Ssr

Derived entity for the deduplicated and consolidated Single Sales Record (SSR). The source of truth for overall account performance and unified sales process tracking.

Fields

Entity	Field Name	Display Name	Data Type	Field Length	Description	Deprecated	Field Name Sfdc	Field Name Msdyn
ssr	_sys_as_of	As of Date	DATETIME		The date of the last data request from the platform	false
ssr	_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
ssr	_sys_filt_end_date	Filter End Date	DATE		The end date of the record, stripped of time	false
ssr	_sys_filt_start_date	Filter Start Date	DATE		The start date of the record, stripped of time	false
ssr	crm_account_count	CRM Total Accounts	INTEGER		Number of accounts related to the sales process	false
ssr	crm_account_custom_value_1	CRM Account Custom Value 1	STRING	150	Custom categorical variable on the account	false
ssr	crm_account_custom_value_2	CRM Account Custom Value 2	STRING	150	Custom categorical variable on the account	false
ssr	crm_account_custom_value_3	CRM Account Custom Value 3	STRING	150	Custom categorical variable on the account	false
ssr	crm_act_count	CRM Total Activities	INTEGER		Number of activities related to the sales process	false
ssr	crm_contact_count	CRM Total Contacts	INTEGER		Number of contacts related to the sales process	false
ssr	crm_custom_value_1	CRM Lead or Account Custom Value 1	STRING	150	Custom categorical variable	false
ssr	crm_custom_value_2	CRM Lead or Account Custom Value 2	STRING	150	Custom categorical variable	false
ssr	crm_custom_value_3	CRM Lead or Account Custom Value 3	STRING	150	Custom categorical variable	false
ssr	crm_industry	CRM Industry	STRING	500	Account's industry	false
ssr	crm_lead_count	CRM Total Leads	INTEGER		Number of leads related to the sales process	false
ssr	crm_leadsource	CRM Leadsource	STRING	150	Account's leadsource	false
ssr	crm_name	CRM Name	STRING	500	Account's name	false
ssr	crm_num_employees	CRM Num Employees	INTEGER		Account's number of employees	false
ssr	crm_opp_count	CRM Total Opps	INTEGER		Number of opportunities related to the sales process	false
ssr	crm_owner_id	CRM Owner ID	STRING	50	Account owner's id in the CRM	false
ssr	crm_parent_id	CRM Parent ID	STRING	50	Account's parent id in the CRM	false
ssr	crm_type	CRM Type	STRING	150	Account's type in the CRM	false
ssr	crm_web_url	CRM Weburl	STRING	150	Account's URL in the CRM	false
ssr	trueai_account_dupe_conf	Account Duplicate Confidence	STRING	50	Account's duplication confidence	false
ssr	trueai_account_dupe_id	Account Duplicate ID	STRING	50	Account's duplication id	false
ssr	trueai_account_is_master	Account Is Master	BOOLEAN		Boolean flag that indicates whether the account is the master account in its group of duplicates	false
ssr	trueai_added_on	Added On	DATETIME		Start date of the first step in the sales process	false
ssr	trueai_addr_city	Address City	STRING	50	Record's city	false
ssr	trueai_addr_country	Address Country	STRING	50	Record's country	false
ssr	trueai_addr_lat	Address Lat	FLOAT		Record's latitude	false
ssr	trueai_addr_long	Address Long	FLOAT		Record's longitude	false
ssr	trueai_addr_postal_code	Address Postal Code	STRING	50	Record's postal code	false
ssr	trueai_addr_rule	Address Rule	INTEGER		Record's address prediction rule	false
ssr	trueai_addr_state	Address State	STRING	50	Record's state	false
ssr	trueai_addr_street	Address Street	STRING	50	Record's street	false
ssr	trueai_churned_on	Churned on	DATETIME		Date when the account churned	false
ssr	trueai_company_size	Company Size	STRING	50	Record's standardized company size	false
ssr	trueai_company_size_num	Company Size Num	INTEGER		Company size number of the account	false
ssr	trueai_company_size_rule	Company Size Rule	INTEGER		Record's standardized company size prediction rule	false
ssr	trueai_complt_accounts	Average TrueAI Completeness Accounts	FLOAT		Average TrueAI Completeness of Accounts	false
ssr	trueai_complt_all	Overall Avg TrueAI Completeness	FLOAT		Overall Average TrueAI Completeness Across Entities	false
ssr	trueai_complt_contacts	Average TrueAI Completeness Contacts	FLOAT		Average TrueAI Completeness of Contacts	false
ssr	trueai_complt_leads	Average TrueAI Completeness Leads	FLOAT		Average TrueAI Completeness of Leads	false
ssr	trueai_complt_opps	Average TrueAI Completeness Opps	FLOAT		Average TrueAI Completeness of Opps	false
ssr	trueai_creator_id	Creator ID	STRING	50	Creator id of the first step in the sales process	false
ssr	trueai_crm_complt_accounts	Average CRM Completeness Accounts	FLOAT		Average CRM Completeness of Accounts	false
ssr	trueai_crm_complt_all	Overall Avg CRM Completeness	FLOAT		Overall Average CRM Completeness Across Entities	false
ssr	trueai_crm_complt_contacts	Average CRM Completeness Contacts	FLOAT		Average CRM Completeness of Contacts	false
ssr	trueai_crm_complt_leads	Average CRM Completeness Leads	FLOAT		Average CRM Completeness of Leads	false
ssr	trueai_crm_complt_opps	Average CRM Completeness Opps	FLOAT		Average CRM Completeness of Opps	false
ssr	trueai_curr_acv	Curr Acv	CURRENCY		Current ACV of the account	false
ssr	trueai_curr_step	Current Step	INTEGER		Current step id	false
ssr	trueai_curr_step_name	Current Step Name	STRING	50	Current step name	false
ssr	trueai_days_to_first_touch	Days to First Touch	INTEGER		Number of days from the start to the first touch	false
ssr	trueai_first_amt	First Amount	CURRENCY		Booking amount of the first opportunity won	false
ssr	trueai_first_purchase	First Purchase	DATETIME		Close date of the first opportunity won	false
ssr	trueai_first_touch	First Touch	DATETIME		First time when the record was touched	false
ssr	trueai_group	Group	STRING	50	Group of the owner of the last step in the sales process	false
ssr	trueai_industry	Industry	STRING	50	Record's standardized industry	false
ssr	trueai_industry_conf	Industry Confidence	FLOAT		Record's standardized industry prediction confidence	false
ssr	trueai_industry_rule	Industry Rule	INTEGER		Record's standardized industry prediction rule	false
ssr	trueai_last_outcome	Last Outcome	STRING	50	Outcome of the last step in the sales process	false
ssr	trueai_last_purchase	Last Purchase	DATETIME		Close date of the last opportunity won	false
ssr	trueai_last_touch	Last Touch	DATETIME		Last time when the record was touched	false
ssr	trueai_latest_amt	Latest Amount	CURRENCY		Booking amount of the last opportunity won	false
ssr	trueai_leadsource	Lead Source	STRING	50	Record's standardized lead source	false
ssr	trueai_leadsource_conf	Lead Source Confidence	FLOAT		Record's standardized lead source prediction confidence	false
ssr	trueai_leadsource_is_inbound	Lead Source Is Inbound	BOOLEAN		Boolean flag that indicates whether the record's standardized lead source is inbound	false
ssr	trueai_leadsource_rule	Lead Source Rule	INTEGER		Record's standardized lead source prediction rule	false
ssr	trueai_owner_id	Owner ID	STRING	50	Owner id of the last step in the sales process	false
ssr	trueai_parent_name	Type	STRING	50	Record's parent account name	false
ssr	trueai_potential_acv	Potential Acv	CURRENCY		Potential ACV of the account	false
ssr	trueai_potential_acv_factor	Potential Acv Factor	FLOAT		Potential ACV factor of the account	false
ssr	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
ssr	trueai_tot_amt	Total Amount	CURRENCY		Sum of the booking amounts of all the opportunities won	false
ssr	trueai_tot_length_in_days	Total Days	INTEGER		Number of days since the start of the first step until the end of the last step in the sales process	false
ssr	trueai_tot_pipeline_amt	Total Pipeline Amount	CURRENCY		Sum of the booking amounts of opportunities created	false
ssr	trueai_tot_purchases	Total Purchases	INTEGER		Number of opportunities won	false
ssr	trueai_tot_steps	Total Steps	INTEGER		Number of steps in the sales process	false
ssr	trueai_type	Type	STRING	50	Record's standardized type	false
ssr	trueai_type_rule	Type Rule	INTEGER		Record's standardized type rule	false

Rules

Model	Rule Name	Sys Doc Id	Description	Is Default Rule
SsrType	NO_ACCOUNT_EXISTS	124001	No account present, only lead	false
SsrType	SALES_STEPS_PRESENT	124002	Account present, sales steps present	false
SsrType	ACCOUNT_TYPE	124003	Returning account type	true