Accounts
Manages account records representing companies or organizations, enabling comprehensive CRUD operations and advanced search.
Table-Specific Information
Select
This table supports the COQL and BULK APIs 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 provider.
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 | True |
Unique identifier for the account. |
| Billing_Latitude | Double | False |
Latitude coordinate of the account's billing address. |
| Billing_Longitude | Double | False |
Longitude coordinate of the account's billing address. |
| Shipping_Latitude | Double | False |
Latitude coordinate of the account's shipping address. |
| Shipping_Longitude | Double | False |
Longitude coordinate of the account's shipping address. |
| Owner_Id | String | False |
Identifier of the user who owns the account. |
| Owner_FirstName | String | True |
First name of the account owner. |
| Owner_LastName | String | True |
Last name of the account owner. |
| Owner_Email | String | True |
Email address of the account owner. |
| Rating | String | False |
Internal rating given to the account. |
| Account_Name | String | False |
Name of the account or organization. |
| Phone | String | False |
Phone number associated with the account. |
| Fax | String | False |
Fax number associated with the account. |
| Parent_Account_Id | String | False |
Identifier of the parent account, if the current account is part of a hierarchy. |
| Website | String | False |
Website URL of the account. |
| Ticker_Symbol | String | False |
Stock ticker symbol for the organization. |
| Account_Type | String | False |
Type of account, such as customer, partner, or vendor. |
| Ownership | String | False |
Ownership structure of the account, such as public or private. |
| Industry | String | False |
Industry classification of the account. |
| Employees | Int | False |
Number of employees in the organization. |
| Annual_Revenue | Decimal | False |
Annual revenue generated by the organization. |
| SIC_Code | Int | False |
Standard Industrial Classification (SIC) code for the account. |
| Created_By_Id | String | False |
Identifier of the user who created the account record. |
| Modified_By_Id | String | False |
Identifier of the user who last modified the account. |
| Modified_By_FirstName | String | True |
First name of the user who last modified the account. |
| Modified_By_LastName | String | True |
Last name of the user who last modified the account. |
| Modified_By_Email | String | True |
Email of the user who last modified the account. |
| Created_Time | Datetime | False |
Timestamp when the account was created. |
| Modified_Time | Datetime | False |
Timestamp when the account was last modified. |
| Last_Activity_Time | Datetime | True |
Timestamp of the last recorded activity for the account. |
| Account_Number | Long | False |
Unique number assigned to the account. |
| Account_Site | String | False |
Physical or virtual site associated with the account. |
| Tag | String | False |
Tags or labels applied to the account for categorization. |
| Description | String | False |
Description or notes about the account. |
| Record_Image | String | False |
Reference to an image associated with the account. |
| Id_CustomModule | Long | True |
System-generated identifier for record tracking. |
| Change_Log_Time__s | Datetime | True |
Time when the change log was last updated for this account. |
| Locked__s | Bool | True |
Indicates whether the account is locked from editing. |
| Last_Enriched_Time__s | Datetime | True |
Time when the account was last enriched with external data. |
| Enrich_Status__s | String | True |
Current enrichment status of the account data. |
| Billing_Country | String | False |
Country for billing address. |
| Billing_Flat_House_No_Building_Apartment_Name | String | False |
Flat/house number, building, or apartment name portion of the billing address. |
| Billing_Street | String | False |
Street address for billing. |
| Billing_City | String | False |
City for billing purposes. |
| Billing_State | String | False |
State or region for billing. |
| Billing_Code | String | False |
Postal or zip code for billing. |
| Shipping_Country | String | False |
Country for shipping address. |
| Shipping_Flat_House_No_Building_Apartment_Name | String | False |
Flat/house number, building, or apartment name portion of the shipping address. |
| Shipping_Street | String | False |
Street address for shipping. |
| Shipping_City | String | False |
City for shipping purposes. |
| Shipping_State | String | False |
State or region for shipping. |
| Shipping_Code | String | False |
Postal or zip code for shipping. |
Pseudo-Columns
Pseudo column fields are used in the WHERE clause of SELECT statements and offer more granular control over the data returned from the data source.
| Name | Type | Description |
| DuplicateCheckFields | String |
The field(s) to be used for checking duplicate records in an upsert. The REST API allows for more than one field in the duplicate check but the BULK API only allows one field. |
| Trigger | String |
To trigger the rule while inserting record into CRM account. |