Salesforce updates

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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 affect Data 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

Email

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

Email

Lead email