Data Model Reference

Relationship Entities

Account

Salesforce Field	Salesforce API Name	Salesforce Field Configuration	Gentrack Entity	Gentrack Field	Data Master
Gentrack External Id	Gentrack_External_Id__c	Custom Text 255 Characters Maximum External ID	Account	Account Number	Gentrack
Account Name	Name	Standard	Account Customer (Primary)	Name	Salesforce
Trading Name	Trading_Name__c	Custom Text 100 Characters Maximum	Account	Trading Name	Salesforce
Company Number	Company_Number__c	Custom Text 100 Characters Maximum	Account	Company Number	Salesforce
Account Class	Account_Class__c	Custom Picklist, sourced from billing	Account	Account Class	Salesforce
Billing Address Street City State/Province Zip/Postal Code Country	BillingStreet BillingCity BillingState BillingPostalCode BillingCountry	Standard	Account	Postal Address Street Suburb State Postcode Country	Salesforce
Phone	Phone	Standard	Account Customer (Primary)	Phone Number	Salesforce
Account Fax	Fax	Standard	Account Customer (Primary)	Fax	Salesforce

Contact

Salesforce Field	Salesforce API Name	Salesforce Field Configuration	Gentrack Entity	Gentrack Field	Data Master
Gentrack External Id	Gentrack_External_Id__c	Custom Text 255 Characters Maximum External ID	Customer	Customer Number	Gentrack
Salutation	Salutation	Standard	Customer	Title	Salesforce
Title	Title	Standard	Customer	Job Title	Salesforce
Preferred Name	Preferred_Name__c	Custom Text 100 Characters Maximum	Customer	Preferred Name	Salesforce
Phone	Phone	Standard	Customer	Phone	Salesforce
Other Phone	OtherPhone	Standard	Customer	Work Phone	Salesforce
Mobile	MobilePhone	Standard	Customer	Mobile Phone	Salesforce
Middle Name	MiddleName	Standard	Customer	Middle Name	Salesforce
Suffix	Suffix	Standard	Customer	Suffix	Salesforce
Mailing Address Street City State Postal Code Country	MailingStreet MailingCity MailingState MailingPostalCode MailingCountry	Standard	Customer Address	Address Street Suburb State Postcode Country	Salesforce
Last Name	LastName	Standard	Customer	Last Name	Salesforce
First Name	FirstName	Standard	Customer	First Name	Salesforce
Email	Email	Standard	Customer	Email	Salesforce
Birthdate	Birthdate	Standard	Customer	Date of Birth	Salesforce

Account Contact Relation (AccountContactRelation)

Salesforce Field	Salesforce API Name	Salesforce Field Configuration	Gentrack Entity	Gentrack Field	Data Master
Gentrack External Id	Gentrack_External_Id__c	Custom Text 255 Characters Maximum External ID	Account Customer	Account Number\|Customer Number	Gentrack
Account ID	AccountId	Standard	-	-	Gentrack
Contact ID	ContactId	Standard	-	-	Gentrack
Roles	Roles	Standard	Customer Role	Role	Salesforce

Sales Entities

Opportunity

Salesforce Field	Salesforce API Name	Salesforce Field Configuration	Gentrack Entity	Gentrack Field	Data Master
Gentrack External Id	Gentrack_External_Id__c	Custom Text 255 Characters Maximum External ID	Order	Order Number	Gentrack
Name	Name	Standard	Order	Order Number	Salesforce
Account ID	AccountId	Standard	-	-	Salesforce
Contract ID	ContractId	Standard	-	-	Salesforce
Stage	StageName	Standard	Order	Order Status	Salesforce
Close Date	CloseDate	Standard	-	-	Salesforce

Quote

Salesforce Field	Salesforce API Name	Salesforce Field Configuration	Gentrack Entity	Gentrack Field	Data Master
Gentrack External Id	Gentrack_External_Id__c	Custom Text 255 Characters Maximum External ID	Order	Order Number and Version	Gentrack
Quote Name	Name	Standard	Order	Order Number and Version	Gentrack
Contract ID	ContractId	Standard	-	-	Salesforce
Opportunity ID	OpportunityId	Standard	-	-	Salesforce
Quote Start Date	Quote_Start_Date__c	Custom Date	Order	Contract Start Date	Gentrack
Quote End Date	Quote_End_Date__c	Custom Date	Order	Contract End Date	Gentrack
Status	Status	Standard	Order	Order Status	Gentrack

Contract

Salesforce Field	Salesforce API Name	Salesforce Field Configuration	Gentrack Entity	Gentrack Field	Data Master
Gentrack External Id	Gentrack_External_Id__c	Custom Text 255 Characters Maximum External ID	Order	Order Number and Version	Gentrack
Account ID	AccountId	Standard	-	-	Salesforce
Contract Name	Name	Standard	Order	Order Number	Gentrack
Gentrack Order Version	Version__c	Custom Text 64 Characters Maximum	Order	Order Version	Gentrack
Contract Start Date	StartDate	Standard	Order	Contract Start Date	Gentrack
Contract End Date	Contract_End_Date__c	Custom Date	Order	Contract End Date	Gentrack
Status	Status	Standard	Order	Status	Gentrack

Order Product (OrderItem)

Salesforce Field	Salesforce API Name	Salesforce Field Configuration	Gentrack Entity	Gentrack Field	Data Master
Gentrack External Id	Gentrack_External_Id__c	Custom Text 255 Characters Maximum External ID	Service Order	Service Order Number	Gentrack
Order Product ID	Id	Standard	Service Order	External Id	Salesforce
Gentrack Account Number	Gentrack_Account_Number__c	Custom Text 100 Characters Maximum	Account	Account Number	Gentrack
Order ID	OrderId	Standard	-	-	Salesforce
Fulfillment Code	Fulfillment_Code__c	Custom Text 100 Characters Maximum	Service Order	Pricing Plan	Gentrack
Activation Status	SBQQ__Status__c	CPQ Standard (optional)	Service Order	Status	Gentrack
Fulfillment Status	Fulfillment_Status__c	Custom (required when CPQ is not enabled) Picklist: "Draft", "Ready", "In Progress", "Objected", "Cancelled", "Activated", "Rejected"	Service Order	Status	Gentrack
Service Identifier	Service_Identifier__c	Custom Text 100 Characters Maximum	Service Order	Identifier	Gentrack
Service Address Street City State/Province Zip/Postal Code Country	Service_Street__c Service_City__c Service_State__c Service_Postal_Code__c Service_Country__c	Custom Text Service_Street__c: 255 Characters Maximum Service_City__c: 40 Characters Maximum Service_State__c: 80 Characters Maximum Service_Postal_Code__c: 20 Characters Maximum Service_Country__c: 80 Characters Maximum	Service Order	Address Street Suburb State Postcode Country	Gentrack
Start Date	ServiceDate	Standard	Service Order	Start Date	Gentrack
Service Type	Service_Type__c	Custom Picklist: "Electricity", "Gas"	Service Order	Utility Type	Gentrack
Switch Type	Switch_Type__c	Custom Picklist: "In situ", "Move-in"	Service Order	Switch Type	Gentrack
District	District__c	Custom Text 100 Characters Maximum	Service Order	District	Gentrack
End Use Code	End_Use_Code__c	Custom Text 100 Characters Maximum	Service Order	End Use Code	Gentrack

Service and Location Entities

Service (Service__c)

Salesforce Field	Salesforce API Name	Salesforce Field Configuration	Gentrack Entity	Gentrack Field	Data Master
Gentrack External Id	Gentrack_External_Id__c	Custom Text 255 Characters Maximum External ID	Install	Installation Number	Gentrack
Service Name	Name	Standard	Install	Utility Type Address	Gentrack
Service Identifier	Service_Identifier__c	Custom Text 100 Characters Maximum	Install	Identifier	Gentrack
Location	Location_Identifier__c	Custom Text 100 Characters Maximum	Install	Location or Master Install	Gentrack
Status	Service_Status__c	Custom Picklist, sourced from billing, for example: "Connected", "Energized", "De-energized", "Billable", "Non-Billable", "Subdivided"	Install	Status	Gentrack
Service Type	Service_Type__c	Custom Picklist: "Electricity", "Gas"	Install	Utility Type	Gentrack
Usage Band	Usage_Band__c	Custom Picklist: "Low", "High", "Small", "Medium", "Large"	Install	Charge Class	Gentrack
Usage Classification	Usage_Classification__c	Custom Picklist: "Residential", "Commercial", "Domestic", "Industrial"	Install	Charge Class	Gentrack
Meter Type	Meter_Type__c	Custom Picklist (Multi-Select): "Prepay", "Postpay", "AMI"	Install	Prepaid Metering Flag Advanced Meter Flag	Gentrack
Retail Participant Code	Retail_Participant_Code__c	Custom Text 100 Characters Maximum	Install	Retailer	Gentrack
Network Participant Code	Network_Participant_Code__c	Custom Text 100 Characters Maximum	Install	Network	Gentrack
Network Price Category Code	Network_Price_Category_Code__c	Custom Text 100 Characters Maximum	Install	Meter Price Category	Gentrack
Electricity Service Type	Electricity_Service_Type__c	Custom Picklist (Multi-Select): "Consumption", "Generation"	Install	Meter Register Energy Flow	Gentrack

Location

Salesforce Field	Salesforce API Name	Salesforce Field Configuration	Gentrack Entity	Gentrack Field	Data Master
Gentrack External Id	Gentrack_External_Id__c	Custom Text 255 Characters Maximum External ID	Install Location	LOC#Location Number INS#Install Location Number	Gentrack
Location Name	Name	Standard	Install Location	Location Address	Gentrack
Visitor Address	VisitorAddressId	Standard	-	-	Salesforce

Address

Salesforce Field	Salesforce API Name	Salesforce Field Configuration	Gentrack Entity	Gentrack Field	Data Master
Gentrack External Id	Gentrack_External_Id__c	Custom Text 255 Characters Maximum External ID	Install Location	LOC#Location Number INS#Install Location Number	Gentrack
Parent ID	ParentId	Standard	-	-	Salesforce
Address Address City State/Province Zip/Postal Code Country	Street City State PostalCode Country	Standard	Install Location	Address Street Suburb/City State Postcode Country	Gentrack

External Identifiers

Synchronisation from Salesforce to Gentrack

When a Salesforce entity is first synchronised to the Gentrack billing system, a unique external identifier will be generated by the billing system once object creation is complete. Salesforce Sales Cloud Connector will then patch this unique external identifier to the Gentrack_External_Id__c field of the Salesforce entity that generated the event.

Synchronisation from Gentrack to Salesforce

When a Gentrack entity is first synchronised to Salesforce, Salesforce Sales Cloud Connector will create the Salesforce entity with a unique external identifier in the Gentrack_External_Id__c field.

Last updated on 11 Jun 2021

Gentrack Integration Resources