By default, the integration syncs selected standard fields relating to standard objects such as accounts and opportunities, to support agentic workflows in Databook.
The integration is designed to provide Salesforce admins with full control, deciding which data point can be synced.
Object: Account
Standard fields such as:
Account ID
Annual Revenue/ACV
Description
Industry
Account Name
Number of Employees
Owner ID
Number of Employees
Owner ID
Parent ID
Ticker Symbol
Website
We also need to sync the custom field DUNS_Number__c or map the field where the DUNS ID for the account is stored, so that we can map accounts to companies in Databook.
This object and these fields have been identified to support all guided workflows and reasoning where an understanding of the current context in an Account is important. These fields are non-exhaustive and additional fields which are important to specific workflows should be added.
Object: Opportunity
Standard fields such as:
Opportunity ID
Amount or equivalent ARR
Close Date
Description
Forecast category
Is Won
Is Closed
Last Activity Date
Last Stage Change Date
Name
Opportunity Name
Next Step
Opportunity ID
Owner ID
Probability
Stage Name
Type (New, Expansion, Renewal etc.)
Solution / Use Case
This object and these fields have been identified to support all guided workflows and reasoning where an understanding of the current context on an Account and all associated Opportunities is important. These fields are non-exhaustive and additional fields which are important to specific workflows should be added.
Object: OpportunityHistory
Standard fields such as:
ID
Amount
Close Date
Opportunity ID
Previous Amount
Previous Close Date
Is Deleted
Owner ID
Probability
Stage Name
This object and these fields have been identified to support all guided workflows and reasoning where an understanding of the Opportunity history is important to understand how a deal has changed over time. For example, Solution Positioning or Deal Coaching workflows require this historical context. These fields are non-exhaustive and additional fields which are important to specific workflows should be added.
Object: OpportunityStage
Standard fields such as:
ID
Name
Description
Is Won
Is Closed
Sort Order
Probability
Is Active
This object and these fields have been identified to support all guided workflows and reasoning where an understanding of the Opportunity Stage development is important. For example, Pro-active notifications, Solution Positioning or Deal Coaching workflows require this stage progression information. These fields are non-exhaustive and additional fields which are important to specific workflows should be added.
Object: Contact
Standard fields such as:
ID
Account Name
Email
Name
Contact Owner
Last Modified By
Do Not Call
Email Opt Out
Last Activity Date
We would also sync and map fields for communication preferences for a contact, such as ‘do not call’ or ‘email opt out’, where they exist.
This object and these fields have been identified to support all guided workflows and reasoning where an understanding of the Contact is important. For example, Prospecting, Account Planning and Executive Briefing workflows require this context to understand if a contact is already engaged and whether they should be engaged further. These fields are non-exhaustive and additional fields which are important to specific workflows should be added.
Object: OpportunityContactRole
Standard fields such as:
ContactId
CurrencyIsoCode
Division
IsDeleted
IsPrimary
OpportunityId
Role
Object: User
Standard fields such as:
Id
Created Date
Email
Is Active
Last Modified Date
Name
User Role Id
Object: UserRole
Standard fields such as:
Id
Name
Parent Role Id
Last Modified Date