Subscribe

UiPath Process Mining

The UiPath Process Mining Guide

Salesforce Lead-to-Order input fields

Introduction

This section contains an overview of the fields for each of the input tables of the Salesforce Lead-to-Order app template. For each table the fields are listed.

📘

Note:

You need appropriate read permissions in Salesforce Sales Cloud.

Salesforce objects

The Salesforce Lead-to-Order app template works on the process starting on the marketing campaign generation, up to the generation of customer orders.

This includes processing of the following Salesforce transactional objects:

  • Campaign
  • CampaignMember
  • Lead
  • LeadHistory
  • Opportunity
  • OpportunityFieldHistory
  • Quote*
  • Order*
  • OrderHistory*
  • ProcessInstance
  • ProcessInstanceStep

The following additional objects which are used to add additional attribute information into the model:

  • Account
  • RecordType
  • User
  • ProcessDefinition

In case they are used, the following tables are used for currency conversion:

  • CurrencyType*
  • DatedExchangeRate*

*Quote, Order, OrderHistory, CurrencyType, DatedExchangeRate objects are by default disabled in Salesforce orgs.

🚧

Note:

Table names and field names are case-sensitive. Always make sure that the field names (column headers) in your dataset match the field names in the table below and that the file names match the table names.

Field types

Below is an overview of the different field types and their default format settings.

Field typeFormat
booleantrue, false, 1, 0
dateyyyy-mm-dd
datetimeyyyy-mm-dd hh:mm:ss[.ms], where [.ms] is optional.
doubleDecimal separator: . (dot)
Thousand separator: none
integerThousand separator: none
textN/A

Account

The Account table contains data on individual accounts.
Below is an overview of the fields of the Account table.

FieldTypeDescriptionFiltering
IdTextAccount Identifier (Primary Key)
AccountStorageTextThe 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.
BillingCountryTextDetails for the billing address of this account.
BillingStateTextDetails for the billing address of this account.
CreatedByIdTextUser ID who created the account.
CreatedDateDateTimeDate in which the account was created.
IndustryTextAn industry associated with this account.
IsPersonAccountBooleanIndicates whether this account has a record type of Person Account (true) or not (false).

Note that this field is not available by default in Salesforce, but is setup by Salesforce when requested for B2C environments. This attribute can be enabled / disabled using the use_is_person_account DBT variable* .
NameTextName of the account. If the account has a record type of Person Account: This value is the concatenation of the FirstName, MiddleName, LastName, and Suffix of the associated person contact.
OwnerIdTextThe ID of the user who currently owns this account.
OwnershipTextOwnership type for the account, for example Private, Public, or Subsidiary.
ParentIdText|ID of the parent object, if any.
RatingTextThe account’s prospect rating, for example Hot, Warm, or Cold.
TypeTextType of account, for example, Customer, Competitor, or Partner.

Campaign

The Campaign table contains data related to marketing campaigns.
Below is an overview of the fields of the Campaign table.

FieldTypeDescriptionFiltering
IdTextCampaign Identifier (Primary Key)
CreatedByIdTextUser ID who created the campaign.
CreatedDateDateTimeDate in which the campaign was created.Main field used for time-based filtering
NameTextName of the campaign.
OwnerIdTextID of the user who owns this campaign.
ParentIdTextID of the parent Campaign record, if any.
StatusTextStatus of the campaign, for example, Planned, In Progress.
TypeTextType of campaign, for example, Direct Mail or Referral Program.

CampaignMember

The CampaignMember table contains information on the association between a campaign and either a lead or a contact.

FieldTypeDescriptionFiltering
IdTextCampaign Member Identifier (Primary Key)
CampaignIdTextRequired. ID of the Campaign to which this Lead or Contact is associated.
CreatedByIdTextUser ID who created the campaign member record.
CreatedDateDateTimeDate in which the campaign member record was created.Main field used for time-based filtering
LeadIdTextRequired. ID of the Lead who is associated with a Campaign.
StatusTextControls the HasResponded flag on this object. In the Salesforce user interface, Marketing users can define valid status values for the Status picklist.

CurrencyType

The CurrencyType table defines the currencies used by an organization for which the multicurrency feature is enabled. Below is an overview of the fields of the CurrencyType table.

FieldTypeDescriptionFiltering
IdTextCurrency Type record identifier (Primary Key).
IsoCodeTextISO code of the currency. Must be one of the valid alphabetic, three-letter currency ISO codes defined by the ISO 4217 standard, such as USD, GBP, or JPY.
IsCorporateBooleanIndicates whether this currency type is the corporate currency (true) or not (false). Label is Corporate Currency. All other currency conversion rates are applied against this corporate currency.
Filtering = 1
= 1

DatedConversionRate

The DatedConversionRate table contains the dated exchange rates used by an organization for which the multicurrency and the effective dated currency features are enabled.

FieldTypeDescriptionFiltering
IdTextDated Conversion Rate record identifier (Primary Key).
IsoCodeTextISO code of the currency. Must be one of the valid alphabetic, three-letter currency ISO codes defined by the ISO 4217 standard, such as USD, GBP, or JPY.
StartDateDateThe date on which the effective dated exchange rate starts.
NextStartDateDateThe date on which the next effective dated exchange rate will start. Effectively the day after the end date for this exchange rate.
ConversionRateDoubleConversion rate of this currency type against the corporate currency.

Lead

The Lead table contains data about prospects or leads.

FieldTypeDescriptionFiltering
IdTextLead Identifier (Primary Key).
ConvertedOpportunityIdTextObject reference ID that points to the opportunity into which the lead has been converted.
CreatedByIdTextUser ID who created the campaign member record.
CreatedDateDateTimeDate in which the campaign member record was created.Main field used for time-based filtering
NameTextConcatenation of FirstName, MiddleName, LastName, and Suffix up to 203 characters, including whitespaces.
OwnerIdTextID of the lead’s owner.

LeadHistory

The LeadHistory table contains the history for tracked fields of Lead .

FieldTypeDescriptionFiltering
IdTextLead History Identifier (Primary Key).
IsDeletedTextFlags whether the lead history record was deleted.
LeadIdTextRelated Lead Record Id.
CreatedByIdTextUser ID who created the history record.
CreatedDateDateTimeDate in which the history record was created.Main field used for time-based filtering
DataTypeTextData Type for the field which was modified.<> 'EntityId'
FieldTextField which was modified on the lead record.in ('Owner','Status','Rating')
OldValueTextValue before change
NewValueTextValue after change

Opportunity (Main object)

The Opportunity table contains data about opportunities, which are sales or pending deals. This will be the main Case Identifier for the Process Mining model.

FieldTypeDescriptionFiltering
IdTextOpportunity Identifier (Primary Key).
AccountIdTextID of the account associated with this opportunity.
AmountDoubleEstimated total sale amount. For opportunities with products, the amount is the sum of the related products.
CloseDateDateDate when the opportunity is expected to close.
CreatedByIdTextUser ID who created the opportunity record.
CreatedDateDateTimeDate in which the opportunity record was created.Main field used for time-based filtering
CurrencyIsoCodeTextAvailable only for organizations with the multicurrency feature enabled. Contains the ISO code for any currency allowed by the organization.
ForecastCategoryTextUsed to group opportunities for forecasting. It is implied, but not directly controlled, by the StageName field.
IsClosedBooleanBoolean value which states whether the opportunity is closed.
IsWonBooleanBoolean value which states whether the opportunity is won.
LastStageChangeDateDateTimeShows timestamp in which the stage was changed last. Present starting from Salesforce REST API version 52.0.
LeadSourceTextSource of this opportunity, such as Advertisement or Trade Show.
NameTextA name for this opportunity.
OwnerIdTextID of the User who has been assigned to work this opportunity.
ProbabilityTextPercentage of estimated confidence in closing the opportunity. It is implied, but not directly controlled, by the StageName field.
RecordTypeIdTextID of the record type assigned to this object.

In order for this field to appear on the opportunity object, there needs to be at least one record type for opportunities.
StageNameTextCurrent stage of this record. The StageName field controls several other fields on an opportunity.
TypeTextType of opportunity. For example, Existing Business or New Business.

OpportunityFieldHistory

The OpportunityFieldHistory table contains the history of changes to the values in the fields of an opportunity.

FieldTypeDescriptionFiltering
IdTextOpportunity History Identifier (Primary Key).
IsDeletedTextFlags whether the opportunity history record was deleted.
OpportunityIdTextRelated Opportunity Record Id.
CreatedByIdTextUser ID who created the history record.
CreatedDateDateTimeDate in which the history record was created.Main field used for time-based filtering
DataTypeTextData Type for the field which was modified.<> 'EntityId'
FieldTextField which was modified on the opportunity record.in ('StageName','Amount','Owner','CloseDate')
OldValueTextValue before change.
NewValueTextValue after change.

Order

The Order table contains data on orders associated with a contract or an account.

FieldTypeDescriptionFiltering
IdTextOrder Identifier (Primary Key).
CreatedByIdTextUser ID who created the order.
CreatedDateDateTimeDate in which the quote was order.Main field used for time-based filtering
NameTextName for the order.
OpportunityIdTextID for the opportunity associated with the order.

OrderHistory

The OrderHistory table contains the history about changes that have been made to the standard fields of the associated order, or to any custom fields with history tracking enabled.

FieldTypeDescriptionFiltering
IdTextOrder History Identifier (Primary Key).
IsDeletedTextFlags whether the Order history record was deleted.
OrderIdTextRelated order Record Id.
CreatedByIdTextUser ID who created the history record.
CreatedDateDateTimeDate in which the history record was created.Main field used for time-based filtering
DataTypeTextData Type for the field which was modified.<> 'EntityId'
FieldTextField which was modified on the order record.in ('Status','Owner','TotalAmount')
OldValueTextValue before change.
NewValueTextValue after change.

Quote

The Quote table contains data on quotes. A quote shows proposed prices for products and services.
Quotes can be created from and synced with opportunities, and emailed as PDFs to customers.

FieldTypeDescriptionFiltering
IdTextQuote Identifier (Primary Key).
CreateByIdTextUser ID who created the quote.
CreatedDateDateTimeDate in which the quote was created.Main field used for time-based filtering
NameTextName for the quote.
OpportunityIdTextID for the opportunity associated with the quote.

ProcessDefinition

The ProcessDefinition table contains data about the approval process

FieldTypeDescriptionFiltering
IdTextRecord Type Identifier (Primary Key).
NameTextThe unique process name, used internally.
TableEnumOrIdTextSpecifies the object associated with the approval process, such as Account or Contact.
TypeTextThe type of this process. Approval Process - used to control the action taken for a record. State-based Process - used internally to track various control processes, such as for developing Salesforce Knowledge articles.= 'Approval'

ProcessInstance

The ProcessInstance table contains data on instances of a single, end-to-end approval process.

FieldTypeDescriptionFiltering
IdTextRecord Type Identifier (Primary Key).
CreatedByIdTextUser ID who created the process instance.
CreatedDateDateTimeDate in which the process instance was created.Main field used for time-based filtering
StatusTextThe status of this approval process instance, for example Started, Pending, or Approved.
ProcessDefinitionIdTextThe ID of this approval process instance. This is a relationship field.
TargetObjectidTextID of the object affected by this approval process instance. This is a polymorphic relationship field.

ProcessInstanceStep

The ProcessInstanceStep table contains data work items in an approval process (ProcessInstance).

FieldIdDescriptionFiltering
IdTextRecord Type Identifier (Primary Key).
CommentsTextLimit: 4,000 bytes.
CreatedByIdTextUser ID who created the process instance step.
CreatedDateDateTimeDate in which the process instance step was created.Main field used for time-based filtering
StepStatusTextThe current status of this approval step. Examples are Approved, Fault, Held, NoResponse, Pending, Reassigned, Rejected, Removed, Started.
ProcessInstanceIdTextID of the ProcessInstance that this approval step belongs to. This is a relationship field.

RecordType

The RecordType table contains data on record types, which might define a different sales process for opportunities.

FieldTypeDescriptionFiltering
IdTextRecord Type Identifier (Primary Key).
NameTextLabel of the record type in the user interface.

User

The User table contains data on the users in the Salesforce organization.

FieldTypeDescriptionFiltering
IdTextRecord Type Identifier (Primary Key).
DepartmentTextThe company department associated with the user.
NameTextConcatenation of FirstName and LastName.
UserTypeTextThe category of user license.

Updated 11 days ago

Salesforce Lead-to-Order input fields


Suggested Edits are limited on API Reference Pages

You can only suggest edits to Markdown body content, but not to the API spec.