Tableau Connector for Salesforce

Build 25.0.9434

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 Bool 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.

LastName String False

Last name of the contact or person account. Required for person accounts.

FirstName String False

First name of the contact or person account.

Salutation String False

Honorific abbreviation, word, or phrase to be used in front of the name in greetings.

Type String False

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

RecordTypeId String False

RecordType.Id

ID of the record type assigned to this object.

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.

BillingGeocodeAccuracy String False

Accuracy level of the geocode for the Billing address.

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.

ShippingGeocodeAccuracy String False

Accuracy level of the geocode for the Shipping address.

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.

PhotoUrl String True

URL for the contact's photo.

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 Decimal 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.

CurrencyIsoCode String False

ISO code for the currency in which the revenue amount is expressed.

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.

LastModifiedById String True

User.Id

ID of the user who last modified the account record.

LastActivityDate Date 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.

PersonContactId String True

Contact.Id

ID of the Contact associated with this person account.

IsPersonAccount Bool True

Indicates whether this account is a person account.

PersonMailingStreet String False

Person account field for MailingStreet.

PersonMailingCity String False

Person account field for MailingCity.

PersonMailingState String False

Person account field for MailingState.

PersonMailingPostalCode String False

Person account field for MailingPostalCode.

PersonMailingCountry String False

Person account field for MailingCountry.

PersonMailingLatitude Double False

Person account field for MailingLatitude.

PersonMailingLongitude Double False

Person account field for MailingLongitude.

PersonMailingGeocodeAccuracy String False

Person account field for MailingGeocodeAccuracy.

PersonOtherStreet String False

Person account field for OtherStreet.

PersonOtherCity String False

Person account field for OtherCity.

PersonOtherState String False

Person account field for OtherState.

PersonOtherPostalCode String False

Person account field for OtherPostalCode.

PersonOtherCountry String False

Person account field for OtherCountry.

PersonOtherLatitude Double False

Person account field for OtherLatitude.

PersonOtherLongitude Double False

Person account field for OtherLongitude.

PersonOtherGeocodeAccuracy String False

Person account field for OtherGeocodeAccuracy.

PersonMobilePhone String False

Mobile phone number for the person account.

PersonHomePhone String False

Home phone number for the person account.

PersonOtherPhone String False

Additional phone number for the person account.

PersonAssistantPhone String False

Phone number for the person account's assistant.

PersonEmail String False

Email address for the person account.

PersonTitle String False

Title for the person account.

PersonDepartment String False

Department for the person account.

PersonAssistantName String False

Name of the person account's assistant.

PersonLeadSource String False

Source from which the person account lead was obtained.

PersonBirthdate Date False

Birth date for the person account.

PersonLastCURequestDate Datetime True

Date and time of the last user cleanup request.

PersonLastCUUpdateDate Datetime True

Date and time when the record was last updated by user cleanup.

PersonEmailBouncedReason String False

Reason why the person account email bounced.

PersonEmailBouncedDate Datetime False

Date and time when the person account email bounced.

PersonIndividualId String False

Individual.Id

ID of the data privacy record associated with this person account.

Jigsaw String False

Legacy Data.com identifier used for business data enrichment.

JigsawCompanyId String True

Legacy Data.com unique company identifier.

CleanStatus String False

Indicates the record's clean status compared with Data.com.

AccountSource String False

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

DunsNumber String False

The Data Universal Number System (D-U-N-S) number is a nine-digit number assigned to companies by Dun & Bradstreet.

Tradestyle String False

A name, different from its legal name, that an organization may use for conducting business.

NaicsCode String False

The North American Industry Classification System (NAICS) code for the account's primary business.

NaicsDesc String False

A brief description based on the NAICS code.

YearStarted String False

Date when the company was established.

SicDesc String False

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

DandbCompanyId String False

DandBCompany.Id

The ID of the associated DB company record.

SOQL String False

Specifies the SOQL query to execute against the Salesforce servers. If this pseudo column is set from the WHERE clause it will take precedence over the original query.

ExternalIdColumn String False

Specifies the external Id column to use if performing an insert. If this value is specified, upsert will be used when the INSERT command is called.

FilterScope String False

Optional scope to limit the records returned from queries. This property can take one of these values: Delegated, Everything, Mine, MineAndMyGroups, My_Territory, My_Team_Territory, or Team.

SystemModstamp Datetime True

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

LastModifiedDate Datetime True

Timestamp of the most recent update to the account.

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Build 25.0.9434