Sales Cloud Account

An account for a customer or prospect. This object is an aggregation of primary account profile, and contact information, and references a single primary address.

QName: {http://xmlns.oracle.com/apps/crmCommon/salesParties/accountService/}Account

Relationships

The following table describes how this service data object is related to other service data objects or business object services.

Relationship Type Object or Service

Contains

Sales Cloud Primary Address

Contains

Note

Contains

Sales Team Member

Handled by

Sales Cloud Account

Attributes

The following table describes attributes in the service data object.

Name Type Description

AccountScore

long

Score assigned based on custom criteria by the user.

AccountScoringTier

string

Tier assigned based on custom criteria by the user.

AddressElementAttribute1

string

Additional address element to support flexible address format

AddressElementAttribute2

string

Additional address element to support flexible address format

AddressElementAttribute3

string

Additional address element to support flexible address format

AddressElementAttribute4

string

Additional address element to support flexible address format

AddressElementAttribute5

string

Additional address element to support flexible address format

AddressLine1

string

First line of address.

AddressLine2

string

Second line of address.

AddressLine3

string

Third line of address.

AddressLine4

string

Fourth line of address.

AddressLinesPhonetic

string

The phonetic or Kana representation of the Kanji address lines (used in Japan).

AddressNumber

string

Alternate unique identifier for the address. One of AddressId, AddressNumber or SourceSystem and SourceSystemReferenceValue keys is used to identify the address record during update. If not specified, then it is automatically generated. Prefix defined as in profile option ZCA_PUID_PREFIX concatenated with an internally generated unique sequence number.

AddressType

string

Additional information as type of address like BillTo, ShipTo.

AnalysisFiscalYear

string

The fiscal year used as the source for financial information.

AssignmentExceptionFlag

boolean

Indicates whether the sales account had the required dimensions to allow assignment manager to assign territories to the sales account. If the value is True, then the sales account has the dimensions. The default value is False.

Building

string

Specific building name or number at a given address.

BusinessReport

{http://xmlns.oracle.com/adf/svc/types/}base64Binary-DataHandler

The Dun & Bradstreet business information report.

BusinessScope

string

The class of business to which the account belongs, such as local, national, or international.

CEOName

string

The name of the chief executive officer of the organization.

CEOTitle

string

The formal title of the chief executive officer.

CertificationLevel

string

The certification level the organization party as indicated in the HZ_PARTY_CERT_LEVEL lookup type.

CertificationReasonCode

string

The reason for the contact's current certification level assignment. The list of valid certification reason codes are defined using the lookup HZ_PARTY_CERT_REASON. Review and update the codes using the Manage Trading Community Common Lookups task in the Setup and Maintenance work area.

City

string

The city element of address.

Comments

string

The comments for the record.

CongressionalDistrictCode

string

The U.S. congressional district code for the account.

ControlYear

decimal

The year when the current ownership gained control of the organization.

CorpCurrencyCode

string

The corporate currency code associated with the record. This attribute is used by CRM Extensibility framework.

CorporationClass

string

The taxation classification for corporation entities, such as Chapter S in the US.

Country

string

Country code of the address.

County

string

County element of address.

CreatedBy

string

The user who created the record.

CreatedByModule

string

The module that created the record.

CreationDate

{http://xmlns.oracle.com/adf/svc/types/}dateTime-Timestamp

The date when the record was created.

CurcyConvRateType

string

The currency conversion rate associated with the record. This attribute is used by CRM Extensibility framework.

CurrencyCode

string

The currency code. This attribute is used by CRM Extensibility framework.

CurrentFiscalYearPotentialRevenueAmount

{http://xmlns.oracle.com/adf/svc/types/}AmountType

The estimated revenues that can be earned by the organization during its current fiscal year.

DUNSCreditRating

string

The Dun & Bradstreet credit rating.

DUNSNumber

string

The D-U-N-S (Data Universal Numbering System) number in free-form text format.

DataCloudStatus

string

The enrichment status of the contact record from DaaS (Data as a Service). A list of valid values are defined in the lookup DATA_CLOUD_STATUS. Review and update the codes using the Manage Standard Lookups task in the Setup and Maintenance work area.

DatafoxCompanyId

string

Datafox Company Identifier.

DeleteFlag

boolean

Indicates whether the record can be deleted or not.

Description

string

Short description for the company.

DisadvantageIndicator

string

Indicates whether the organization is considered disadvantaged by the US government under Title 8A. If the value is Yes, the organization is considered disadvantaged under Title 8A. The default value is No.

DoNotConfuseWith

string

Indicates that there is an organization that is similarly named.

DomesticUltimateDUNSNumber

string

The D-U-N-S number for the domestic ultimate. The domestic ultimate is the highest member of the organizational hierarchy in a given country. An organization can be its own domestic ultimate.

EmailAddress

string

The email address associated with the record.

EmailFormat

string

The preferred format for email addressed to this organization, such as HTML or ASCII.

EmployeesAtPrimaryAddress

string

The qualifier to calculate the estimated number of employees at the primary address. A list of valid qualifier codes are defined using the lookup EMP_AT_PRIMARY_ADR_EST_IND. Review and update the codes using the Setup and Maintenance work area, Manage Trading Community Common Lookups task.

EmployeesAtPrimaryAddressEstimation

string

The estimated minimum number of employees at the primary address. A list of accepted values are defined in the lookup type EMP_AT_PRIMARY_ADR_MIN_IND. Review and update the values using the Manage Trading Community Common Lookups task in the Setup and Maintenance work area.

EmployeesAtPrimaryAddressMinimum

string

The qualifying minimum number of employees at the primary address.

EmployeesAtPrimaryAddressText

string

The number of employees at the primary address in text format.

EmployeesTotal

decimal

The total number of employees.

ExistingCustomerFlag

boolean

Indicates if there is an existing selling or billing relationship with the sales account. If the value is True, then there is an existing relationship with the sales account. The default value is False.

ExistingCustomerFlagLastUpdateDate

{http://xmlns.oracle.com/adf/svc/types/}date-Date

The date when the existing customer flag was last updated.

ExportIndicator

string

Indicates whether the organization is an exporter. If the value is Y, then the organization is an exporter. The default value is N.

FavoriteAccountFlag

boolean

Indicates whether an account is a favorite.

FaxAreaCode

string

The area code for the fax number.

FaxCountryCode

string

The international country code for a fax number, such as 33 for France.

FaxExtension

string

The extension to the fax number of the organization.

FaxNumber

string

The fax number of the organization in the local format. The number should not include area code, country code, or extension.

FiscalYearendMonth

string

The month when the fiscal year ends for the organization.

FloorNumber

string

The specific floor number at a given address or in a particular building when the building number is provided.

FormattedFaxNumber

string

The formatted fax number of the organization.

FormattedPhoneNumber

string

The formatted phone number.

GeneralServicesAdministrationFlag

boolean

Indicates whether the organization is a US federal agency supported by the General Services Administration (GSA). If the value is Y, then the organization is supported by GSA. The default value is N.

GlobalUltimateDUNSNumber

string

The D-U-N-S number for the global ultimate. The global ultimate is the highest member in the organization's hierarchy. An organization can be its own global ultimate.

GrowthStrategyDescription

string

The user-defined description of growth strategy.

HQBranchIndicator

string

The status of this site, such as HQ (headquarter), branch, or single location. A list of accepted values are defined in the lookup type HQ_BRANCH_IND.

HomeCountry

string

The home country associated with the party.

ImportIndicator

string

Indicates whether the organization is an importer. If the value is Y, then the organization is an importer. The default value is N.

IndustryCode

string

The Industry classification code. The classification codes are defined for every classification category as specified in IndustryCodeType attribute. Review and update the codes using the Setup and Maintenance work area, Manage Classification Categories task.

IndustryCodeType

string

The industry classification category code type. It is defaulted to the value of profile option MOT_INDUSTRY_CLASS_CATEGORY. Review and update the codes using the Setup and Maintenance work area, Manage Classification Categories task.

Keywords

string

List of the top keywords of the company.

LaborSurplusIndicator

string

Indicates whether the organization operates in an area with a labor surplus. If the value is Y, then the organization operates in an area with a labor surplus. The default value is N.

LastAssignmentDate

{http://xmlns.oracle.com/adf/svc/types/}date-Date

The date when the sales account territory assignment was last run by the assignment manager.

LastAssignmentDateTime

{http://xmlns.oracle.com/adf/svc/types/}dateTime-Timestamp

The date the organization was last enriched.

LastEnrichmentDate

{http://xmlns.oracle.com/adf/svc/types/}date-Date

The date when the record was last enriched.

LastUpdateDate

{http://xmlns.oracle.com/adf/svc/types/}dateTime-Timestamp

The date when the record was last updated.

LastUpdateLogin

string

The login of the user who last updated the record.

LastUpdatedBy

string

The user who last updated the record.

LegalStatus

string

The legal structure of the organization such as partnership, corporation, and so on.

LineOfBusiness

string

The type of business activities performed at the given site.

LocalActivityCode

string

The classification code for the local activity.

LocalActivityCodeType

string

The local activity classification code type identifier.

LocalBusinessIdentifier

string

The primary identifier assigned to a businesses by a government agency such as Chamber of Commerce, or other authority. It is often used by countries other than USA.

LocalBusinessIdentifierType

string

The lookup that represents most common business identifier in a country such as Chamber of Commerce Number in Italy, Government Registration Number in Taiwan. A list of accepted values are defined in the lookup type LOCAL_BUS_IDEN_TYPE.

Mailstop

string

A user-defined code to indicate a mail drop point within their organization

MinorityOwnedIndicator

string

Indicates whether the organization is primarily owned by ethnic or racial minorities. If the value is Y, then the organization is owned by ethnic or racial minorities. The default value is N.

MinorityOwnedType

string

The type of minority-owned firm.

MissionStatement

string

The corporate charter of the organization in user-defined text format.

NamedFlag

boolean

Indicates if the sales account is a named sales account. If the value is True, then the account is a named account. The default value is False.

NextFiscalYearPotentialRevenueAmount

{http://xmlns.oracle.com/adf/svc/types/}AmountType

The estimated revenue of the organization to be earned during its next fiscal year.

Note

Note

A note associated with the account.

OrganizationName

string

The name of the party when the party type is Organization.

OrganizationSize

string

The size of the organization based on its revenue, number of employees, and so on. The accepted values are defined in the lookup type HZ_ORGANIZATION_SIZE.

OrganizationType

string

The user-defined organization type value such as region, division, and department.

OutOfBusinessIndicator

string

Indicates whether the organization is out of business. If the value is Y, then the organization is out of business. The default value is N.

OwnerEmailAddress

string

The email address of the employee resource that owns and manages the sales account. The owner is a valid employee resource defined within Sales Cloud.

OwnerName

string

Name of sales account owner.

OwnerPartyId

long

The unique identifier of a valid employee resource who owns and manages the sales account.

OwnerPartyNumber

string

The party number of a valid employee resource who owns and manages the sales account.

ParentAccountName

string

The name of the parent account within the hierarchy.

ParentAccountPartyId

long

The party Id of the parent account within the hierarchy. To assign a parent account to a sales account, you must provide the parent account's party ID, party number, or source system reference.

ParentAccountPartyNumber

string

The party number of the parent account within the hierarchy.

ParentAccountSourceSystem

string

The source system of the parent account within the hierarchy.

ParentAccountSourceSystemReferenceValue

string

The source system reference of the parent account within the hierarchy.

ParentDUNSNumber

string

The D-U-N-S number of the parent entity or the organization that owns the majority stake of the organization's capital stock.

ParentOrSubsidiaryIndicator

string

Indicates whether the organization is a parent or subsidiary.

PartyId

long

The unique identifier of the contact party.
  • Primary Key

PartyNumber

string

The unique identification number for the party.

PartyStatus

string

Indicates the status of the account. This is an internally-used column and the values are defined in the lookup HZ_STATUS. Review and update the codes using the Manage Trading Community Common Lookups task in the Setup and Maintenance work area.

PartyUniqueName

string

This is a derived column. For Organization, it is concatenation of unique_name_alias and suffix. For Person, it is concatenation of person_name and suffix.

PhoneAreaCode

string

The area code prefix for the phone number.

PhoneCountryCode

string

The country code prefix for the phone number.

PhoneExtension

string

The extension to the phone number of the organization.

PhoneNumber

string

The telephone number in the local format. The number should not include area code, country code, or extension.

PostalCode

string

The postal code as defined by the formal countrywide postal system.

PostalPlus4Code

string

Four digit extension to the United States Postal ZIP code.

PreferredContactMethod

string

The preferred contact method for a person or organization. It is validated against lookup HZ_PREFERRED_CONTACT_METHOD.

PreferredFunctionalCurrency

string

The preferred functional currency for the person or organization. The denormalized value of the PREF_FUNCTIONAL_CURRENCY in HZ_PERSON_PROFILES/HZ_ORGANIZATION_PROFILES.

PrimaryAddress

Sales Cloud Primary Address

The primary address of the account.

PrimaryContactEmail

string

The email address of the account's primary contact.

PrimaryContactName

string

The name of the account's primary contact.

PrimaryContactPartyId

long

The unique identifier of the primary contact of the account.

PrimaryContactPartyNumber

string

The party number of the primary contact of the account.

PrimaryContactPhone

string

The phone number of the account's primary contact.

PrimaryContactSourceSystem

string

The name of external source system where the primary contact of the account is imported from.

PrimaryContactSourceSystemReferenceValue

string

The unique identifier for the account's primary contact from the external source system specified.

PrincipalName

string

The name of the highest ranking person in the organization.

PrincipalTitle

string

The title of the highest ranking person in the organization.

Province

string

The province element of address.

PublicPrivateOwnershipFlag

boolean

Indicates whether the organization is publically or privately owned. If the value is Y, then the organization is a privately owned. The default value is N.

RawFaxNumber

string

The unformatted fax number of the organization.

RawPhoneNumber

string

The unformatted phone number of the organization.

RecordSet

string

The record set to display search results.

RegistrationType

string

Indicates the type of registration, such as nonprofit. The accepted values are defined in the lookup type REGISTRATION_TYPE.

RentOrOwnIndicator

string

Indicates if this contact owns or rents his or her residence. A list of valid codes for rent, own, and lease are defined in the lookup OWN_RENT_IND. Review and update the codes using the Manage Standard Lookups task in the Setup and Maintenance work area.

SalesProfileStatus

string

A valid user defined status of the sales account.

SalesTeamMember

Sales Team Member

The sales team member associated with the account.

SiebelLocation

string

Location of account - optional part of user primary key.

SmallBusinessIndicator

string

Indicates whether the organization is considered as a small business. If the value is Y, then the organization is considered as a small business. The default value is N.

SourceSystem

string

The source system name where the record originated.

SourceSystemReferenceValue

string

The identifier for the record from an external source system.

State

string

The state element of address.

StockSymbol

string

The corporate stock symbol of the organization as listed in stock exchanges.

TaxpayerIdentificationNumber

string

The taxpayer identification number that is often a unique identifier of the organization, such as income taxpayer Id in USA and fiscal code or NIF in Europe.

TotalEmployeesEstimatedIndicator

string

Indicates if the employee total is estimated. The accepted values are defined in the lookup type TOTAL_EMP_EST_IND.

TotalEmployeesIndicator

string

Indicates if subsidiaries are included in the calculation of total employees. The accepted values are defined in the lookup type TOTAL_EMPLOYEES_INDICATOR.

TotalEmployeesMinimumIndicator

string

Indicates if the employee number is a minimum, maximum, or average of the total number of employees. The accepted values are defined in the lookup type TOTAL_EMP_MIN_IND.

TotalEmployeesText

string

The total number of employees in text format.

TotalPaymentAmount

{http://xmlns.oracle.com/adf/svc/types/}AmountType

The total amount of payment collected from the organization.

Type

string

The account type that defines if the account is a sales account or a prospect or any other party type. The accepted values are defined in the lookup type ZCA_ACCOUNT_TYPE. It is defaulted to ZCA_CUSTOMER if no value is provided.

URL

string

The destination URL associated with a specific Google AdWords ad.

UniqueNameSuffix

string

The suffix used to generate the attribute, PartyUniqueName. The suffix is concatenated to the OrganizationName attribute to generate the PartyUniqueName. The primary address is defaulted as the suffix.

UpdateFlag

boolean

Indicates whether the user has access to update the record.

WomanOwnedIndicator

string

Indicates whether the organization is primarily owned by women. If the value is Y, then the organization is primarily owned by women. The default value is N.

YearEstablished

int

The year when the organization began doing business.

YearIncorporated

int

The year when the business was formally incorporated.