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 |
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Contains |
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Contains |
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Contains |
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Handled by |
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 |
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.
|
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 |
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 |
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. |