Account

Standard and custom fields extend the standard Account object for use in Consumer Goods Cloud to represent an individual account, which is an company or person involved with your business, such as customers, competitors, and partners. This object is available in API version 55.0 and later.

Supported Calls 

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

Fields 

AccountNumber 
  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Account number assigned to the account (not the unique, auto-generated ID assigned during creation). Can have up to 40 characters.

AccountSource 

  • Type: picklist

  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Description: Source of the account record:

    The source is selected from an administrator-set picklist. Each picklist value can have up to 40 characters.

  • Possible values:

    • Other
    • Partner Referral
    • Phone Inquiry
    • Purchased List
    • Web

AnnualRevenue 
  • Type: currency
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: Estimated annual revenue of the account.

BillingAddress 
  • Type: address
  • Properties: Filter, Nillable
  • Description: Compound form of the billing address. Read-only. See Address Compound Fields for details on compound address fields.

BillingCity 
  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Details for the billing address of the account. Can have up to 40 characters.

BillingCountry 
  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Details for the billing address of the account. Can have up to 80 characters.

BillingGeocodeAccuracy 

  • Type: picklist

  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update

  • Description: Accuracy level of the geocode for the billing address:

    See Compound Field Considerations and Limitations for details on geolocation compound fields.

  • Possible values:

    • Address
    • Block
    • City
    • County
    • ExtendedZip
    • NearAddress
    • Neighborhood
    • State
    • Street
    • Unknown
    • Zip

BillingLatitude 
  • Type: double
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: Used with BillingLongitude to specify the precise geolocation of a billing address. Acceptable values are numbers between –90 and 90, up to 15 decimal places. See Compound Field Considerations and Limitations for details on geolocation compound fields.

BillingLongitude 
  • Type: double
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: Used with BillingLatitude to specify the precise geolocation of a billing address. Acceptable values are numbers between –180 and 180, up to 15 decimal places. See Compound Field Considerations and Limitations for details on geolocation compound fields.

BillingPostalCode 
  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Details for the billing address of the account. Can have up to 20 characters.

BillingState 
  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Details for the billing address of this account. Can have up to 80 characters.

BillingStreet 
  • Type: textarea
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Street name in the billing address of the account.

CleanStatus 

  • Type: picklist

  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update

  • Description: Indicates the record’s clean status compared with Data.com:

  • Possible values:

    • Acknowledged—Reviewed
    • Different
    • Inactive
    • Matched—In Sync
    • NotFound—Not Found
    • Pending—Not Compared
    • SelectMatch—Select Match
    • Skipped

DandbCompanyId 

  • Type: reference

  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Description: ID of the Dun & Bradstreet® company record associated with the account.

    This field is a relationship field.

  • Relationship Name: DandbCompany

  • Relationship Type: Lookup

  • Refers To: DandBCompany

Description 
  • Type: textarea
  • Properties: Create, Nillable, Update
  • Description: Text description of the account. Limited to 32,000 KB.

DunsNumber 

  • Type: string

  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Description: The Data Universal Numbering System (D-U-N-S) number is a unique, nine-digit number assigned to every business location in the Dun & Bradstreet database that has a unique, separate, and distinct operation. D-U-N-S numbers are used by industries and organizations around the world as a global standard for business identification and tracking. Maximum size is nine characters. This field is available only on business accounts.

    This field is available only to companies that use Data.com Prospector or Data.com Clean.

    Note

Fax 
  • Type: phone
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Fax number of the account.

Industry 

  • Type: picklist

  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Description: Industry associated with the account. Can have up to 40 characters.

  • Possible values:

    • Agriculture
    • Apparel
    • Banking
    • Biotechnology
    • Chemicals
    • Communications
    • Construction
    • Consulting
    • Education
    • Electronics
    • Energy
    • Engineering
    • Entertainment
    • Environmental
    • Finance
    • Food & Beverage
    • Government
    • Healthcare
    • Hospitality
    • Insurance
    • Machinery
    • Manufacturing
    • Media
    • Not For Profit
    • Other
    • Recreation
    • Retail
    • Shipping
    • Technology
    • Telecommunications
    • Transportation
    • Utilities

Jigsaw 
  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: References the ID of a company in Data.com. Accounts imported from Data.com always have a value in this field, while accounts not imported from Data.com have a null value. Can have up to 20 characters. Available in API version 22.0 and later. Label is Data.com Key. This field is available only on business accounts.

JigsawCompanyId 

  • Type: string

  • Properties: Filter, Group, Nillable, Sort

  • Description: ID of a company in Data.com.

    Relationship field.

  • Relationship Name: JigsawCompany

  • Relationship Type: Lookup

  • Refers To: null

LastActivityDate 
  • Type: date
  • Properties: Filter, Group, Nillable, Sort
  • Description: Date when a user last modified the record.

LastReferencedDate 
  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: Most recent date on which a user referenced the record.

LastViewedDate 
  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: Most recent date on which a user viewed the record.

MasterRecordId 

  • Type: reference

  • Properties: Filter, Group, Nillable, Sort

  • Description: If this object was deleted as the result of a merge, then this field contains the ID of the record that was kept. If this object was deleted for any other reason, or hasn’t been deleted, the value is null.

    This field is a relationship field.

  • Relationship Name: MasterRecord

  • Relationship Type: Lookup

  • Refers To: Account

NaicsCode 

  • Type: string

  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Description: The six-digit North American Industry Classification System (NAICS) code is the standard used by businesses and the government to classify business establishments into industries, according to their economic activity for the purpose of collecting, analyzing, and publishing statistical data related to the U.S. business economy. Can have up to eight characters. This field is available only on business accounts.

    This field is available only to companies that use Data.com Prospector or Data.com Clean.

    Note

NaicsDesc 

  • Type: string

  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Description: Brief description of an company line of business based on the org’s NAICS code. Can have up to 120 characters. The field is available only on business accounts.

    The field is available only to companies that use Data.com Prospector or Data.com Clean.

    Note

Name 
  • Type: string
  • Properties: Create, Filter, Group, Sort, Update
  • Description: Unique identification of the account.

NumberOfEmployees 
  • Type: int
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Number of employees working at the company that’s represented by the account. Can have up to eight digits.

OperatingHoursId 

  • Type: reference

  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Description: Operating hours associated with the account. Available only if Field Service is enabled.

    This field is a relationship field.

  • Relationship Name: OperatingHours

  • Relationship Type: Lookup

  • Refers To: OperatingHours

OwnerId 

  • Type: reference

  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update

  • Description: ID of the user who currently owns the account. user logged in to the API to perform the create. If you have set up account teams in your company, the result of updating this field depends on your version of the API:

    • For API version 12.0 and later, sharing records are kept for all objects.
    • For API version before 12.0, sharing records are deleted.
    • For API version 16.0 and later, users must have the Transfer Record permission to update (transfer) account ownership.

    This field is a relationship field.

  • Default value: the

  • Relationship Name: Owner

  • Relationship Type: Lookup

  • Refers To: User

Ownership 

  • Type: picklist

  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Description: Ownership type of the account:

  • Possible values:

    • Other
    • Private
    • Public
    • Subsidiary

ParentId 

  • Type: reference

  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Description: ID of the parent object, if any.

    This field is a relationship field.

  • Relationship Name: Parent

  • Relationship Type: Lookup

  • Refers To: Account

Phone 
  • Type: phone
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Phone number of the account. Can have up to 40 characters.

PhotoUrl 
  • Type: url
  • Properties: Filter, Group, Nillable, Sort
  • Description: Path to be combined with the URL of a Salesforce instance (for example, https://yourInstance.salesforce.com/) to generate a URL to request the social network profile image associated with the account. Generated URL returns an HTTP redirect (code 302) to the social network profile image for the account. Returns a blank if Social Accounts and Contacts aren’t enabled for the company or are disabled for the requesting user.

Rating 

  • Type: picklist

  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Description: Account’s prospect rating:

  • Possible values:

    • Cold
    • Hot
    • Warm

RecordTypeId 

  • Type: reference

  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Description: ID of the record type assigned to the object.

    This field is a relationship field.

  • Relationship Name: RecordType

  • Relationship Type: Lookup

  • Refers To: RecordType

ShippingAddress 
  • Type: address
  • Properties: Filter, Nillable
  • Description: Read-only. Compound form of the shipping address. See Address Compound Fields for details on compound address fields.

ShippingCity 
  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: City in the shipping address of the account. Can have up to 40 characters.

ShippingCountry 
  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Country in the shipping address of the account. Can have up to 80 characters.

ShippingGeocodeAccuracy 

  • Type: picklist

  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update

  • Description: Accuracy level of the geocode for the shipping address:

    See Compound Field Considerations and Limitations for details on geolocation compound fields.

  • Possible values:

    • Address
    • Block
    • City
    • County
    • ExtendedZip
    • NearAddress
    • Neighborhood
    • State
    • Street
    • Unknown
    • Zip

ShippingLatitude 
  • Type: double
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: Used with ShippingLongitude to specify the precise geolocation of a shipping address. Acceptable values are numbers between –90 and 90, up to 15 decimal places. See Compound Field Considerations and Limitations for details on geolocation compound fields.

ShippingLongitude 
  • Type: double
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: Used with ShippingLatitude to specify the precise geolocation of an address. Acceptable values are numbers between –180 and 180, up to 15 decimal places. See Compound Field Considerations and Limitations for details on geolocation compound fields.

ShippingPostalCode 
  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Postal code in the shipping address of the account. Can have up to 20 characters.

ShippingState 
  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: State in the shipping address of the account. Can have up to 80 characters.

ShippingStreet 
  • Type: textarea
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Street name in the shipping address of the account. Can have up to 255 characters.

Sic 
  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Standard Industrial Classification code of the company’s main business categorization. For example, 57340 for Electronics. Can have up to 20 characters. This field is available only on business accounts.

SicDesc 
  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Brief description of an company line of business, based on the SIC code. Can have up to 80 characters. This field is available only on business accounts.

Site 
  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Name of the account’s location. For example, Headquarters or London. Can have up to 80 characters.

TickerSymbol 
  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Stock market symbol for the account. Can have up to 20 characters. This field is available only on business accounts.

Tradestyle 

  • Type: string

  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Description: Non-legal name that an company uses for conducting business. Similar to Doing business as or DBA. Can have up to 255 characters. This field is available only on business accounts.

    This field is available only to companies that use Data.com Prospector or Data.com Clean.

    Note

Type 

  • Type: picklist

  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Description: Type of account

  • Possible values:

    • Channel Partner / Reseller
    • Customer - Channel
    • Customer - Direct
    • Installation Partner
    • Other
    • Prospect
    • Technology Partner

Website 
  • Type: url
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Website of the account. Can have up to 255 characters.

YearStarted 

  • Type: string

  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Description: Date when an org was legally established. Can have up to four characters.

    This field is only available to organizations that use Data.com Prospector or Data.com Clean.

    Note

cgcloud_Account_Email__c 
  • Type: email
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Email address of the account. Label is Email.

cgcloud_Account_Number__c 
  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Account number assigned to the account (not the unique, auto-generated ID assigned during creation). Can have up to 40 characters.

cgcloud_Account_Template_Description__c 

  • Type: string

  • Properties: Filter, Nillable, Sort

  • Description: The account template description.

    This field is a calculated field.

  • Formula:

    1cgcloud_dev__Account_Template__r.cgcloud_dev__Description__c

cgcloud_Account_Template__c 

  • Type: reference

  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Description: References the account template object used for accounts.

    This field is a relationship field.

  • Relationship Name: cgcloud_dev__Account_Template__r

  • Relationship Type: Lookup

  • Refers To: cgcloud_dev__Account_Template__c

cgcloud__ExternalId__c 
  • Type: string
  • Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update
  • Description: Unique identifier of the external object record to account.

cgcloud__Name_2__c 
  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Unique identification of the account.

cgcloud__Number_Of_Extensions__c 

  • Type: double

  • Properties: Filter, Nillable, Sort

  • Description: Number of extensions for the account.

    This field is a calculated field.

cgcloud__Sales_Org__c 

  • Type: string

  • Properties: Filter, Nillable, Sort

  • Description: Sales org of the template.

    This field is a calculated field.

  • Formula:

    1Text(cgcloud_dev__Account_Template__r.cgcloud_dev__Sales_Org__c)

Associated Objects 

Associated Objects 

The Account object has these related objects. If the API version isn’t specified, then the APIs are available in the same versions as the object. Otherwise, the APIs are available in the specified API version and later.

Get Started with Consumer Goods Cloud
Retail Execution
Standard Objects for Retail Execution
Account
Asset
AssessmentIndicatorDefinition
AssessmentIndDefinedValue
AssessmentIndValue
AssessmentTask
AssessmentTaskContentDocument
AssessmentTaskDefinition
AssessmentTaskIndDefinition
AssessmentTaskOrder
Assortment
AssortmentProduct
DeliveryTask
InStoreLocation
Operatinghours
OtherComponentTask
Product2
Promotion
PromotionChannel
PromotionProduct
PromotionProductCategory
RetailLocationGroup
RetailStore
RetailStoreGroupAssignment
RetailStoreKpi
RetailVisitKpi
SignatureTask
SignatureTaskLineItem
StoreActionPlanTemplate
StoreAssortment
StoreProduct
Task
User
VehicleUserAssignment
Visit
Visitor
VisitedParty
Associated Objects for Retail Execution
Custom Objects for Retail Execution
Standard DLO to DMO Mappings
Retail Execution Standard Metadata APIs
Retail Order Customization
Sync Management
Direct Store Delivery
Einstein Visit and Activity Recommendation
Trade Promotion Management
Custom Objects for Retail Execution and Trade Promotion Management
Standard and Custom Objects for Future Use
API End-of-Life Policy
Previous Versions