Excel Add-In for Vault CRM

Build 25.0.9434

ChildAccounts

Stores hierarchical relationships between primary accounts and their linked subordinate accounts, typically used in sales or territory management to reflect business structures and reporting dependencies.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique internal identifier for the child account record used within the database system.

Global ID String True

System-generated global identifier used to uniquely distinguish the record across integrated environments.

Link String False

System link reference that points to the resource endpoint representing this specific child account.

Name String True

The primary display name of the child account, typically used in user interfaces and reports.

Status String False

Current status of the child account, indicating whether it is active, inactive, pending review, or archived.

Created By String True

The username or identifier of the user who originally created the child account record.

Created Date Datetime True

Timestamp indicating when the child account record was initially created in the system.

Last Modified By String True

The username or identifier of the user who last modified the child account record.

Last Modified Date Datetime True

Timestamp indicating the most recent update made to the child account record.

Alternate Name String False

Secondary or alias name for the child account, used for alternate display or search purposes.

Best Times String False

Preferred time ranges for engaging with this account, formatted as a comma-separated list (morning, afternoon, evening).

Child Affiliation Count Decimal False

The number of directly affiliated sub-accounts or entities associated with this child account.

Copy Address Bool False

Boolean flag indicating whether the address details should be copied from a related parent or primary account.

Customer Master Status String False

The status of the child account within the customer master hierarchy, which can reflect synchronization or approval state.

External ID String False

Identifier assigned by an external source system, used for data integration or record matching.

External Key String False

Reference key from an external system used to correlate this record with outside datasets or applications.

Hierarchy Type String False

The classification of the account's position in the organizational or customer hierarchy, such as 'branch', 'division', or 'location'.

Location Identifier String False

A unique code or identifier representing the physical or organizational location of the child account.

Mobile ID String False

Identifier used to track this child account within mobile platforms or mobile-enabled applications.

Network Primary Bool False

Boolean indicator denoting whether this child account is the primary record in a multi-record network relationship.

Parent Affiliation Count Decimal False

Indicates the total number of child account affiliations associated with the specified parent account. This value reflects how many child relationships are currently linked to the parent.

Child Account String False

Reference to the child account entity in the Veeva Vault system. This field captures the unique identifier of the child account in the relationship.

Parent Account String False

Reference to the parent account entity in the Veeva Vault system. This field stores the unique identifier of the account acting as the parent in the child-parent relationship.

Owner String False

Identifier of the user or team assigned ownership of the child account record. This is used for managing access, visibility, and workflow assignments.

Child Account Identifier String True

Unique external identifier for the child account, typically used for integration with Customer Relationship Management (CRM) or legacy systems.

Child Furigana String True

Phonetic representation of the child account's name using Japanese Furigana characters. Helps in accurate name pronunciation and search functionality in Japanese locales.

Parent Account Identifier String True

Unique external identifier for the parent account, generally used for mapping to external CRM or data warehouse systems.

Parent Furigana String True

Phonetic representation of the parent account's name using Japanese Furigana characters. Enables consistent and localized search behavior in Japanese environments.

Child Account Search LastFirst String True

Concatenated version of the child account's name in 'Last, First' format for search optimization, particularly in systems requiring name indexing.

Child Name String True

Display name of the child account, as recorded in the Vault system. This name is typically presented in user-facing applications or reports.

Child Record Type String True

Specifies the record type assigned to the child account, which determines the layout, behavior, and validations applicable to the record.

Formatted Name Furigana String True

Pre-formatted Furigana version of the account name for use in display contexts or systems that require phonetic presentation.

Parent Child Furigana String True

Combined Furigana representation of both parent and child names, aiding in composite identification in localized or hierarchical displays.

Parent Child Name String True

Concatenated name of the parent and child accounts, formatted for readability in hierarchical views or relationship tracking reports.

Parent Name String True

Display name of the parent account entity. This is used for identification and presentation of account hierarchy in user interfaces and exports.

Parent Record Type String True

Specifies the record type associated with the parent account. Determines form layout, data rules, and permissible workflows.

Primary String True

Indicates whether the child account is the primary relationship under the parent account. This is typically a flag value (Yes or No) used for prioritization.

Legacy CRM Id String False

Identifier used by a legacy CRM system to track the account record. Retained for historical integration and data migration purposes.

Veeva Network ID String False

Unique identifier assigned by Veeva Network to unify account data across systems and ensure master data consistency.

Parent Child (Formatted) Name String True

Formatted composite name combining both parent and child account names, designed for improved readability in reports and displays.

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Build 25.0.9434