Accounts

CRM entity for account records enriched with TrueAI predictive insights.

Fields

Entity	Field Name	Display Name	Data Type	Field Length	Description	Deprecated	Field Name Sfdc	Field Name Msdyn
accounts	_sys_as_of	As of Date	DATETIME		The date of the last data request from the platform	false
accounts	_sys_doc_id	Doc ID	STRING	50	Unique record identifier, based on the ID of the document in the remote system (such as Salesforce ID)	false	Id	accountid
accounts	_sys_filt_end_date	Filter End Date	DATE		The end date of the record, stripped of time	false
accounts	_sys_filt_start_date	Filter Start Date	DATE		The start date of the record, stripped of time	false
accounts	_sys_last_modified_on	Last Modified On	DATETIME		The date of the last data modification in the platform	false	SystemModstamp	modifiedon
accounts	_sys_ssr_id	SSR ID	STRING	50	Id of the SSR document the record belongs to	false
accounts	crm_account_type	CRM Account Type	STRING	50	Account's type in the CRM	false	Type
accounts	crm_addr_city	CRM Address City	STRING	150	Account's city in the CRM	false	BillingCity	address1_city
accounts	crm_addr_country	CRM Address Country	STRING	150	Account's country in the CRM	false	BillingCountry	address1_country
accounts	crm_addr_postal_code	CRM Address Postal Code	STRING	150	Account's postal code in the CRM	false	BillingPostalCode	address1_postalcode
accounts	crm_addr_state	CRM Address State	STRING	150	Account's state in the CRM	false	BillingState	address1_stateorprovince
accounts	crm_addr_street	CRM Address Street	STRING	150	Account's street in the CRM	false	BillingStreet	address1_line1
accounts	crm_complt	CRM Completeness	FLOAT		Account's completeness score based on the CRM data	false
accounts	crm_complt_contact	CRM Completeness Contact	FLOAT		Account's contact information completeness score based on the CRM data	false
accounts	crm_complt_contact_method	CRM Completeness Contact Method	FLOAT		Account's contact method completeness score based on the CRM data	false
accounts	crm_complt_custom	CRM Completeness Custom	FLOAT		Account's custom completeness score based on the CRM data	false
accounts	crm_complt_geo	CRM Completeness Geo	FLOAT		Account's location completeness score based on the CRM data	false
accounts	crm_complt_marketing	CRM Completeness Marketing	FLOAT		Account's marketing completeness score based on the CRM data	false
accounts	crm_created_on	CRM Created On	DATETIME		Account creation date in the CRM	false	CreatedDate	createdon
accounts	crm_creator_id	CRM Creator ID	STRING	50	Account creator's id in the CRM	false	CreatedById	_createdby_value
accounts	crm_custom_value_1	CRM Custom Value 1	STRING	150	Custom categorical variable	false
accounts	crm_custom_value_2	CRM Custom Value 2	STRING	150	Custom categorical variable	false
accounts	crm_custom_value_3	CRM Custom Value 3	STRING	150	Custom categorical variable	false
accounts	crm_deep_link	CRM Deep Link	STRING	500	Link to the account in the remote system (such as Salesforce)	false
accounts	crm_industry	CRM Industry	STRING	150	Account's industry in the CRM	false	Industry	industrycode
accounts	crm_last_act_time	CRM Last Activity Time	DATETIME		Account's last activity time in the CRM	false	LastActivityDate
accounts	crm_leadsource	CRM Lead Source	STRING	150	Account's lead source in the CRM	false	AccountSource
accounts	crm_modified_on	CRM Modified On	DATETIME		Account modified on date in the CRM	false	LastModifiedDate	modifiedon
accounts	crm_name	CRM Name	STRING	500	Name of the account	false	Name	name
accounts	crm_num_employees	CRM Num Employees	INTEGER		Account's number of employees in the CRM	false	NumberOfEmployees	numberofemployees
accounts	crm_owner_id	CRM Owner ID	STRING	50	Account owner's id in the CRM	false	OwnerId	_ownerid_value
accounts	crm_parent_id	CRM Parent ID	STRING	50	Account's parent id in the CRM	false	ParentId	_parentaccountid_value
accounts	crm_web_url	CRM Weburl	STRING	150	Account's URL in the CRM	false	Website	websiteurl
accounts	cust_bool1	cust_bool1	BOOLEAN		cust_bool1	false
accounts	cust_bool2	cust_bool2	BOOLEAN		cust_bool2	false
accounts	cust_num1	cust_num1	FLOAT		cust_num1	false
accounts	cust_num2	cust_num2	FLOAT		cust_num2	false
accounts	cust_num3	cust_num3	FLOAT		cust_num3	false
accounts	cust_num4	cust_num4	FLOAT		cust_num4	false
accounts	cust_num5	cust_num5	FLOAT		cust_num5	false
accounts	cust_num6	cust_num6	FLOAT		cust_num6	false
accounts	cust_num7	cust_num7	FLOAT		cust_num7	false
accounts	cust_text1	cust_text1	STRING	50	cust_text1	false
accounts	cust_text2	cust_text2	STRING	50	cust_text2	false
accounts	cust_text3	cust_text3	STRING	50	cust_text3	false
accounts	cust_text4	cust_text4	STRING	50	cust_text4	false
accounts	cust_text5	cust_text5	STRING	50	cust_text5	false
accounts	ext_addr_city	ext_address_city	STRING	100		false
accounts	ext_addr_country	ext_address_country	STRING	100		false
accounts	ext_addr_postal_code	ext_address_postalcode	STRING	100		false
accounts	ext_addr_state	ext_address_state	STRING	100		false
accounts	ext_addr_street	ext_address_street	STRING	100		false
accounts	ext_debug	ext_debug	OBJECT	50000		false
accounts	ext_id	ext_id	STRING	100		false
accounts	ext_industry	ext_industry	STRING	100		false
accounts	ext_is_match	ext_is_match	STRING	100		false
accounts	ext_last_updated	ext_last_updated	DATETIME			false
accounts	ext_linkedin_url	ext_linkedin_url	STRING	100		false
accounts	ext_match_conf	ext_match_conf	FLOAT			false
accounts	ext_match_rule	ext_match_rule	INTEGER			false
accounts	ext_name	ext_name	STRING	100		false
accounts	ext_num_employees_range	ext_num_employees_range	STRING	100		false
accounts	ext_phone	ext_phone	STRING	100		false
accounts	ext_revenue_range	ext_revenue_range	STRING	100		false
accounts	ext_self_verified	ext_self_verified	BOOLEAN			false
accounts	ext_source	ext_source	STRING	100		false
accounts	ext_web_url	ext_web_url	STRING	100		false
accounts	ext_year_founded	ext_year_founded	INTEGER			false
accounts	trueai_account_dupe_conf	Account Duplication Confidence	FLOAT		Account's duplication confidence	false
accounts	trueai_account_dupe_id	Account Duplication Master Doc ID	STRING	150	Account's duplication id	false
accounts	trueai_addr_city	Address City	STRING	50	Account's city	false
accounts	trueai_addr_country	Address Country	STRING	50	Account's country	false
accounts	trueai_addr_lat	Address Lat	FLOAT		Account's latitude	false
accounts	trueai_addr_long	Address Long	FLOAT		Account's longitude	false
accounts	trueai_addr_postal_code	Address Postal Code	STRING	50	Account's postal code	false
accounts	trueai_addr_rule	Address Rule	INTEGER		Account's address prediction rule	false
accounts	trueai_addr_state	Address State	STRING	50	Account's state	false
accounts	trueai_addr_street	Address Street	STRING	50	Account's street	false
accounts	trueai_company_size	Company Size	STRING	50	Account's standardized company size	false
accounts	trueai_company_size_rule	Company Size Rule	INTEGER		Account's standardized company size prediction rule	false
accounts	trueai_complt	Completeness	FLOAT		Completeness score of the account based on the standardized data	false
accounts	trueai_complt_contact	Completeness Contact	FLOAT		Contact information completeness score of the account based on the standardized data	false
accounts	trueai_complt_contact_method	Completeness Contact Method	FLOAT		Contact method completeness score of the account based on the standardized data	false
accounts	trueai_complt_geo	Completeness Geo	FLOAT		Location completeness score of the account based on the standardized data	false
accounts	trueai_complt_marketing	Completeness Marketing	FLOAT		Marketing completeness score of the account based on the standardized data	false
accounts	trueai_converted_date	Converted Date	DATETIME		Account's converted date	false
accounts	trueai_created_on	Created On	DATETIME		Account creation date	false
accounts	trueai_created_on_rule	Created On Rule	INTEGER		Account creation date rule	false
accounts	trueai_creator_id	Creator ID	STRING	50	Account creator's id	false
accounts	trueai_dur	Duration	INTEGER		Total duration of activities performed on the account	false
accounts	trueai_erp_id	ERP Id	STRING	50	ERP Id	false
accounts	trueai_first_touch	First Touch	DATETIME		Date when the account was first touched	false
accounts	trueai_first_touch_rule	First Touch Rule	INTEGER		Rule for date when the account was first touched	false
accounts	trueai_industry	Industry	STRING	50	Account's standardized industry	false
accounts	trueai_industry_conf	Industry Confidence	FLOAT		Account's standardized industry prediction confidence	false
accounts	trueai_industry_rule	Industry Rule	INTEGER		Account's standardized industry prediction rule	false
accounts	trueai_is_erp	Is ERP	BOOLEAN		Boolean flag indicating whether the account is based on an ERP account entry	false
accounts	trueai_is_master	Is Master	BOOLEAN		Boolean flag that indicates whether the account is the master account in its group of duplicates	false
accounts	trueai_last_outcome	Last Outcome	DATETIME		Account's last outcome	false
accounts	trueai_last_outcome_rule	Last Outcome	INTEGER		Account's last outcome rule	false
accounts	trueai_last_touch	Last Touch	DATETIME		Date when the account was last touched	false
accounts	trueai_last_touch_rule	Last Touch Rule	INTEGER		Rule for date when the account was last touched	false
accounts	trueai_leadsource	Lead Source	STRING	50	Account's standardized lead source	false
accounts	trueai_leadsource_conf	Lead Source Confidence	FLOAT		Account's standardized lead source prediction confidence	false
accounts	trueai_leadsource_rule	Lead Source Rule	INTEGER		Account's standardized lead source prediction rule	false
accounts	trueai_owner_id	Owner ID	STRING	50	Account owner's id	false
accounts	trueai_owner_id_rule	Owner ID Rule	INTEGER		Account owner's id	false
accounts	trueai_prob_of_conversion	Probability of Conversion	FLOAT		Account's probability of conversion	false
accounts	trueai_qual_bucket	Quality Bucket	STRING	50	Quality bucket based on the probability of conversion	false
accounts	trueai_qual_bucket_num	Quality Bucket Num	INTEGER		Quality bucket expressed as an integer from 1 to 5 based on the probability of conversion	false
accounts	trueai_ssr_is_master	SSR Is Master	BOOLEAN		Boolean flag that indicates whether the account is the master account in its group of duplicates taking into account whether it has revenue	false
accounts	trueai_test	Test	STRING	100	Test model	false
accounts	trueai_test_conf	Test Confidence	FLOAT		Test model confidence	false
accounts	trueai_test_debug	Test Debug	STRING	2000	Test model debug information	false
accounts	trueai_test_rule	Test Rule	STRING	500	Test model rule	false
accounts	trueai_title_department	Title Department	STRING	50	Account's standardized department	false
accounts	trueai_title_department_conf	Title Department Confidence	FLOAT		Account's standardized department prediction confidence	false
accounts	trueai_title_seniority	Title Seniority	STRING	50	Account's standardized seniority	false
accounts	trueai_title_seniority_conf	Title Seniority Confidence	FLOAT		Account's standardized seniority prediction confidence	false
accounts	trueai_type	Type	STRING	50	Account's standardized type	false

Rules

Model	Rule Name	Sys Doc Id	Description	Is Default Rule
AccountsOwnerid	OWNERSHIP_ACCOUNTS_CRM_OWNER	101001	Account CRM owner becomes the owner	true
AccountsOwnerid	OWNERSHIP_ACCOUNTS_CRM_OPP_CREATOR_SELLING_STARTED_AT_OR_AFTER_OPP_CREATION	101002	Selling started at or after the CRM opp creation date, so the CRM creator of the opp becomes the owner	false
AccountsOwnerid	OWNERSHIP_ACCOUNTS_CRM_OWNER_OVERRIDDEN_BY_ACT_COUNT	101003	Account owner overridden by owner of most activities	false
AccountsCreatedon	END_ACCOUNTS_CRM_CREATEDON	104001	Account createdon becomes the end date	true
AccountsCreatedon	END_ACCOUNTS_FIRST_OPPS_CREATEDON	104002	Opps present before account createdon, first opp createdon becomes the end date	false
AccountsCreatedon	END_ACCOUNTS_FIRST_CONTACTS_CREATEDON	104003	Contacts present before account createdon, first contact createdon becomes the end date	false
AccountsCloseDate	END_ACCOUNTS_CRM_CONVERTED	108001	Account is converted, close date is converted_date	true
AccountsCloseDate	END_ACCOUNTS_NO_ACTIVITY_RECORDED_IN_CREATION_PLUS_LEAD_TOUCH_CYCLE_PLUS_LEAD_ABANDONMENT_CYCLE	108002	Account is ignored: no activity within creation date + lead_touch_cycle + lead_abandonment_cycle, close date is createdon + lead_touch_cycle + lead_abandonment_cycle	false
AccountsCloseDate	END_ACCOUNTS_NO_MORE_ACTIVITES_DETECTED_IN_LEAD_ABANDONMENT_CYCLE	108003	Account is abandoned: no further activity within last touch + abandonment_cycle, close date is last touch + abandonment_cycle	false
AccountsCloseDate	END_ACCOUNTS_STILL_OPEN	108004	Account is still open, close date is None	false
AccountsFirstTouch	END_ACCOUNTS_NOT_HATLEAD	111001	Account is a not a hatlead, returning None	false
AccountsFirstTouch	END_ACCOUNTS_FIRST_ACTIVITY_RECORDED	111002	First touch is performedon of the first activity	false
AccountsFirstTouch	END_ACCOUNTS_NO_ACTIVITIES_BUT_CONVERTED	111003	No activities but account converted, returning createdon	false
AccountsFirstTouch	END_ACCOUNTS_UNTOUCHED	111004	No activities and account is not converted nor disqualified, therefore untouched	false
AccountsFirstTouch	END_ACCOUNTS_NO_ACTIVITES_USE_MIDDLE_BETWEEN_CREATED_AND_CRM_LAST_ACTIVITY	111005	No activities but crm last activity time present, user middle between createdon and last activity time as first touch	false
AccountsLastTouch	END_ACCOUNTS_NOT_HATLEAD	113001	Account is a not a hatlead, returning None	false
AccountsLastTouch	END_ACCOUNTS_LAST_ACTIVITY_RECORDED	113002	Last touch is performedon of the last activity	true
AccountsLastTouch	END_ACCOUNTS_NO_ACTIVITIES_BUT_CONVERTED	113003	No activities but account converted, returning createdon	false
AccountsLastTouch	END_ACCOUNTS_NO_ACTIVITIES_BUT_DISQUALIFIED	113004	No activities but account disqualified, returning createdon	false
AccountsLastTouch	END_ACCOUNTS_UNTOUCHED	113005	No activities and account is not converted nor disqualified, therefore untouched	false
AccountsLastTouch	END_ACCOUNTS_NO_ACTIVITES_USE_CRM_LAST_ACTIVITY	113006	No activities but crm last activity time present, user middle last activity time as last touch	false