Interaction

Represents an interaction (phone call, in-person meeting, or video conference) between two or more people (attendees), typically including at least one representative and one customer or partner.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

Fields

AccountId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The ID of the account related to the customer or partner who attended the interaction.
  • Relationship Name: Account
  • Relationship Type: Lookup
  • Refers To: Account

Description

  • Type: textarea
  • Properties: Create, Nillable, Update
  • Description: The description of the interaction.

EndTime

  • Type: dateTime
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The date and time that the interaction ended.

InteractionType

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The type of interaction.
  • Possible values:
    • Conference
    • Email
    • In Person
    • Phone Call

LastReferencedDate

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: The timestamp for when the current user last viewed a record related to this record.

LastSyncedDateTime

  • Type: dateTime
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The date and time when a sync was performed to create or update an interaction from an email client or other solutions in Salesforce.

LastViewedDate

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: The timestamp for when the current user last viewed this record. If this value is null, it’s possible that this record was referenced (LastReferencedDate) and not viewed.

LocationId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The location of the interaction.
  • Relationship Name: Location
  • Relationship Type: Lookup
  • Refers To: Location

Name

  • Type: string
  • Properties: Create, Filter, Group, idLookup, Sort, Update
  • Description: Required. The name of the interaction.

OwnerId

  • Type: reference
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: The ID of the record owner.
  • Relationship Name: Owner
  • Relationship Type: Lookup
  • Refers To: Group, User

ReferenceIdentifier

  • Type: string
  • Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update
  • Description: The unique reference ID of the interaction.

RelatedRecordId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The opportunity or financial deal associated with the interaction.

    This is a polymorphic relationship field.

  • Relationship Name: RelatedRecord
  • Relationship Type: Lookup
  • Refers To: FinancialDeal, Opportunity

StartTime

  • Type: dateTime
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The date and time that the interaction started.

Associated Objects

This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.

InteractionFeed
Feed tracking is available for the object.
InteractionHistory
History is available for tracked fields of the object.
InteractionOwnerSharingRule
Sharing rules are available for the object.
InteractionShare
Sharing is available for the object.