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Activities

CRM entity for granular activity records (Calls, Emails, Meetings) enriched with TrueAI predictive insights.

Fields

EntityField NameDisplay NameData TypeField LengthDescriptionDeprecatedField Name SfdcField Name Msdyn
activities_sys_as_ofAs of DateDATETIMEThe date of the last data request from the platformfalse
activities_sys_doc_idDoc IDSTRING50Unique record identifier, based on the ID of the document in the remote system (such as Salesforce ID)falseIdactivityid
activities_sys_filt_end_dateFilter End DateDATEThe end date of the record, stripped of timefalse
activities_sys_filt_start_dateFilter Start DateDATEThe start date of the record, stripped of timefalse
activities_sys_last_modified_onLast Modified OnDATETIMEThe date of the last data modification in the platformfalseSystemModstampmodifiedon
activities_sys_ssr_idSSR IDSTRING50Id of the SSR document the record belongs tofalse
activitiescrm_account_idCRM Account IDSTRING50Activity's account id in the CRMfalseAccountIdregardingobjectid
activitiescrm_contact_idCRM Contact IDSTRING150Activity's contact id in the CRMfalseWhoIdregardingobjectid
activitiescrm_created_onCRM Created OnDATETIMEActivity creation date in the CRMfalseCreatedDatecreatedon
activitiescrm_creator_idCRM Creator IDSTRING50Activity creator's id in the CRMfalseCreatedById_createdby_value
activitiescrm_descriptionCRM DescriptionMEMO5000Activity's description in the CRMfalseDescriptiondescription
activitiescrm_durCRM DurationFLOATActivity's duration in the CRMfalseDurationInMinutesactualdurationminutes
activitiescrm_endCRM EndDATETIMEActivity's end date in the CRMfalseEndDateTimeactualend
activitiescrm_lead_idCRM Lead IDSTRING50Activity's lead id in the CRMfalseWhoIdregardingobjectid
activitiescrm_modified_byCRM Modified BySTRING50Activity's modified by user id in the CRMfalseLastModifiedById_modifiedby_value
activitiescrm_modified_onCRM Modified OnDATETIMEActivity's modified on date in the CRMfalseLastModifiedDatemodifiedon
activitiescrm_opp_idCRM Opp IDSTRING50Activity's opp id in the CRMfalseWhatIdregardingobjectid
activitiescrm_owner_idCRM Owner IDSTRING50Activity owner's id in the CRMfalseOwnerId_ownerid_value
activitiescrm_performed_onCRM Performed onDATETIMEActivity's performed on date in the CRMfalseActivityDateactualstart
activitiescrm_startCRM StartDATETIMEActivity's start date in the CRMfalseStartDateTimeactualstart
activitiescrm_subjectCRM SubjectSTRING500Activity's subject in the CRMfalseSubjectsubject
activitiescrm_subtypeCRM SubtypeSTRING50Activity's subtype in the CRMfalseEventSubtypeactivitytypecode
activitiescrm_what_idCRM What IdSTRING50Activity's what id in the CRMfalseWhatId
activitiescrm_what_typeCRM What TypeSTRING50Activity's what type in the CRMfalse
activitiescrm_who_idCRM Who IdSTRING50Activity's who id in the CRMfalseWhoId
activitiescrm_who_typeCRM Who TypeSTRING50Activity's who type in the CRMfalse
activitiestrueai_contact_idcontactid of the activitySTRING150contactid of the activityfalse
activitiestrueai_contact_id_rulerule lookup for contact idINTEGERrule lookup for contact idfalse
activitiestrueai_durDurationINTEGERActivity's durationfalse
activitiestrueai_elapsed_timeElapsed TimeFLOATTime passed between the previous activity and the current activityfalse
activitiestrueai_engEngagedSTRING50Activity engagement predictionfalse
activitiestrueai_eng_confEngaged ConfidenceFLOATActivity engagement prediction confidencefalse
activitiestrueai_eng_predEngaged Probability PredictionFLOATActivity engagement probability predictionfalse
activitiestrueai_lead_idlead id of the activitySTRING150lead id of the activityfalse
activitiestrueai_lead_id_rulerule lookup for lead idINTEGERrule lookup for lead idfalse
activitiestrueai_opp_idopp id of the activitySTRING150opp id of the activityfalse
activitiestrueai_opp_id_rulerule lookup for the opp idINTEGERrule lookup for the opp idfalse
activitiestrueai_performed_onPerformed onDATETIMEActivity's performed on datefalse
activitiestrueai_purposeInteraction PurposeSTRING50Activity purpose predictionfalse
activitiestrueai_purpose_ruleInteraction Purpose RuleINTEGERActivity purpose prediction rulefalse
activitiestrueai_related_to_entityRelated to EntitySTRING50Entity of the object the activity is primarily related tofalse
activitiestrueai_related_to_idRelated to IDSTRING50Id of the object the activity is primarily related tofalse
activitiestrueai_typeInteraction TypeSTRING50Activity type predictionfalse
activitiestrueai_type_confInteraction Type ConfidenceFLOATActivity type prediction confidencefalse

Rules

ModelRule NameSys Doc IdDescriptionIs Default Rule
ActivitiesLeadIdACTIVITIES_LEADID_LOOKUP_FROM_LEADS136001Activities lead_id is taken from lead docidtrue
ActivitiesLeadIdACTIVITIES_LEADID_LOOKUP_FROM_CRM_LEADID136002Activities lead_id is taken from crm_leadidfalse
ActivitiesContactIdACTIVITIES_CONTACTID_LOOKUP_FROM_CONTACTS137001Activities contact_id is taken from contact docidtrue
ActivitiesContactIdACTIVITIES_CONTACTID_LOOKUP_FROM_CRM_CONTACTID137002Activities contact_id is taken from crm_contactidfalse
ActivitiesOppIdACTIVITIES_OPPID_LOOKUP_FROM_OPPS138001Activities opp_id is taken from opp docidtrue
ActivitiesOppIdACTIVITIES_OPPID_LOOKUP_FROM_CRM_OPPID138002Activities opp_id is taken from crm_oppidfalse
ActivitiesInteractionPurposeACCOUNT_TYPE_INTERNAL118001Account type determined as internalfalse
ActivitiesInteractionPurposeBEFORE_HATLEAD_CREATION_AND_HATLEAD_UNTOUCHED118002Activity performed before hat lead created date, and hatlead untouched, becomes internalfalse
ActivitiesInteractionPurposeBEFORE_HATLEAD_CLOSE_DATE118003Activity performed before hat lead close date, becomes prospectingfalse
ActivitiesInteractionPurposeOPPID_WON_AFTER_CLOSE_DATE_OR_LOST_EXISTING_CUSTOMER_SALE118004Oppid present, activity performed after won close date, or after existing customer sale lost close date, becomes post-sales supportfalse
ActivitiesInteractionPurposeOPPID_NL_LOST_AFTER_CLOSE_DATE118005Oppid present, activity performed after new logo lost close date, becomes recycled prospectingfalse
ActivitiesInteractionPurposeOPPID_BEFORE_CLOSE_DATE_OR_BEFORE_START_DATE_BUT_NO_PREV_CLOSED_OPPS118006Oppid present, activity performed before close date, or before selling start date with no previous opps closed, becomes New Logo Selling/Existing Customer Sellingtrue
ActivitiesInteractionPurposeOPPID_BUT_BEFORE_START_DATE_WITH_PREV_WON_OPPS118007Oppid present, activity performed before selling start date, with previous opps won, becomes post-sales supportfalse
ActivitiesInteractionPurposeOPPID_BUT_BEFORE_START_DATE_WITH_PREV_CLOSED_OPPS_NOT_WON118008Oppid present, activity performed before selling start date, becomes recycled prospectingfalse
ActivitiesInteractionPurposeNO_OPPID_ONE_OPEN_OPP118009Oppid absent, but one open opp present, becomes New Logo Selling/Existing Customer Sellingfalse
ActivitiesInteractionPurposeNO_OPPID_ONE_OPEN_OPP_BY_ACT_OWNER118010Oppid absent, but one open opp by activity owner present, becomes New Logo Selling/Existing Customer Sellingfalse
ActivitiesInteractionPurposeNO_OPPID_ONE_OPEN_OPP_LATER_WON_BY_ACT_OWNER118011Oppid absent, but one open opp that is later won present, becomes New Logo Selling/Existing Customer Sellingfalse
ActivitiesInteractionPurposeNO_OPPID_LATEST_OPP118012Oppid absent, but many open opps present, choosing the most recent one, becomes New Logo Selling/Existing Customer Sellingfalse
ActivitiesInteractionPurposeNO_OPPID_NO_OPEN_OPPS_BUT_WON_OPPS118013Oppid absent, but activity performed after conversion date, won opps present, becomes Existing Customer Sellingfalse
ActivitiesInteractionPurposeNO_OPPID_NO_OPEN_OPPS_BUT_LOST_OPPS118014Oppid absent, but activity performed after conversion date, won opps absent, becomes recycled prospectingfalse