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 ( |
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 ( |
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 | 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 |
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 ( |
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:
|
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 ( |
Description | Long text (string) | The description of the Salesforce campaign. |
Do not call | Boolean | A flag to indicate whether ( |
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 ( |
Has opted out of fax | Boolean | A flag to indicate whether ( |
Has responded | Boolean | A flag to indicate whether ( |
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 | 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 | 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 |
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. |
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 ( |
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 | 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 ( |
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. |
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 | 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 ( |
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 ( |
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 ( |
Has overdue task | Boolean | A flag to indicate whether ( |
Has open activity | Boolean | A flag to indicate whether ( |
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 | 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 ( |
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 ( |