Oracle Web Services On Demand Guide > Oracle CRM On Demand Objects Accessible Through Web Services > Core Parent Objects (Web Services v2.0) >

Account


The account object stores information about the companies that you do business with and is also used to track partners and competitors. The methods called on the account object require a list (array) of account objects as an input argument. This list of accounts identifies the records on which the operation is to be carried out.

Adding and Updating Account Addresses

The information in this topic is applicable when the Enable Shared Addresses check box in the company profile is deselected, that is, when addresses are not shared.

NOTE:  When Enable Shared Addresses is selected, the address child object, (<ListOfAddress>) cannot be used, and instead the shared address child object (<ListOfSharedAddress>) must be used to associate or dissociate addresses and flag addresses as billing, shipping, or primary addresses. For more information about the shared address child object, see Shared Address and for more information about the address child object, see Address.

The account object has three types of address:

  1. Billing address
  2. Shipping address
  3. Simple address

The billing and shipping address correspond to fields in the account object. The address child object can correspond to a simple address, but might also correspond to a billing address or a shipping address.

You can use either AccountInsert, AccountUpdate or AccountExecute calls to insert or update billing and shipping addresses for an account. With AccountInsert or AccountUpdate calls, the account parent node with billing and shipping address fields must be present and there must not be any child node. If an address child is present, only a simple address can be added, and not billing and shipping addresses. If the address child or any other child node is not present, only billing and shipping addresses can be added, and not simple addresses.

With the AccountExecute call, both the account parent node and address child node can be present along with billing and shipping address fields at the parent level.

To distinguish whether the address in an address child node is a billing or shipping address:

  • If the PrimaryBillToAddressId and AddressId fields have the same value, then the address is a billing address.
  • If the PrimaryShipToAddressId and AddressId have the same values, the address is a shipping address.

NOTE:  A PrimaryAddressLine1 field is used to dynamically map the primary address field from an external application to the primary address field in Oracle CRM On Demand. For more information, see Mapping Primary Address Fields Using Web Services.

Child Objects

Account Contact, Account Opportunity, Activity, Address, Asset, Attachment, Book, Business Plan, Call Activity History, Claim, Competitor, Contact, Contact Role, Custom Object 1 through 3, Custom Object 4 through 15, Deal Registration, Event, Financial Account, Financial Account Holder, Financial Plan, Image, Lead, Note, Objective, Partner, Plan Account, Policy, Policy Holder, Revenue, Sales Assessment, Sales Assessment Value, Sample Request, Service Request, Shared Address, Special Pricing Product, Team

NOTE:  When Enabled Shared Addresses is selected on the company profile, the address child object (<ListOfAddress>) cannot be used for insert, update, or delete operations. Only association and dissociation is allowed for the shared address child object. To update a shared address, you must access the top-level shared address object.

Methods Called

Table 320 details the methods called by the Account service.

Table 320. Methods Called by Account Service
Method
Name as Defined in Service

Delete

AccountDelete

Execute

AccountExecute

Insert

AccountInsert

QueryPage

AccountQueryPage

Update

AccountUpdate

Fields

Table 321 details the required and read-only fields for the account object.

Table 321. Required and Read-Only Fields for the Account Object
Field Name
Type

AccountName

Required

Audit Fields

Read-only

Table 322 details the pick map fields for the account object.

Table 322. Pick Map Fields for the Account Object
Pick Map Field
Maps To

Owner

OwnerId

ParentAccount, ParentAccountLocation

ParentAccountId

ParentAccountIntegrationId

ParentAccountId

ParentAccountExternalSystemId

ParentAccountId

Table 323 provides a list of the user key combinations for the account object.

Table 323. User Key Fields on the Account Object
User Key Field Combinations

Id

ExternalSystemId

AccountName and Location

Table 324 details the picklists available for the account object.

Table 324. Picklists Available for the Account Object
Field Name

AccountType

AssessmentFilter1 through AssessmentFilter5

CallFrequency

IndexedPick0 through IndexedPick5

InfluenceType

MarketPotential

MarketSegment

PartnerStatus

Priority

Region

Route

Stage

Status

Oracle Web Services On Demand Guide, Version 25.0 (Oracle CRM On Demand Release 37) Copyright © 2018, Oracle and/or its affiliates. All rights reserved. Legal Notices.