MCP Server for Salesforce

Build 24.0.9300

Account

Contains details about customer accounts, including business or individual information and related activities.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique Salesforce ID that identifies the account record.

IsDeleted Boolean True

Indicates whether the account has been deleted from Salesforce (true) or not (false).

MasterRecordId String True

Account.Id

ID of the master account record when this account is part of a merged set.

Name String False

The name of the account, typically representing a company or organization.

Type String False

Classification of the account such as Customer, Partner, or Prospect.

ParentId String False

Account.Id

ID of the parent account in a hierarchical relationship.

BillingStreet String False

Street address used for billing purposes.

BillingCity String False

City associated with the billing address of the account.

BillingState String False

State or province for the billing address.

BillingPostalCode String False

Postal or ZIP code for the billing address.

BillingCountry String False

Country associated with the billing address.

BillingLatitude Double False

Latitude coordinate of the billing address for mapping or geolocation.

BillingLongitude Double False

Longitude coordinate of the billing address for mapping or geolocation.

ShippingStreet String False

Street address used for shipping purposes.

ShippingCity String False

City associated with the shipping address of the account.

ShippingState String False

State or province for the shipping address.

ShippingPostalCode String False

Postal or ZIP code for the shipping address.

ShippingCountry String False

Country associated with the shipping address.

ShippingLatitude Double False

Latitude coordinate of the shipping address for geolocation.

ShippingLongitude Double False

Longitude coordinate of the shipping address for geolocation.

Phone String False

Primary phone number associated with the account.

Fax String False

Fax number associated with the account.

AccountNumber String False

Custom or system-generated reference number for the account.

Website String False

URL of the account's company website.

Sic String False

Standard Industry Classification (SIC) code for categorizing the business.

Industry String False

Industry sector the account belongs to, such as Technology or Retail.

AnnualRevenue Double False

Estimated or reported yearly revenue for the account.

NumberOfEmployees Int False

Total number of employees working at the account organization.

Ownership String False

Ownership structure of the organization, such as Public, Private, or Subsidiary.

TickerSymbol String False

Stock market ticker symbol of the account if it is publicly traded.

Description String False

Free-text field for entering detailed information about the account.

Rating String False

Custom rating for the account, such as Hot, Warm, or Cold.

Site String False

Location name or office site tied to the account, useful for organizations with multiple locations.

OwnerId String False

User.Id

ID of the user assigned as the owner of the account.

CreatedDate Datetime True

Date and time the account was originally created in Salesforce.

CreatedById String True

User.Id

ID of the user who created the account record.

LastModifiedDate Datetime True

Timestamp of the most recent update to the account.

LastModifiedById String True

User.Id

ID of the user who last modified the account record.

SystemModstamp Datetime True

Timestamp for the last system-level modification, used for record tracking and synchronization.

LastActivityDate Datetime True

Date of the most recent activity logged against this account, such as a task or event.

LastViewedDate Datetime True

Date and time when the account record was last viewed by the user.

LastReferencedDate Datetime True

Date and time when the account record was last accessed in a related context, such as a report or dashboard.

Jigsaw String False

Legacy Data.com identifier used for business data enrichment.

JigsawCompanyId String True

Legacy Data.com unique company identifier.

AccountSource String False

Origin of the account record, such as Web, Phone Inquiry, or Purchased List.

SicDesc String False

Description of the SIC code representing the account's business category.

NumberofLocations__c Double False

Custom field indicating the number of business locations the account operates.

SLAExpirationDate__c Datetime False

Custom field that tracks the expiration date of the account's service level agreement (SLA).

UpsellOpportunity__c String False

Custom field indicating potential for upselling additional products or services.

SLASerialNumber__c String False

Custom field that records the serial number tied to the account's SLA.

SLA__c String False

Custom field identifying the level or tier of the service level agreement assigned to the account.

CustomerPriority__c String False

Custom field that categorizes the priority level of the account, such as High, Medium, or Low.

Active__c String False

Custom field indicating whether the account is currently active.

MyAutoNumber__c String True

Auto-generated custom field used for tracking or reference purposes.

MyFormula__c String True

Custom formula field derived from other account data points.

MyRollupSummary__c Double True

Custom rollup field aggregating values from related child records, such as total opportunity value.

MyCheckBox__c Boolean False

Custom checkbox field used for binary account attributes.

MyEmail__c String False

Custom email field for capturing an additional contact email related to the account.

MyPercent__c Double False

Custom percentage field used for metrics such as satisfaction or growth.

Custom_Date_Time__c Datetime False

Custom field used to store a date and time value relevant to a business process.

New_Currency_Field__c Double False

Custom currency field used to store financial data such as budgets or quotes.

New_Currency_Field_2__c Double False

Secondary custom currency field for additional monetary tracking.

DO_NOT_USE__c Boolean False

Deprecated custom checkbox field—retained for legacy purposes but should not be used.

CustomNumber__c Double False

Custom numeric field used for general-purpose number tracking.

FiveChar_TextField__c String False

Custom text field limited to five characters for quick tags or codes.

FiveChar_CurrencyField__c Double False

Custom currency field limited to five-character monetary entries.

FiveChar_NumberField__c Double False

Custom numeric field for short, fixed-width numbers.

FiveChar_PercentField__c Double False

Custom percentage field supporting short-form values.

FiveChar_TextAreaMasked__c String False

Custom masked text area field designed for capturing sensitive or formatted input.

NewField__c Double False

Custom field used for future data tracking or testing purposes.

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Build 24.0.9300