Advanced Analytics for Salesforce CRM | Zoho Analytics Help

Advanced Analytics for Salesforce CRM

Advanced Analytics for Salesforce CRM

The Zoho Analytics connector for Salesforce CRM allows you to easily analyze your Salesforce CRM data in detail and derive useful insights on your sales data. Its intuitive drag-and-drop interface allows you to easily create reports and dashboards. Sales and Marketing personnel can slice and dice their CRM data and take informed business decisions.

The Advanced Analytics for Salesforce CRM includes a set of prebuilt reports and dashboards over your Salesforce CRM data that help you to jump-start your analytics right away.

How to set up the Salesforce CRM integration with Zoho Analytics?

A user with administrator privileges (Account Admin and Organization Admin) can configure the integration. The user must also have read permission for the required modules in Salesforce CRM.

Zoho Analytics uses your own Salesforce credentials (Client ID and Client Secret) to authenticate the integration. You must create an external client app in Salesforce to generate these credentials before you can complete the setup.

Prerequisite: Create an external client app in Salesforce

To generate the Client ID and Client Secret, create an external client app in your Salesforce account. You will need the redirect URL from the Zoho Analytics import setup page (refer to step 4 in the setup procedure below) to complete this configuration.

  1. Log in to your Salesforce account.
  2. Go to Setup > Platform Tools > Apps > External Client Apps > External Client App Manager.

  3. Click New External Client App.

  4. In the Basic Information section, enter the External Client App Name, API Name, Contact Email, and select the Distribution State.

  5. Expand the API (Enable OAuth Settings) section and select the Enable OAuth checkbox.
  6. In the Callback URL field, paste the redirect URL copied from the Zoho Analytics import setup page.
  7. In the OAuth Scopes section, move the following scopes to the Selected OAuth Scopes list:
    • Full access (full)
    • Perform requests at any time (refresh_token, offline_access)
  8. Click Create.
  9. Open the Settings tab of the created app, expand the OAuth Settings section, and click Consumer Key and Secret.

  10. Enter the verification code sent to your Salesforce registered email address and click Verify.
  11. Copy the Consumer Key and Consumer Secret. These correspond to the Client ID and Client Secret fields in Zoho Analytics.

Set up the integration in Zoho Analytics

Follow the below steps to import your Salesforce CRM data into Zoho Analytics:

  1. On the Zoho Analytics home page, click Import Your Data.
  2. Navigate to the Sales/CRM tab and select Salesforce CRM from the available applications.

  3. Enter Workspace Name and Workspace Description (optional).
  4. Click Click to copy the redirect URL. This URL is required as the callback URL while creating the external client app in Salesforce. Refer to the prerequisite section above.
  5. Enter the Client ID and Client Secret generated from your Salesforce external client app. In Salesforce, these values are labeled Consumer Key and Consumer Secret.

  6. Click Authenticate Salesforce. You will be prompted to log in to your Salesforce account from which you want to fetch data. Provide your Salesforce login credentials.
  7. After successful authentication, select the Modules and Fields. Mandatory fields are preselected and cannot be cleared.
  8. Set the Data Timezone from the drop-down.
  9. From the How Often section, choose the interval in which the data should be synced. Refer to the Data Sync Frequency section to learn more.
  10. Click Create. Import will be initiated.

Note:

  • The initial fetch might take a few minutes to a couple of hours depending on the volume of the data to be imported. An email and an in-app notification will be sent once the initial fetch is complete.
  • The setup process can sometimes fail for a variety of reasons. In this case, we request you to access the Data Sources tab and click the Retry link to import again. If the issue persists, write to us at support@zohoanalytics.com.

Modules & Fields

The below table lists the modules and fields that will be synced to Zoho Analytics.

Modules Fields
Users Id, Last Name, Email, First Name, Full Name, Alias, Username, Company Name, Division, Department, Title, Street, City, State/Province, Zip/Postal Code, Country, Latitude, Longitude, Geocode Accuracy, AutoBcc, AutoBccStayInTouch, StayInTouchReminder, Email Sender Address, Email Sender Name, Email Signature, Stay-in-Touch Email Subject, Stay-in-Touch Email Signature, Stay-in-Touch Email Note, Phone, Fax, Mobile, Nickname, User Photo badge text overlay, Active, Time Zone, Locale, Info Emails, Admin Info Emails, Email Encoding, Default Currency ISO Code, Currency ISO Code, User Type, Start of Day, End of Day, Language, Employee Number, Last Login, Last Password Change or Reset, Created Date, Last Modified Date, System Modstamp, Password Expiration Date, Failed Login Attempts, SU Access Expiration Date, Offline Edition Trial Expiration Date, Sales Anywhere Trial Expiration Date, Marketing User, Offline User, Auto-login To Call Center, Salesforce CRM Content User, Knowledge User, Flow User, Service Cloud User, Data.com User, Site.com Contributor User, Site.com Publisher User, WDC User, Allow Forecasting, ActivityRemindersPopup, EventRemindersCheckboxDefault, TaskRemindersCheckboxDefault, ReminderSoundOff, DisableAllFeedsEmail, DisableFollowersEmail, DisableProfilePostEmail, DisableChangeCommentEmail, DisableLaterCommentEmail, DisProfPostCommentEmail, ContentNoEmail, ContentEmailAsAndWhen, ApexPagesDeveloperMode, ReceiveNoNotificationsAsApprover, ReceiveNotificationsAsDelegatedApprover, HideCSNGetChatterMobileTask, DisableMentionsPostEmail, DisMentionsCommentEmail, HideCSNDesktopTask, HideChatterOnboardingSplash, HideSecondChatterOnboardingSplash, DisCommentAfterLikeEmail, DisableLikeEmail, SortFeedByComment, DisableMessageEmail, HideLegacyRetirementModal, JigsawListUser, DisableBookmarkEmail, DisableSharePostEmail, EnableAutoSubForFeeds, DisableFileShareNotificationsForApi, ShowTitleToExternalUsers, ShowManagerToExternalUsers, ShowEmailToExternalUsers, ShowWorkPhoneToExternalUsers, ShowMobilePhoneToExternalUsers, ShowFaxToExternalUsers, ShowStreetAddressToExternalUsers, ShowCityToExternalUsers, ShowStateToExternalUsers, ShowPostalCodeToExternalUsers, ShowCountryToExternalUsers, ShowProfilePicToGuestUsers, ShowTitleToGuestUsers, ShowCityToGuestUsers, ShowStateToGuestUsers, ShowPostalCodeToGuestUsers, ShowCountryToGuestUsers, ShowForecastingChangeSignals, HideS1BrowserUI, DisableEndorsementEmail, PathAssistantCollapsed, CacheDiagnostics, ShowEmailToGuestUsers, ShowManagerToGuestUsers, ShowWorkPhoneToGuestUsers, ShowMobilePhoneToGuestUsers, ShowFaxToGuestUsers, ShowStreetAddressToGuestUsers, LightningExperiencePreferred, PreviewLightning, HideEndUserOnboardingAssistantModal, HideLightningMigrationModal, HideSfxWelcomeMat, HideBiggerPhotoCallout, GlobalNavBarWTShown, GlobalNavGridMenuWTShown, CreateLEXAppsWTShown, FavoritesWTShown, RecordHomeSectionCollapseWTShown, RecordHomeReservedWTShown, FavoritesShowTopFavorites, ExcludeMailAppAttachments, SuppressTaskSFXReminders, SuppressEventSFXReminders, PreviewCustomTheme, HasCelebrationBadge, UserDebugModePref, SRHOverrideActivities, NewLightningReportRunPageEnabled, ReverseOpenActivitiesView, ShowTerritoryTimeZoneShifts, HasSentWarningEmail, HasSentWarningEmail238, HasSentWarningEmail240, NativeEmailClient, Extension, SAML Federation ID, About Me, Url for full-sized Photo, Photo, Show external indicator, Out of office message, URL for medium profile photo, Chatter Email Highlights Frequency, Default Notification Frequency when Joining Groups, Data.com Monthly Addition Limit, Last Viewed Date, Last Referenced Date, URL for banner photo, URL for IOS banner photo, URL for Android banner photo, Has Profile Photo, DB Region, Role ID, Profile ID, Delegated Approver ID, Manager ID, Created By ID, Last Modified By ID, Contact ID, Account ID, Call Center ID, Individual ID
Leads Id, Full Name, Mobile Phone, Website, Industry, Status, Converted, Converted Opportunity ID, Last Name, Email, First Name, Company, Lead Source, Created Date, Owner ID, Deleted, Salutation, Title, Street, City, State/Province, Zip/Postal Code, Country, Latitude, Longitude, Geocode Accuracy, Phone, Fax, Photo URL, Description, Rating, Lead Currency, Annual Revenue, Employees, Converted Date, Unread By Owner, Last Modified Date, System Modstamp, Last Activity, Last Viewed Date, Last Referenced Date, Data.com Key, Jigsaw Contact ID, Clean Status, Company D-U-N-S Number, Email Bounced Reason, Email Bounced Date, SIC Code, Product Interest, Primary, Current Generator(s), Number of Locations, Twitter Username, _CustomField, DB Created Date without Time, DB Lead Age, nameAlert' onmouseover='alert(123);', Master Record ID, Converted Account ID, Converted Contact ID, Created By ID, Last Modified By ID, D&B Company ID, Individual ID, Lead-Contact
Accounts Id, Account Name, Account Type, Industry, Annual Revenue, Owner ID, Created Date, Website, Deleted, Billing Street, Billing City, Billing State/Province, Billing Zip/Postal Code, Billing Country, Billing Latitude, Billing Longitude, Billing Geocode Accuracy, Shipping Street, Shipping City, Shipping State/Province, Shipping Zip/Postal Code, Shipping Country, Shipping Latitude, Shipping Longitude, Shipping Geocode Accuracy, Account Phone, Account Fax, Account Number, Photo URL, SIC Code, Employees, Ownership, Ticker Symbol, Account Description, Account Rating, Account Site, Account Currency, Last Modified Date, System Modstamp, Last Activity, Last Viewed Date, Last Referenced Date, Data.com Key, Jigsaw Company ID, Clean Status, Account Source, D-U-N-S Number, Tradestyle, NAICS Code, NAICS Description, Year Started, SIC Description, Customer Priority, SLA, Active, Number of Locations, Upsell Opportunity, SLA Serial Number, SLA Expiration Date, formula_currency, Master Record ID, Parent Account ID, Created By ID, Last Modified By ID, D&B Company ID, Operating Hour ID
Contacts Id, Account ID, Last Name, First Name, Full Name, Email, Lead Source, Owner ID, Created Date, Mobile Phone, Deleted, Salutation, Other Street, Other City, Other State/Province, Other Zip/Postal Code, Other Country, Other Latitude, Other Longitude, Other Geocode Accuracy, Mailing Street, Mailing City, Mailing State/Province, Mailing Zip/Postal Code, Mailing Country, Mailing Latitude, Mailing Longitude, Mailing Geocode Accuracy, Business Phone, Business Fax, Home Phone, Other Phone, Asst. Phone, Title, Department, Assistant's Name, Birthdate, Contact Description, Contact Currency, Last Modified Date, System Modstamp, Last Activity, Last Stay-in-Touch Request Date, Last Stay-in-Touch Save Date, Last Viewed Date, Last Referenced Date, Email Bounced Reason, Email Bounced Date, Is Email Bounced, Photo URL, Data.com Key, Jigsaw Contact ID, Clean Status, Level, Languages, Twitter Username, Currency Test, Formula Test, Integer Test, Master Record ID, Reports To ID, Created By ID, Last Modified By ID, Individual ID, Describe
Opportunities Id, Name, Stage, Amount, Probability (%), Expected Amount, Close Date, Opportunity Type, Lead Source, Won, Account ID, Owner ID, Created Date, Deleted, Private, Description, Quantity, Next Step, Closed, Forecast Category, Forecast Category, Opportunity Currency, Has Line Item, Last Modified Date, System Modstamp, Last Activity, Push Count, Last Stage Change Date, Fiscal Quarter, Fiscal Year, Fiscal Period, Last Viewed Date, Last Referenced Date, Has Open Activity, Has Overdue Task, Delivery/Installation Status, Tracking Number, Order Number, Current Generator(s), Main Competitor(s), DB Competitor, Prob Ranking, Prob Score, Prob Updated, Projected Amount, conv, Campaign ID, Price Book ID, Created By ID, Last Modified By ID, Contact ID, Quote ID, Opportunity History ID, Opportunity History ID
Opportunity Product Id, List Price, Opportunity Product Name, Opportunity ID, Price Book Entry ID, Product ID, Product Code, Quantity, Total Price, Sales Price, Sort Order, Currency ISO Code, Date, Has Revenue Schedule, Has Quantity Schedule, Line Description, Has Schedule, Quantity Scheduling Enabled, Revenue Scheduling Enabled, Created Date, Last Modified Date, System Modstamp, Deleted, Last Viewed Date, Last Referenced Date, Created By ID, Last Modified By ID
Opportunity History Id, Opportunity ID, Created Date, Stage Name, Amount, Expected Revenue, Close Date, Probability, To Forecast Category, Currency ISO Code, System Modstamp, Deleted, Previous Amount, Previous Close Date, Created By ID
Tasks Id, Name ID, Related To ID, Subject, Due Date Only, Status, Priority, Assigned To ID, Accounts, Created Date, Last Modified Date, Call Type, Call Duration, High Priority, Description, Currency ISO Code, Deleted, Closed, System Modstamp, Archived, Call Result, Call Object Identifier, Reminder Date/Time, Reminder Set, Create Recurring Series of Tasks, Recurrence Start, Recurrence End, Recurrence Time Zone, Recurrence Type, Recurrence Interval, Recurrence Day of Week Mask, Recurrence Day of Month, Recurrence Instance, Recurrence Month of Year, Repeat This Task, Task Subtype, Completed Date/Time, DB Activity Type, Count of Events, Count of Tasks, Event Type, Created By ID, Last Modified By ID, Recurrence Activity ID
Events Id, Name ID, Related To ID, Subject, Due Date Only, Due Date Time, Accounts, Assigned To ID, Start Date Time, End Date Time, Created Date, Last Modified Date, Location, All-Day Event, Duration, End Date, Description, Activity Currency, Private, Show Time As, Deleted, Is Child, Is Group Event, Group Event Type, System Modstamp, Archived, Create Recurring Series of Events, Recurrence Start, Recurrence End, Recurrence Time Zone, Recurrence Type, Recurrence Interval, Recurrence Day of Week Mask, Recurrence Day of Month, Recurrence Instance, Recurrence Month of Year, Reminder Date/Time, Reminder Set, Event Subtype, Historical Event, Not Following Recurrence, Recurrence Pattern, Pattern Version, Repeat, Is Exception, Recurrence Pattern Start Date, Recurrence Pattern Time Zone Reference, DB Activity Type, Count of Events, Count of Tasks, Event Type, Created By ID, Last Modified By ID, Recurrence Activity ID
Cases Id, Owner ID, Status, Case Origin, Created Date, Last Modified Date, Subject, Case Type, Email Address, Deleted, Case Number, Name, Phone, Company, Case Reason, Priority, Description, Closed, Closed Date, Escalated, Case Currency, System Modstamp, Contact Phone, Contact Mobile, Contact Email, Contact Fax, Internal Comments, Last Viewed Date, Last Referenced Date, Engineering Req Number, SLA Violation, Product, Potential Liability, zzz-deprecated, Master Record ID, Contact ID, Account ID, Asset ID, Parent Case ID, Created By ID, Last Modified By ID
Contracts Id, Created Date, Last Modified Date, Account ID, Activated Date, Company Signed Date, Contract Number, Contract Term, Customer Signed Date, Customer Signed By ID, Contract End Date, Owner ID, Price Book ID, Status, Currency ISO Code, Owner Expiration Notice, Contract Start Date, Billing Street, Billing City, Billing State/Province, Billing Zip/Postal Code, Billing Country, Billing Latitude, Billing Longitude, Billing Geocode Accuracy, Customer Signed Title, Special Terms, Status Category, Description, Deleted, Last Approved Date, System Modstamp, Last Activity, Last Viewed Date, Last Referenced Date, Company Signed By ID, Activated By ID, Created By ID, Last Modified By ID
Orders Id, Created Date, Last Modified Date, Account ID, Contract ID, Order Name, Order Number, Order Reference Number, Owner ID, PO Date, PO Number, Price Book ID, Ship To Contact ID, Status, Order Amount, Order Type, Order Start Date, Order End Date, Reduction Order, Description, Customer Authorized Date, Company Authorized Date, Billing Street, Billing City, Billing State/Province, Billing Zip/Postal Code, Billing Country, Billing Latitude, Billing Longitude, Billing Geocode Accuracy, Shipping Street, Shipping City, Shipping State/Province, Shipping Zip/Postal Code, Shipping Country, Shipping Latitude, Shipping Longitude, Shipping Geocode Accuracy, Activated Date, Status Category, Currency ISO Code, Deleted, System Modstamp, Last Viewed Date, Last Referenced Date, Order ID, Customer Authorized By ID, Company Authorized By ID, Bill To Contact ID, Activated By ID, Created By ID, Last Modified By ID
Order Products Id, Available Quantity, List Price, Order ID, Order Product Number, Price Book Entry ID, Quantity, Unit Price, Deleted, Currency ISO Code, Total Price, Start Date, End Date, Line Description, Created Date, Last Modified Date, System Modstamp, Product ID, Original Order Item ID, Created By ID, Last Modified By ID
Quotes Id, Account ID, Contact ID, Contract ID, Discount, Grand Total, Line Items, Quote Name, Opportunity ID, Price Book ID, Quote Number, Status, Subtotal, Tax, Total Price, Deleted, Currency ISO Code, Created Date, Last Modified Date, System Modstamp, Last Viewed Date, Last Referenced Date, Syncing, Shipping and Handling, Expiration Date, Description, Bill To Street, Bill To City, Bill To State/Province, Bill To Zip/Postal Code, Bill To Country, Bill To Latitude, Bill To Longitude, Bill To Geocode Accuracy, Ship To Street, Ship To City, Ship To State/Province, Ship To Zip/Postal Code, Ship To Country, Ship To Latitude, Ship To Longitude, Ship To Geocode Accuracy, Quote To Street, Quote To City, Quote To State/Province, Quote To Zip/Postal Code, Quote To Country, Quote To Latitude, Quote To Longitude, Quote To Geocode Accuracy, Additional To Street, Additional To City, Additional To State/Province, Additional To Zip/Postal Code, Additional To Country, Additional To Latitude, Additional To Longitude, Additional To Geocode Accuracy, Bill To Name, Ship To Name, Quote To Name, Additional To Name, Email, Phone, Fax, Can Create Quote Line Items, Owner ID, Created By ID, Last Modified By ID
Quote Line Items Id, Discount (Percentage), Line Item Number, List Price, Price Book Entry ID, Product ID, Quantity, Subtotal , Total Price, Sales Price, Deleted, Currency ISO Code, Created Date, Last Modified Date, System Modstamp, Last Viewed Date, Last Referenced Date, Has Revenue Schedule, Has Quantity Schedule, Line Item Description, Date, Sort Order, Schedule, Created By ID, Last Modified By ID, Quote ID, Line Item ID
Products Id, Active, Product Name, Product Code, Product Description, Quantity Schedule Type, Quantity Installment Period, Number Of Quantity Installments, Revenue Schedule Type, Revenue Installment Period, Number Of Revenue Installments, Quantity Scheduling Enabled, Revenue Scheduling Enabled, Created Date, Last Modified Date, System Modstamp, Product Family, Serialized, Currency ISO Code, External ID, Display URL, Quantity Unit Of Measure, Deleted, Archived, Last Viewed Date, Last Referenced Date, Product SKU, Created By ID, Last Modified By ID, External Data Source ID
Price Books Id, Active, Price Book Name, Is Standard Price Book, Deleted, Currency ISO Code, Created Date, Last Modified Date, System Modstamp, Last Viewed Date, Last Referenced Date, Archived, Description, Created By ID, Last Modified By ID
Price Book Entries Id, Active, Product Name, Price Book ID, Product ID, Product Code, List Price, Currency ISO Code, Use Standard Price, Created Date, Last Modified Date, System Modstamp, Deleted, Archived, Created By ID, Last Modified By ID
Campaigns Id, Actual Cost in Campaign, Value Opportunities in Campaign, Value Won Opportunities in Campaign, Budgeted Cost in Campaign, End Date, Expected Response (%), Expected Revenue in Campaign, Active, Name, Contacts in Campaign, Converted Leads in Campaign, Leads in Campaign, Opportunities in Campaign, Responses in Campaign, Won Opportunities in Campaign, Owner ID, Start Date, Status, Type, Deleted, Currency ISO Code, Num Sent in Campaign, Description, Created Date, Last Modified Date, System Modstamp, Last Activity, Last Viewed Date, Last Referenced Date, DB Campaign Tactic, Parent Campaign ID, Created By ID, Last Modified By ID, Record Type ID
Campaign Members Id, Campaign ID, Contact ID, First Responded Date, Responded, Lead ID, Status, Deleted, Created Date, Last Modified Date, System Modstamp, Currency ISO Code, Salutation, Name, First Name, Last Name, Title, Street, City, State/Province, Zip/Postal Code, Country, Email, Phone, Fax, Mobile, Description, Do Not Call, Email Opt Out, Fax Opt Out, Lead Source, Company (Account), Type, Created By ID, Last Modified By ID, Related Record ID, Related Record Owner ID
Account Clean Info Deleted, Account Clean Info Name, Currency ISO Code, Created Date, Last Modified Date, System Modstamp, Last Matched Date, Last Status Changed Date, Company Status in Salesforce, Company Name, Phone, Street, City, State, Zip, Country, Latitude, Longitude, Geocode Accuracy, Website, Ticker Symbol, Annual Revenue, Number of Employees, Industry, Ownership, D-U-N-S Number, SIC Code, SIC Description, NAICS Code, NAICS Description, Year Started, Fax, Account Site, Description, Tradestyle, D&B Company D-U-N-S Number, DUNSRight™ Match Grade, DUNSRight™ Match Confidence, Company Status per Data.com, Company Name is Reviewed, Phone is Reviewed, Address is Reviewed, Website is Reviewed, Ticker Symbol is Reviewed, Annual Revenue is Reviewed, Number of Employees is Reviewed, Industry is Reviewed, Ownership is Reviewed, D-U-N-S Number is Reviewed, SIC Code is Reviewed, SIC Description is Reviewed, NAICS Code is Reviewed, NAICS Description is Reviewed, Year Started is Reviewed, Fax is Reviewed, Account Site is Reviewed, Description is Reviewed, Tradestyle is Reviewed, D&B Company D-U-N-S Number is Reviewed, Company Name is Different, Phone is Different, Street is Different, City is Different, State is Different, ZIP is Different, Country is Different, Website is Different, Ticker Symbol is Different, Annual Revenue is Different, Number of Employees is Different, Industry is Different, Ownership is Different, D-U-N-S Number is Different, SIC Code is Different, SIC Description is Different, NAICS Code is Different, NAICS Description is Different, Year Started is Different, Fax is Different, Account Site is Different, Description is Different, Tradestyle is Different, D&B Company D-U-N-S Number is Different, State Code is Different, Country Code is Different, Cleaned by Job, Cleaned by User, Company Name is Flagged Wrong, Phone is Flagged Wrong, Address is Flagged Wrong, Website is Flagged Wrong, Ticker Symbol is Flagged Wrong, Annual Revenue is Flagged Wrong, Number of Employees is Flagged Wrong, Industry is Flagged Wrong, Ownership is Flagged Wrong, D-U-N-S Number is Flagged Wrong, SIC Code is Flagged Wrong, SIC Description is Flagged Wrong, NAICS Code is Flagged Wrong, NAICS Description is Flagged Wrong, Year Started is Flagged Wrong, Fax is Flagged Wrong, Account Site is Flagged Wrong, Description is Flagged Wrong, Tradestyle is Flagged Wrong, Data.com ID, Created By ID, Last Modified By ID, Account ID, User ID, Id
Account Contact Roles Deleted, Created Date, Last Modified Date, System Modstamp, Role, Primary, Created By ID, Last Modified By ID, Accounts, Contact ID, Id
Account Feed Feed Item Type, Created Date, Deleted, Last Modified Date, System Modstamp, Comment Count, Like Count, Title, Body, Link URL, Is Rich Text, Parent ID, Created By ID, Related Record ID, InsertedBy ID, Best Comment ID, Id
Account Teams Team Role, URL for thumbnail sized photo, Title, Account Access, Opportunity Access, Case Access, Contact Access, Currency ISO Code, Created Date, Last Modified Date, System Modstamp, Deleted, Account ID, User ID, Created By ID, Last Modified By ID, Id
Additional Directory Numbers Deleted, Name, Description, Phone, Created Date, Last Modified Date, System Modstamp, Call Center ID, Created By ID, Last Modified By ID, Id
Announcements Deleted, Created Date, Last Modified Date, System Modstamp, Expiration Date, Send Emails on Announcement, Is Announcement Archived, Created By ID, Last Modified By ID, Feed Item ID, Parent ID, Id
App Analytics Query Requests Deleted, Number, Created Date, Last Modified Date, System Modstamp, Last Viewed Date, Last Referenced Date, Data Type, Start Time, End Time, Request State, Download URL, Download Expiration Time, Error Message, Query Submitted Time, Package IDs, Organization IDs, Download File Size, File Compression, Available Since, File Type, Created By ID, Last Modified By ID, Id
Assets Product Code, Competitor Asset, Created Date, Last Modified Date, System Modstamp, Deleted, Currency ISO Code, Asset Name, Serial Number, Install Date, Purchase Date, Usage End Date, Lifecycle Start Date, Lifecycle End Date, Status, Price, Quantity, Description, Product SKU, Lifecycle-managed asset, Current Monthly Recurring Revenue, Current Lifecycle End Date, Current Quantity, Current Amount, Total Lifecycle Amount, Street, City, State, Postal Code, Country, Latitude, Longitude, Geocode Accuracy, Last Viewed Date, Last Referenced Date, Contact ID, Accounts, Parent Asset ID, Root Asset ID, Product ID, Created By ID, Last Modified By ID, Owner ID, Location ID, Id
Asset Feed Feed Item Type, Created Date, Deleted, Last Modified Date, System Modstamp, Comment Count, Like Count, Title, Body, Link URL, Is Rich Text, Parent ID, Created By ID, Related Record ID, InsertedBy ID, Best Comment ID, Id
Asset Relationships Deleted, Asset Relationship Number, Currency ISO Code, Created Date, Last Modified Date, System Modstamp, Last Viewed Date, Last Referenced Date, From Date, To Date, Created By ID, Last Modified By ID, Asset ID, Asset ID, Id
Asset Relationship Feed Feed Item Type, Created Date, Deleted, Last Modified Date, System Modstamp, Comment Count, Like Count, Title, Body, Link URL, Is Rich Text, Parent ID, Created By ID, Related Record ID, InsertedBy ID, Best Comment ID, Id
Attachments Deleted, File Name, Private, Content Type, Body Length, Body, Created Date, Last Modified Date, System Modstamp, Description, Parent ID, Owner ID, Created By ID, Last Modified By ID, Id
Background Operations Deleted, Name, Currency ISO Code, Created Date, Last Modified Date, System Modstamp, Submitted, Status, Execution Group, Sequence Group, Sequence Number, Started, Finished, Worker URI, Timeout, Expires, Num Followers, Process After, Parent Key, Retry Limit, Retry Count, Retry Backoff, Error Message, Type, Created By ID, Last Modified By ID, Background Operation ID, Id
Campaign Feed Feed Item Type, Created Date, Deleted, Last Modified Date, System Modstamp, Comment Count, Like Count, Title, Body, Link URL, Is Rich Text, Parent ID, Created By ID, Related Record ID, InsertedBy ID, Best Comment ID, Id
Campaign Member Statuses Deleted, Member Status, Sort Order, Is Default, Responded, Created Date, Last Modified Date, System Modstamp, Campaign ID, Created By ID, Last Modified By ID, Id
Case Comments Published, Body, Created Date, System Modstamp, Last Modified Date, Deleted, Parent ID, Created By ID, Last Modified By ID, Id
Case Contact Role Role, Created Date, Last Modified Date, System Modstamp, Deleted, Case ID, Contact ID, Created By ID, Last Modified By ID, Id
Case Feed Feed Item Type, Created Date, Deleted, Last Modified Date, System Modstamp, Comment Count, Like Count, Title, Body, Link URL, Is Rich Text, Parent ID, Created By ID, Related Record ID, InsertedBy ID, Best Comment ID, Id
Case Solution Created Date, System Modstamp, Deleted, Case ID, Solution ID, Created By ID, Id
Category Data Deleted, Created Date, Last Modified Date, System Modstamp, Category Node ID, sObject ID, Created By ID, Last Modified By ID, Id
Group Feed Feed Item Type, Created Date, Deleted, Last Modified Date, System Modstamp, Comment Count, Like Count, Title, Body, Link URL, Is Rich Text, Parent ID, Created By ID, Related Record ID, InsertedBy ID, Best Comment ID, Id
Group Records Deleted, Created Date, Last Modified Date, System Modstamp, Created By ID, Last Modified By ID, Chatter Group ID, Record ID, Id
Consumption Rates Deleted, Consumption Rate Name, Currency ISO Code, Created Date, Last Modified Date, System Modstamp, Description, Processing Order, Pricing Method, Lower Bound, Upper Bound, Price, Created By ID, Last Modified By ID, Consumption Schedule ID, Id
Consumption Schedules Deleted, Consumption Schedule Name, Currency ISO Code, Created Date, Last Modified Date, System Modstamp, Last Viewed Date, Last Referenced Date, Active, Description, Billing Term, Billing Term Unit, Type, Unit of Measure, Rating Method, Matching Attribute, Number of Consumption Rates, Owner ID, Created By ID, Last Modified By ID, Id
ConsumptionSchedule Feed Item Type, Created Date, Deleted, Last Modified Date, System Modstamp, Comment Count, Like Count, Title, Body, Link URL, Is Rich Text, Parent ID, Created By ID, Related Record ID, InsertedBy ID, Best Comment ID, Id
Contact Clean Info Deleted, Contact Clean Info Name, Currency ISO Code, Created Date, Last Modified Date, System Modstamp, Last Matched Date, Last Status Changed Date, Contact Status in Salesforce, First Name, Last Name, Email, Phone, Street, City, State, Zip, Country, Latitude, Longitude, Geocode Accuracy, Title, Contact Status per Data.com, Name is Reviewed, Email is Reviewed, Phone is Reviewed, Address is Reviewed, Title is Reviewed, First Name is Different, Last Name is Different, Email is Different, Phone is Different, Street is Different, City is Different, State is Different, ZIP is Different, Country is Different, Title is Different, State Code is Different, Country Code is Different, Cleaned by Job, Cleaned by User, Name is Flagged Wrong, Email is Flagged Wrong, Phone is Flagged Wrong, Address is Flagged Wrong, Title is Flagged Wrong, Data.com ID, Created By ID, Last Modified By ID, Contact ID, User ID, Id
Contact Feed Feed Item Type, Created Date, Deleted, Last Modified Date, System Modstamp, Comment Count, Like Count, Title, Body, Link URL, Is Rich Text, Parent ID, Created By ID, Related Record ID, InsertedBy ID, Best Comment ID, Id
Contact Point Type Consents Deleted, Name, Created Date, Last Modified Date, System Modstamp, Last Viewed Date, Last Referenced Date, Contact Point Type ID, Privacy Consent Status, Effective From, Effective To , Capture Date, Capture Contact Point Type, Capture Source, Double Consent Capture Date, Owner ID, Created By ID, Last Modified By ID, Party ID, Data Use Purpose ID, Party Role ID, Business Brand ID, Id
Contact Requests Deleted, Contact Request Number, Currency ISO Code, Created Date, Last Modified Date, System Modstamp, Last Viewed Date, Last Referenced Date, Related To ID, Requestor ID, Preferred Phone Number, Preferred Channel, Request Status, Request Reason, Request Description, Owner ID, Created By ID, Last Modified By ID, Id
ContentDocument Feed Feed Item Type, Created Date, Deleted, Last Modified Date, System Modstamp, Comment Count, Like Count, Title, Body, Link URL, Is Rich Text, Parent ID, Created By ID, Related Record ID, InsertedBy ID, Best Comment ID, Id
Content Folders Deleted, Name, Currency ISO Code, Created Date, Last Modified Date, System Modstamp, Created By ID, Last Modified By ID, Parent Content Folder ID, Id
Contract Contact Role Role, Primary, Created Date, Last Modified Date, System Modstamp, Deleted, Contract ID, Contact ID, Created By ID, Last Modified By ID, Id
Contract Feed Feed Item Type, Created Date, Deleted, Last Modified Date, System Modstamp, Comment Count, Like Count, Title, Body, Link URL, Is Rich Text, Parent ID, Created By ID, Related Record ID, InsertedBy ID, Best Comment ID, Id
D&B Companies Deleted, Primary Business Name, Currency ISO Code, Created Date, Last Modified Date, System Modstamp, Last Viewed Date, Last Referenced Date, D-U-N-S Number, Street Address, City, State, Postal Code, Country, Geocode Accuracy, Telephone Number, Facsimile Number, International Dialing Code, Ownership Type Indicator, Ticker Symbol, Stock Exchange, Annual Sales Volume, URL, Out Of Business Indicator, Number of Employees - Total, FIPS MSA Code, FIPS MSA Code Description, Primary Tradestyle, Year Started, Mailing Street Address, Mailing City, Mailing State, Mailing Postal Code, Mailing Country, Mailing Geocode Accuracy, Latitude, Longitude, Primary SIC Code, Primary SIC Description, Second SIC Code, Second SIC Description, Third SIC Code, Third SIC Description, Fourth SIC Code, Fourth SIC Description, Fifth SIC Code, Fifth SIC Description, Sixth SIC Code, Sixth SIC Description, Primary NAICS Code, Primary NAICS Description, Second NAICS Code, Second NAICS Description, Third NAICS Code, Third NAICS Description, Fourth NAICS Code, Fourth NAICS Description, Fifth NAICS Code, Fifth NAICS Description, Sixth NAICS Code, Sixth NAICS Description, Location Ownership Indicator, Number of Employees - Location, Number of Employees - Location Indicator, Annual Sales Volume Indicator, Local Currency Code, Legal Structure, Number of Employees - Global, Number of Employees - Total Indicator, Minority-Owned Indicator, Woman-Owned Indicator, Small Business Indicator, Marketing Segmentation Cluster, Import/Export, Subsidiary Indicator, Second Tradestyle, Third Tradestyle, Fourth Tradestyle, Fifth Tradestyle, National Identification Number, National Identification System, US Tax ID Number, Geocode Accuracy, Number of Business Family Members, Delinquency Risk, Global Ultimate D-U-N-S Number, Global Ultimate Business Name, Parent Company D-U-N-S Number, Parent Company Business Name, Domestic Ultimate D-U-N-S Number, Domestic Ultimate Business Name, Location Type, Local Currency ISO Code, Company Description, Fortune 1000 Rank, S&P 500, Location Size, Location Size Accuracy, Location Size Unit of Measure, Employee Growth, Annual Revenue Growth, Primary SIC8 Code, Primary SIC8 Description, Second SIC8 Code, Second SIC8 Description , Third SIC8 Code, Third SIC8 Description, Fourth SIC8 Code, Fourth SIC8 Description, Fifth SIC8 Code, Fifth SIC8 Description, Sixth SIC8 Code, Sixth SIC8 Description, Prior Year Number of Employees - Total, Prior Year Revenue, Created By ID, Last Modified By ID, Id
Dashboard Component Feed Feed Item Type, Created Date, Deleted, Last Modified Date, System Modstamp, Comment Count, Like Count, Title, Body, Link URL, Is Rich Text, Parent ID, Created By ID, Related Record ID, InsertedBy ID, Best Comment ID, Id
Dashboard Feed Feed Item Type, Created Date, Deleted, Last Modified Date, System Modstamp, Comment Count, Like Count, Title, Body, Link URL, Is Rich Text, Parent ID, Created By ID, Related Record ID, InsertedBy ID, Best Comment ID, Id
Data Assessment Field Metrics Deleted, Data Assessment Field Metric, Currency ISO Code, Created Date, Last Modified Date, System Modstamp, Field Name, Number of Matched Records that have the same value for this field as Data.com, Number of Matched Records that have different value for this field than Data.com, Number of Matched Records that have blanks for this field, Number of Unmatched Records that have blanks for this field, Created By ID, Last Modified By ID, Data Assessment Metric ID, Id
Data Assessment Metrics Deleted, Data Assessment Metric, Currency ISO Code, Created Date, Last Modified Date, System Modstamp, Total Number of Records to access, Number of Processed Records, Number of Matched Records, Number of Matched Records with different field values, Number of Unmatched Records, Number of Duplicates, Created By ID, Last Modified By ID, Id
Data Assessment Field Value Metrics Deleted, Data Assessment Field Value Metric, Currency ISO Code, Created Date, Last Modified Date, System Modstamp, Field Value, Number of times this value appears in this field, Created By ID, Last Modified By ID, Data Assessment Field Metric ID, Id
Data Use Legal Bases Deleted, Name, Created Date, Last Modified Date, System Modstamp, Last Viewed Date, Last Referenced Date, Source, Description, Owner ID, Created By ID, Last Modified By ID, Id
Data Use Purposes Deleted, Name, Created Date, Last Modified Date, System Modstamp, Last Viewed Date, Last Referenced Date, Description, Can Data Subject Opt Out, Owner ID, Created By ID, Last Modified By ID, Legal Basis ID, Id
Dated Conversion Rate Currency Code, Date, Next Start Date, Exchange Rate, Created Date, Last Modified Date, System Modstamp, Created By ID, Last Modified By ID, Id
Documents Deleted, Document Name, Document Unique Name, Namespace Prefix, MIME Type, File Extension, Externally Available, Body Length, Body, Url, Description, Keywords, Internal Use Only, Created Date, Last Modified Date, System Modstamp, Document Content Searchable, Last Viewed Date, Last Referenced Date, Folder ID, Author ID, Created By ID, Last Modified By ID, Id
Duplicate Record Items Deleted, Duplicate Record Item Name, Currency ISO Code, Created Date, Last Modified Date, System Modstamp, Created By ID, Last Modified By ID, Duplicate Record Set ID, Record ID, Id
Duplicate Record Sets Deleted, Duplicate Record Set Name, Currency ISO Code, Created Date, Last Modified Date, System Modstamp, Last Viewed Date, Last Referenced Date, Record Count, Created By ID, Last Modified By ID, Duplicate Rule ID, Id
Email Messages Created Date, Last Modified Date, System Modstamp, Text Body, HTML Body, Headers, Subject, Email Message Name, From Name, From Address, From, To Address, CC Address, BCC Address, Is Incoming, Has Attachment, Status, Message Date, Deleted, Is Externally Visible, Message ID, Thread ID, Client Thread ID, Is Client Managed, Is Tracked, Opened?, First Opened, Last Opened, Bounced?, Case ID, Activity ID, Created By ID, Last Modified By ID, Email Message ID, Related To ID, Email Template ID, Id
Email Message Relations Relation Type, Relation Address, Relation Object Type, Created Date, System Modstamp, Deleted, Email Message ID, Relation ID, Created By ID, Id
Event Feed Feed Item Type, Created Date, Deleted, Last Modified Date, System Modstamp, Comment Count, Like Count, Title, Body, Link URL, Is Rich Text, Parent ID, Created By ID, Related Record ID, InsertedBy ID, Best Comment ID, Id
Event Relations Status, Response Date, Response, Created Date, Last Modified Date, System Modstamp, Deleted, Relation ID, Event ID, Created By ID, Last Modified By ID, Id
Expression Filters Deleted, Expression Filter Name, Currency ISO Code, Created Date, Last Modified Date, System Modstamp, Filter Condition Logic, Filter Description, Created By ID, Last Modified By ID, Macro Instruction ID, Id
Expression Filter Criteria Deleted, Expression Filter Criteria Name, Currency ISO Code, Created Date, Last Modified Date, System Modstamp, Filter Target, Context, Operation, Sort Order, Created By ID, Last Modified By ID, Expression Filter ID, Id
Feed Comments Created Date, System Modstamp, Revision, Last Edit Date, Comment Body, Deleted, Comment Type, Is Rich Text, Is a Verified Comment, Has entity links, Status, Thread Level, Thread Children Count, Thread Last Updated Date, Feed Item ID, Parent ID, Created By ID, Last Edit By ID, InsertedBy ID, Related Record ID, Feed Comment ID, Id
Feed Items Feed Item Type, Created Date, Deleted, Last Modified Date, System Modstamp, Revision, Last Edit Date, Comment Count, Like Count, Title, Body, Link URL, Is Rich Text, Has Content, Has Link, Has Feed Entity Attachment, Has Verified Comment, Is Closed, Status, Parent ID, Created By ID, Last Edit By ID, Related Record ID, InsertedBy ID, Best Comment ID, Id
Feed Revisions Created Date, System Modstamp, Deleted, Revision, Action, Edited Attribute, Value, Is Value RichText, Created By ID, Feed Entity ID, Id
File Search Activity Deleted, Search Activity Name, Currency ISO Code, Created Date, Last Modified Date, System Modstamp, Search Term, Search Date, Number of Searches, Number of Users, Average Number of Results, Duration, Language, Average Click Rank, Created By ID, Last Modified By ID, Id
Flow Interviews Deleted, Name, Created Date, Last Modified Date, System Modstamp, Current Element, Interview Label, Pause Reason, Flow Interview Guid, Was Paused From Screen, Flow Version View ID, Interview Status, Owner ID, Created By ID, Last Modified By ID, Id
Flow Record Relations Deleted, Name, Currency ISO Code, Created Date, Last Modified Date, System Modstamp, Created By ID, Last Modified By ID, Flow Interview ID, Record ID, Id
Flow Interview Stage Relations Deleted, Name, Currency ISO Code, Created Date, Last Modified Date, System Modstamp, Stage Order, Stage Type, Stage Label, Flex Index, Created By ID, Last Modified By ID, Flow Interview ID, Id
Forecasting Owner Adjustments Deleted, Currency ISO Code, Created Date, Last Modified Date, System Modstamp, Owner Adjusted Amount, Owner Adjusted Quantity, Owner Adjustment Note, Period Start Date, Product Family, Forecasting Item Category, Forecast Category, Is Quantity, Is Amount, Created By ID, Last Modified By ID, Forecasting Item ID, Period ID, User ID, Forecasting Type ID, Id
Ideas Deleted, Title, Currency ISO Code, Created Date, Last Modified Date, System Modstamp, Last Viewed Date, Last Referenced Date, Idea Body, Number of Comments, Vote Score, Vote Total, Categories, Status, Last Idea Comment Date, IsHtml, Is Merged, URL of Creator's Profile Photo, URL of Creator's Thumbnail Photo, Name of Creator, Record Type ID, Created By ID, Last Modified By ID, Zone ID, Idea Comment ID, Idea ID, Id
Images Deleted, Name, Currency ISO Code, Created Date, Last Modified Date, System Modstamp, Last Viewed Date, Last Referenced Date, Image Orientation, Active, Category, Image Type, Camera Angle, Title, Accessibility Text, URL, Owner ID, Created By ID, Last Modified By ID, Content Document ID, Id
Individuals Deleted, Last Name, First Name, Salutation, Name, Don't Track, Don't Profile, Don't Process, Don't Market, Forget this Individual, Export Individual's Data, OK to Store PII Data Elsewhere, Block Geolocation Tracking, Birth Date, Death Date, Conviction Count, Number of Children, Military Service, Is Homeowner, Occupation, Website, Individual's Age, Last Viewed Date, Consumer Credit Score, Consumer Credit Score Provider Name, Influencer Rating, Created Date, Last Modified Date, System Modstamp, Owner ID, Master Record ID, Created By ID, Last Modified By ID, Id
Installed Mobile Apps Deleted, Installed Mobile App Name, Currency ISO Code, Created Date, Last Modified Date, System Modstamp, Status, Version, Created By ID, Last Modified By ID, User ID, Connected Application ID, Id
Lead Clean Info Deleted, Lead Clean Info Name, Currency ISO Code, Created Date, Last Modified Date, System Modstamp, Last Matched Date, Last Status Changed Date, Contact Status in Salesforce, First Name, Last Name, Email, Phone, Street, City, State, Zip, Country, Latitude, Longitude, Geocode Accuracy, Title, Annual Revenue, Number of Employees, Industry, Company Name, Company D-U-N-S Number, Contact Status per Data.com, Name is Reviewed, Email is Reviewed, Phone is Reviewed, Address is Reviewed, Title is Reviewed, Annual Revenue is Reviewed, Number of Employees is Reviewed, Industry is Reviewed, Company Name is Reviewed, Company D-U-N-S Number is Reviewed, D&B Company D-U-N-S Number is Reviewed, First Name is Different, Last Name is Different, Email is Different, Phone is Different, Street is Different, City is Different, State is Different, ZIP is Different, Country is Different, Title is Different, Annual Revenue is Different, Number of Employees is Different, Industry is Different, Company Name is Different, Company D-U-N-S Number is Different, D&B Company D-U-N-S Number is Different, State Code is Different, Country Code is Different, Cleaned by Job, Cleaned by User, D&B Company D-U-N-S Number, Data.com Company ID, Name is Flagged Wrong, Email is Flagged Wrong, Phone is Flagged Wrong, Address is Flagged Wrong, Title is Flagged Wrong, Annual Revenue is Flagged Wrong, Number of Employees is Flagged Wrong, Industry is Flagged Wrong, Company Name is Flagged Wrong, Company D-U-N-S Number is Flagged Wrong, Data.com ID, Created By ID, Last Modified By ID, Lead ID, User ID, Id
Lead Feed Feed Item Type, Created Date, Deleted, Last Modified Date, System Modstamp, Comment Count, Like Count, Title, Body, Link URL, Is Rich Text, Parent ID, Created By ID, Related Record ID, InsertedBy ID, Best Comment ID, Id
List Emails Deleted, Name, Currency ISO Code, Created Date, Last Modified Date, System Modstamp, Last Viewed Date, Last Referenced Date, Subject, Html Body, Text Body, From Name, From Address, Status, Has Attachment, Scheduled Date, Total Sent, Is Tracked, Owner ID, Created By ID, Last Modified By ID, Campaign ID, Id
List Email Individual Recipients Deleted, Name, Currency ISO Code, Created Date, Last Modified Date, System Modstamp, Created By ID, Last Modified By ID, List Email ID, Recipient ID, Id
List Email Recipient Sources Deleted, Name, Currency ISO Code, Created Date, Last Modified Date, System Modstamp, Type, Created By ID, Last Modified By ID, List Email ID, SourceList ID, Id
Macros Deleted, Macro Name, Currency ISO Code, Created Date, Last Modified Date, System Modstamp, Last Viewed Date, Last Referenced Date, Description, Supports Classic, Supports Lightning, Apply To, Owner ID, Created By ID, Last Modified By ID, Id
Macro Instructions Deleted, Macro Instruction Name, Currency ISO Code, Created Date, Last Modified Date, System Modstamp, Operation, Target, Value, Value Record ID, Sort Order, Created By ID, Last Modified By ID, Macro ID, Id
Mail Merge Template Deleted, Name, Description, File, Body Length, Body, Last Used Date, Created Date, Last Modified Date, System Modstamp, Attachment has been scanned for XSS, XSS threat was detected in the attachment, Attachment has been scanned for Flash Injection, Flash Injection was detected in the attachment, Created By ID, Last Modified By ID, Id
Notes Deleted, Title, Private, Body, Created Date, Last Modified Date, System Modstamp, Parent ID, Owner ID, Created By ID, Last Modified By ID, Id
Opportunity: Competitor Competitor Name, Strengths, Weaknesses, Created Date, Last Modified Date, System Modstamp, Deleted, Opportunity ID, Created By ID, Last Modified By ID, Id
Opportunity Contact Role Role, Primary, Created Date, Last Modified Date, System Modstamp, Deleted, Currency ISO Code, Opportunity ID, Contact ID, Created By ID, Last Modified By ID, Id
Opportunity Feed Feed Item Type, Created Date, Deleted, Last Modified Date, System Modstamp, Comment Count, Like Count, Title, Body, Link URL, Is Rich Text, Parent ID, Created By ID, Related Record ID, InsertedBy ID, Best Comment ID, Id
Line Item Schedule Type, Revenue, Quantity, Comments, Schedule Date, Currency ISO Code, Created Date, Last Modified Date, System Modstamp, Deleted, Line Item ID, Created By ID, Last Modified By ID, Id
Order Feed Feed Item Type, Created Date, Deleted, Last Modified Date, System Modstamp, Comment Count, Like Count, Title, Body, Link URL, Is Rich Text, Parent ID, Created By ID, Related Record ID, InsertedBy ID, Best Comment ID, Id
Order Product Feed Feed Item Type, Created Date, Deleted, Last Modified Date, System Modstamp, Comment Count, Like Count, Title, Body, Link URL, Is Rich Text, Parent ID, Created By ID, Related Record ID, InsertedBy ID, Best Comment ID, Id
Org Delete Requests Deleted, Name, Currency ISO Code, Created Date, Last Modified Date, System Modstamp, Request Type, Owner ID, Created By ID, Last Modified By ID, Id
Partner Role, Primary, Created Date, Last Modified Date, System Modstamp, Deleted, Opportunity ID, Accounts From ID, Accounts To ID, Created By ID, Last Modified By ID, Reverse Partner ID, Id
Process Instance Node Deleted, Created Date, Last Modified Date, System Modstamp, Node Status, Completed Date, Name, Elapsed Time in Days, Elapsed Time in Hours, Elapsed Time in Minutes, Created By ID, Last Modified By ID, Process Instance ID, Process Node ID, User ID, Id
Product Feed Feed Item Type, Created Date, Deleted, Last Modified Date, System Modstamp, Comment Count, Like Count, Title, Body, Link URL, Is Rich Text, Parent ID, Created By ID, Related Record ID, InsertedBy ID, Best Comment ID, Id
Product Consumption Schedules Deleted, Currency ISO Code, Created Date, Last Modified Date, System Modstamp, Created By ID, Last Modified By ID, Product ID, Consumption Schedule ID, Id
Quick Text Deleted, Quick Text Name, Currency ISO Code, Created Date, Last Modified Date, System Modstamp, Last Viewed Date, Last Referenced Date, Message, Category, Channel, Include in selected channels, Source Entity Type, Owner ID, Created By ID, Last Modified By ID, Id
Quote PDFs Name, PDF Document, Currency ISO Code, Grand Total, Discount, Deleted, Created Date, Last Modified Date, System Modstamp, Quote ID, Content Version ID, Created By ID, Last Modified By ID, Id
Quote Feed Feed Item Type, Created Date, Deleted, Last Modified Date, System Modstamp, Comment Count, Like Count, Title, Body, Link URL, Is Rich Text, Parent ID, Created By ID, Related Record ID, InsertedBy ID, Best Comment ID, Id
Recommendations Deleted, Name, Currency ISO Code, Created Date, Last Modified Date, System Modstamp, Last Viewed Date, Last Referenced Date, Action, Description, Acceptance Label, Rejection Label, Is Action Active, External Id, RecommendationResponse Identifier, Created By ID, Last Modified By ID, Asset File ID, Id
RecordActions Deleted, Currency ISO Code, Created Date, Last Modified Date, System Modstamp, Flow Definition ID, Order, Status, Pinned, Action Type, Action Definition, Is Mandatory, Hide Remove Action in UI, Created By ID, Last Modified By ID, Parent Record ID, Flow Interview ID, Id
Report Feed Feed Item Type, Created Date, Deleted, Last Modified Date, System Modstamp, Comment Count, Like Count, Title, Body, Link URL, Is Rich Text, Parent ID, Created By ID, Related Record ID, InsertedBy ID, Best Comment ID, Id
Custom S-Controls Label, S-Control Name, Description, Encoding, HTML Body, Filename, Binary Length, Binary, Type, Prebuild In Page, Namespace Prefix, Created Date, Last Modified Date, System Modstamp, Deleted, Created By ID, Last Modified By ID, Id
Search Promotion Rules Deleted, Created Date, Last Modified Date, System Modstamp, Term, Created By ID, Last Modified By ID, Id
Site Feed Item Type, Created Date, Deleted, Last Modified Date, System Modstamp, Comment Count, Like Count, Title, Body, Link URL, Is Rich Text, Parent ID, Created By ID, Related Record ID, InsertedBy ID, Best Comment ID, Id
Solutions Deleted, Solution Number, Title, Public, Visible in Public Knowledge Base, Status, Reviewed, Description, Created Date, Last Modified Date, System Modstamp, Num Related Cases, Currency ISO Code, Last Viewed Date, Last Referenced Date, Is Html, Owner ID, Created By ID, Last Modified By ID, Id
Solution Feed Feed Item Type, Created Date, Deleted, Last Modified Date, System Modstamp, Comment Count, Like Count, Title, Body, Link URL, Is Rich Text, Parent ID, Created By ID, Related Record ID, InsertedBy ID, Best Comment ID, Id
Streaming Channels Is Deleted, Streaming Channel Name, Currency ISO Code, Created Date, Last Modified Date, System Modstamp, Last Viewed Date, Last Referenced Date, Is Dynamically Created, Description, Owner ID, Created By ID, Last Modified By ID, Id
Task Feed Feed Item Type, Created Date, Deleted, Last Modified Date, System Modstamp, Comment Count, Like Count, Title, Body, Link URL, Is Rich Text, Parent ID, Created By ID, Related Record ID, InsertedBy ID, Best Comment ID, Id
Goals Deleted, Name, Currency ISO Code, Created Date, Last Modified Date, System Modstamp, Value, Owner ID, Created By ID, Last Modified By ID, User ID, Id
Topic Assignments Record Key Prefix, Object Type, Created Date, Deleted, System Modstamp, Topic ID, Entity ID, Created By ID, Id
Topic Feed Feed Item Type, Created Date, Deleted, Last Modified Date, System Modstamp, Comment Count, Like Count, Title, Body, Link URL, Is Rich Text, Parent ID, Created By ID, Related Record ID, InsertedBy ID, Best Comment ID, Id
Last Used App Deleted, Currency ISO Code, Created Date, Last Modified Date, System Modstamp, Form Factor, Created By ID, Last Modified By ID, User ID, App Definition ID, Id
UserAppMenuCustomizations Deleted, Currency ISO Code, Created Date, Last Modified Date, System Modstamp, Sort Order, Owner ID, Created By ID, Last Modified By ID, Application ID, Id
User Email Preferred People Deleted, User Email Preferred Person Name, Currency ISO Code, Created Date, Last Modified Date, System Modstamp, Email, Owner ID, Created By ID, Last Modified By ID, Person Record ID, Id
User Feed Feed Item Type, Created Date, Deleted, Last Modified Date, System Modstamp, Comment Count, Like Count, Title, Body, Link URL, Is Rich Text, Parent ID, Created By ID, Related Record ID, InsertedBy ID, Best Comment ID, Id
User Provisioning Accounts Deleted, Name, Created Date, Last Modified Date, System Modstamp, External User Id, External Username, External Email, External First Name, External Last Name, Link State, Status, Deleted Date, Manual Override, Created By ID, Last Modified By ID, User ID, Connected App ID, Id
User Provisioning Account Stagings Deleted, Name, Created Date, Last Modified Date, System Modstamp, External User Id, External Username, External Email, External First Name, External Last Name, Link State, Status, Created By ID, Last Modified By ID, Connected App ID, User ID, Id
User Provisioning Mock Targets Deleted, Name, Created Date, Last Modified Date, System Modstamp, External User Id, External Username, External Email, External First Name, External Last Name, Created By ID, Last Modified By ID, Id
User Provisioning Logs Deleted, Name, Created Date, Last Modified Date, System Modstamp, External User Id, External Username, Status, Details, Created By ID, Last Modified By ID, User Provisioning Request ID, User ID, Id
User Provisioning Requests Deleted, Name, Created Date, Last Modified Date, System Modstamp, External User Id, App Name, State, Operation, Scheduled Provisioning Time, Approval Status, Retry Count, Owner ID, Created By ID, Last Modified By ID, User ID, Connected App ID, User Provisioning Configuration ID, User Provisioning Account ID, User ID, User Provisioning Request ID, Id
Work Capacity Limits Deleted, Limit Number, Currency ISO Code, Created Date, Last Modified Date, System Modstamp, Last Viewed Date, Last Referenced Date, Limitation Value, Description, Start Date, End Date, Time Period, Active, Service Appointment Field, Field Value, Limitation Units, Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, Sunday, Owner ID, Created By ID, Last Modified By ID, Territory ID, Id
Work Capacity Limit Feed Feed Item Type, Created Date, Deleted, Last Modified Date, System Modstamp, Comment Count, Like Count, Title, Body, Link URL, Is Rich Text, Parent ID, Created By ID, Related Record ID, InsertedBy ID, Best Comment ID, Id
Work Capacity Usages Deleted, Usage Number, Currency ISO Code, Created Date, Last Modified Date, System Modstamp, Last Viewed Date, Last Referenced Date, Service Appointment Field, Field Value, Start Date, End Date, Limitation Units, Limitation (in hours), Time Consumed (in minutes), Time Period, Wcu Unique Field1, Wcu Unique Field2, Owner ID, Created By ID, Last Modified By ID, Territory ID, Id
Work Capacity Usage Feed Feed Item Type, Created Date, Deleted, Last Modified Date, System Modstamp, Comment Count, Like Count, Title, Body, Link URL, Is Rich Text, Parent ID, Created By ID, Related Record ID, InsertedBy ID, Best Comment ID, Id
Work Orders Deleted, Work Order Number, Currency ISO Code, Created Date, Last Modified Date, System Modstamp, Last Viewed Date, Last Referenced Date, Street, City, State/Province, Zip/Postal Code, Country, Latitude, Longitude, Geocode Accuracy, Description, Start Date, End Date, Subject, Status, Priority, Tax, Subtotal, Total Price, Line Items, Discount, Grand Total, Is Closed, Duration, Duration Type, Duration in Minutes, Service Appointment Count, Status Category, Suggested Maintenance Date, Minimum Crew Size, Recommended Crew Size, Generated from maintenance plan, Service Report Language, Is Fill In Candidate, Prevent Geocoding For Chatter Actions, Scheduling Priority, Owner ID, Created By ID, Last Modified By ID, Accounts, Contact ID, Case ID, Asset ID, Root Work Order ID, Price Book ID, Parent Work Order ID, Business Hours ID, Work Type ID, Territory ID, Location ID, Maintenance Plan ID, Service Report Layout ID, Return Order Line Item ID, Return Order ID, Visiting Hours, Id
Work Order Feed Feed Item Type, Created Date, Deleted, Last Modified Date, System Modstamp, Comment Count, Like Count, Title, Body, Link URL, Is Rich Text, Parent ID, Created By ID, Related Record ID, InsertedBy ID, Best Comment ID, Id
Work Order Line Items Deleted, Work Order Line Item Number, Currency ISO Code, Created Date, Last Modified Date, System Modstamp, Last Viewed Date, Last Referenced Date, Description, Start Date, End Date, Status, Quantity, Unit Price, Discount, List Price, Subtotal, Total Price, Duration, Duration Type, Duration in Minutes, Street, City, State/Province, Zip/Postal Code, Country, Latitude, Longitude, Geocode Accuracy, Subject, Status Category, Is Closed, Priority, Service Appointment Count, Minimum Crew Size, Recommended Crew Size, Suggested Maintenance Date, Generated from maintenance plan, Is Fill In Candidate, Created By ID, Last Modified By ID, Work Order ID, Parent Work Order Line Item ID, Product ID, Asset ID, Order ID, Root Work Order Line Item ID, Product ID, Work Type ID, Territory ID, Location ID, Service Report Layout ID, Return Order Line Item ID, Return Order ID, Maintenance Plan ID, Visiting Hours, Id
Work Order Line Item Feed Feed Item Type, Created Date, Deleted, Last Modified Date, System Modstamp, Comment Count, Like Count, Title, Body, Link URL, Is Rich Text, Parent ID, Created By ID, Related Record ID, InsertedBy ID, Best Comment ID, Id
Work Types Deleted, Work Type Name, Currency ISO Code, Created Date, Last Modified Date, System Modstamp, Last Viewed Date, Last Referenced Date, Description, Estimated Duration, Duration Type, Duration in Minutes, Auto-Create Service Appointment, Minimum Crew Size, Recommended Crew Size, Due Date Offset, Exact Appointments, Owner ID, Created By ID, Last Modified By ID, Service Report Layout ID, Id
Work Type Feed Feed Item Type, Created Date, Deleted, Last Modified Date, System Modstamp, Comment Count, Like Count, Title, Body, Link URL, Is Rich Text, Parent ID, Created By ID, Related Record ID, InsertedBy ID, Best Comment ID, Id
Work Type Groups Deleted, Work Type Group Name, Currency ISO Code, Created Date, Last Modified Date, System Modstamp, Last Viewed Date, Last Referenced Date, Description, Group Type, Active, Owner ID, Created By ID, Last Modified By ID, Id
Work Type Group Feed Feed Item Type, Created Date, Deleted, Last Modified Date, System Modstamp, Comment Count, Like Count, Title, Body, Link URL, Is Rich Text, Parent ID, Created By ID, Related Record ID, InsertedBy ID, Best Comment ID, Id
Work Type Group Members Deleted, Work Type Group Member Name, Currency ISO Code, Created Date, Last Modified Date, System Modstamp, Last Viewed Date, Last Referenced Date, Created By ID, Last Modified By ID, Work Type ID, Work Type Group ID, Id
Work Type Group Member Feed Feed Item Type, Created Date, Deleted, Last Modified Date, System Modstamp, Comment Count, Like Count, Title, Body, Link URL, Is Rich Text, Parent ID, Created By ID, Related Record ID, InsertedBy ID, Best Comment ID, Id

 

Note: In addition to the standard Salesforce modules, you can sync up to five custom tabs (user-created tabs) from your Salesforce account.

Data Sync Frequency

Zoho Analytics offers flexible sync schedules to ensure that your data is always up-to-date for effective analysis. These schedules allow you to automate the process of updating your data, ensuring that your analyses are based on the latest information.

  • 1 Hour (Enterprise plan)
  • 3 Hours (Standard plan and above)
  • 6 Hours (Standard plan and above)
  • 12 Hours (Standard plan and above)
  • Daily (Basic plan and above)

Handling Data Synchronization Failure

Data synchronization can fail if,

  • Authentication to the Salesforce CRM account has expired or was revoked.
  • The data type of a field is changed in the Salesforce CRM application.
  • The Modules and Fields selected for analysis are deleted in the source application.
  • The user who configured the integration no longer has permission to access the modules.

In any of the above mentioned cases, the data sync will be paused. You will be notified via email and in-app notification with the exact reason for failure along with the solution.

To resolve the sync failure, delete or restructure the views, or restore the specific modules and fields from the source application. Refer to Data Sync failure and solutions article for more details.

Once you have made the changes, click the Sync now option to resume the data sync. If the issue persists, mail us at support@zohoanalytics.com.

Managing Data Sources

The Data Sources tab provides essential information to monitor and manage the integration setup. It also allows you to edit the settings as needed. Users with administrator privileges will be able to view and modify the connection settings.

Edit Setup

The Edit Setup tab allows you to add or delete modules or fields, change the schedule interval, and modify other settings specific to the business application.

To modify the settings,

  1. Click Data Sources > Edit Setup.
  2. The Edit Setup - Salesforce CRM dialog will open. Modify the settings as needed and click Save.

Re-Authenticate

Re-authenticate when the credentials for the current Salesforce user change, or when you need to switch to a different Salesforce user for syncing data. When switching users, the new user must belong to the same Salesforce organization as the existing user. In both cases, the data sync pauses until an administrator completes re-authentication

To re-authenticate,

  1. Click Data Sources > Re-Authenticate.
  2. The Re-Authenticate Salesforce CRM dialog will open. Click Authenticate Salesforce CRM and enter the Salesforce CRM credentials to re-authenticate.

Audit History

Zoho Analytics logs all the user activities and system events within the Salesforce CRM workspace. The following actions are logged in Zoho Analytics,

  • User Action: Create, Modules Added, Modules Removed, Fields Added, Fields Removed, Schedule Change, Entities Modified, Delete, Take Ownership, Re-authenticate, Sync Now, and Retry.
  • System Action: Plan upgrade or downgrade.

To view the audit history,

  1. Click Data Sources > Audit History.
  2. A dialog with the activities for the last 180 days will open.

Sync History

The Sync History tab provides details about the data sync for the last 45 days. A successful data sync is marked in green, and a sync failure is marked in red.

To view the sync history,

  1. Click Data Sources > Sync History.
  2. A calendar with the Sync History of the last 45 days will open. The date when the data sync has happened will be highlighted. Hover to view the number of times the data had got synced on a specific date.
  3. Click the date to view more details.
    • Time - Displays the time when the data is synced.
    • Status - Shows whether the sync was a success or a failure. In case of failure, the reason will be displayed. Refer to resolving sync failures article to learn how to resolve the issue and avoid further failure.

Data Source URL

The Data Source URL helps you easily access the data source tab. Only the Organization Admin and Account Admin can make changes in the Data Sources page. Other users can know the synchronization details such as whether the last data sync was successful or not, when the last data sync happened, and when the next sync is scheduled to happen.

This link can also be pasted in dashboards so that everyone accessing the dashboard can know about the sync status.

Note: Additionally, users with Organization Admin and above privileges can do the following actions:

  • Edit Setup
  • Re-Authenticate (visible only to connector owner)
  • Audit History
  • Sync History

Remove Data Source

Zoho Analytics allows you to remove the integration if needed. Removing the data source will stop further data synchronization and delete all associated tables, reports, and dashboards from the workspace.

Click the Settings icon in the Data Sources tab, and select Remove Data Source from the drop-down menu.

Transferring Salesforce CRM Connector to Another Admin

If the user who configured the Salesforce CRM connector leaves the organization or hands over administration responsibilities, ownership of the connector can be transferred to another administrator. This ensures uninterrupted data sync and continued access to the workspace.

For detailed steps on transferring connector ownership, refer <Common transfer page link>

Data Modeling & Preparation

Zoho Analytics lets you prepare and model your Salesforce data for analysis. Join tables using lookup columns or query tables, create formulas, and clean or transform data as needed. For more context on data modeling and preparation, see Data Modeling & Preparation.

Formulas

Zoho Analytics provides a set of pre-built formulas along with the connector. To access these formulas, open your Salesforce CRM Advanced Analytics workspace, click Data from the side panel, and click Unified Metrics. This lists all the prebuilt formulas and other formulas available across the workspace.

 

The default formulas include calculations for sales pipeline metrics (win rate, loss rate, won and lost amounts, average deal size, average sales cycle), forecasting metrics (predicted pipeline revenue, predicted new business), age-tier and amount-tier classifications, activity tracking (overdue tasks, completed tasks, tasks-only and events-only deals), and case metrics (closed cases, age tier, days to close) across the Leads, Cases, Tasks, and Opportunities tables.

You can also create your own custom formulas in Zoho Analytics. To know how to create your own formulas, refer to Formulas (Calculations).

Data Blending

Data Blending combines data from Salesforce with data from other data sources to create correlation reports and dashboards. When you import multiple data sources into the same workspace, Zoho Analytics identifies the relationships between them and blends the data using lookup columns and query tables.

For the complete steps on blending data across sources, see Data Blending.

How can you visualize and analyze Salesforce CRM data?

Zoho Analytics allows you to create a wide range of visualizations to analyze Salesforce CRM data and gain actionable insights across your sales, marketing, and customer engagement activities. You can build reports and dashboards to track lead and deal trends, monitor sales performance, analyze pipeline movement, forecast revenue, evaluate campaign effectiveness, and measure customer interactions across accounts, contacts, and activities.

Sharing & Collaboration

Embed Reports or Dashboards as Web Tabs in Salesforce CRM

You can embed Zoho Analytics reports or dashboards directly inside Salesforce CRM as a Web Tab, making it easier for teams to access insights within their workflow.

This feature is available only for users with Administrator privileges in Salesforce CRM.

Get the Report or Dashboard URL from Zoho Analytics

  1. Open Zoho Analytics and access your Salesforce CRM workspace.
  2. Navigate to the desired report or dashboard.
  3. Click the Share button (top-right corner).
  4. Select URL/Permalink.

  5. Click on Embed tab.
    • Set the required Access Permission.
    • Adjust the required settings under Options.
    • Optionally, define URL criteria.
  6. Copy the generated URL. You will paste this into the Web Tab field in Salesforce CRM in the steps below.

To create a Web Tab in Salesforce CRM

  1. Sign in to your Salesforce CRM account.
  2. Click Setup option in the top right corner.
  3. From the left pane, select User Interface > Tabs.
  4. In the Custom Tabs window, click New in the Web Tabs section.

  5. Choose the tab layout and click Next.

  6. In the Content and Display Properties section, fill in the required information and click Next.

  7. In the Button or Link URL field, paste the URL you copied from Zoho Analytics.

  8. In the Add to Profiles window, set a default visibility for all profiles or apply different visibility to each profile, and click Next.
  9. In the Add to Custom Apps window, select the apps where the new custom tab should be available, and customize tab visibility as needed.
  10. Click Save.

The Web Tab will now appear as one of the modules in your Salesforce CRM.

Solutions

Explore use cases and solutions built around Salesforce CRM Advanced Analytics, including cross-functional scenarios that blend Salesforce CRM data with other Zoho applications. Learn more

Help & Support

We offer 24x5 technical support (Monday to Friday). In case if you need our assistance, kindly do mail us your questions to support@zohoanalytics.com.

You can also reach out to us on our toll-free numbers.

United States: +1 (888) 900 9646

United Kingdom: +44 (20) 35647890

Australia: +61-2-80662898

India: +91 44 6965 6060