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.

Child Objects

Account Contact, Account Event, Account Opportunity, Activity, Address, Asset, Attachment, Audit Trail,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

The following table details the methods called by the Account service.

Table Methods Called by Account Service

Method Name as Defined in Service

Delete

AccountDelete

Execute

AccountExecute

Insert

AccountInsert

QueryPage

AccountQueryPage

Update

AccountUpdate

Fields

The following table details the required and read-only fields for the account object.

Table Required and Read-Only Fields for the Account Object

Field Name Type

AccountName

Required

Audit Fields

Read-only

The following table details the pick map fields for the account object.

Table Pick Map Fields for the Account Object

Pick Map Field Maps To

Owner

OwnerId

ParentAccount, ParentAccountLocation

ParentAccountId

ParentAccountIntegrationId

ParentAccountId

ParentAccountExternalSystemId

ParentAccountId

The following table provides a list of the user key combinations for the account object.

Table User Key Fields on the Account Object

User Key Field Combinations

Id

ExternalSystemId

AccountName and Location

The following table details the picklists available for the account object.

Table 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