Account

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

Supported Calls

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

Special Access Rules

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

Fields

Field Name Field Type Field Properties Description
AccountNumber string Create

Filter

Nillable

Update

Account number assigned to this account (not the unique, system-generated ID assigned by Salesforce.com during creation). Maximum size is 40 characters.
AnnualRevenue currency Create

Filter

Nillable

Update

Estimated annual revenue of the account.
BillingCity

BillingCountry

BillingPostalCode

BillingState

string Create

Filter

Nillable

Update

Details for the billing address of this account. Maximum size for city and country is 40 characters, maximum size for postal code and state is 20 characters.
BillingStreet textarea Filter

Nillable

Update

Street address for the billing address of this account.
ConnectionReceivedId reference Filter

Nillable

ID of the PartnerNetworkConnection that shared this record with your organization. This field is only available if you have enabled Salesforce to Salesforce.
ConnectionSentId reference Filter

Nillable

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 textarea Create

Filter

Nillable

Retrieve

Update

Text description of the account. Limited to 32,000 KB.
Fax phone Create

Filter

Nillable

Update

Fax number for the account.
Industry picklist Create

Filter

Nillable

Update

An industry associated with this account.
IsCustomerPortal boolean Defaulted on create

Filter

Update
Indicates whether the account has at least one contact enabled to use the organization's Customer Portal (true) or not (false). This field is not available until at least one Customer Portal has been defined.

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 cannot restore deleted Customer Portal roles and groups.

This field is only available for update 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 boolean Defaulted on create

Filter

Indicates whether the object has been moved to the Recycle Bin (true) or not (false). Label is Deleted.

IsPartner boolean Defaulted on create

Filter

Update
Indicates whether the account has at least one contact enabled to use the organization's partner portal (true) or not (false). This field is not available until at least one partner portal has been defined.

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 cannot restore deleted partner portal roles and groups.

Disabling a partner portal user in the Salesforce.com user interface or the API does not change this field's value from true to false. See Disabling and Deactivating Portal Users in the Salesforce.com online help for more information on disabling portal users.

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 is only available for update 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 boolean Defaulted on create

Filter

Read only. Label is Is Person Account. Indicates whether this account has a record type of Person Account (true) or not (false). For more information about person accounts, see Person Account Record Types, and the Salesforce.com online help.
LastActivityDate date Nillable 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.
MasterRecordId reference Filter

Nillable

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.
Name string Create

Filter

Update

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 and LastName of the associated person contact.
  • You cannot modify this value.
NumberOfEmployees int Create

Filter

Nillable

Update

Label is Employees. Number of employees working at the company represented by this account. Maximum size is eight digits.
OwnerId reference Create

Defaulted on create

Filter

Update

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 picklist Create

Filter

Nillable

Update

Ownership type for the account, for example Private, Public, or Subsidiary.
ParentId reference Create

Filter

Nillable

Update

ID of the parent object, if any.
Phone phone Create

Filter

Nillable

Update

Phone number for this account. Maximum size is 40 characters.
Rating picklist Create

Filter

Nillable

Update

The account’s prospect rating, for example Hot, Warm, or Cold.
RecordTypeId reference Create

Filter

Nillable

Update

ID of the record type assigned to this object.
Salutation picklist Create

Filter

Nillable

Update

Honorific added to the name for use in letters, etc.
ShippingCity

ShippingCountry

ShippingPostalCode

ShippingState

string Create

Filter

Nillable

Update

Details of the shipping address for this account. City and country maximum size is 40 characters each, postal code and state maximum size is 20 characters each.
ShippingStreet textarea Create

Filter

Nillable

Update

The street address of the shipping address for this account. Maximum of 255 characters.
Sic string Create

Filter

Nillable

Update

Standard Industrial Classification code of the company’s main business categorization, for example, 57340 for Electronics. Maximum of 20 characters.
Site string Create

Filter

Nillable

Update

Name of the account’s location, for example Headquarters or London. Label is Account Site. Maximum of 80 characters.
TickerSymbol string Create

Filter

Nillable

Update

The stock market symbol for this account. Maximum of 20 characters.
Type picklist Create

Filter

Nillable

Update

Type of account, for example, Customer, Competitor, or Partner.
Website url Create

Filter

Nillable

Update

The website of this account. Maximum of 255 characters.

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 cannot 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. For more information, see “Person Account Fields” in the Salesforce.com online help.

Field Name Field Type Field Properties Description
FirstName string

Create

Filter

Nillable

Update

First name of the person for a person account. Maximum size is 40 characters.
LastName string

Create

Filter

Nillable

Update

Last name of the person for a person account. Required if the record type is a person account record type. For more information about person accounts, see the Salesforce.com online help and Person Account Record Types. Maximum size is 80 characters.
PersonAssistantName string

Create

Filter

Nillable

Update

The person account’s assistant name. Label is Assistant. Maximum size is 40 characters.
PersonAssistantPhone phone

Create

Filter

Nillable

Update

The person account’s assistant phone. Label is Asst. Phone. Maximum size is 40 characters.
PersonBirthDate date

Create

Filter

Nillable

Update

The assistant name. Label is Birthdate.
PersonContactId reference

Filter

Nillable

Update

The ID for the contact associated with this person account. Label is Contact ID.
PersonDepartment string

Create

Filter

Nillable

Update

The department. Label is Department. Maximum size is 80 characters.
PersonEmail email Create

Filter

Nillable

Update

The person account’s email. Label is Email.
PersonEmailBouncedDate dateTime Create

Filter

Nillable

Update

If bounce management is activated and an email sent to the person account bounces, the date and time the bounce occurred.
PersonEmailBouncedReason string Create

Filter

Nillable

Update

If bounce management is activated and an email sent to the person account bounces, the reason the bounce occurred.
PersonHasOptedOutOfEmail boolean

Create

Defaulted on create

Filter

Update

Indicates whether the person account has opted out of email (true) or not (false). Label is Email Opt Out.
PersonHomePhone phone

Create

Filter

Nillable

Update

The person account’s home phone. Label is Home Phone.
PersonLastCURequestDate dateTime

Create

Filter

Nillable

Update

The last date that the person account was requested. Label is Last Stay-in-Touch Request Date.
PersonLastCUUpdateDate dateTime

Create

Filter

Nillable

Update

The last date a person account was updated. Label is Last Stay-in-Touch Save Date.
PersonLeadSource picklist

Create

Filter

Nillable

Update

The person account’s lead source. Label is Lead Source.
PersonMailingCity

PersonMailingCountry

PersonMailingPostalCode

PersonMailingState

string

Create

Filter

Nillable

Update

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.
PersonMailingStreet textarea

Create

Filter

Nillable

Update

The person account’s mailing street address. Label is Mailing Street. Maximum size is 255 characters.
PersonMobilePhone phone

Create

Filter

Nillable

Update

The person account’s mobile phone number. Label is Mobile.
  • PersonOtherCity
  • PersonOtherCountry
  • PersonOtherPostalCode
  • PersonOtherState
string

Create

Filter

Nillable

Update

Details about the person account’s alternate address. Labels are Other City, Other Country, Other Zip/Postal Code, and Other State.
PersonOtherPhone phone

Create

Filter

Nillable

Update

The person account’s alternate phone. Label is Other Phone.
PersonOtherStreet textarea

Create

Filter

Nillable

Update

The person account’s alternate street address. Label is Other Street.
PersonTitle string

Create

Filter

Nillable

Update

The person account’s title. Label is Title. Maximum size is 80 characters.
Note
If you are importing Account data into Salesforce.com and need to set the value for an audit field, such as CreatedDate, contact salesforce.com. Audit fields are automatically updated during API operations unless you request to set these fields yourself. For more information, see System Fields.

Usage

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

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

If the values in the IsPersonAccount Fields are not null, you cannot change IsPersonAccount to false, or an error will occur. For more information about person accounts, see Person Account Record Types, and the Salesforce.com online help.

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