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List of default Salesforce fields to sync

List of the fields that the Databook Salesforce integration syncs by default

Written by Alex

By default, the integration syncs selected standard fields relating to standard objects such as accounts and opportunities, to support enhanced analytics, agents and AI-generated assets in Databook.

The integration is designed to provide Salesforce admins with full control, deciding which data point can be synced.

This list is a starting point for the CRM integration: to support more complex workflows, we will need to work with your team to identify additional custom fields and objects that provide relevant context for the workflow.

Object: Account

Standard fields such as:

  • ID

  • Name

  • Ticker Symbol

  • Website

  • Description

  • Type

  • Industry

  • Annual Revenue

  • Number Of Employees

  • Created Date

  • Is Deleted

  • Owner ID

  • Last Modified Date

  • DUNS Number

Databook requires the syncing of the DUNS Number or ID for a given Account, so that we can accurately map Salesforce 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.

Object: Opportunity

Standard fields such as:

  • ID

  • Account ID

  • Amount

  • Close Date

  • Is Closed

  • Is Deleted

  • Is Won

  • Name

  • Owner ID

  • Probability

  • Stage Name

  • Type

  • Description

  • Last Modified Date

  • Created Date

This object and these fields support guided workflows where an understanding of the Account and associated Opportunities is important.

Object: OpportunityStage

Standard fields such as:

  • ID

  • API Name

  • Created Date

  • Is Active

  • Is Closed

  • Is Won

  • Last Modified Date

  • Sort Order

This object and these fields provide stage progression information for workflows like Deal Coaching.

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

Object: OpportunityHistory

Standard fields such as:

  • ID

  • Amount

  • Close Date

  • Opportunity ID

  • Is Deleted

  • Probability

  • Stage Name

  • Created Date

This object and these fields are identified to support workflows like Solution Positioning or Deal Coaching where historical deal context is important.

Object: Contact

Standard fields such as:

  • ID

  • Account ID

  • Email

  • Name

  • Title

  • Owner ID

  • Last Modified By ID

  • Do Not Call

  • Has Opted Out Of Email

  • Last Activity Date

  • Last Modified Date

  • Created Date

This object and these fields support workflows where an understanding of the Contact is important, such as Prospecting and Account Planning.

Object: Task

Standard fields such as:

  • ID

  • Subject

  • Status

  • Description

  • Activity Date

  • Task Subtype

  • Who ID

  • What ID

  • Account ID

  • Owner ID

  • Type

  • Priority

  • Is Closed

  • Is Deleted

  • Call Type

  • Call Duration In Seconds

  • Last Modified Date

  • Created Date

Object: Event

Standard fields such as:

  • ID

  • Subject

  • Description

  • Event Subtype

  • Type

  • Location

  • Who ID

  • What ID

  • Account ID

  • Owner ID

  • Activity Date

  • Activity Date Time

  • Start Date Time

  • End Date Time

  • Duration In Minutes

  • Is All Day Event

  • Is Deleted

  • Last Modified Date

  • Created Date

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