See also:
Properties Pulled from SalesforceBelow is a list of common objects we pull from Salesforce. This includes all of their properties, both pre-defined and custom. However, upon request, we are also able to pull custom objects directly along with their properties.
- Account
- Company Created
- Company Property Changed
- Contact
- Contact Created
- Contact Property Changed
- Lead
- Lead Created
- Lead Property Changed
- Deal
- Deal Created
- Deal Moved to X
- Deal Property Changed
- Event
- Call Created
- Meeting Created
- Meeting Completed
- Event Created
- Task
- Email Sent
- Call Created
- Campaign Member
- Campaign Subscription Created
- Campaign Subscription Updated
Account
Company Created
Corresponds to a new Account being created.
Company Property Changed
Corresponds to a tracked property change in the Account object.
Contact
Contact Created
Corresponds to a new Contact being created.
Contact Property Changed
Corresponds to a tracked property change in the Contact object.
Lead
Lead Created
Corresponds to a new Lead being created.
Lead Property Changed
Corresponds to a tracked property change in the Lead object.
Deal
Deal Created
Corresponds to a new deal being created.
Deal Moved to X
These are pulled from deal stages, where X
is the stage name. Each stage change is recorded as an action.
Deal Property Changed
Corresponds to a tracked property change in the Deal object.
Event
Call Created
Corresponds to a new event being logged, which is automatically determined to be a call.
Meeting Created
Corresponds to a new event being logged, which is automatically determined to be a meeting.
Meeting Completed
Corresponds to a meeting event being completed, determined by its StartDateTime
property.
Event Created
Corresponds to a new event being logged, which couldn’t be determined as either a meeting or a call.
Task
Email Sent
Corresponds to a new email being sent to a user.
Call Created
Corresponds to a call being logged
Campaign Member
Campaign Subscription Created
Corresponds to a contact being added as a subscribed to a campaign.
Campaign Subscription Updated
Corresponds to a contact changing its status in a campaign.