Salesforce activities and attributes

This page lists all default Salesforce activities which are added to your Ortto account after integrating Ortto with Salesforce when configuring Salesforce as a new data source.

In Salesforce, when a lead is converted, Salesforce creates an account, contact, and optionally an opportunity, using information from the lead you are converting.

All activities are based on the objects you chose to be synced during the Ortto/Salesforce integration process.

Campaign created, campaign updated

The Campaign created and Campaign updated activities are generated when a Salesforce campaign is respectively created or updated. Most of the attributes within this activity are derived from Salesforce, with others managed internally by Ortto.

Attribute	Field type	Description
Active	Boolean	A flag to indicate whether (`true`) or not (`false`) the Salesforce campaign is active.
Budgeted cost in campaign	Currency (integer)	The amount of money budgeted for the Salesforce campaign.
Campaign id	Text (string)	The Salesforce ID for the Salesforce campaign.
City	Geographical data object	An internal geographical data object set by Ortto representing the Salesforce campaign’s city of origin.
Contacts in campaign	Number (integer)	The number of individuals on accounts that are associated with the Salesforce campaign.
Converted leads in campaign	Number (integer)	The number of leads that were converted to accounts due to the marketing efforts in the Salesforce campaign.
Country	Geographical data object	An internal geographical data object set by Ortto representing the Salesforce campaign’s country of origin.
Created by id	Text (string)	The Salesforce ID for the user who created the Salesforce campaign.
Created by name	Text (string)	The name of the user who created the Salesforce campaign.
Created date	Time and date	The time and date when the Salesforce campaign was created.
Datasource id	Text (string)	An internal ID set by Ortto for the Salesforce data source.
Deleted	Boolean	A flag to indicate whether (`true`) or not (`false`) the Salesforce campaign is in the recycle bin.
Description	Long text (string)	The description of the Salesforce campaign.
End date	Date	The ending date for the Salesforce campaign; where responses received after this date are still counted.
Expected response (%)	Percentage	The expected percentage of responses to receive for the Salesforce campaign.
Expected revenue in campaign	Currency (integer)	The expected amount of money to generate from the Salesforce campaign.
Last activity	Date	The date when the Salesforce campaign was last active.
Last modified by id	Reference (string)	The Salesforce ID for the user who last changed the Salesforce campaign fields (excluding related list items on the campaign).
Last modified by name	Text (string)	The name of the user who last modified the Salesforce campaign.
Last modified date	Time and date	The time and date of the user who last changed the Salesforce campaign fields (excluding related list items on the campaign).
Last referenced date	Time and date	The time and date when the Salesforce campaign was last referenced.
Last viewed date	Time and date	The time and date when the Salesforce campaign was last viewed.
Leads in campaign	Number (integer)	The number of potential opportunities (leads) associated with the Salesforce campaign.
Name	Text (string)	The identifying name for the Salesforce campaign.
Num sent in campaign	Decimal number (real)	The number of individuals targeted by the Salesforce campaign. For example, the number of emails sent.
Opportunities in campaign	Number (integer)	The calculated field value for the number of opportunities associated with the Salesforce campaign.
Owner email	Email	The email address of the Salesforce campaign’s assigned owner.
Owner first name	Text (string)	The first name of the Salesforce campaign’s assigned owner.
Owner id	Text (string)	The Salesforce ID for the assigned owner of the Salesforce campaign.
Owner last name	Text (string)	The last name of the Salesforce campaign’s assigned owner.
Owner mobile phone	Phone number object	The mobile phone number of the Salesforce campaign’s assigned owner.
Owner name	Text (string)	The name of the Salesforce campaign’s assigned owner.
Owner phone	Phone number object	The primary phone number of the Salesforce campaign’s assigned owner.
Owner title	Text (string)	The title of the Salesforce campaign’s assigned owner.
Parent campaign id	Text (string)	The Salesforce ID to the campaign above this selected Salesforce campaign in the Salesforce campaign hierarchy.
Position	Geographical data object	An internal geographical data object set by Ortto representing the Salesforce campaign’s geographical position.
Record type id	Text (string)	The Salesforce ID for the record type of the Salesforce campaign; determines the picklist values available for this campaign.
Region	Geographical data object	An internal geographical data object set by Ortto representing the Salesforce campaign’s region.
Responses in campaign	Number (integer)	The calculated field value for the total number of contacts and unconverted leads that have a `Member Status` equivalent to "Responded" for the Salesforce campaign.
Start date	Date	The starting date for the Salesforce campaign.
Status	Single select	The status of the Salesforce campaign. For example, Planned, In Progress.
Timezone	Single select	An internal timezone single select value set by Ortto representing the timezone of the Salesforce campaign.
Type	Single select	The record type for the Salesforce campaign (determined by picklist values available for this campaign in Salesforce).
Value	Currency (integer)	The Ortto conversion value used for attribution purposes, which could also include MRR and ARR.
Value opportunities in campaign	Currency (integer)	The calculated field value for the amount of all opportunities associated with the Salesforce campaign, including closed/won opportunities.
Value won opportunities in campaign	Currency (integer)	The calculated field value for the amount of all closed/won opportunities associated with the Salesforce campaign.
Won opportunities in campaign	Number (integer)	The calculated field value for the number of closed/won opportunities associated with the Salesforce campaign.

Campaign member added, campaign member removed, and campaign member deleted

The Campaign member added, Campaign member removed, and Campaign member deleted activities are generated when a Salesforce member (such as a lead or contact) is respectively added to, removed from, or deleted from a Salesforce campaign. The deleted activity can occur when either the campaign member record is deleted or the contact/lead record is deleted.

TIP:

When using an activity filter, choose the activity that matches how contacts are managed in Salesforce.
If you delete and remove campaign members, use both activities with an OR operator to capture both actions.

Most of the attributes within this activity are derived from Salesforce, with others managed internally by Ortto or a part of its CDP.

Attribute	Field type	Description
Active	Boolean	A flag to indicate whether (`true`) or not (`false`) the Salesforce campaign is active.
Budgeted cost in campaign	Currency (integer)	The amount of money budgeted for the Salesforce campaign.
Campaign id	Text (string)	The Salesforce ID for the Salesforce campaign.
Campaign member id	Text (string)	The Salesforce ID for the Salesforce member involved in the Salesforce campaign’s activity.
Campaign name	Text (string)	The identifying name for the Salesforce campaign.
City	Geographical data object	An internal geographical data object set by Ortto representing the Salesforce campaign’s city of origin.
City	Text (string)	The city portion of the Salesforce campaign’s lead’s or contact’s address.
Company or account id	Text (string)	The Salesforce ID for either the: company - if the campaign member is based on a lead, or account - if the campaign member is based on a contact.
Contact	Text (string)	The name of the Salesforce contact, if the Salesforce campaign’s member is based on a contact.
Contact id	Text (string)	The ID for the Salesforce contact, if the Salesforce campaign’s member is based on a contact.
Contacts in campaign	Number (integer)	The number of individuals on accounts that are associated with the Salesforce campaign.
Converted leads in campaign	Number (integer)	The number of leads that were converted to accounts due to the marketing efforts in the Salesforce campaign.
Country	Geographical data object	An internal geographical data object set by Ortto representing the Salesforce campaign’s country of origin.
Country	Text (string)	The country portion of the Salesforce campaign’s user’s (i.e. lead’s or contact’s) address.
Created by id	Text (string)	The Salesforce ID for the user who created the Salesforce campaign.
Created by name	Text (string)	The name of the user who created the Salesforce campaign.
Created date	Time and date	The time and date when the Salesforce campaign was created.
Datasource id	Text (string)	An internal ID set by Ortto for the Salesforce data source.
Deleted	Boolean	A flag to indicate whether (`true`) or not (`false`) the Salesforce campaign is in the recycle bin.
Description	Long text (string)	The description of the Salesforce campaign.
Do not call	Boolean	A flag to indicate whether (`true`) or not (`false`) the contact wants to be contacted by phone.
End date	Date	The ending date for the Salesforce campaign; where responses received after this date are still counted.
Expected response (%)	Percentage	The expected percentage of responses to receive for the Salesforce campaign.
Expected revenue in campaign	Currency (integer)	The expected amount of money to generate from the Salesforce campaign.
Fax	Phone number object	The fax number of the Salesforce lead or contact.
First responded date	Date	The date the Salesforce campaign member first responded.
Has opted out of email	Boolean	A flag to indicate whether (`true`) or not (`false`) the contact wants to receive email messages.
Has opted out of fax	Boolean	A flag to indicate whether (`true`) or not (`false`) the contact wants to be included in broadcast faxes.
Has responded	Boolean	A flag to indicate whether (`true`) or not (`false`) the campaign member has responded.
Last activity	Date	The date when the Salesforce campaign was last active.
Last modified by id	Reference (string)	The Salesforce ID for the user who last changed the Salesforce campaign fields (excluding related list items on the campaign).
Last modified by name	Text (string)	The name of the user who last modified the Salesforce campaign.
Last modified date	Time and date	The time and date of the user who last changed the Salesforce campaign fields (excluding related list items on the campaign).
Last referenced date	Time and date	The time and date when the Salesforce campaign was last referenced.
Last viewed date	Time and date	The time and date when the Salesforce campaign was last viewed.
Lead	Text (string)	The name of the Salesforce campaign’s lead.
Lead id	Text (string)	The Salesforce ID of the Salesforce campaign’s lead.
Leads in campaign	Number (integer)	The number of potential opportunities (leads) associated with the Salesforce campaign.
Lead or contact	Text (string)	The name of the Salesforce lead or contact, if the Salesforce campaign’s member is based on a lead or contact.
Lead or contact id	Text (string)	The ID for the Salesforce lead or contact, if the Salesforce campaign’s member is based on a lead or contact.
Lead or contact owner email	Email	The email address of the Salesforce lead or contact owner, if the Salesforce campaign’s member is based on a lead or contact owner.
Lead or contact owner id	Text (string)	The ID for the Salesforce lead or contact owner, if the Salesforce campaign’s member is based on a lead or contact owner.
Lead or contact owner first name	Text (string)	The first name of the Salesforce lead or contact owner, if the Salesforce campaign’s member is based on a lead or contact owner.
Lead or contact owner last name	Text (string)	The last name of the Salesforce lead or contact owner, if the Salesforce campaign’s member is based on a lead or contact owner.
Lead or contact owner mobile phone	Phone number object	The mobile phone number of the Salesforce lead or contact owner, if the Salesforce campaign’s member is based on a lead or contact owner.
Lead or contact owner name	Text (string)	The name of the Salesforce lead or contact owner, if the Salesforce campaign’s member is based on a lead or contact owner.
Lead or contact owner phone	Phone number object	The primary phone number of the Salesforce lead or contact owner, if the Salesforce campaign’s member is based on a lead or contact owner.
Lead or contact owner title	Text (string)	The title of the Salesforce lead or contact owner, if the Salesforce campaign’s member is based on a lead or contact owner.
Mobile phone	Phone number object	The mobile phone number of the Salesforce lead or contact.
Name	Text (string)	The name of the lead or contact that belongs to the Salesforce campaign.
Num sent in campaign	Decimal number (real)	The number of individuals targeted by the Salesforce campaign. For example, the number of emails sent.
Opportunities in campaign	Number (integer)	The calculated field value for the number of opportunities associated with the Salesforce campaign.
Owner email	Email	The email address of the Salesforce campaign’s assigned owner.
Owner first name	Text (string)	The first name of the Salesforce campaign’s assigned owner.
Owner id	Text (string)	The Salesforce ID for the assigned owner of the Salesforce campaign.
Owner last name	Text (string)	The last name of the Salesforce campaign’s assigned owner.
Owner mobile phone	Phone number object	The mobile phone number of the Salesforce campaign’s assigned owner.
Owner name	Text (string)	The name of the Salesforce campaign’s assigned owner.
Owner phone	Phone number object	The primary phone number of the Salesforce campaign’s assigned owner.
Owner title	Text (string)	The title of the Salesforce campaign’s assigned owner.
Parent campaign id	Text (string)	The Salesforce ID to the campaign above this selected Salesforce campaign in the Salesforce campaign hierarchy.
Position	Geographical data object	An internal geographical data object set by Ortto representing the Salesforce campaign’s geographical position.
Postal code	Text (string)	The zip or postal code portion of the Salesforce campaign’s lead’s or contact’s address.
Record type id	Text (string)	The Salesforce ID for the record type of the Salesforce campaign; determines the picklist values available for this campaign.
Region	Geographical data object	An internal geographical data object set by Ortto representing the Salesforce campaign’s region.
Responses in campaign	Number (integer)	The calculated field value for the total number of contacts and unconverted leads that have a `Member Status` equivalent to "Responded" for the Salesforce campaign.
Salutation	Text (string)	The salutation for addressing the person, member, lead or contact. For example, Mr., Ms., Dr., or Prof.
Start date	Date	The starting date for the Salesforce campaign.
State	Text (string)	The state portion of the Salesforce campaign’s user’s (i.e. lead’s or contact’s) address.
Status	Single select	The status of the Salesforce campaign. For example, Planned, In Progress.
Street	Text (string)	The street portion of the Salesforce campaign’s lead’s or contact’s address.
Timezone	Single select	An internal timezone single select value set by Ortto representing the timezone of the Salesforce campaign.
Title	Text (string)	The title of the Salesforce campaign’s lead or contact, for example, President.
Type	Single select	The record type for the Salesforce campaign (determined by picklist values available for this campaign in Salesforce).
Value	Currency (integer)	The Ortto conversion value used for attribution purposes, which could also include MRR and ARR.
Value opportunities in campaign	Currency (integer)	The calculated field value for the amount of all opportunities associated with the Salesforce campaign, including closed/won opportunities.
Value won opportunities in campaign	Currency (integer)	The calculated field value for the amount of all closed/won opportunities associated with the Salesforce campaign.
Won opportunities in campaign	Number (integer)	The calculated field value for the number of closed/won opportunities associated with the Salesforce campaign.

Contact created, contact updated

The Contact created and Contact updated activities are generated when a Salesforce contact is respectively created or updated. Most of the attributes within this activity are derived from Salesforce, with others managed internally by Ortto or a part of its CDP.

Attribute	Field type	Description
Account	Text (string)	The name of the Salesforce account that the Salesforce contact is linked to.
Account id	Text (string)	The ID for the Salesforce account that the Salesforce contact is linked to.
Assistant’s name	Text (string)	The name of the Salesforce contact’s assistant.
Asst. phone	Phone number object	The primary phone number of the Salesforce contact’s assistant.
Birthdate	Date	The Salesforce contact’s date of birth.
Business fax	Phone number object	The business fax number of the Salesforce contact.
Business phone	Phone number object	The regular business number of the Salesforce contact.
City	Geographical data object	An internal geographical data object set by Ortto representing the Salesforce contact’s city.
Clean status	Single select	The 'Clean status' field’s status value, related to Data.com where the record’s status is compared with Data.com data.
Contact description	Long text (string)	The description of the Salesforce contact.
Contact id	Text (string)	The Salesforce ID for the Salesforce contact.
Country	Geographical data object	An internal geographical data object set by Ortto representing the Salesforce contact’s country.
Created by id	Text (string)	The Salesforce ID for the user who created the Salesforce contact.
Created by name	Text (string)	The name of the user who created the Salesforce contact.
Created date	Time and date	The time and date when the Salesforce contact was created.
Datasource id	Text (string)	An internal ID set by Ortto for the Salesforce data source.
Data.com key	Text (string)	The Data.com key value, where Data.com is the sales and lead generation component of Salesforce.com’s Sales Cloud customer relationship management (CRM) platform.
Department	Text (string)	The name of the associated business or organizational unit.
Email	Email	The email address of the Salesforce contact.
Email bounce reason	Text (string)	The reason given for the Salesforce contact’s bounced email delivery failure.
Email bounce date	Time and date	The time and date when the Salesforce contact’s email bounced with a delivery failure.
First name	Text (string)	The first name of the Salesforce contact.
Full name	Text (string)	The full name of the Salesforce contact, consisting of their combined first name, middle name, last name, and suffix, as displayed on the contact detail page.
Home phone	Phone number object	The home phone number of the Salesforce contact.
Individual id	Text (string)	The Salesforce ID for the individual/Salesforce contact.
Is email bounced	Boolean	A flag to indicate whether (`true`) or not (`false`) the Salesforce contact’s email has bounced with a delivery failure.
Last activity	Date	The date of the Salesforce contact’s last activity.
Last modified by id	Reference (string)	The Salesforce ID for the user who last changed the Salesforce contact’s fields (including modification time and date).
Last modified by name	Text (string)	The name of the user who last changed the Salesforce contact’s fields (including modification time and date).
Last modified date	Time and date	The time and date when the Salesforce contact’s fields (including modification time and date) were last changed.
Last name	Text (string)	The last name of the Salesforce contact.
Last referenced date	Time and date	The time and date when the Salesforce contact was last referenced in Salesforce.
Last stay-in-touch request date	Time and date	The time and date when a request was last made for information about the Salesforce contact.
Last stay-in-touch save date	Time and date	The time and date when a request was last saved/registered for information about the Salesforce contact.
Last viewed date	Time and date	The time and date when the Salesforce contact was last viewed in Salesforce.
Lead source	Single select	The source of the Salesforce contact’s record. For example, advertisement, partner, or web.
Mailing city	Text (string)	The city portion of the Salesforce contact’s mailing address.
Mailing country	Text (string)	The country portion of the Salesforce contact’s mailing address.
Mailing latitude	Decimal number (real)	The latitude of the Salesforce contact’s mailing address.
Mailing longitude	Decimal number (real)	The longitude of the Salesforce contact’s mailing address.
Mailing state/province	Text (string)	The state or province portion of the Salesforce contact’s mailing address.
Mailing street	Long text (string)	The street portion of the Salesforce contact’s mailing address.
Mailing zip/postal code	Text (string)	The zip or postal code portion of the Salesforce contact’s mailing address.
Master record id	Text (string)	The Salesforce ID for the Salesforce master record.
Mobile phone	Phone number object	The mobile phone number of the Salesforce contact.
Other city	Text (string)	The city portion of the Salesforce contact’s other address.
Other country	Text (string)	The country portion of the Salesforce contact’s other address.
Other latitude	Decimal number (real)	The latitude of the Salesforce contact’s other address.
Other longitude	Decimal number (real)	The longitude of the Salesforce contact’s other address.
Other phone	Phone number object	The primary phone number of the Salesforce contact’s other address/location.
Other state/province	Text (string)	The state or province portion of the Salesforce contact’s other address.
Other street	Text (string)	The street portion of the Salesforce contact’s other address.
Other zip/postal code	Text (string)	The zip or postal code portion of the Salesforce contact’s other address.
Owner email	Email	The email address of the Salesforce contact’s assigned owner.
Owner first name	Text (string)	The first name of the Salesforce contact’s assigned owner.
Owner id	Text (string)	The Salesforce ID for the Salesforce contact’s assigned owner.
Owner last name	Text (string)	The last name of the Salesforce contact’s assigned owner.
Owner mobile phone	Phone number object	The mobile phone number of the Salesforce contact’s assigned owner.
Owner name	Text (string)	The name of the Salesforce contact’s assigned owner.
Owner phone	Phone number object	The primary phone number of the Salesforce contact’s assigned owner.
Owner title	Text (string)	The position of the Salesforce contact’s assigned owner, within their organization.
Photo URL	URL	The URL to the Salesforce contact’s photo.
Position	Geographical data object	An internal geographical data object set by Ortto representing the Salesforce contact’s geographical position.
Region	Geographical data object	An internal geographical data object set by Ortto representing the Salesforce contact’s region.
Reports to id	Text (string)	The Salesforce ID for the Salesforce contact’s manager.
Salutation	Text (string)	The salutation for addressing the Salesforce contact. For example, Mr., Ms., or Dr.
Timezone	Single select	An internal timezone single select value set by Ortto representing the timezone of the Salesforce contact.
Title	Text (string)	The position of the Salesforce contact within their organization.
Value	Currency (integer)	The Ortto conversion value used for attribution purposes, which could also include MRR and ARR.

Lead converted, lead created, lead updated

The Lead converted, Lead created, and Lead updated activities are generated when a Salesforce lead is respectively converted, created or updated. Most of the attributes within this activity are derived from Salesforce, with others managed internally by Ortto or part of its CDP.

Attribute	Field type	Description
Annual revenue	Currency (integer)	The amount of annual revenue at Salesforce lead’s company.
City	Geographical data object	An internal geographical data object set by Ortto representing the Salesforce lead’s city.
City	Text (string)	The city portion of the Salesforce lead’s address.
Clean status	Single select	The 'Clean status' field’s status value, related to Data.com where the record’s status is compared with Data.com data.
Company	Text (string)	The name of the company with which the Salesforce lead is affiliated.
Company d-u-n-s number	Text (string)	The data universal numbering system (d-u-n-s) number of the company with which the Salesforce lead is affiliated.
Converted	Boolean	A flag to indicate whether (`true`) or not (`false`) the Salesforce lead has been converted.
Converted account id	Text (string)	The Salesforce ID for the converted Salesforce lead’s account.
Converted account	Text (string)	The name of the converted Salesforce lead’s account.
Converted contact id	Text (string)	The Salesforce ID for the converted Salesforce lead’s contact.
Converted opportunity id	Text (string)	The Salesforce ID for the converted Salesforce lead’s opportunity.
Converted date	Date	The date when the Salesforce lead was converted.
Country	Geographical data object	An internal geographical data object set by Ortto representing the Salesforce lead’s country.
Country	Text (string)	The country portion of the Salesforce user’s/lead’s address.
Created by id	Text (string)	The Salesforce ID for the user who created the Salesforce lead.
Created by name	Text (string)	The name of the user who created the Salesforce lead.
Created date	Time and date	The time and date when the Salesforce lead was created.
Datasource id	Text (string)	An internal ID set by Ortto for the Salesforce data source.
Data.com key	Text (string)	The Data.com key value, where Data.com is the sales and lead generation component of Salesforce.com’s Sales Cloud customer relationship management (CRM) platform.
Description	Long text (string)	The description of the Salesforce lead.
D&b company id	Text (string)	The ID (from Salesforce) for the Dun & Bradstreet (D&B) value for the company with which the Salesforce lead is affiliated.
Email	Email	The email address of the Salesforce lead.
Email bounce reason	Text (string)	The reason given for the Salesforce lead’s bounced email delivery failure.
Email bounce date	Time and date	The time and date when the Salesforce lead’s email bounced with a delivery failure.
Employees	Number (integer)	The number of employees at the Salesforce lead’s company.
Fax	Phone number object	The fax number of the Salesforce lead.
First name	Text (string)	The first name of the Salesforce lead.
Full name	Text (string)	The full name of the Salesforce lead, consisting of their combined first name, middle name, last name, and suffix, as displayed on the lead detail page.
Individual id	Text (string)	The Salesforce ID for the individual/Salesforce lead.
Industry	Single select	The primary industry of the Salesforce lead’s company.
Last activity	Date	The date of the Salesforce lead’s last activity.
Last modified by id	Reference (string)	The Salesforce ID for the user who last changed the Salesforce lead’s fields (including modification time and date).
Last modified by name	Text (string)	The name of the user who last changed the Salesforce lead’s fields (including modification time and date).
Last modified date	Time and date	The time and date when the Salesforce lead’s fields (including modification time and date) were last changed.
Last name	Text (string)	The last name of the Salesforce lead.
Last referenced date	Time and date	The time and date when the Salesforce lead was last referenced in Salesforce.
Last viewed date	Time and date	The time and date when the Salesforce lead was last viewed in Salesforce.
Latitude	Decimal number (real)	The latitude of the Salesforce lead’s address.
Lead id	Text (string)	The Salesforce ID for the Salesforce lead.
Lead source	Single select	The record source of the lead. For example, advertisement, partner, or web.
Longitude	Decimal number (real)	The longitude of the Salesforce lead’s address.
Master record	Text (string)	The Salesforce name of the Salesforce master record.
Master record id	Text (string)	The Salesforce ID for the Salesforce master record.
Mobile phone	Phone number object	The mobile phone number of the Salesforce lead.
Owner email	Email	The email address of the Salesforce lead’s assigned owner.
Owner first name	Text (string)	The first name of the Salesforce lead’s assigned owner.
Owner id	Text (string)	The Salesforce ID for the Salesforce lead’s assigned owner.
Owner last name	Text (string)	The last name of the Salesforce lead’s assigned owner.
Owner mobile phone	Phone number object	The mobile phone number of the Salesforce lead’s assigned owner.
Owner name	Text (string)	The name of the Salesforce lead’s assigned owner.
Owner phone	Phone number object	The primary phone number of the Salesforce lead’s assigned owner.
Owner title	Text (string)	The position of the Salesforce lead’s assigned owner, within their organization.
Photo URL	URL	The URL to the Salesforce lead’s photo.
Phone	Phone number object	The primary phone number of the Salesforce lead.
Position	Geographical data object	An internal geographical data object set by Ortto representing the Salesforce lead’s geographical position.
Rating	Single select	An indicative value or prospect for the lead. For example, Hot, Warm, Cold.
Region	Geographical data object	An internal geographical data object set by Ortto representing the Salesforce lead’s region.
Salutation	Text (string)	The salutation for addressing the Salesforce lead. For example, Mr., Ms., Dr., or Prof.
State/province	Text (string)	The state or province portion of the Salesforce lead’s address.
Status	Single select	The status of the Salesforce lead. For example, Open, Contacted, Qualified.
Street	Long text (string)	The street address of the Salesforce lead. For example, 475 Boardwalk Ave.
Timezone	Single select	An internal timezone single select value set by Ortto representing the timezone of the Salesforce lead.
Title	Text (string)	The position of the Salesforce lead within their company.
Unread by owner	Boolean	A flag to indicate whether (`false`) or not (`true`) the Salesforce lead has either been viewed or edited by the lead owner.
Value	Currency (integer)	The Ortto conversion value used for attribution purposes, which could also include MRR and ARR.
Website	URL	The URL of the website of the company with which the Salesforce lead is affiliated.
Zip/postal code	Text (string)	The zip or postal code portion of the Salesforce lead’s address.

Opportunity created, opportunity updated, opportunity won

The Opportunity created, Opportunity updated, and Opportunity won activities are generated when a Salesforce opportunity is respectively created, updated or won. Most of the attributes within this activity are derived from Salesforce, with others managed internally by Ortto or a part of its CDP.

Attribute	Field type	Description
Account	Text (string)	The name of the Salesforce account that the opportunity is linked to.
Account id	Text (string)	The Salesforce ID for the account that the Salesforce opportunity is linked to.
Amount	Currency (integer)	The Salesforce opportunity’s estimated total sale amount. For Salesforce opportunities with products, this value is typically the sum of the related products.
Campaign	Text (string)	The name of the campaign responsible for generating the opportunity, shown as Primary Campaign Source in Salesforce.
Campaign id	Text (string)	The Salesforce ID for the Salesforce campaign responsible for generating the opportunity.
City	Geographical data object	An internal geographical data object set by Ortto representing the Salesforce opportunity’s city.
Close date	Date	The date when the Salesforce opportunity was closed.
Closed	Boolean	A flag to indicate whether (`true`) or not (`false`) the Salesforce opportunity has been closed.
Contact id	Text (string)	The Salesforce ID for the Salesforce opportunity’s contact.
Contact	Text (string)	The name of the Salesforce opportunity’s contact.
Country	Geographical data object	An internal geographical data object set by Ortto representing the Salesforce opportunity’s country.
Created by id	Text (string)	The Salesforce ID for the user who created the Salesforce opportunity.
Created by name	Text (string)	The name of the user who created the Salesforce opportunity.
Created date	Time and date	The time and date when the Salesforce opportunity was created.
Datasource id	Text (string)	An internal ID set by Ortto for the Salesforce data source.
Description	Long text (string)	The description of the Salesforce opportunity.
Expected amount	Currency (integer)	The calculated revenue of the Salesforce opportunity, based on the opportunity’s Amount and Probability fields.
Fiscal period	Text (string)	The Salesforce opportunity’s fiscal period.
Fiscal quarter	Number (integer)	The Salesforce opportunity’s fiscal quarter.
Fiscal year	Number (integer)	The Salesforce opportunity’s fiscal year.
Forecast category	Single select	The forecast category name displayed in Salesforce reports, opportunity detail and edit pages, opportunity searches, and opportunity list views. (The setting for an opportunity is tied to its stage.)
Forecast category	Single select	The forecast category value displayed in Salesforce reports, opportunity detail and edit pages, opportunity searches, and opportunity list views. (The setting for an opportunity is tied to its stage.)
Has line item	Boolean	A flag to indicate whether (`true`) or not (`false`) the Salesforce opportunity has a line item/product added to it.
Has overdue task	Boolean	A flag to indicate whether (`true`) or not (`false`) the Salesforce opportunity has a task which is overdue.
Has open activity	Boolean	A flag to indicate whether (`true`) or not (`false`) the Salesforce opportunity has an open activity.
Last activity	Date	The date of the Salesforce opportunity’s last activity.
Last modified by id	Text (string)	The Salesforce ID for the user who last changed the Salesforce opportunity’s fields (including modification time and date).
Last modified by name	Text (string)	The name of the user who last changed the Salesforce opportunity’s fields (including modification time and date).
Last modified date	Time and date	The time and date when the Salesforce opportunity’s fields (including modification time and date) were last changed.
Last referenced date	Time and date	The time and date when the Salesforce opportunity was last referenced in Salesforce.
Last stage change date	Time and date	The time and date when the Salesforce opportunity’s stage was last change.
Last viewed date	Time and date	The time and date when the Salesforce opportunity was last viewed in Salesforce.
Name	Text (string)	The name of the Salesforce opportunity.
Next step	Text (string)	The description of the next task in closing the Salesforce opportunity.
Opportunity id	Text (string)	The Salesforce ID for the Salesforce opportunity.
Opportunity type	Single select	The type of the Salesforce opportunity. For example, Existing Business or New Business.
Owner email	Email	The email address of the Salesforce opportunity’s assigned owner.
Owner first name	Text (string)	The first name of the Salesforce opportunity’s assigned owner.
Owner id	Text (string)	The Salesforce ID for the Salesforce opportunity’s assigned owner.
Owner last name	Text (string)	The last name of the Salesforce opportunity’s assigned owner.
Owner mobile phone	Phone number object	The mobile phone number of the Salesforce opportunity’s assigned owner.
Owner name	Text (string)	The name of the Salesforce opportunity’s assigned owner.
Owner phone	Phone number object	The primary phone number of the Salesforce opportunity’s assigned owner.
Owner title	Text (string)	The position of the Salesforce opportunity’s assigned owner, within their organization.
Position	Geographical data object	An internal geographical data object set by Ortto representing the Salesforce opportunity’s geographical position.
Private	Boolean	A flag to indicate whether (`true`) or not (`false`) the Salesforce opportunity is private.
Probability	Percentage	The percentage likelihood that the Salesforce opportunity will close.
Quantity	Decimal number (real)	The total of all Salesforce Quantity field values for all products in the Salesforce Products related list if the Salesforce opportunity has products.
Region	Geographical data object	An internal geographical data object set by Ortto representing the Salesforce opportunity’s region.
Stage	Single select	The current stage of the Salesforce opportunity, based on selections made from a predefined list. For example, Prospect or Proposal.
Timezone	Single select	An internal timezone single select value set by Ortto representing the timezone of the Salesforce opportunity.
Value	Currency (integer)	The Ortto conversion value used for attribution purposes, which could also include MRR and ARR.
Won	Boolean	A flag to indicate whether (`true`) or not (`false`) the Salesforce opportunity was won.