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Salesforce Updates
Updates on the Salesforce data source, including new metrics, dimensions, and other features.
January 2022
2022-01-12
Support added for the Contract report type.
December 2021
2021-12-21
Support added for the Order and OrderItem report types.
May 2021
2021-05-04
Several date-related fields were updated for accounts to convert them to Y-m-d format:
- Created date
- Last modified date
- Last referenced date
- Last viewed date
- System modstamp
March 2021
2021-03-17 -
New fields added for supporting Account objects:
- Number of accounts
- Account ID
- Account number
- Account source
- Account billing address
- Account billing city
- Account billing country
- Account billing country code
- Account billing geocode accuracy
- Account billing latitude
- Account billing longitude
- Account billing postal code
- Account billing state
- Account billing state code
- Account billing street
- Created by ID
- Created date
- Account description
- Account fax
- Industry
- Is deleted
- Jigsaw
- Jigsaw company ID
- Last activity date
- Last modified by ID
- Last modified date
- Last referenced date
- Last viewed date
- Master record ID
- Account name
- Operating owner ID
- Ownership
- Parent ID
- Phone number
- Account photo URL
- Rating
- Record type ID
- Shipping address
- Shipping city
- Shipping country
- Shipping country code
- Shipping geocode accuracy
- Shipping latitude
- Shipping longitude
- Shipping postal code
- Shipping state
- Shipping state code
- Shipping street
- SIC code
- SIC description
- Site
- Currency ISO code
- Ticker symbol
- Account type
- System modstamp
- Website
- Number of Employees
- Annual revenue
2021-03-25 -
Added new timezone selection control under options.
Feb. 2021
2021-02-09 -
The following dimensions have been added:
- Lead country
- Lead state
- Lead is deleted
2021-02-10 -
The following dimensions have been added:
- Product ID
- Product name
- Product code
- Product description
2021-02-23 -
The following dimensions have been added:
- Currency
- Lead owner ID
A new advanced setting "Convert currencies to the organization default currency" has been added, which will convert all currency-based fields to one single currency as defined in Salesforce for the organization.
Nov. 2020
2020-11-17:
Connector upgraded to API version v50.0 (Winter '21).
May 2020
2020-05-20:
New advanced option added to allow users to determine if "Opportunities"-related data are fetched with the created date or closed date of the opportunity as related to the date range. This is to help combat discrepancies with the Salesforce UI as it may be set differently. The default setting is "Opp. closed date".
Feb. 2020
2020-02-11 -
The following field display name changes affect Google Sheets, Excel, and Supermetrics API ONLY:
| Old display name | New display name |
|---|---|
| Year of week (Sun-Sat) | Closed year of week (Sun-Sat) |
| Year of week (Mon-Sun) | Closed year of week (Mon-Sun) in ISO format |
| Year & week (Sun-Sat) | Closed year & week (Sun-Sat) |
| Week (Mon-Sun) | Closed week (Mon-Sun) |
| Day of month | Closed day of month |
| Day of week (Sun-Sat) | Closed day of week (Sun-Sat) |
| Day of week (Mon-Sun) | Closed day of week (Mon-Sun) in ISO format |
The following field display name changes affectData Studio ONLY- the duplicates in "Current Display Name" are on purpose, they have new specific names for their type:
| Old display name | New display name |
|---|---|
| Year | Closed year |
| Year of week | Closed year of week |
| Year of week | Closed year of week in ISO format |
| Year & month | Closed year & month |
| Month | Closed month |
| Year & week | Closed year & week |
| Week | Closed week |
| Day of month | Closed day of month |
| Day of week | Closed day of week |
| Day of week | Closed day of week in ISO format |
| Date | Closed date |
| Description | Campaign Description |
| Last activity date | Campaign last activity date |
| Last viewed date | Campaign last viewed date |
| Type | Campaign type |
| Name | Opportunity name |
| Type | Opportunity type |
| Stage | Opportunity stage |
| Close date | Opportunity close date |
| Next step | Opportunity next step |
| Closed | Is opportunity closed |
| Is Won | Is opportunity won |
| Created date | Opportunity created date |
| Last modified date | Opportunity last modified date |
| Last viewed date | Opportunity last viewed date |
| Last referenced date | Opportunity last referenced date |
| Account name | Opportunity account name |
| Account source | Opportunity account source |
| Account phone | Opportunity account phone |
| Account industry | Opportunity account industry |
| Account employee count | Opportunity account employee count |
| Account description | Opportunity account description |
| Account name | Contact account name |
| Birthdate | Contact birthdate |
| Created date | Contact created date |
| Description | Contact description |
| Contact email | |
| First name | Contact first name |
| Last Name | Contact last name |
| Last activity date | Contact last activity date |
| Last modified date | Contact last modified date |
| Last viewed date | Contact last viewed date |
| Mobile phone | Contact mobile phone |
| Full name | Contact full name |
| Title | Contact title |
| First name | Lead first name |
| Last name | Lead last name |
| Title | Lead title |
| Phone | Lead phone |
| Lead email |