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

This object has the following 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.