Accounts
Create, update, delete, and query information regarding accounts.
Table-Specific Information
Select
This table supports COQL for filtering, meaning that most filters comparing columns to values are submitted server-side. The rest of the filter is executed client-side within the add-in.
Insert
INSERT INTO Accounts(AccountName) VALUES('my name')
Required fields: AccountName.
Any field which is not read-only (ReadOnly = false in the table below below) can be inserted.
Delete
You must specify the Id in the WHERE clause when executing a delete against this table.
DELETE FROM Accounts WHERE Id = '3152079000000153079'
Update
You must specify the Id in the WHERE clause when executing an update against this table.
UPDATE Accounts SET Description = 'Updated from API' WHERE Id = '3152079000000153079'
Required fields: Id.
Any field which is not read-only (ReadOnly = false in the table below) can be updated.
Columns
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
The unique identifier for this record. |
AccountOwner_Id | String | False |
The Id of the account owner for the account. |
AccountOwner_FirstName | String | False |
The First Name of the account owner for the account. |
AccountOwner_LastName | String | False |
The Last Name of the account owner for the account. |
Rating | String | False |
The rating for the account. |
AccountName | String | False |
The name of the account. |
Phone | String | False |
The phone of the account. |
AccountSite | String | False |
The site for the account. |
Fax | String | False |
The fax of the account. |
ParentAccount_Id | String | False |
The Id of the parent account of the account. |
Website | String | False |
The website of the account. |
AccountNumber | Long | False |
The account number of the account. |
TickerSymbol | String | False |
The ticker symbol of the account |
AccountType | String | False |
The type of the account. |
Ownership | String | False |
The ownership of the account. |
Industry | String | False |
The industry of the account. |
Employees | Int | False |
The number of employess the account has. |
AnnualRevenue | Double | False |
The annual revenue of the account. |
SICCode | Int | False |
The SIC code of the account |
Tag | String | False |
The tag of the account. |
CreatedBy_Id | String | False |
The Id of the User who created the record. |
ModifiedBy_Id | String | False |
The Id of the User who modified the record. |
ModifiedBy_FirstName | String | False |
The Id of the User who modified the record. |
ModifiedBy_LastName | String | False |
The Id of the User who modified the record. |
CreatedTime | Datetime | False |
The time when the record was created. |
ModifiedTime | Datetime | False |
The time when the record was modified. |
LastActivityTime | Datetime | False |
The time of the last activity for the account. |
BillingStreet | String | False |
The billing street of the account. |
ShippingStreet | String | False |
The shipping street of the account. |
BillingCity | String | False |
The billing city of the account. |
ShippingCity | String | False |
The shipping city of the account. |
BillingState | String | False |
The billing state of the account. |
ShippingState | String | False |
The shipping state of the account. |
BillingCode | String | False |
The billing code of the account. |
ShippingCode | String | False |
The shipping code of the account. |
BillingCountry | String | False |
The billing country of the account. |
ShippingCountry | String | False |
The shipping country of the account. |
Description | String | False |
The description of the account. |
History | String | False |
The history of the account. |
Pseudo-Columns
Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.
Name | Type | Description |
DuplicateCheckFields | String |
The field/s to be used for checking in an upsert. |
CustomViewId | Long |
The custom view Id to be used for filtering this record. Will work when useCOQL=false. |