Salesforce person fields

This page lists all Salesforce-related person fields 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.

Salesforce people fields are broken down into the following categories.

Salesforce contact

Field Type Description

Contact account

Text (string)

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

Contact created by

Text (string)

The name of the user who created the Salesforce contact.

Contact email

Email

The email address of the Salesforce contact.

Contact fax

Phone number object

The business fax number of the Salesforce contact.

Contact first name

Text (string)

The first name of the Salesforce contact.

Contact ID

Text (string)

The Salesforce ID for the Salesforce contact.

Contact individual

Text (string)

The name of the individual/Salesforce contact.

Contact last modified by

Text (string)

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

Contact last name

Text (string)

The last name of the Salesforce contact.

Contact mailing city

Text (string)

The city portion of the Salesforce contact’s mailing address.

Contact mailing country

Text (string)

The country portion of the Salesforce contact’s mailing address.

Contact mailing latitude

Decimal number (real)

The latitude of the Salesforce contact’s mailing address.

Contact mailing longitude

Decimal number (real)

The longitude of the Salesforce contact’s mailing address.

Contact mailing state

Text (string)

The state or province portion of the Salesforce contact’s mailing address.

Contact mailing street

Long text (string)

The street portion of the Salesforce contact’s mailing address.

Contact mailing postal code

Text (string)

The zip or postal code portion of the Salesforce contact’s mailing address.

Contact master record

Text (string)

The name of the Salesforce master record.

Contact other street

Text (string)

The street portion of the Salesforce contact’s other address.

Contact other city

Text (string)

The city portion of the Salesforce contact’s other address.

Contact other state

Text (string)

The state or province portion of the Salesforce contact’s other address.

Contact other postal code

Text (string)

The zip or postal code portion of the Salesforce contact’s other address.

Contact other country

Text (string)

The country portion of the Salesforce contact’s other address.

Contact other latitude

Decimal number (real)

The latitude of the Salesforce contact’s other address.

Contact other longitude

Decimal number (real)

The longitude of the Salesforce contact’s other address.

Contact owner title

Text (string)

The position of the Salesforce contact’s assigned owner, within their organization.

Contact owner name

Text (string)

The name of the Salesforce contact’s assigned owner.

Contact owner first name

Text (string)

The first name of the Salesforce contact’s assigned owner.

Contact owner last name

Text (string)

The last name of the Salesforce contact’s assigned owner.

Contact owner email

Email

The email address of the Salesforce contact’s assigned owner.

Contact owner phone

Phone number object

The primary phone number of the Salesforce contact’s assigned owner.

Contact owner mobile phone

Phone number object

The mobile phone number of the Salesforce contact’s assigned owner.

Contact owner sender name

Text (string)

The name of the email sender to the Salesforce contact’s assigned owner.

Contact owner sender email

Email

The email address of the email sender to the Salesforce contact’s assigned owner.

Contact phone

Phone number object

The primary business number of the Salesforce contact.

Contact reports to

Text (string)

The name of the Salesforce contact’s manager.

Contact website

Text (string)

The Salesforce contact’s website.

Salesforce lead

Field Type Description

Lead city

Text (string)

The city portion of the Salesforce lead’s address.

Lead converted account

Text (string)

The name of the converted Salesforce lead’s account.

Lead converted contact

Text (string)

The name of the converted Salesforce lead’s contact.

Lead converted opportunity

Text (string)

The name of the converted Salesforce lead’s opportunity.

Lead country

Text (string)

The country portion of the Salesforce user’s/lead’s address.

Lead created by

Text (string)

The name of the user who created the Salesforce lead.

Lead dandb company

Text (string)

The Dun & Bradstreet (D&B) name value of the company with which the Salesforce lead is affiliated.

Lead email

Email

The email address of the Salesforce lead.

Lead fax

Phone number object

The fax number of the Salesforce lead.

Lead first name

Text (string)

The first name of the Salesforce lead.

Lead ID

Text (string)

The Salesforce ID for the Salesforce lead.

Lead individual

Text (string)

The name for the individual/Salesforce lead.

Lead last modified by

Text (string)

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

Lead last name

Text (string)

The last name of the Salesforce lead.

Lead latitude

Decimal number (real)

The latitude of the Salesforce lead’s address.

Lead longitude

Decimal number (real)

The longitude of the Salesforce lead’s address.

Lead master record

Text (string)

The Salesforce name of the Salesforce master record.

Lead owner email

Email

The email address of the Salesforce lead’s assigned owner.

Lead owner first name

Text (string)

The first name of the Salesforce lead’s assigned owner.

Lead owner last name

Text (string)

The last name of the Salesforce lead’s assigned owner.

Lead owner mobile phone

Phone number object

The mobile phone number of the Salesforce lead’s assigned owner.

Lead owner name

Text (string)

The name of the Salesforce lead’s assigned owner.

Lead owner phone

Phone number object

The primary phone number of the Salesforce lead’s assigned owner.

Lead owner sender email

Email

The email address of the email sender to the Salesforce lead’s assigned owner.

Lead owner sender name

Text (string)

The name of the email sender to the Salesforce lead’s assigned owner.

Lead owner title

Text (string)

The position of the Salesforce lead’s assigned owner, within their organization.

Lead phone

Phone number object

The primary phone number of the Salesforce lead.

Lead postal code

Text (string)

The zip or postal code portion of the Salesforce lead’s address.

Lead state

Text (string)

The state or province portion of the Salesforce lead’s address.

Lead street

Text (string)

The street address of the Salesforce lead. For example, 475 Boardwalk Ave.

Lead website

Text (string)

The Salesforce lead’s website.

Salesforce campaign

Field Type Description

Campaign actual cost

Currency (integer)

The amount of money spent to run the Salesforce campaign.

Campaign amount all opportunities

Currency (integer)

The calculated field value for the amount of all opportunities associated with the Salesforce campaign, including closed/won opportunities.

Campaign amount won opportunities

Currency (integer)

The calculated field value for the amount of all closed/won opportunities associated with the Salesforce campaign.

Campaign budgeted cost

Currency (integer)

The amount of money budgeted for the Salesforce campaign.

Campaign created by

Text (string)

The name of the user who created the Salesforce campaign.

Campaign description

Long text (string)

The description of the Salesforce campaign.

Campaign end date

Date

The ending date for the Salesforce campaign; where responses received after this date are still counted.

Campaign expected response

Percentage

The expected percentage of responses to receive for the Salesforce campaign.

Campaign expected revenue

Currency (integer)

The expected amount of money to generate from the Salesforce campaign.

Campaign hierarchy amount all opportunities

Currency (integer)

The calculated field value for the amount of all opportunities associated with the Salesforce campaign hierarchy, including closed/won opportunities.

Campaign hierarchy amount won opportunities

Currency (integer)

The calculated field value for the amount of all closed/won opportunities associated with the Salesforce campaign hierarchy.

Campaign ID

Text (string)

The Salesforce ID for the Salesforce campaign.

Campaign is active

Boolean

A flag to indicate whether (true) or not (false) the Salesforce campaign is active.

Campaign is deleted

Boolean

A flag to indicate whether (true) or not (false) the Salesforce campaign is in the recycle bin.

Campaign last activity date

Date

The date when the Salesforce campaign was last active.

Campaign last modified by

Text (string)

The name of the user who last modified the Salesforce campaign.

Campaign last referenced at

Time and date

The time and date when the Salesforce campaign was last referenced.

Campaign last viewed at

Time and date

The time and date when the Salesforce campaign was last viewed.

Campaign member record name

Text (string)

The record type for the Salesforce campaign; determines the picklist values available for this campaign.

Campaign member status

Text (string)

The status of the campaign member. For example, sent or responded.

Campaign name

Text (string)

The name of the Salesforce campaign to which the lead or contact belongs.

Campaign number of contacts

Number (integer)

The number of individuals on accounts that are associated with the Salesforce campaign.

Campaign number of converted leads

Number (integer)

The number of leads that were converted to accounts due to the marketing efforts in the Salesforce campaign.

Campaign number of leads

Number (integer)

The number of potential opportunities (leads) associated with the Salesforce campaign.

Campaign number of opportunities

Number (integer)

The calculated field value for the number of opportunities associated with the Salesforce campaign.

Campaign number of responses

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.

Campaign number of won opportunities

Number (integer)

The calculated field value for the number of closed/won opportunities associated with the Salesforce campaign.

Campaign number sent

Decimal number (real)

The number of individuals targeted by the Salesforce campaign.
For example, the number of emails sent.

Campaign owner email

Email

The email address of the Salesforce campaign’s assigned owner.

Campaign owner first name

Text (string)

The first name of the Salesforce campaign’s assigned owner.

Campaign owner last name

Text (string)

The last name of the Salesforce campaign’s assigned owner.

Campaign owner mobile phone

Phone number object

The mobile phone number of the Salesforce campaign’s assigned owner.

Campaign owner name

Text (string)

The name of the Salesforce campaign’s assigned owner.

Campaign owner phone

Phone number object

The primary phone number of the Salesforce campaign’s assigned owner.

Campaign owner sender name

Text (string)

The email address of the email sender to the Salesforce campaign’s assigned owner.

Campaign owner sender email

Email

The email address of the email sender to the Salesforce campaign’s assigned owner.

Campaign owner title

Text (string)

The title of the Salesforce campaign’s assigned owner.

Campaign parent

Text (string)

The name of the campaign above this selected Salesforce campaign in the Salesforce campaign hierarchy.

Campaign status

Text (string)

The status of the Salesforce campaign. For example, Planned, In Progress.

Campaign start date

Date

The starting date for the Salesforce campaign.

Campaign type

Text (string)

The record type for the Salesforce campaign (determined by picklist values available for this campaign in Salesforce).

Salesforce opportunity

Field Type Description

Opportunity account

Text (string)

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

Opportunity 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.

Opportunity campaign

Text (string)

The name of the Salesforce campaign responsible for generating the opportunity.

Opportunity contact

Text (string)

The name of the Salesforce opportunity’s contact.

Opportunity close date

Date

The date when the Salesforce opportunity was closed.

Opportunity created at

Time and date

The time and date when the Salesforce opportunity was created.

Opportunity created by

Text (string)

The name of the user who created the Salesforce opportunity.

Opportunity description

Long text (string)

The description of the Salesforce opportunity.

Opportunity expected revenue

Currency (integer)

The calculated revenue of the Salesforce opportunity, based on the opportunity’s Amount and Probability fields.

Opportunity fiscal

Text (string)

The Salesforce opportunity’s fiscal period.

Opportunity fiscal quarter

Number (integer)

The Salesforce opportunity’s fiscal quarter.

Opportunity fiscal year

Number (integer)

The Salesforce opportunity’s fiscal year.

Opportunity forecast category

Text (string)

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.)

Opportunity forecast category name

Text (string)

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.)

Opportunity has open activity

Boolean

A flag to indicate whether (true) or not (false) the Salesforce opportunity has an open activity.

Opportunity has opportunity line item

Boolean

A flag to indicate whether (true) or not (false) the Salesforce opportunity has a line item/product added to it.

Opportunity has overdue task

Boolean

A flag to indicate whether (true) or not (false) the Salesforce opportunity has a task which is overdue.

Opportunity ID

Text (string)

The Salesforce ID for the Salesforce opportunity.

Opportunity is closed

Boolean

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

Opportunity is private

Boolean

A flag to indicate whether (true) or not (false) the Salesforce opportunity is private.

Opportunity is won

Boolean

A flag to indicate whether (true) or not (false) the Salesforce opportunity was won.

Opportunity last activity date

Date

The date of the Salesforce opportunity’s last activity.

Opportunity last modified at

Time and date

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

Opportunity last modified by

Text (string)

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

Opportunity last referenced at

Time and date

The time and date when the Salesforce opportunity was last referenced in Salesforce.

Opportunity last stage change at

Time and date

The time and date when the Salesforce opportunity’s stage was last change.

Opportunity last viewed at

Time and date

The time and date when the Salesforce opportunity was last viewed in Salesforce.

Opportunity lead

Text (string)

The name of the Salesforce opportunity’s lead.

Opportunity lead or contact

Text (string)

The name of the Salesforce opportunity’s lead or contact.

Opportunity lead or contact owner email

Email

The email address of the Salesforce opportunity’s assigned lead or contact owner.

Opportunity lead or contact owner first name

Text (string)

The first name of the Salesforce opportunity’s assigned lead or contact owner.

Opportunity lead or contact owner last name

Text (string)

The last name of the Salesforce opportunity’s assigned lead or contact owner.

Opportunity lead or contact owner mobile phone

Phone number object

The primary phone number of the Salesforce opportunity’s assigned lead or contact owner.

Opportunity lead or contact owner name

Text (string)

The name of the Salesforce opportunity’s assigned lead or contact owner.

Opportunity lead or contact owner phone

Phone number object

The primary phone number of the Salesforce opportunity’s assigned lead or contact owner.

Opportunity lead or contact owner sender email

Email

The email address of the email sender to the Salesforce opportunity’s assigned lead or contact owner.

Opportunity lead or contact owner sender name

Text (string)

The name of the email sender to the Salesforce opportunity’s assigned lead or contact owner.

Opportunity lead or contact owner title

Text (string)

The position of the Salesforce opportunity’s assigned lead or contact owner, within their organization.

Opportunity name

Text (string)

The name of the Salesforce opportunity.

Opportunity next step

Text (string)

The description of the next task in closing the Salesforce opportunity.

Opportunity probability

Percentage

The percentage likelihood that the Salesforce opportunity will close.

Opportunity stage name

Text (string)

The current stage of the Salesforce opportunity, based on selections made from a predefined list. For example, Prospect or Proposal.

Opportunity status

Text (string)

The current status of the Salesforce opportunity.

Opportunity total opportunity 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.

Opportunity type

Text (string)

The type of the Salesforce opportunity. For example, Existing Business or New Business.

OpportunityContactRole

Text (string)

The role of the Salesforce opportunity’s contact.

Salesforce task

Field Type Description

Task account

Text (string)

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

Task activity date

Date

The date when the Salesforce task is due.

Task call disposition

Text (string)

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

Task call object

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.

Task call type

Text (string)

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

Task completed at

Time and date

The time and date when the Salesforce task was completed.

Task created at

Time and date

The time and date when the Salesforce task was created.

Task created by

Text (string)

The name of the user who created the Salesforce task.

Task description

Long text (string)

The description of the Salesforce task.

Task ID

Text (string)

The Salesforce ID for the Salesforce task’s activity.

Task is archived

Boolean

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

Task is closed

Boolean

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

Task is deleted

Boolean

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

Task is high priority

Boolean

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

Task is recurrence

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).

Task is reminder set

Boolean

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

Task last modified at

Time and date

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

Task last modified by

Text (string)

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

Task owner 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.

Task owner 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.

Task owner 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.

Task owner 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.

Task owner 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.

Task owner 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.

Task owner sender email

Email

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

Task owner sender name

Text (string)

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

Task owner 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.

Task priority

Text (string)

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

Task recurrence activity

Text (string)

The name of the recurring series of Salesforce tasks' activity.

Task recurrence end date only

Date

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

Task recurrence instance

Text (string)

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

Task 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.

Task recurrence month of year

Number (integer)

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

Task recurrence regenerated type

Text (string)

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

Task recurrence start date only

Date

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

Task recurrence type

Text (string)

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

Task reminder at

Time and date

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

Task status

Text (string)

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

Task subject

Text (string)

The subject of the Salesforce task.

Task subtype

Text (string)

The predefined task subtype value of the Salesforce task.

Task priority

Text (string)

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

Task what

Text (string)

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

Task who

Text (string)

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