AccountLists
Defines groupings of account entities used for segmentation, reporting, or campaign targeting within the Vault system. This is backed by the 'account_list__v' object.
Columns
| Name | Type | ReadOnly | Description |
| ID [KEY] | String | True |
Unique identifier for the account list record within the Vault system, primarily used for internal system operations and record referencing. |
| Global ID | String | True |
System-generated global identifier that ensures universal uniqueness across multiple Vault environments or instances. |
| Link | String | False |
URL or URI reference that points directly to the detailed account list record within the Vault web interface or API. |
| Account List Name | String | False |
The display name of the account list, typically used for identifying the list in user interfaces, reports, and filters. |
| Status | String | False |
Indicates the current lifecycle state of the account list, such as Active, Inactive, or Archived, based on its usability or approval. |
| Created By | String | True |
Username or system identifier of the user who initially created the account list record. |
| Created Date | Datetime | True |
Timestamp indicating when the account list record was first created in the Vault system. |
| Last Modified By | String | True |
Username or system identifier of the user who last modified the account list record. |
| Last Modified Date | Datetime | True |
Timestamp indicating the most recent modification to the account list record, useful for auditing and version control. |
| Access | String | False |
Defines the permission level or visibility scope of the account list, such as Owner-only, Team-shared, or Public. |
| Display Order | Decimal | False |
Numeric value used to control the display sequence of the account list in user-facing dropdowns or sorted views. |
| Icon Name | String | False |
Name of the icon associated with the account list, used to visually represent it within Vault's UI or mobile interfaces. |
| Locked Date | Datetime | False |
Timestamp marking when the account list was locked, typically to prevent further edits during a workflow or review process. |
| Mobile ID | String | False |
Mobile-specific identifier used to sync the account list with external mobile applications or offline systems. |
| Locked By | String | False |
Username or system identifier of the user who locked the record, often used to trace workflow actions or record freezes. |
| Owner | String | False |
Reference to the user or group responsible for the account list, used to determine access rights and accountability. |
| Legacy CRM Id | String | False |
Identifier from a legacy Customer Relationship Management (CRM) system that was used before migrating data to Vault, facilitating historical data reconciliation. |