Salesforce activities and attributes

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

In Salesforce, when a lead is coverted, 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

The Campaign member added and Campaign member removed activities are generated when a Salesforce member (such as a lead or contact) is respectively added to or removed from a Salesforce campaign. 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 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.

Task created, task updated

The Task created and Task updated activities are generated when a Salesforce task 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 id

Text (string)

The Salesforce ID for the account that the Salesforce task is linked to.

Account

Text (string)

The name of the account that the Salesforce task is linked to.

Activity id

Text (string)

The Salesforce ID for the Salesforce task’s activity.

Archived

Boolean

A flag to indicate whether (true) or not (false) the Salesforce task has been archived.

Assigned to email

Email

The email address of the assigned owner of the Salesforce task. By default, the task is assigned to the user who created it.

Assigned to first name

Text (string)

The first name of the assigned owner of the Salesforce task. By default, the task is assigned to the user who created it.

Assigned to id

Text (string)

The Salesforce ID for the assigned owner of the Salesforce task. By default, the task is assigned to the user who created it.

Assigned to mobile phone

Mobile phone number

The mobile phone number of the assigned owner of the Salesforce task. By default, the task is assigned to the user who created it.

Assigned to last name

Text (string)

The last name of the assigned owner of the Salesforce task. By default, the task is assigned to the user who created it.

Assigned to name

Text (string)

The name of the assigned owner of the Salesforce task. By default, the task is assigned to the user who created it.

Assigned to phone

Phone number

The primary phone number of the assigned owner of the Salesforce task. By default, the task is assigned to the user who created it.

Assigned to title

Text (string)

The position of the Salesforce task’s assigned owner, within their organization. By default, the task is assigned to the user who created it.

Call duration

Number (integer)

The duration of the call in seconds.

Call object identifier

Text (string)

The ID of a call logged in Salesforce through Salesforce computer-telephony integration (CTI) with a third-party telephony system. This field is usually populated with the ID stored in the telephony system.

Call result

Text (string)

The result of the call. For example, "we’ll call back" or "call unsuccessful."

Call type

Single select

The type of call made. For example, inbound, internal, or outbound.

City

Geographical data object

An internal geographical data object set by Ortto representing the Salesforce task’s city.

Completed date/time

Time and date

The time and date when the Salesforce task was completed.

Country

Geographical data object

An internal geographical data object set by Ortto representing the Salesforce task’s country.

Closed

Boolean

A flag to indicate whether (true) or not (false) the Salesforce task has been closed.

Create recurring series of tasks

Boolean

A flag to indicate whether (true) or not (false) the Salesforce task has been set up as a recurring series of tasks (as opposed to a single task).

Created by id

Text (string)

The Salesforce ID for the user who created the Salesforce task.

Created by name

Text (string)

The name of the user who created the Salesforce task.

Created date

Time and date

The time and date when the Salesforce task 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 task.

Deleted

Boolean

A flag to indicate whether (true) or not (false) the Salesforce task has been deleted.

Due date only

Date

The date when the Salesforce task is due.

High priority

Boolean

A flag to indicate whether (true) or not (false) the Salesforce task Priority value is a high priority one.

Last modified by id

Reference (string)

The Salesforce ID for the user who last changed the Salesforce task’s fields (including modification time and date).

Last modified by name

Text (string)

The name of the user who last changed the Salesforce task’s fields (including modification time and date).

Last modified date

Time and date

The time and date when the Salesforce task’s fields (including modification time and date) were last changed.

Name

Text (string)

The name of the contact or lead related to the Salesforce task.

Name id

Text (string)

The Salesforce ID for the contact or lead related to the Salesforce task.

Position

Geographical data object

An internal geographical data object set by Ortto representing the Salesforce task’s geographical position.

Priority

Single select

An indication of the urgency of the Salesforce task. For example, low, medium, or high.

Recurrence activity id

Text (string)

The Salesforce ID for the recurring series of Salesforce tasks' activity.

Recurrence day of month

Number (integer)

The day of the month when the next task is scheduled in the recurring series of Salesforce tasks.

Recurrence day of week mask

Number (integer)

The day or days of the week on which the task repeats. This field’s value contains a bitmask. For each day of the week, the following values mean:

  • Sunday = 1

  • Monday = 2

  • Tuesday = 4

  • Wednesday = 8

  • Thursday = 16

  • Friday = 32

  • Saturday = 64

Recurrence end

Date

The date when the series of recurring Salesforce tasks is due to end.

Recurrence instance

Single select

The interval between each task in the recurring series of Salesforce tasks.

Recurrence interval

Number (integer)

How often (in days) the recurrence occurs. This is the number of days after the Salesforce task is due or completed when the next in the series of recurring Salesforce tasks is due.

Recurrence month of year

Number (integer)

The month of the year when the next task is scheduled in the recurring series of Salesforce tasks.

Recurrence start

Date

The date when the series of recurring Salesforce tasks is due to begin.

Recurrence time zone

Single select

The timezone of the user involved in recurring series of Salesforce tasks.

Recurrence type

Single select

The type of recurrence for the recurring series of Salesforce tasks.

Region

Geographical data object

An internal geographical data object set by Ortto representing the Salesforce task’s region.

Related to id

Text (string)

The Salesforce ID for the record that the Salesforce task relates to, such as an account or an opportunity.

Related to

Text (string)

The name of the record that the Salesforce task relates to, such as an account or an opportunity.

Reminder date/time

Time and date

The time and date of the reminder for the Salesforce task’s activity.

Reminder set

Boolean

A flag to indicate whether (true) or not (false) the reminder for the Salesforce task’s activity has been set.

Repeat this task

Single select

The method by which task repetition in the recurring series of Salesforce tasks is conducted; either "After due date" or "After date completed."

Status

Single select

The status of the Salesforce task. For example, "not started" or "completed."

Subject

Single select

The subject of the Salesforce task.

Task subtype

Single select

The predefined task subtype value of the Salesforce task.

Timezone

Single select

An internal timezone single select value set by Ortto representing the timezone of the user involved in the Salesforce task.

Value

Currency (integer)

The Ortto conversion value used for attribution purposes, which could also include MRR and ARR.