Difference between revisions of "SmartConnect - Appendix: Standard Field Names"
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==Field List Syntax== | ==Field List Syntax== | ||
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!|Field List Syntax | !|Field List Syntax | ||
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==Companies== | ==Companies== | ||
− | {| class="wikitable" cellpadding="5px" align="center" | + | {| class="wikitable" width="85%" cellpadding="5px" align="center" |
− | |- | + | |- |
− | + | ! width="20%"|API Field Reference | |
− | + | ! width="25%"|Field Description | |
− | + | ! style="text-align: center;" width="15%"|Allow Get/List | |
− | + | ! style="text-align: center;" width="15%"|Allow Update | |
− | + | ! width="25%"|Notes External | |
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+ | ||sf_Name | ||
+ | ||Name of current company | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
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− | + | |- | |
− | + | ||sf_Phone | |
|| | || | ||
− | + | | style="text-align: center;"|✓ | |
− | + | | style="text-align: center;"|✓ | |
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− | + | |- | |
− | + | ||sf_Fax | |
|| | || | ||
− | + | | style="text-align: center;"|✓ | |
+ | | style="text-align: center;"|✓ | ||
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+ | ||sf_Address | ||
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− | + | | style="text-align: center;"|✓ | |
− | + | | style="text-align: center;"|✓ | |
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− | + | |- | |
− | + | ||sf_Address 2 | |
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− | + | | style="text-align: center;"|✓ | |
+ | | style="text-align: center;"|✓ | ||
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+ | ||sf_City | ||
|| | || | ||
− | + | | style="text-align: center;"|✓ | |
− | + | | style="text-align: center;"|✓ | |
|| | || | ||
− | + | |- | |
− | + | ||sf_State / Province | |
|| | || | ||
− | + | | style="text-align: center;"|✓ | |
− | + | | style="text-align: center;"|✓ | |
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− | + | |- | |
+ | ||sf_Country | ||
|| | || | ||
− | + | | style="text-align: center;"|✓ | |
+ | | style="text-align: center;"|✓ | ||
+ | ||Update using Country ID or Country name as value | ||
|- | |- | ||
+ | ||sf_Zip / Postal Code | ||
|| | || | ||
− | + | | style="text-align: center;"|✓ | |
− | + | | style="text-align: center;"|✓ | |
|| | || | ||
− | + | |- | |
− | + | ||sf_Web Site | |
|| | || | ||
− | + | | style="text-align: center;"|✓ | |
− | + | | style="text-align: center;"|✓ | |
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+ | ||sf_Longitude | ||
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− | + | | style="text-align: center;"|✓ | |
− | + | | style="text-align: center;"|✓ | |
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+ | ||sf_Latitude | ||
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− | + | | style="text-align: center;"|✓ | |
− | + | | style="text-align: center;"|✓ | |
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+ | ||sf_Primary Contact | ||
+ | ||Primary Contact name | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Not Updatable | ||
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+ | ||sf_Parent Company | ||
+ | ||Parent company name | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Not Updatable | ||
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+ | ||sf_Owner | ||
+ | ||Name of User in Owner Standard Field | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Not Updatable | ||
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+ | ||sf_Company Workflow | ||
+ | ||ID of Company workflow standard field | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
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+ | ||sf_User Workflow | ||
+ | ||ID of User workflow standard field | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
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|- | |- | ||
+ | ||sf_Updated By | ||
+ | ||Name of user that last updated the record | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Not Updatable | ||
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+ | ||sf_Last Updated | ||
+ | ||Date record was last updated | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Not Updatable | ||
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|- | |- | ||
+ | ||sf_Created By | ||
+ | ||Name of user that created the record | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Not Updatable | ||
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+ | ||sf_Created Date | ||
+ | ||Date the record was created | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Not Updatable | ||
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|- | |- | ||
− | || | + | ||sf_Status |
− | + | ||Returns Status name | |
− | + | | style="text-align: center;"|✓ | |
− | || | + | | style="text-align: center;"|✓ |
− | + | ||Update using Status ID as value | |
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|- | |- | ||
− | || | + | ||sf_Company ID |
− | + | ||Company id. (0 if new company) | |
− | + | | style="text-align: center;"|✓ | |
− | || | + | | style="text-align: center;"|Not Updatable |
− | + | ||Mandatory field for updating records | |
− | |||
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|- | |- | ||
+ | ||sf_Owner ID | ||
+ | ||ID of User in Owner Standard Field | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
|| | || | ||
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|- | |- | ||
− | || | + | ||sf_Parent Company ID |
− | + | ||ID of Parent Company | |
− | + | | style="text-align: center;"|✓ | |
− | || | + | | style="text-align: center;"|✓ |
− | + | ||Mandatory field for adding records | |
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|- | |- | ||
+ | ||sf_Primary Contact ID | ||
+ | ||Primary Contact ID (0 if empty) | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
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|- | |- | ||
+ | ||sf_Category ID List | ||
+ | ||Comma delimited list of category IDs. (Starts and ends with a comma) | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
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|- | |- | ||
− | || | + | ||sf_Status ID |
− | + | ||Returns Status ID | |
− | + | | style="text-align: center;"|✓ | |
− | || | + | | style="text-align: center;"|✓ |
− | + | ||Update using Status ID as value | |
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|- | |- | ||
+ | ||sf_Is External | ||
+ | ||Flag (1=external, 0=internal) | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Not Updatable | ||
|| | || | ||
− | + | Mandatory field for adding records | |
− | + | For updates, this attribute will follow the attribute of the parent company | |
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|- | |- | ||
+ | ||sf_Status Caption | ||
+ | ||Returns Status Caption | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Not Updatable | ||
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|} | |} | ||
==Users== | ==Users== | ||
− | {| class="wikitable" cellpadding="5px" align="center" | + | {| class="wikitable" width="85%" cellpadding="5px" align="center" |
− | |- | + | |- |
− | + | ! width="20%"|API Field Reference | |
− | + | ! width="25%"|Field Description | |
− | + | ! style="text-align: center;" width="15%"|Allow Get/List | |
− | + | ! style="text-align: center;" width="15%"|Allow Update | |
− | + | ! width="25%"|Notes External | |
− | |||
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+ | ||sf_First Name | ||
|| | || | ||
− | + | | style="text-align: center;"|✓ | |
− | + | | style="text-align: center;"|✓ | |
|| | || | ||
− | + | |- | |
− | + | ||sf_Last Name | |
− | || | ||
− | |||
− | |||
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− | + | | style="text-align: center;"|✓ | |
+ | | style="text-align: center;"|✓ | ||
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|- | |- | ||
+ | ||sf_Email | ||
|| | || | ||
− | + | | style="text-align: center;"|✓ | |
− | + | | style="text-align: center;"|✓ | |
|| | || | ||
− | + | |- | |
− | + | ||sf_Title | |
− | || | ||
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− | + | | style="text-align: center;"|✓ | |
+ | | style="text-align: center;"|✓ | ||
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+ | ||sf_Prefix | ||
|| | || | ||
− | + | | style="text-align: center;"|✓ | |
− | + | | style="text-align: center;"|✓ | |
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− | + | |- | |
− | + | ||sf_Suffix | |
− | || | ||
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− | + | | style="text-align: center;"|✓ | |
+ | | style="text-align: center;"|✓ | ||
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+ | ||sf_Phone | ||
|| | || | ||
− | + | | style="text-align: center;"|✓ | |
− | + | | style="text-align: center;"|✓ | |
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− | + | |- | |
− | + | ||sf_Phone Ext. | |
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− | + | | style="text-align: center;"|✓ | |
+ | | style="text-align: center;"|✓ | ||
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|- | |- | ||
+ | ||sf_Address | ||
|| | || | ||
− | + | | style="text-align: center;"|✓ | |
− | + | | style="text-align: center;"|✓ | |
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+ | ||sf_Address 2 | ||
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− | + | | style="text-align: center;"|✓ | |
− | + | | style="text-align: center;"|✓ | |
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+ | ||sf_City | ||
|| | || | ||
− | + | | style="text-align: center;"|✓ | |
− | + | | style="text-align: center;"|✓ | |
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+ | ||sf_State / Province | ||
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− | + | | style="text-align: center;"|✓ | |
− | + | | style="text-align: center;"|✓ | |
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+ | ||sf_Country | ||
|| | || | ||
− | + | | style="text-align: center;"|✓ | |
− | + | | style="text-align: center;"|✓ | |
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+ | ||sf_Zip / Postal Code | ||
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− | + | | style="text-align: center;"|✓ | |
− | + | | style="text-align: center;"|✓ | |
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|- | |- | ||
− | || | + | ||sf_Company |
− | + | ||Name of user's company | |
− | + | | style="text-align: center;"|✓ | |
− | || | + | | style="text-align: center;"|✓ |
− | + | ||When updating, use Company ID or Company name as value | |
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+ | ||sf_Middle Name | ||
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− | + | | style="text-align: center;"|✓ | |
− | + | | style="text-align: center;"|✓ | |
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|- | |- | ||
+ | ||sf_Longitude | ||
|| | || | ||
− | + | | style="text-align: center;"|✓ | |
− | + | | style="text-align: center;"|✓ | |
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+ | ||sf_Latitude | ||
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− | + | | style="text-align: center;"|✓ | |
− | + | | style="text-align: center;"|✓ | |
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− | || | + | ||sf_User Role |
− | + | ||Comma delimited list of role IDs. (Starts and ends with a comma) | |
− | + | | style="text-align: center;"|✓ | |
− | || | + | | style="text-align: center;"|✓ |
− | + | ||sf_User Role and sf_Role ID List are interchangable. | |
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+ | ||sf_Access Type | ||
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− | + | 1 ('User'), 3 ('Applicant Interface'), 5 ('API'), 0 ('No Access') | |
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− | '' | ||
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− | '' | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
+ | ||Update using ID as value | ||
|- | |- | ||
− | || | + | ||sf_User Type |
− | + | ||10 (‘User’), 30 (‘Local User Administrator’), 50 (‘Global User Administrator’) | |
− | + | | style="text-align: center;"|✓ | |
− | || | + | | style="text-align: center;"|✓ |
− | + | ||Update using ID as value | |
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|- | |- | ||
+ | ||sf_Updated By | ||
+ | ||Name of user that last updated the record | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Not Updatable | ||
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|- | |- | ||
+ | ||sf_Last Updated | ||
+ | ||Date record was last updated | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Not Updatable | ||
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|- | |- | ||
+ | ||sf_Created By | ||
+ | ||Name of user that created the record | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Not Updatable | ||
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|- | |- | ||
+ | ||sf_Created Date | ||
+ | ||Date the record was created | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Not Updatable | ||
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|- | |- | ||
− | || | + | ||sf_Status |
− | + | ||Returns Status name | |
− | + | | style="text-align: center;"|✓ | |
− | || | + | | style="text-align: center;"|✓ |
− | + | ||Update using Status ID as value | |
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|- | |- | ||
− | || | + | ||sf_User ID |
− | + | ||User ID (0 if new user) | |
− | + | | style="text-align: center;"|✓ | |
− | || | + | | style="text-align: center;"|Not Updatable |
− | + | ||Mandatory field for updating records | |
− | |||
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|- | |- | ||
− | || | + | ||sf_Company ID |
− | + | ||ID of user's company. 0 if empty. | |
− | + | | style="text-align: center;"|✓ | |
− | + | | style="text-align: center;"|✓ | |
− | + | ||Mandatory field for adding records | |
− | |||
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|- | |- | ||
− | || | + | ||sf_Status ID |
− | + | ||Returns Status ID | |
− | + | | style="text-align: center;"|✓ | |
− | || | + | | style="text-align: center;"|✓ |
− | + | ||Update using Status ID as value | |
− | |||
− | || | ||
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− | |||
− | || | ||
− | |||
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− | |||
− | |||
|- | |- | ||
− | || | + | ||sf_Role ID List |
− | + | ||Comma delimited list of role IDs. (Starts and ends with a comma) | |
− | + | | style="text-align: center;"|✓ | |
− | || | + | | style="text-align: center;"|✓ |
− | + | ||sf_User Role and sf_Role ID List are interchangable. | |
− | |||
− | || | ||
− | |||
− | |||
− | || | ||
− | |||
− | || | ||
− | |||
− | |||
|- | |- | ||
+ | ||sf_Is External | ||
+ | ||Flag (1=external, 0=internal) | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Not Updatable | ||
|| | || | ||
− | + | Mandatory field for adding records | |
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | + | For updates, this attribute will follow the attribute of the parent company | |
− | |||
|- | |- | ||
+ | ||sf_Status Caption | ||
+ | ||Returns Status Caption | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Not Updatable | ||
|| | || | ||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
|} | |} | ||
==Level 1== | ==Level 1== | ||
− | {| class="wikitable" cellpadding="5px" align="center" | + | {| class="wikitable" width="85%" cellpadding="5px" align="center" |
− | |- | + | |- |
− | | style=" | + | ! width="20%"|API Field Reference |
− | + | ! width="25%"|Field Description | |
− | + | ! style="text-align: center;" width="15%"|Allow Get/List | |
− | + | ! style="text-align: center;" width="15%"|Allow Update | |
− | + | ! width="25%"|Notes External | |
− | + | |- | |
− | + | ||sf_Application Type | |
− | + | ||Returns level 1 template name | |
− | + | | style="text-align: center;"|✓ | |
− | | style=" | + | | style="text-align: center;"|✓ |
− | + | ||Update using Type ID as value | |
− | |||
− | | style=" | ||
− | |||
− | |||
|- | |- | ||
+ | ||sf_Application Name | ||
+ | ||Returns value of Name standard field | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
|| | || | ||
− | + | |- | |
− | + | ||sf_Customer | |
+ | ||Name of company on Client standard field | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
+ | ||Update using Company ID as value | ||
+ | |- | ||
+ | ||sf_Person | ||
+ | ||Name of contact attached to Person standard field | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
+ | ||Update using User ID as value | ||
+ | |- | ||
+ | ||sf_Status | ||
+ | ||Returns Status name | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
+ | ||Update using Status ID as value | ||
+ | |- | ||
+ | ||sf_Revenue | ||
+ | ||Revenue standard field | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
|| | || | ||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
+ | ||sf_Currency | ||
+ | ||Currency standard field | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
|| | || | ||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
+ | ||sf_Close Date | ||
+ | ||Close Date standard field | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
|| | || | ||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
+ | ||sf_Modified Date | ||
+ | ||Date record was last updated | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Not Updatable | ||
|| | || | ||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
+ | ||sf_Modified By | ||
+ | ||Name of user that last updated the record | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Not Updatable | ||
|| | || | ||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
+ | ||sf_Created Date | ||
+ | ||Date the record was created | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Not Updatable | ||
|| | || | ||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
+ | ||sf_Created By | ||
+ | ||Name of user that created the record | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Not Updatable | ||
|| | || | ||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
+ | ||sf_Probability | ||
+ | ||Probability standard field | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
|| | || | ||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
+ | ||sf_Description | ||
+ | ||Returns value from Description standard field | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
|| | || | ||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
+ | ||sf_Requirement | ||
+ | ||Requirement standard field | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
|| | || | ||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
− | || | + | ||sf_Owner |
− | + | ||Returns name of level 1 owner standard field | |
− | + | | style="text-align: center;"|✓ | |
− | || | + | | style="text-align: center;"|✓ |
− | + | ||Update using Owner ID as value | |
− | |||
− | || | ||
− | |||
− | |||
− | || | ||
− | |||
− | || | ||
− | |||
|- | |- | ||
− | || | + | ||sf_Branch |
− | + | ||Returns company name on Branch standard field | |
− | + | | style="text-align: center;"|✓ | |
− | || | + | | style="text-align: center;"|✓ |
− | + | ||Update using Branch ID as value | |
− | |||
− | || | ||
− | |||
− | |||
− | || | ||
− | |||
− | || | ||
− | |||
|- | |- | ||
+ | ||sf_End Date | ||
+ | ||Returns End Date and Time in YYYY-MM-DD HH:MM:SS | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
|| | || | ||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
+ | ||sf_Start Date | ||
+ | ||Returns Start Date and Time in YYYY-MM-DD HH:MM:SS | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
|| | || | ||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
+ | ||sf_Archived | ||
+ | ||Flag (1=Archived, 0=Not Archived) | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
|| | || | ||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
+ | ||sf_Level One ID | ||
+ | ||Returns unique Level 1 tracking ID | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Not Updatable | ||
|| | || | ||
− | + | Mandatory field for updating records | |
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | + | Use "recordid" in place of "sf_Level One ID" in updating records | |
|- | |- | ||
+ | ||sf_Company ID | ||
+ | ||Company ID of level 1 company/client field. 0 if empty | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
|| | || | ||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
+ | ||sf_Person ID | ||
+ | ||User ID of level 1 people field. 0 if empty | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
|| | || | ||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
+ | ||sf_Branch ID | ||
+ | ||Company ID of level 1 branch field. 0 if empty | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
|| | || | ||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
− | || | + | ||sf_Type ID |
− | + | ||ID of level 1 template | |
− | + | | style="text-align: center;"|✓ | |
− | + | | style="text-align: center;"|✓ | |
− | + | ||Mandatory field for adding records<br /> Update using Type ID as value | |
− | |||
− | || | ||
− | ID of level 1 | ||
− | |||
− | || | ||
− | |||
− | || | ||
− | |||
|- | |- | ||
− | || | + | ||sf_Status ID |
− | + | ||Status ID of level 1 status. 0 if empty | |
− | + | | style="text-align: center;"|✓ | |
− | + | | style="text-align: center;"|✓ | |
− | + | ||Mandatory field for adding records<br /> Update using Status ID as value | |
− | |||
− | || | ||
− | |||
− | |||
− | || | ||
− | |||
− | || | ||
− | |||
|- | |- | ||
+ | ||sf_Owner ID | ||
+ | ||ID of level 1 owner. | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
|| | || | ||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
+ | ||sf_Application ID | ||
+ | ||Returns UTA ID | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Not Updatable | ||
|| | || | ||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
+ | ||sf_Status Caption | ||
+ | ||Returns Status caption | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Not Updatable | ||
|| | || | ||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
+ | ||sf_Type Caption | ||
+ | ||Returns level 1 template caption | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Not Updatable | ||
|| | || | ||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
|} | |} | ||
==Level 2== | ==Level 2== | ||
− | {| class="wikitable" cellpadding="5px" align="center" | + | {| class="wikitable" width="85%" cellpadding="5px" align="center" |
− | |- | + | |- |
− | | style=" | + | ! width="20%"|API Field Reference |
− | + | ! width="25%"|Field Description | |
− | + | ! style="text-align: center;" width="15%"|Allow Get/List | |
− | + | ! style="text-align: center;" width="15%"|Allow Update | |
− | + | ! width="25%"|External Notes | |
− | + | |- | |
− | + | ||sf_Activity Type | |
− | + | ||Returns level 2 type name | |
− | + | | style="text-align: center;"|✓ | |
− | | style=" | + | | style="text-align: center;"|✓ |
− | + | ||Update using Type ID as value | |
− | |||
− | | style=" | ||
− | |||
− | |||
|- | |- | ||
+ | ||sf_Subject | ||
+ | ||Returns level 2 subject | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
|| | || | ||
− | + | |- | |
− | + | ||sf_Status | |
+ | ||Returns Status name | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
+ | ||Update using Status ID as value | ||
+ | |- | ||
+ | ||sf_Location | ||
+ | ||Location standard field | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
|| | || | ||
− | + | |- | |
− | + | ||sf_Duration | |
+ | ||Duration standard field | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
|| | || | ||
− | + | |- | |
− | + | ||sf_Owner | |
+ | ||Returns name of level 2 owner standard field | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
+ | ||Update using Owner ID as value | ||
+ | |- | ||
+ | ||sf_Updated By | ||
+ | ||Name of user that last updated the record | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Not Updatable | ||
|| | || | ||
− | + | |- | |
+ | ||sf_Last Modified | ||
+ | ||Date record was last updated | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Not Updatable | ||
|| | || | ||
− | |||
− | |||
− | |||
|- | |- | ||
+ | ||sf_Created Date | ||
+ | ||Date the record was created | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Not Updatable | ||
|| | || | ||
− | + | |- | |
− | + | ||sf_Created By | |
+ | ||Name of user that created the record | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Not Updatable | ||
|| | || | ||
− | + | |- | |
− | + | ||sf_Start Date | |
+ | ||Returns Start Date and Time in YYYY-MM-DD HH:MM:SS | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
|| | || | ||
− | + | |- | |
− | + | ||sf_End Date | |
+ | ||Returns End Date and Time in YYYY-MM-DD HH:MM:SS | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
|| | || | ||
− | + | |- | |
+ | ||sf_Whole Day Event | ||
+ | ||Flag (Yes, No) | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
|| | || | ||
− | |||
|- | |- | ||
+ | ||sf_Reminder Sent | ||
+ | ||Flag (1=Yes 0=No) | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
|| | || | ||
− | + | |- | |
− | + | ||sf_Follow-up Sent | |
+ | ||Flag (1=Yes 0=No) | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
|| | || | ||
− | + | |- | |
− | + | ||sf_Reminder Type | |
+ | ||Returns ID of reminder type | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
|| | || | ||
− | + | |- | |
− | + | ||sf_Follow-up Type | |
+ | ||Returns Id of follow-up type | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
|| | || | ||
− | + | |- | |
+ | ||sf_Assign Person | ||
+ | ||Comma delimited list of user IDs in assigned standard field | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
|| | || | ||
− | |||
|- | |- | ||
+ | ||sf_Contact Person | ||
+ | ||Comma delimited list of user IDs in contact standard field | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
|| | || | ||
− | + | |- | |
− | + | ||sf_Description | |
+ | ||Returns value from Description standard field | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
|| | || | ||
− | + | |- | |
− | + | ||sf_Amount | |
+ | ||Returns value from Amount standard field | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
|| | || | ||
− | + | |- | |
− | + | ||sf_Parent Name | |
− | || | + | ||Returns Name standard field from parent level 1 |
− | + | | style="text-align: center;"|✓ | |
+ | | style="text-align: center;"|✓ | ||
|| | || | ||
− | |||
|- | |- | ||
+ | ||sf_Longitude | ||
|| | || | ||
− | + | | style="text-align: center;"|✓ | |
− | + | | style="text-align: center;"|Not Updatable | |
|| | || | ||
− | + | |- | |
− | + | ||sf_Latitude | |
− | || | ||
− | |||
− | |||
|| | || | ||
− | + | | style="text-align: center;"|✓ | |
+ | | style="text-align: center;"|Not Updatable | ||
|| | || | ||
− | |||
|- | |- | ||
+ | ||sf_Level Two ID | ||
+ | ||Returns unique level 2 ID | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Not Updatable | ||
|| | || | ||
− | + | Mandatory field for updating records | |
− | + | Use "recordid" in place of "sf_Level Two ID" in updating records | |
− | |||
+ | |- | ||
+ | ||sf_Parent ID | ||
+ | ||Returns level 1 ID from parent record | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
+ | ||Mandatory field for adding records<br /> <br /> Use "objectid" in place of "sf_Parent ID" for new L2 records | ||
+ | |- | ||
+ | ||sf_Type ID | ||
+ | ||ID of level 2 template | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
+ | ||Mandatory field for adding records | ||
+ | |- | ||
+ | ||sf_Status ID | ||
+ | ||Status ID of level 1 status. 0 if empty | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
+ | ||Mandatory field for adding records | ||
+ | |- | ||
+ | ||sf_Owner ID | ||
+ | ||ID of level 1 owner. | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
|| | || | ||
− | + | |- | |
− | + | ||sf_Application ID | |
+ | ||Returns UTA ID | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Not Updatable | ||
|| | || | ||
− | + | |- | |
+ | ||sf_Status Caption | ||
+ | ||Returns Status caption | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Not Updatable | ||
|| | || | ||
− | |||
|- | |- | ||
+ | ||sf_Type Caption | ||
+ | ||Returns level 2 type caption | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Not Updatable | ||
|| | || | ||
− | + | |} | |
+ | ==Level 3== | ||
+ | {| class="wikitable" width="85%" cellpadding="5px" align="center" | ||
+ | |- | ||
+ | ! width="20%"|API Field Reference | ||
+ | ! width="25%"|Field Description | ||
+ | ! style="text-align: center;" width="15%"|Allow Get/List | ||
+ | ! style="text-align: center;" width="15%"|Allow Update | ||
+ | ! width="25%"|External Notes | ||
+ | |- | ||
+ | ||sf_Activity Type | ||
+ | ||Returns level 3 type name | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
+ | ||Update using Type ID as value | ||
+ | |- | ||
+ | ||sf_Subject | ||
+ | ||Returns level 3 subject | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
|| | || | ||
− | + | |- | |
− | + | ||sf_Status | |
+ | ||Returns Status name | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
+ | ||Update using Status ID as value | ||
+ | |- | ||
+ | ||sf_Location | ||
+ | ||Location standard field | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
|| | || | ||
− | + | |- | |
− | + | ||sf_Duration | |
+ | ||Duration standard field | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
|| | || | ||
− | + | |- | |
+ | ||sf_Owner | ||
+ | ||Returns name of level 3 owner standard field | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
+ | ||Update using Owner ID as value | ||
+ | |- | ||
+ | ||sf_Updated By | ||
+ | ||Name of user that last updated the record | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Not Updatable | ||
|| | || | ||
− | |||
|- | |- | ||
+ | ||sf_Last Modified | ||
+ | ||Date record was last updated | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Not Updatable | ||
|| | || | ||
− | + | |- | |
− | + | ||sf_Created Date | |
+ | ||Date the record was created | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Not Updatable | ||
|| | || | ||
− | + | |- | |
− | + | ||sf_Created By | |
+ | ||Name of user that created the record | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Not Updatable | ||
|| | || | ||
− | + | |- | |
− | + | ||sf_Start Date | |
+ | ||Returns Start Date and Time in YYYY-MM-DD HH:MM:SS | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
|| | || | ||
− | + | |- | |
+ | ||sf_End Date | ||
+ | ||Returns End Date and Time in YYYY-MM-DD HH:MM:SS | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
|| | || | ||
− | |||
|- | |- | ||
+ | ||sf_Whole Day Event | ||
+ | ||Flag (Yes, No) | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
|| | || | ||
− | + | |- | |
− | + | ||sf_Reminder Sent | |
+ | ||Flag (1=Yes 0=No) | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
|| | || | ||
− | + | |- | |
− | + | ||sf_Follow-up Sent | |
+ | ||Flag (1=Yes 0=No) | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
|| | || | ||
− | + | |- | |
− | + | ||sf_Reminder Type | |
+ | ||Returns ID of reminder type | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
|| | || | ||
− | + | |- | |
+ | ||sf_Follow-up Type | ||
+ | ||Returns Id of follow-up type | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
|| | || | ||
− | |||
|- | |- | ||
+ | ||sf_Parent Subject | ||
+ | ||Returns Subject field from parent level 2 | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
|| | || | ||
− | + | |- | |
− | + | ||sf_Associated Parent | |
+ | ||Displays level 2 ID from soft-linked UTA | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
|| | || | ||
− | + | |- | |
− | + | ||sf_Assign Person | |
+ | ||Comma delimited list of user IDs in assigned standard field | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
|| | || | ||
− | + | |- | |
− | + | ||sf_Contact Person | |
− | || | + | ||Comma delimited list of user IDs in contact standard field |
− | + | | style="text-align: center;"|✓ | |
+ | | style="text-align: center;"|✓ | ||
|| | || | ||
− | |||
|- | |- | ||
+ | ||sf_Description | ||
+ | ||Returns value from Description standard field | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
|| | || | ||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
+ | ||sf_Amount | ||
+ | ||Returns value from Amount standard field | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
|| | || | ||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
+ | ||sf_Longitude | ||
|| | || | ||
− | + | | style="text-align: center;"|✓ | |
− | + | | style="text-align: center;"|Not Updatable | |
− | |||
− | |||
− | |||
− | || | ||
− | |||
− | |||
− | || | ||
− | |||
|| | || | ||
− | |||
|- | |- | ||
+ | ||sf_Latitude | ||
|| | || | ||
− | + | | style="text-align: center;"|✓ | |
− | + | | style="text-align: center;"|Not Updatable | |
− | |||
− | |||
− | |||
− | || | ||
− | |||
− | |||
− | || | ||
− | |||
|| | || | ||
− | |||
|- | |- | ||
+ | ||sf_Level Three ID | ||
+ | ||Returns unique level 3 ID | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Not Updatable | ||
|| | || | ||
− | + | Mandatory field for updating records | |
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | + | Use "recordid" in place of "sf_Level Three ID" in updating records | |
|- | |- | ||
− | || | + | ||sf_Parent ID |
− | + | ||Returns level 2 ID from parent record | |
− | + | | style="text-align: center;"|✓ | |
− | || | + | | style="text-align: center;"|✓ |
− | + | ||Mandatory field for adding records<br /> <br /> Use "objectid" in place of "sf_Parent ID" for new L3 records | |
− | |||
− | || | ||
− | |||
− | |||
− | || | ||
− | |||
− | || | ||
− | |||
|- | |- | ||
− | || | + | ||sf_Type ID |
− | + | ||ID of level 3 template | |
− | + | | style="text-align: center;"|✓ | |
− | || | + | | style="text-align: center;"|✓ |
− | + | ||Mandatory field for adding records | |
− | |||
− | || | ||
− | |||
− | |||
− | || | ||
− | |||
− | || | ||
− | |||
|- | |- | ||
− | || | + | ||sf_Status ID |
− | + | ||Status ID of level 1 status. 0 if empty | |
− | + | | style="text-align: center;"|✓ | |
− | + | | style="text-align: center;"|✓ | |
− | + | ||Mandatory field for adding records | |
− | |||
− | || | ||
− | |||
− | |||
− | || | ||
− | |||
− | || | ||
− | |||
|- | |- | ||
+ | ||sf_Owner ID | ||
+ | ||ID of level 1 owner. | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
|| | || | ||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
+ | ||sf_Application ID | ||
+ | ||Returns UTA ID | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Not Updatable | ||
|| | || | ||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
+ | ||sf_Status Caption | ||
+ | ||Returns Status caption | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Not Updatable | ||
|| | || | ||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
+ | ||sf_Type Caption | ||
+ | ||Returns level 3 type caption | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Not Updatable | ||
|| | || | ||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
|} | |} | ||
− | |||
− | |||
− | |||
− | |||
− | |||
==Multiple Address== | ==Multiple Address== | ||
− | {| class="wikitable" cellpadding="5px" align="center" | + | {| class="wikitable" width="85%" cellpadding="5px" align="center" |
− | |- style=" | + | |- |
− | + | ! width="20%"|API Field Reference | |
− | + | ! width="25%"|Field Description | |
− | + | ! style="text-align: center;" width="15%"|Allow Get/List | |
− | + | ! style="text-align: center;" width="15%"|Allow Update | |
− | | style=" | + | ! width="25%"|External Notes |
− | + | |- | |
− | + | ||sf_Address ID | |
− | | style=" | + | ||Unique id in Multiple Address table |
− | + | | style="text-align: center;"|✓ | |
− | + | | style="text-align: center;"|Not Updatable | |
− | | style=" | + | ||Mandatory field for updating records |
− | + | |- | |
− | + | ||sf_Object ID | |
+ | ||Object ID of parent record. Could be companyid, contactid. | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
+ | ||Mandatory field for adding records | ||
+ | |- | ||
+ | ||sf_Type ID | ||
+ | ||Address type ID | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
+ | ||Mandatory field for adding records | ||
|- | |- | ||
+ | ||sf_Type | ||
+ | ||Address Type | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
|| | || | ||
− | + | |- | |
− | + | ||sf_Address | |
|| | || | ||
− | + | | style="text-align: center;"|✓ | |
− | + | | style="text-align: center;"|✓ | |
|| | || | ||
− | + | |- | |
− | + | ||sf_Address 2 | |
|| | || | ||
− | + | | style="text-align: center;"|✓ | |
+ | | style="text-align: center;"|✓ | ||
|| | || | ||
− | |||
|- | |- | ||
+ | ||sf_City | ||
|| | || | ||
− | + | | style="text-align: center;"|✓ | |
− | + | | style="text-align: center;"|✓ | |
|| | || | ||
− | + | |- | |
− | + | ||sf_State / Province | |
− | || | ||
− | |||
− | |||
|| | || | ||
− | + | | style="text-align: center;"|✓ | |
+ | | style="text-align: center;"|✓ | ||
|| | || | ||
− | |||
|- | |- | ||
+ | ||sf_Zip / Postal Code | ||
|| | || | ||
− | + | | style="text-align: center;"|✓ | |
− | + | | style="text-align: center;"|✓ | |
|| | || | ||
− | + | |- | |
− | + | ||sf_Country | |
|| | || | ||
− | + | | style="text-align: center;"|✓ | |
− | + | | style="text-align: center;"|✓ | |
|| | || | ||
− | + | |- | |
+ | ||sf_Last Modified | ||
+ | ||Date record was last updated | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Not Updatable | ||
|| | || | ||
− | |||
|- | |- | ||
+ | ||sf_Primary Address | ||
+ | ||Flag (1=Yes, 0=No) | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
+ | ||Mandatory field for adding records | ||
+ | |- | ||
+ | ||sf_Updated By | ||
+ | ||Name of user that last updated the record | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Not Updatable | ||
|| | || | ||
− | + | |} | |
+ | ==Associations== | ||
+ | {| class="wikitable" width="85%" cellpadding="5px" align="center" | ||
+ | |- | ||
+ | ! width="20%"|API Field Reference | ||
+ | ! width="25%"|Field Description | ||
+ | ! style="text-align: center;" width="15%"|Allow Get/List | ||
+ | ! style="text-align: center;" width="15%"|Allow Update | ||
+ | ! width="25%"|External Notes | ||
+ | |- | ||
+ | ||objectid | ||
|| | || | ||
− | + | | style="text-align: center;"|✓ | |
− | + | | style="text-align: center;"|✓ | |
|| | || | ||
− | + | |} | |
+ | ==Transactions== | ||
+ | {| class="wikitable" width="85%" cellpadding="5px" align="center" | ||
+ | |- | ||
+ | ! width="20%"|API Field Reference | ||
+ | ! width="25%"|Field Description | ||
+ | ! style="text-align: center;" width="15%"|Allow Get/List | ||
+ | ! style="text-align: center;" width="15%"|Allow Update | ||
+ | ! width="25%"|External Notes | ||
+ | |- | ||
+ | ||sf_Start Date | ||
|| | || | ||
− | + | | style="text-align: center;"|✓ | |
+ | | style="text-align: center;"|✓ | ||
|| | || | ||
− | |||
|- | |- | ||
+ | ||sf_End Date | ||
|| | || | ||
− | + | | style="text-align: center;"|✓ | |
− | + | | style="text-align: center;"|✓ | |
|| | || | ||
− | + | |- | |
− | + | ||sf_Description | |
|| | || | ||
− | + | | style="text-align: center;"|✓ | |
− | + | | style="text-align: center;"|✓ | |
|| | || | ||
− | |||
− | |||
− | |||
|- | |- | ||
+ | ||sf_Subject | ||
|| | || | ||
− | + | | style="text-align: center;"|✓ | |
− | + | | style="text-align: center;"|✓ | |
|| | || | ||
− | + | |- | |
− | + | ||sf_Status | |
+ | ||Returns transaction status name | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
|| | || | ||
− | + | |- | |
− | + | ||sf_Modified Date | |
+ | ||Date record was last updated | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Not Updatable | ||
|| | || | ||
− | + | |- | |
+ | ||sf_Updated By | ||
+ | ||Name of user that last updated the record | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Not Updatable | ||
|| | || | ||
− | |||
|- | |- | ||
+ | ||sf_Created Date | ||
+ | ||Date the record was created | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Not Updatable | ||
|| | || | ||
− | + | |- | |
− | + | ||sf_Created By | |
+ | ||Name of user that created the record | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Not Updatable | ||
|| | || | ||
− | + | |- | |
+ | ||sf_Type | ||
+ | ||Transaction type | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
+ | ||Mandatory field for adding records | ||
+ | |- | ||
+ | ||sf_Transaction ID | ||
+ | ||Unique ID for the transaction record | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Not Updatable | ||
+ | ||Mandatory field for updating records | ||
+ | |- | ||
+ | ||sf_Object ID | ||
+ | ||Parent object id for the transaction | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
+ | ||Mandatory field for adding records | ||
+ | |} | ||
− | + | ==Notes== | |
− | + | Notes can only be retrieved via GET and LIST. They cannot be created or updated via SmartConnect. | |
+ | {| class="wikitable" width="85%" cellpadding="5px" align="center" | ||
+ | |- | ||
+ | ! width="20%"|API Field Reference | ||
+ | ! width="25%"|Field Description | ||
+ | ! style="text-align: center;" width="15%"|Allow Get/List | ||
+ | ! style="text-align: center;" width="15%"|Allow Update | ||
+ | ! width="25%"|External Notes | ||
+ | |- | ||
+ | ||sf_Note ID | ||
+ | ||Unique ID for the Note record | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Not Updatable | ||
|| | || | ||
− | + | |- | |
+ | ||sf_Type | ||
+ | ||Note Type | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Not Updatable | ||
|| | || | ||
− | |||
|- | |- | ||
+ | ||sf_Type ID | ||
+ | ||Type ID | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Not Updatable | ||
|| | || | ||
− | + | |- | |
− | + | ||sf_Content | |
+ | ||Contents of the note | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Not Updatable | ||
|| | || | ||
− | + | |- | |
− | + | ||sf_Created By | |
+ | ||Name of user that created the record | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Not Updatable | ||
|| | || | ||
− | + | |- | |
− | + | ||sf_Created Date | |
+ | ||Date the record was created | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Not Updatable | ||
|| | || | ||
− | + | |- | |
+ | ||sf_Object ID | ||
+ | ||Parent object id for the note | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Not Updatable | ||
|| | || | ||
+ | |} | ||
+ | ==System Variables== | ||
+ | {| class="wikitable" width="85%" cellpadding="5px" align="center" | ||
+ | |- | ||
+ | ! width="20%"|API Field Reference | ||
+ | ! width="25%"|Field Description | ||
+ | ! style="text-align: center;" width="15%"|Allow Get/List | ||
+ | ! style="text-align: center;" width="15%"|Allow Update | ||
+ | ! width="25%"|External Notes | ||
|- | |- | ||
+ | ||sf_ID | ||
+ | ||System variable record ID. | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Not Updatable | ||
+ | ||Mandatory field for updating records | ||
+ | |- | ||
+ | ||sf_Name | ||
+ | ||Variable Name | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
|| | || | ||
− | + | |- | |
− | + | ||sf_Value | |
+ | ||Value of the variable | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
|| | || | ||
− | + | |- | |
− | + | ||sf_Description | |
+ | ||Variable Description | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|✓ | ||
|| | || | ||
− | + | |} | |
+ | ==Consumer/Provider== | ||
+ | {| class="wikitable" width="85%" cellpadding="5px" align="center" | ||
+ | |- | ||
+ | ! width="20%"|API Field Reference | ||
+ | ! width="25%"|Field Description | ||
+ | ! style="text-align: center;" width="15%"|Allow Get/List | ||
+ | ! style="text-align: center;" width="15%"|Allow Update | ||
+ | ! width="25%"|External Notes | ||
+ | |- | ||
+ | ||providerappid | ||
+ | ||[[Determining_the_applicationid|Application ID]] of the provider UTA | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Not Updatable | ||
|| | || | ||
− | + | |- | |
+ | ||consumerappid | ||
+ | ||[[Determining_the_applicationid|Application ID]] of the consumer UTA | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Not Updatable | ||
|| | || | ||
− | |||
|- | |- | ||
+ | ||providerid | ||
+ | ||[[Determining_the_opportunityid|Opportunity ID]] or [[Determining_the_eventid|Event ID]] of the provider UTA L1/L2 | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Not Updatable | ||
|| | || | ||
− | + | |- | |
− | + | ||consumerid | |
− | || | + | ||[[Determining_the_opportunityid|Opportunity ID]] or [[Determining_the_eventid|Event ID]] of the consumer UTA L1/L2 |
− | + | | style="text-align: center;"|✓ | |
− | + | | style="text-align: center;"|Not Updatable | |
|| | || | ||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
+ | ||roleid | ||
+ | ||Connection roleid between consumer/provider | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Updatable | ||
|| | || | ||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
+ | ||rolename | ||
+ | ||Connection rolename between consumer/provider | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"|Updatable | ||
|| | || | ||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
+ | ||associationid | ||
+ | ||Unique identifier for the consumer/provider relationship table | ||
+ | | style="text-align: center;"|✓ | ||
+ | | style="text-align: center;"| | ||
|| | || | ||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
|| | || | ||
− | |||
|} | |} | ||
==See Also== | ==See Also== | ||
− | [[ | + | [[SmartConnect_-_RESTful_API|SmartConnect - RESTful API]] |
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[[Category:Integration]][[Category:API]][[Category:SmartConnect RESTful API]] | [[Category:Integration]][[Category:API]][[Category:SmartConnect RESTful API]] |
Latest revision as of 11:48, 25 September 2020
The following lists the database field names associated with Standard Fields.
These are used in JSON API (SmartConnect).
Contents
Field List Syntax
Field List Syntax | Example |
---|---|
Separate values with ";;" | sf_Name;;cf_MyFieldName;;cf_MyFieldssid |
Prefix Standard fields with "sf_" | sf_Name |
Companies
API Field Reference | Field Description | Allow Get/List | Allow Update | Notes External |
---|---|---|---|---|
sf_Name | Name of current company | ✓ | ✓ | |
sf_Phone | ✓ | ✓ | ||
sf_Fax | ✓ | ✓ | ||
sf_Address | ✓ | ✓ | ||
sf_Address 2 | ✓ | ✓ | ||
sf_City | ✓ | ✓ | ||
sf_State / Province | ✓ | ✓ | ||
sf_Country | ✓ | ✓ | Update using Country ID or Country name as value | |
sf_Zip / Postal Code | ✓ | ✓ | ||
sf_Web Site | ✓ | ✓ | ||
sf_Longitude | ✓ | ✓ | ||
sf_Latitude | ✓ | ✓ | ||
sf_Primary Contact | Primary Contact name | ✓ | Not Updatable | |
sf_Parent Company | Parent company name | ✓ | Not Updatable | |
sf_Owner | Name of User in Owner Standard Field | ✓ | Not Updatable | |
sf_Company Workflow | ID of Company workflow standard field | ✓ | ✓ | |
sf_User Workflow | ID of User workflow standard field | ✓ | ✓ | |
sf_Updated By | Name of user that last updated the record | ✓ | Not Updatable | |
sf_Last Updated | Date record was last updated | ✓ | Not Updatable | |
sf_Created By | Name of user that created the record | ✓ | Not Updatable | |
sf_Created Date | Date the record was created | ✓ | Not Updatable | |
sf_Status | Returns Status name | ✓ | ✓ | Update using Status ID as value |
sf_Company ID | Company id. (0 if new company) | ✓ | Not Updatable | Mandatory field for updating records |
sf_Owner ID | ID of User in Owner Standard Field | ✓ | ✓ | |
sf_Parent Company ID | ID of Parent Company | ✓ | ✓ | Mandatory field for adding records |
sf_Primary Contact ID | Primary Contact ID (0 if empty) | ✓ | ✓ | |
sf_Category ID List | Comma delimited list of category IDs. (Starts and ends with a comma) | ✓ | ✓ | |
sf_Status ID | Returns Status ID | ✓ | ✓ | Update using Status ID as value |
sf_Is External | Flag (1=external, 0=internal) | ✓ | Not Updatable |
Mandatory field for adding records For updates, this attribute will follow the attribute of the parent company |
sf_Status Caption | Returns Status Caption | ✓ | Not Updatable |
Users
API Field Reference | Field Description | Allow Get/List | Allow Update | Notes External |
---|---|---|---|---|
sf_First Name | ✓ | ✓ | ||
sf_Last Name | ✓ | ✓ | ||
sf_Email | ✓ | ✓ | ||
sf_Title | ✓ | ✓ | ||
sf_Prefix | ✓ | ✓ | ||
sf_Suffix | ✓ | ✓ | ||
sf_Phone | ✓ | ✓ | ||
sf_Phone Ext. | ✓ | ✓ | ||
sf_Address | ✓ | ✓ | ||
sf_Address 2 | ✓ | ✓ | ||
sf_City | ✓ | ✓ | ||
sf_State / Province | ✓ | ✓ | ||
sf_Country | ✓ | ✓ | ||
sf_Zip / Postal Code | ✓ | ✓ | ||
sf_Company | Name of user's company | ✓ | ✓ | When updating, use Company ID or Company name as value |
sf_Middle Name | ✓ | ✓ | ||
sf_Longitude | ✓ | ✓ | ||
sf_Latitude | ✓ | ✓ | ||
sf_User Role | Comma delimited list of role IDs. (Starts and ends with a comma) | ✓ | ✓ | sf_User Role and sf_Role ID List are interchangable. |
sf_Access Type |
1 ('User'), 3 ('Applicant Interface'), 5 ('API'), 0 ('No Access') |
✓ | ✓ | Update using ID as value |
sf_User Type | 10 (‘User’), 30 (‘Local User Administrator’), 50 (‘Global User Administrator’) | ✓ | ✓ | Update using ID as value |
sf_Updated By | Name of user that last updated the record | ✓ | Not Updatable | |
sf_Last Updated | Date record was last updated | ✓ | Not Updatable | |
sf_Created By | Name of user that created the record | ✓ | Not Updatable | |
sf_Created Date | Date the record was created | ✓ | Not Updatable | |
sf_Status | Returns Status name | ✓ | ✓ | Update using Status ID as value |
sf_User ID | User ID (0 if new user) | ✓ | Not Updatable | Mandatory field for updating records |
sf_Company ID | ID of user's company. 0 if empty. | ✓ | ✓ | Mandatory field for adding records |
sf_Status ID | Returns Status ID | ✓ | ✓ | Update using Status ID as value |
sf_Role ID List | Comma delimited list of role IDs. (Starts and ends with a comma) | ✓ | ✓ | sf_User Role and sf_Role ID List are interchangable. |
sf_Is External | Flag (1=external, 0=internal) | ✓ | Not Updatable |
Mandatory field for adding records For updates, this attribute will follow the attribute of the parent company |
sf_Status Caption | Returns Status Caption | ✓ | Not Updatable |
Level 1
API Field Reference | Field Description | Allow Get/List | Allow Update | Notes External |
---|---|---|---|---|
sf_Application Type | Returns level 1 template name | ✓ | ✓ | Update using Type ID as value |
sf_Application Name | Returns value of Name standard field | ✓ | ✓ | |
sf_Customer | Name of company on Client standard field | ✓ | ✓ | Update using Company ID as value |
sf_Person | Name of contact attached to Person standard field | ✓ | ✓ | Update using User ID as value |
sf_Status | Returns Status name | ✓ | ✓ | Update using Status ID as value |
sf_Revenue | Revenue standard field | ✓ | ✓ | |
sf_Currency | Currency standard field | ✓ | ✓ | |
sf_Close Date | Close Date standard field | ✓ | ✓ | |
sf_Modified Date | Date record was last updated | ✓ | Not Updatable | |
sf_Modified By | Name of user that last updated the record | ✓ | Not Updatable | |
sf_Created Date | Date the record was created | ✓ | Not Updatable | |
sf_Created By | Name of user that created the record | ✓ | Not Updatable | |
sf_Probability | Probability standard field | ✓ | ✓ | |
sf_Description | Returns value from Description standard field | ✓ | ✓ | |
sf_Requirement | Requirement standard field | ✓ | ✓ | |
sf_Owner | Returns name of level 1 owner standard field | ✓ | ✓ | Update using Owner ID as value |
sf_Branch | Returns company name on Branch standard field | ✓ | ✓ | Update using Branch ID as value |
sf_End Date | Returns End Date and Time in YYYY-MM-DD HH:MM:SS | ✓ | ✓ | |
sf_Start Date | Returns Start Date and Time in YYYY-MM-DD HH:MM:SS | ✓ | ✓ | |
sf_Archived | Flag (1=Archived, 0=Not Archived) | ✓ | ✓ | |
sf_Level One ID | Returns unique Level 1 tracking ID | ✓ | Not Updatable |
Mandatory field for updating records Use "recordid" in place of "sf_Level One ID" in updating records |
sf_Company ID | Company ID of level 1 company/client field. 0 if empty | ✓ | ✓ | |
sf_Person ID | User ID of level 1 people field. 0 if empty | ✓ | ✓ | |
sf_Branch ID | Company ID of level 1 branch field. 0 if empty | ✓ | ✓ | |
sf_Type ID | ID of level 1 template | ✓ | ✓ | Mandatory field for adding records Update using Type ID as value |
sf_Status ID | Status ID of level 1 status. 0 if empty | ✓ | ✓ | Mandatory field for adding records Update using Status ID as value |
sf_Owner ID | ID of level 1 owner. | ✓ | ✓ | |
sf_Application ID | Returns UTA ID | ✓ | Not Updatable | |
sf_Status Caption | Returns Status caption | ✓ | Not Updatable | |
sf_Type Caption | Returns level 1 template caption | ✓ | Not Updatable |
Level 2
API Field Reference | Field Description | Allow Get/List | Allow Update | External Notes |
---|---|---|---|---|
sf_Activity Type | Returns level 2 type name | ✓ | ✓ | Update using Type ID as value |
sf_Subject | Returns level 2 subject | ✓ | ✓ | |
sf_Status | Returns Status name | ✓ | ✓ | Update using Status ID as value |
sf_Location | Location standard field | ✓ | ✓ | |
sf_Duration | Duration standard field | ✓ | ✓ | |
sf_Owner | Returns name of level 2 owner standard field | ✓ | ✓ | Update using Owner ID as value |
sf_Updated By | Name of user that last updated the record | ✓ | Not Updatable | |
sf_Last Modified | Date record was last updated | ✓ | Not Updatable | |
sf_Created Date | Date the record was created | ✓ | Not Updatable | |
sf_Created By | Name of user that created the record | ✓ | Not Updatable | |
sf_Start Date | Returns Start Date and Time in YYYY-MM-DD HH:MM:SS | ✓ | ✓ | |
sf_End Date | Returns End Date and Time in YYYY-MM-DD HH:MM:SS | ✓ | ✓ | |
sf_Whole Day Event | Flag (Yes, No) | ✓ | ✓ | |
sf_Reminder Sent | Flag (1=Yes 0=No) | ✓ | ✓ | |
sf_Follow-up Sent | Flag (1=Yes 0=No) | ✓ | ✓ | |
sf_Reminder Type | Returns ID of reminder type | ✓ | ✓ | |
sf_Follow-up Type | Returns Id of follow-up type | ✓ | ✓ | |
sf_Assign Person | Comma delimited list of user IDs in assigned standard field | ✓ | ✓ | |
sf_Contact Person | Comma delimited list of user IDs in contact standard field | ✓ | ✓ | |
sf_Description | Returns value from Description standard field | ✓ | ✓ | |
sf_Amount | Returns value from Amount standard field | ✓ | ✓ | |
sf_Parent Name | Returns Name standard field from parent level 1 | ✓ | ✓ | |
sf_Longitude | ✓ | Not Updatable | ||
sf_Latitude | ✓ | Not Updatable | ||
sf_Level Two ID | Returns unique level 2 ID | ✓ | Not Updatable |
Mandatory field for updating records Use "recordid" in place of "sf_Level Two ID" in updating records |
sf_Parent ID | Returns level 1 ID from parent record | ✓ | ✓ | Mandatory field for adding records Use "objectid" in place of "sf_Parent ID" for new L2 records |
sf_Type ID | ID of level 2 template | ✓ | ✓ | Mandatory field for adding records |
sf_Status ID | Status ID of level 1 status. 0 if empty | ✓ | ✓ | Mandatory field for adding records |
sf_Owner ID | ID of level 1 owner. | ✓ | ✓ | |
sf_Application ID | Returns UTA ID | ✓ | Not Updatable | |
sf_Status Caption | Returns Status caption | ✓ | Not Updatable | |
sf_Type Caption | Returns level 2 type caption | ✓ | Not Updatable |
Level 3
API Field Reference | Field Description | Allow Get/List | Allow Update | External Notes |
---|---|---|---|---|
sf_Activity Type | Returns level 3 type name | ✓ | ✓ | Update using Type ID as value |
sf_Subject | Returns level 3 subject | ✓ | ✓ | |
sf_Status | Returns Status name | ✓ | ✓ | Update using Status ID as value |
sf_Location | Location standard field | ✓ | ✓ | |
sf_Duration | Duration standard field | ✓ | ✓ | |
sf_Owner | Returns name of level 3 owner standard field | ✓ | ✓ | Update using Owner ID as value |
sf_Updated By | Name of user that last updated the record | ✓ | Not Updatable | |
sf_Last Modified | Date record was last updated | ✓ | Not Updatable | |
sf_Created Date | Date the record was created | ✓ | Not Updatable | |
sf_Created By | Name of user that created the record | ✓ | Not Updatable | |
sf_Start Date | Returns Start Date and Time in YYYY-MM-DD HH:MM:SS | ✓ | ✓ | |
sf_End Date | Returns End Date and Time in YYYY-MM-DD HH:MM:SS | ✓ | ✓ | |
sf_Whole Day Event | Flag (Yes, No) | ✓ | ✓ | |
sf_Reminder Sent | Flag (1=Yes 0=No) | ✓ | ✓ | |
sf_Follow-up Sent | Flag (1=Yes 0=No) | ✓ | ✓ | |
sf_Reminder Type | Returns ID of reminder type | ✓ | ✓ | |
sf_Follow-up Type | Returns Id of follow-up type | ✓ | ✓ | |
sf_Parent Subject | Returns Subject field from parent level 2 | ✓ | ✓ | |
sf_Associated Parent | Displays level 2 ID from soft-linked UTA | ✓ | ✓ | |
sf_Assign Person | Comma delimited list of user IDs in assigned standard field | ✓ | ✓ | |
sf_Contact Person | Comma delimited list of user IDs in contact standard field | ✓ | ✓ | |
sf_Description | Returns value from Description standard field | ✓ | ✓ | |
sf_Amount | Returns value from Amount standard field | ✓ | ✓ | |
sf_Longitude | ✓ | Not Updatable | ||
sf_Latitude | ✓ | Not Updatable | ||
sf_Level Three ID | Returns unique level 3 ID | ✓ | Not Updatable |
Mandatory field for updating records Use "recordid" in place of "sf_Level Three ID" in updating records |
sf_Parent ID | Returns level 2 ID from parent record | ✓ | ✓ | Mandatory field for adding records Use "objectid" in place of "sf_Parent ID" for new L3 records |
sf_Type ID | ID of level 3 template | ✓ | ✓ | Mandatory field for adding records |
sf_Status ID | Status ID of level 1 status. 0 if empty | ✓ | ✓ | Mandatory field for adding records |
sf_Owner ID | ID of level 1 owner. | ✓ | ✓ | |
sf_Application ID | Returns UTA ID | ✓ | Not Updatable | |
sf_Status Caption | Returns Status caption | ✓ | Not Updatable | |
sf_Type Caption | Returns level 3 type caption | ✓ | Not Updatable |
Multiple Address
API Field Reference | Field Description | Allow Get/List | Allow Update | External Notes |
---|---|---|---|---|
sf_Address ID | Unique id in Multiple Address table | ✓ | Not Updatable | Mandatory field for updating records |
sf_Object ID | Object ID of parent record. Could be companyid, contactid. | ✓ | ✓ | Mandatory field for adding records |
sf_Type ID | Address type ID | ✓ | ✓ | Mandatory field for adding records |
sf_Type | Address Type | ✓ | ✓ | |
sf_Address | ✓ | ✓ | ||
sf_Address 2 | ✓ | ✓ | ||
sf_City | ✓ | ✓ | ||
sf_State / Province | ✓ | ✓ | ||
sf_Zip / Postal Code | ✓ | ✓ | ||
sf_Country | ✓ | ✓ | ||
sf_Last Modified | Date record was last updated | ✓ | Not Updatable | |
sf_Primary Address | Flag (1=Yes, 0=No) | ✓ | ✓ | Mandatory field for adding records |
sf_Updated By | Name of user that last updated the record | ✓ | Not Updatable |
Associations
API Field Reference | Field Description | Allow Get/List | Allow Update | External Notes |
---|---|---|---|---|
objectid | ✓ | ✓ |
Transactions
API Field Reference | Field Description | Allow Get/List | Allow Update | External Notes |
---|---|---|---|---|
sf_Start Date | ✓ | ✓ | ||
sf_End Date | ✓ | ✓ | ||
sf_Description | ✓ | ✓ | ||
sf_Subject | ✓ | ✓ | ||
sf_Status | Returns transaction status name | ✓ | ✓ | |
sf_Modified Date | Date record was last updated | ✓ | Not Updatable | |
sf_Updated By | Name of user that last updated the record | ✓ | Not Updatable | |
sf_Created Date | Date the record was created | ✓ | Not Updatable | |
sf_Created By | Name of user that created the record | ✓ | Not Updatable | |
sf_Type | Transaction type | ✓ | ✓ | Mandatory field for adding records |
sf_Transaction ID | Unique ID for the transaction record | ✓ | Not Updatable | Mandatory field for updating records |
sf_Object ID | Parent object id for the transaction | ✓ | ✓ | Mandatory field for adding records |
Notes
Notes can only be retrieved via GET and LIST. They cannot be created or updated via SmartConnect.
API Field Reference | Field Description | Allow Get/List | Allow Update | External Notes |
---|---|---|---|---|
sf_Note ID | Unique ID for the Note record | ✓ | Not Updatable | |
sf_Type | Note Type | ✓ | Not Updatable | |
sf_Type ID | Type ID | ✓ | Not Updatable | |
sf_Content | Contents of the note | ✓ | Not Updatable | |
sf_Created By | Name of user that created the record | ✓ | Not Updatable | |
sf_Created Date | Date the record was created | ✓ | Not Updatable | |
sf_Object ID | Parent object id for the note | ✓ | Not Updatable |
System Variables
API Field Reference | Field Description | Allow Get/List | Allow Update | External Notes |
---|---|---|---|---|
sf_ID | System variable record ID. | ✓ | Not Updatable | Mandatory field for updating records |
sf_Name | Variable Name | ✓ | ✓ | |
sf_Value | Value of the variable | ✓ | ✓ | |
sf_Description | Variable Description | ✓ | ✓ |
Consumer/Provider
API Field Reference | Field Description | Allow Get/List | Allow Update | External Notes | |
---|---|---|---|---|---|
providerappid | Application ID of the provider UTA | ✓ | Not Updatable | ||
consumerappid | Application ID of the consumer UTA | ✓ | Not Updatable | ||
providerid | Opportunity ID or Event ID of the provider UTA L1/L2 | ✓ | Not Updatable | ||
consumerid | Opportunity ID or Event ID of the consumer UTA L1/L2 | ✓ | Not Updatable | ||
roleid | Connection roleid between consumer/provider | ✓ | Updatable | ||
rolename | Connection rolename between consumer/provider | ✓ | Updatable | ||
associationid | Unique identifier for the consumer/provider relationship table | ✓ |