Excel Add-In for Salesforce

Build 25.0.9434

Partner

Tracks business partner relationships, linking them to accounts and opportunities.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the partner relationship record.

OpportunityId String False

Opportunity.Id

ID of the related opportunity associated with the partner.

AccountFromId String False

Account.Id

ID of the account initiating the partnership.

AccountToId String False

Account.Id

ID of the partner account receiving the partnership.

Role String False

Role assigned to the partner in the context of the opportunity.

IsPrimary Bool False

Indicates whether this is the primary partner for the opportunity.

CreatedById String True

User.Id

ID of the user who created the partner record.

LastModifiedById String True

User.Id

ID of the user who last modified the partner record.

IsDeleted Bool True

Indicates whether the partner record has been deleted.

ReversePartnerId String True

Partner.Id

ID of the corresponding reverse partner record for bidirectional relationships.

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

System timestamp for the most recent update to the partner record.

LastModifiedDate Datetime True

Date and time when the partner record was last modified.

CreatedDate Datetime True

Date and time when the partner record was created.

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Build 25.0.9434