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Salesforce Connector Reference

42 metrics305 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 347 fields (42 metrics, 305 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
Create Object Create a new Salesforce record of any object type (Opportunity, Lead, Contact, Account, Case, custom objects, ...). Use field API names (e.g. LastName, Company, Amount, My_Field__c); the required fields depend on the object type. Returns the id of the new record, which update_object and delete_object can then use.

Create a new Salesforce record of any object type (Opportunity, Lead, Contact, Account, Case, custom objects, ...). Use field API names (e.g. LastName, Company, Amount, My_Field__c); the required fields depend on the object type. Returns the id of the new record, which update_object and delete_object can then use.

Parameters
object_typestringRequiredfieldsobjectRequired
Delete Object Permanently delete a Salesforce record of any object type (Opportunity, Lead, Contact, Account, Case, custom objects, ...) by id. Salesforce moves the record to the Recycle Bin for 15 days, from where a user can restore it in the Salesforce UI but not through Windsor. Tell the user this is permanent before you ask them to confirm.

Permanently delete a Salesforce record of any object type (Opportunity, Lead, Contact, Account, Case, custom objects, ...) by id. Salesforce moves the record to the Recycle Bin for 15 days, from where a user can restore it in the Salesforce UI but not through Windsor. Tell the user this is permanent before you ask them to confirm.

Parameters
object_typestringRequiredrecord_idstringRequired

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 Object
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