Account

Represents an individual account, which is an organization or person involved with your business (such as customers, competitors, and partners).

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), merge(), query(), retrieve(), search(), undelete(), update(), upsert()

Special Access Rules

Customer Portal users can access their own accounts and any account shared with them.

Fields

Field Name Details
AccountNumber
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Account number assigned to this account (not the unique, system-generated ID assigned during creation). Maximum size is 40 characters.
AccountSource
Type
picklist
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The source of the account record. For example, Advertisement, Data.com, or Trade Show. The source is selected from a picklist of available values, which are set by an administrator. Each picklist value can have up to 40 characters.
AnnualRevenue
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
Estimated annual revenue of the account.
BillingAddress (beta)
Type
address
Properties
Filter, Nillable
Description
The compound form of the billing address. Read-only. See Address Compound Fields for details on compound address fields.
BillingCity
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Details for the billing address of this account. Maximum size is 40 characters.
BillingCountry
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Details for the billing address of this account. Maximum size is 80 characters.
BillingCountryCode
Type
picklist
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The ISO country code for the account’s billing address.
BillingLatitude (beta)
Type
double
Properties
Create, Filter, Nillable, Sort, Update
Description
Used with BillingLongitude to specify the precise geolocation of a billing address. Acceptable values are numbers between –90 and 90 with up to 15 decimal places.
BillingLongitude (beta)
Type
double
Properties
Create, Filter, Nillable, Sort, Update
Description
Used with BillingLatitude to specify the precise geolocation of a billing address. Acceptable values are numbers between –180 and 180 with up to 15 decimal places.
BillingPostalCode
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Details for the billing address of this account. Maximum size is 20 characters.
BillingState
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Details for the billing address of this account. Maximum size is 80 characters.
BillingStateCode
Type
picklist
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The ISO state code for the account’s billing address.
BillingStreet
Type
textarea
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Street address for the billing address of this account.
CleanStatus
Type
picklist
Properties
Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
Indicates the record’s clean status as compared with Data.com. Values are: In Sync, Different, Reviewed, Not Found, Inactive, Not Compared, Select Match, or Skipped.
ConnectionReceivedId
Type
reference
Properties
Filter, Nillable
Description
ID of the PartnerNetworkConnection that shared this record with your organization. This field is only available if you have enabled Salesforce to Salesforce.
ConnectionSentId
Type
reference
Properties
Filter, Nillable
Description
ID of the PartnerNetworkConnection that you shared this record with. This field is only available if you have enabled Salesforce to Salesforce. Beginning with API version 15.0, the ConnectionSentId field is no longer supported. The ConnectionSentId field is still visible, but the value is null. You can use the new PartnerNetworkRecordConnection object to forward records to connections.
Description
Type
textarea
Properties
Create, Nillable, Update
Description
Text description of the account. Limited to 32,000 KB.
DunsNumber
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The Data Universal Numbering System (D-U-N-S) number is a unique, nine-digit number assigned to every business location in the Dun & Bradstreet database that has a unique, separate, and distinct operation. D-U-N-S numbers are used by industries and organizations around the world as a global standard for business identification and tracking. Maximum size is 9 characters.
Note
This field is only available to organizations that use Data.com Prospector or Data.com Clean.
Fax
Type
phone
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Fax number for the account.
Industry
Type
picklist
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
An industry associated with this account. Maximum size is 40 characters.
IsCustomerPortal
Type
boolean
Properties
Defaulted on create, Filter, Update
Description
Indicates whether the account has at least one contact enabled to use the organization's Customer Portal (true) or not (false). This field is available if Customer Portal is enabled OR Communities is enabled and you have Customer Portal licenses.

If you change this field's value from true to false, you can disable up to 100 Customer Portal users associated with the account and permanently delete all of the account's Customer Portal roles and groups. You can't restore deleted Customer Portal roles and groups.

This field can be updated in API version 16.0 and later.

Tip
We recommend that you only update up to 50 contacts simultaneously when changing the accounts on contacts enabled for a Customer Portal or partner portal. We also recommend that you make this update during times outside of your organization's business hours.
IsDeleted
Type
boolean
Properties
Defaulted on create, Filter
Description
Indicates whether the object has been moved to the Recycle Bin (true) or not (false). Label is Deleted.
IsPartner
Type
boolean
Properties
Defaulted on create, Filter, Update
Description
Indicates whether the account has at least one contact enabled to use the organization's partner portal (true) or not (false). This field is available if partner relationship management (partner portal) is enabled OR Communities is enabled and you have partner portal licenses.

If you change this field's value from true to false, you can disable up to 15 partner portal users associated with the account and permanently delete all of the account's partner portal roles and groups. You can't restore deleted partner portal roles and groups.

Disabling a partner portal user in the Salesforce user interface or the API does not change this field's value from true to false.

Even if this field's value is false, you can enable a contact on an account as a partner portal user via the API.

This field can be updated in API version 16.0 and later.

Tip
We recommend that you only update up to 50 contacts simultaneously when changing the accounts on contacts enabled for a Customer Portal or partner portal. We also recommend that you make this update during times outside of your organization's business hours.
IsPersonAccount
Type
boolean
Properties
Defaulted on create, Filter
Description
Read only. Label is Is Person Account. Indicates whether this account has a record type of Person Account (true) or not (false).
Jigsaw
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
References the ID of a company in Data.com. If an account has a value in this field, it means that the account was imported from Data.com. If the field value is null, the account was not imported from Data.com. Maximum size is 20 characters. Available in API version 22.0 and later. Label is Data.com Key.
Important
The Jigsaw field is exposed in the API to support troubleshooting for import errors and reimporting of corrected data. Do not modify the value in the Jigsaw field.
LastActivityDate
Type
date
Properties
Filter, Group, Nillable, Sort
Description
Value is one of the following, whichever is the most recent:
  • Due date of the most recent event logged against the record.
  • Due date of the most recently closed task associated with the record.
LastReferencedDate
Type
date
Properties
Filter, Nillable, Sort, Update
Description
The timestamp for when the current user last viewed a record related to this record.
LastViewedDate
Type
date
Properties
Filter, Nillable, Sort, Update
Description
The timestamp for when the current user last viewed this record. If this value is null, this record might only have been referenced (LastReferencedDate) and not viewed.
MasterRecordId
Type
reference
Properties
Filter, Group, Nillable, Sort
Description
If this object was deleted as the result of a merge, this field contains the ID of the record that was kept. If this object was deleted for any other reason, or has not been deleted, the value is null.
NaicsCode
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The six-digit North American Industry Classification System (NAICS) code is the standard used by business and government to classify business establishments into industries, according to their economic activity for the purpose of collecting, analyzing, and publishing statistical data related to the U.S. business economy. Maximum size is 8 characters.
Note
This field is only available to organizations that use Data.com Prospector or Data.com Clean.
NaicsDesc
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
A brief description of an organization’s line of business, based on its NAICS code. Maximum size is 120 characters.
Note
This field is only available to organizations that use Data.com Prospector or Data.com Clean.
Name
Type
string
Properties
Create, Filter, Group, Sort, Update
Description
Required. Label is Account Name. Name of the account. Maximum size is 255 characters. If the account has a record type of Person Account:
  • This value is the concatenation of the FirstName, MiddleName (beta), LastName, and Suffix (beta) of the associated person contact.
  • You can't modify this value.
NumberOfEmployees
Type
int
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Label is Employees. Number of employees working at the company represented by this account. Maximum size is eight digits.
OwnerId
Type
reference
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
The ID of the user who currently owns this account. Default value is the user logged in to the API to perform the create.

If you have set up account teams in your organization, updating this field has different consequences depending on your version of the API:

  • For API version 12.0 and later, sharing records are kept, as they are for all objects.
  • For API version before 12.0, sharing records are deleted.
  • For API version 16.0 and later, users must have the “Transfer Record” permission in order to update (transfer) account ownership using this field.
Ownership
Type
picklist
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Ownership type for the account, for example Private, Public, or Subsidiary.
ParentId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
ID of the parent object, if any.
Phone
Type
phone
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Phone number for this account. Maximum size is 40 characters.
PhotoUrl
Type
url
Properties
Filter, Group, Nillable, Sort
Description

Path to be combined with the URL of a Salesforce instance (for example, https://na1.salesforce.com/) to generate a URL to request the social network profile image associated with the account. Generated URL returns an HTTP redirect (code 302) to the social network profile image for the account.

Blank if Social Accounts and Contacts isn't enabled for the organization or if Social Accounts and Contacts is disabled for the requesting user.

Rating
Type
picklist
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The account’s prospect rating, for example Hot, Warm, or Cold.
RecordTypeId
Type
reference
Properties
Create, Filter, Nillable, Update
Description
ID of the record type assigned to this object.
Salutation
Type
picklist
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Honorific added to the name for use in letters, etc.
ShippingAddress (beta)
Type
address
Properties
Filter, Nillable
Description
The compound form of the shipping address. Read-only. See Address Compound Fields for details on compound address fields.
ShippingCity
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Details of the shipping address for this account. City maximum size is 40 characters
ShippingCountry
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Details of the shipping address for this account. Country maximum size is 80 characters.
ShippingCountryCode
Type
picklist
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The ISO country code for the account’s shipping address.
ShippingLatitude (beta)
Type
double
Properties
Create, Filter, Nillable, Sort, Update
Description
Used with ShippingLongitude to specify the precise geolocation of a shipping address. Acceptable values are numbers between –90 and 90 with up to 15 decimal places.
ShippingLongitude (beta)
Type
double
Properties
Create, Filter, Nillable, Sort, Update
Description
Used with ShippingLatitude to specify the precise geolocation of an address. Acceptable values are numbers between –180 and 180 with up to 15 decimal places.
ShippingPostalCode
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Details of the shipping address for this account. Postal code maximum size is 20 characters.
ShippingState
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Details of the shipping address for this account. State maximum size is 80 characters.
ShippingStateCode
Type
picklist
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The ISO state code for the account’s shipping address.
ShippingStreet
Type
textarea
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The street address of the shipping address for this account. Maximum of 255 characters.
Sic
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Standard Industrial Classification code of the company’s main business categorization, for example, 57340 for Electronics. Maximum of 20 characters.
SicDesc
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
A brief description of an organization’s line of business, based on its SIC code. Maximum length is 80 characters.
Site
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Name of the account’s location, for example Headquarters or London. Label is Account Site. Maximum of 80 characters.
TickerSymbol
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The stock market symbol for this account. Maximum of 20 characters.
Tradestyle
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
A name, different from its legal name, that an organization may use for conducting business. Similar to “Doing business as” or “DBA”. Maximum length is 255 characters.
Note
This field is only available to organizations that use Data.com Prospector or Data.com Clean.
Type
Type
picklist
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Type of account, for example, Customer, Competitor, or Partner.
Website
Type
url
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The website of this account. Maximum of 255 characters.
YearStarted
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The date when an organization was legally established. Maximum length is 4 characters.
Note
This field is only available to organizations that use Data.com Prospector or Data.com Clean.

IsPersonAccount Fields

These fields are the subset of person account fields that are contained in the child person contact record of each person account. If the IsPersonAccount field has the value false, the following fields have a null value and can't be modified. If true, the fields contain the value indicated in the Description column in the following table and can be modified.

Person accounts are not enabled by default.

Field Name Details
FirstName
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
First name of the person for a person account. Maximum size is 40 characters.
LastName
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Last name of the person for a person account. Required if the record type is a person account record type. Maximum size is 80 characters.
MiddleName (beta)
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Middle name of the person for a person account. Maximum size is 40 characters. Contact Salesforce Customer Support to enable this field.
PersonAssistantName
Type
string
Properties
Create, Filter, Nillable, Update
Description
The person account’s assistant name. Label is Assistant. Maximum size is 40 characters.
PersonAssistantPhone
Type
phone
Properties
Create, Filter, Nillable, Update
Description
The person account’s assistant phone. Label is Asst. Phone. Maximum size is 40 characters.
PersonBirthDate
Type
date
Properties
Create, Filter, Nillable, Update
Description
The assistant name. Label is Birthdate.
Note
The year portion of the PersonBirthDate field is ignored in filter criteria, including report filters, list view filters, and SOQL queries. For example, the following SOQL query returns person accounts with birthdays later in the year than today:
SELECT FirstName, LastName, PersonBirthDate
FROM Account
WHERE Birthdate > TODAY
PersonContactId
Type
reference
Properties
Filter, Nillable, Update
Description
The ID for the contact associated with this person account. Label is Contact ID.
PersonDepartment
Type
string
Properties
Create, Filter, Nillable, Update
Description
The department. Label is Department. Maximum size is 80 characters.
PersonEmail
Type
email
Properties
Create, Filter, Nillable, Update
Description
Email address for thisperson account. Label is Email.
PersonEmailBouncedDate
Type
dateTime
Properties
Create, Filter, Nillable, Update
Description
If bounce management is activated and an email sent to the person account bounces, the date and time the bounce occurred.
PersonEmailBouncedDate
Type
string
Properties
Create, Filter, Nillable, Update
Description
If bounce management is activated and an email sent to the person account bounces, the reason the bounce occurred
PersonHasOptedOutOfEmail
Type
boolean
Properties
Create, Filter, Nillable, Update
Description
Indicates whether the person account has opted out of email (true) or not (false). Label is Email Opt Out.
PersonHomePhone
Type
phone
Properties
Create, Filter, Nillable, Update
Description
The home phone number for this person account. Label is Home Phone.
PersonLastCURequestDate
Type
dateTime
Properties
Create, Filter, Nillable, Update
Description
The last date that this person account was requested. Label is Last Stay-in-Touch Request Date.
PersonLastCUUpdateDate
Type
dateTime
Properties
Create, Filter, Nillable, Update
Description
The last date a person account was updated. Label is Last Stay-in-Touch Save Date.
PersonLeadSource
Type
picklist
Properties
Create, Filter, Nillable, Update
Description
The person account’s lead source. Label is Lead Source.
PersonMailingAddress (beta)
Type
address
Properties
Filter, Nillable
Description
The compound form of the person account mailing address. Read-only. See Address Compound Fields for details on compound address fields.
PersonMailingCity
Type
string
Properties
Create, Filter, Nillable, Update
Description
Details about the person account’s mailing city. Labels are Mailing City, Mailing Country, Postal Code, and State. Maximum size for city and country is 40 characters. Maximum size for postal code and state is 20 characters.
PersonMailingLatitude (beta)
Type
double
Properties
Create, Filter, Nillable, Sort, Update
Description
Used with PersonMailingLongitude to specify the precise geolocation of a person account’s mailing address. Acceptable values are numbers between –90 and 90 with up to 15 decimal places.
PersonMailingLongitude (beta)
Type
double
Properties
Create, Filter, , Nillable, Sort, Update
Description
Used with PersonMailingLatitude to specify the precise geolocation of a person account’s mailing address. Acceptable values are numbers between –180 and 180 with up to 15 decimal places.
PersonMailingStreet
Type
textarea
Properties
Create, Filter, Nillable, Update
Description
The mailing street address for this person account. Label is Mailing Street. Maximum size is 255 characters.
PersonMobilePhone
Type
phone
Properties
Create, Filter, Nillable, Update
Description
The mobile phone number for this person account. Label is Mobile.
  • PersonOtherCity
  • PersonOtherCountry
  • PersonOtherPostalCode
  • PersonOtherState
Type
string
Properties
Create, Filter, Nillable, Update
Description
Details about the alternate address for this person account. Labels are Other City, Other Country, Other Zip/Postal Code, and Other State.
  • PersonOtherCountryCode
  • PersonOtherStateCode
Type
picklist
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The ISO country or state code for the alternate address of the person account.
PersonOtherLatitude (beta)
Type
double
Properties
Create, Filter, Nillable, Sort, Update
Description
Used with PersonOtherLongitude to specify the precise geolocation of a person account’s alternate address. Acceptable values are numbers between –90 and 90 with up to 15 decimal places.
PersonOtherLongitude (beta)
Type
double
Properties
Create, Filter, Nillable, Sort, Update
Description
Used with PersonOtherLatitude to specify the precise geolocation of a person account’s alternate address. Acceptable values are numbers between –180 and 180 with up to 15 decimal places.
PersonOtherPhone
Type
phone
Properties
Create, Filter, Nillable, Update
Description
The alternate phone number for this person account. Label is Other Phone.
PersonOtherStreet
Type
textarea
Properties
Create, Filter, Nillable, Update
Description
The person account’s alternate street address. Label is Other Street.
PersonTitle
Type
string
Properties
Create, Filter, Nillable, Update
Description
The person account’s title. Label is Title. Maximum size is 80 characters.
Suffix (beta)
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Name suffix of the person for a person account. Maximum size is 40 characters. Contact Salesforce Customer Support to enable this field.
Note
If you are importing Account data into Salesforce and need to set the value for an audit field, such as CreatedDate, contact Salesforce. Audit fields are automatically updated during API operations unless you request to set these fields yourself.

Usage

Use this object to query and manage accounts in your organization. Client applications can create, update, delete, or query Attachment records associated with an account via the API.

Client applications can also create or update account objects by converting a Lead via the convertLead() call.

If the values in the IsPersonAccount Fields are not null, you can't change IsPersonAccount to false, or an error occurs.

© Copyright 2000–2014 salesforce.com, inc. All rights reserved.
Various trademarks held by their respective owners.