_id	TEXT	Id (OpportunityHistory)	Opportunity History ID (table: OpportunityHistory)
opportunityhistory_isdeleted	BOOLEAN	IsDeleted (OpportunityHistory)	Deleted (table: OpportunityHistory)
opportunityhistory_opportunityid	TEXT	OpportunityId (OpportunityHistory)	Opportunity ID (table: OpportunityHistory)
opportunityhistory_prevamount	TEXT	PrevAmount (OpportunityHistory)	Previous Amount (table: OpportunityHistory)
opportunityhistory_prevclosedate	DATE	PrevCloseDate (OpportunityHistory)	Previous Close Date (table: OpportunityHistory)
opportunityhistory_probability	PERCENT	Probability (OpportunityHistory)	Probability (table: OpportunityHistory)
opportunityhistory_stagename	TEXT	StageName (OpportunityHistory)	Stage Name (table: OpportunityHistory)
opportunityhistory_systemmodstamp	TIMESTAMP	SystemModstamp (OpportunityHistory)	System Modstamp (table: OpportunityHistory)

Salesforce opportunitylineitem fields

The opportunitylineitem report of the Salesforce connector includes 17 fields.

ID	Type	Name	Description
opportunitylineitem_created_by_id	TEXT	Opportunity Line Item Created By ID	ID of the user who created the line item.
opportunitylineitem_created_date	TIMESTAMP	Opportunity Line Item Created Date	Date the line item was created.
opportunitylineitem_description	TEXT	Opportunity Line Item Description	Description of the line item.
opportunitylineitem_id	TEXT	Opportunity Line Item ID	Opportunity Line Item ID
opportunitylineitem_is_deleted	BOOLEAN	Opportunity Line Item Deleted	Indicates whether the line item has been deleted.
opportunitylineitem_last_modified_by_id	TEXT	Opportunity Line Item Last Modified By ID	ID of the user who last modified the line item.
opportunitylineitem_last_modified_date	TIMESTAMP	Opportunity Line Item Last Modified Date	Date the line item was last modified.
opportunitylineitem_list_price	NUMERIC	Opportunity Line Item List Price	List price of the line item from the price book entry.
opportunitylineitem_name	TEXT	Opportunity Line Item Name	Name of the opportunity line item (the product name).
opportunitylineitem_opportunity_id	TEXT	Opportunity Line Item Opportunity ID	ID of the opportunity that the line item is associated with.
opportunitylineitem_pricebook_entry_id	TEXT	Opportunity Line Item Price Book Entry ID	ID of the price book entry for the line item's product.
opportunitylineitem_product2_id	TEXT	Opportunity Line Item Product ID	ID of the Product2 record for the line item.
opportunitylineitem_product_code	TEXT	Opportunity Line Item Product Code	Product code for the line item.
opportunitylineitem_quantity	NUMERIC	Opportunity Line Item Quantity	Quantity of the line item.
opportunitylineitem_service_date	DATE	Opportunity Line Item Service Date	Date when the line item's product or service is delivered.
opportunitylineitem_total_price	NUMERIC	Opportunity Line Item Total Price	Total price of the line item (quantity times unit price).
opportunitylineitem_unit_price	NUMERIC	Opportunity Line Item Unit Price	Unit price of the line item.

Salesforce task fields

The task report of the Salesforce connector includes 39 fields.

ID	Type	Name	Description
task_account_id	TEXT	Task Account ID	Task Account ID
task_activity_date	DATE	Task Due Date Only	Task Due Date Only
task_call_disposition	TEXT	Task Call Result	Task Call Result
task_call_duration_in_seconds	NUMERIC	Task Call Duration	Task Call Duration
task_call_object	TEXT	Task Call Object Identifier	Task Call Object Identifier
task_call_type	TEXT	Task Call Type	Task Call Type
task_completed_date_time	TIMESTAMP	Task Completed Date	Task Completed date
task_created_by_id	TEXT	Task Created By ID	Task Created By ID
task_created_date	TIMESTAMP	Task Created Date	Task Created date
task_description	TEXT	Task Description	Task Description
task_id	TEXT	Task Activity ID	Task Activity ID
task_is_archived	BOOLEAN	Task Archived	Task Archived
task_is_closed	BOOLEAN	Task Closed	Task Closed
task_is_deleted	BOOLEAN	Task Deleted	Task Deleted
task_is_high_priority	BOOLEAN	Task High Priority	Task High Priority
task_is_recurrence	BOOLEAN	Task Create Recurring Series of Tasks	Task Create Recurring Series of Tasks
task_is_reminder_set	BOOLEAN	Task Reminder Set	Task Reminder Set
task_last_modified_by_id	TEXT	Task Last Modified By ID	Task Last Modified By ID
task_last_modified_date	TIMESTAMP	Task Last Modified Date	Task Last Modified date
task_owner_id	TEXT	Task Assigned To ID	Task Assigned To ID
task_priority	TEXT	Task Priority	Task Priority
task_recurrence_activity_id	TEXT	Task Recurrence Activity ID	Task Recurrence Activity ID
task_recurrence_day_of_month	NUMERIC	Task Recurrence Day of Month	Task Recurrence Day of Month
task_recurrence_day_of_week_mask	NUMERIC	Task Recurrence Day of Week Mask	Task Recurrence Day of Week Mask
task_recurrence_end_date_only	TEXT	Task Recurrence End	Task Recurrence End
task_recurrence_instance	TEXT	Task Recurrence Instance	Task Recurrence Instance
task_recurrence_interval	NUMERIC	Task Recurrence Interval	Task Recurrence Interval
task_recurrence_month_of_year	TEXT	Task Recurrence Month of Year	Task Recurrence Month of Year
task_recurrence_regenerated_type	TEXT	Task Repeat This Task	Task Repeat This Task
task_recurrence_start_date_only	TEXT	Task Recurrence Start	Task Recurrence Start
task_recurrence_time_zone_sid_key	TEXT	Task Recurrence Time Zone	Task Recurrence Time Zone
task_recurrence_type	TEXT	Task Recurrence Type	Task Recurrence Type
task_reminder_date_time	TEXT	Task Reminder Date/Time	Task Reminder Date/Time
task_status	TEXT	Task Status	Task Status
task_subject	TEXT	Task Subject	Task Subject
task_system_modstamp	TEXT	Task System Modstamp	Task System Modstamp
task_task_subtype	TEXT	Task Subtype	Task Subtype
task_what_id	TEXT	Task Related To ID	Task Related To ID
task_who_id	TEXT	Task Name ID	Task Name ID

Salesforce other fields

The Salesforce connector has 19 fields that do not belong to a named report, or belong to a report with only one or two fields.

ID	Type	Name	Description
data_fetched_at	TIMESTAMP	Data fetched at	UTC timestamp (second precision) of when the connector request that pulled the row started. Freshly pulled rows show this request's start time; cache hits keep the start time of the request that filled the cache. Selecting this field disables aggregation, so rows are returned individually (each keeping its own fetch time) instead of being summed.
datasource	TEXT	Data Source	The name of the Windsor connector returning the row
date	DATE	Last Modified Date	The Last Modified Date of the selected Object
day_of_month	TEXT	Day of month	Day of the month
month	TEXT	Month	Number of the month
now	TIMESTAMP	Now	Current timestamp
source	TEXT	Source	The name of the Windsor connector returning the row
today	DATE	Today	Today's date
week	TEXT	Week	Week (Sun-Sat).
week_day	TEXT	Day of week and day number	Weekday number and name combined (Sun-Sat).Numbered from 0 Sunday to 6 Saturday.
week_day_iso	TEXT	Day of week and day number, ISO	Weekday number and name combined, ISO format (Mon-Sun).Numbered from 1 Monday to 7
week_iso	TEXT	Week ISO	Week, ISO format (Mon-Sun).
year	TEXT	Year	Year
year_month	TEXT	Yearmonth	Year and month, e.g. 2024\|3
year_month_name	TEXT	Year month name	Year and month with the month name written out, e.g. "Jan 2025".
year_of_week	TEXT	Year of week	The year that contains first day of the week (Sun-Sat).
year_of_week_iso	TEXT	Year of week, ISO	The year that contains first day of the ISO week (Mon-Sun).
year_week	TEXT	Year week	Year and week for US weeks (Sun-Sat), e.g. 2024\|15
year_week_iso	TEXT	Year week ISO	Year and week for ISO weeks (Mon-Sun), e.g. 2024\|20

API Connectors