Gentrack Support

Data Model Reference

As part of the integration design we favor the use of standard Salesforce fields over custom fields. This allows you to get the most from existing Salesforce functionality. The entities below do not represent a full view of the Salesforce entity model, only those fields on which we manage.

We expect this list to expand over time as customers activate the Salesforce Sales Cloud Connector and we take feedback on their usage scenarios. If you need additional data, please contact us to discuss options.

Relationship Entities

Account

Salesforce FieldSalesforce API NameSalesforce Field ConfigurationGentrack EntityGentrack FieldData Master
Gentrack External IdGentrack_External_Id__cCustom
  • Text
  • 255 Characters Maximum
  • External ID
--Gentrack
Account NameNameStandardAccount
Customer (Primary)
NameSalesforce
Trading NameTrading_Name__cCustom
  • Text
  • 100 Characters Maximum
AccountTrading NameSalesforce
Company NumberCompany_Number__cCustom
  • Text
  • 100 Characters Maximum
AccountCompany NumberSalesforce
Account ClassAccount_Class__cCustom
  • Picklist, sourced from billing
AccountAccount ClassSalesforce
Billing Address
  • Street
  • City
  • State/Province
  • Zip/Postal Code
  • Country
  • BillingStreet
  • BillingCity
  • BillingState
  • BillingPostalCode
  • BillingCountry
StandardAccountPostal Address
  • Street
  • Suburb
  • State
  • Postcode
  • Country
Salesforce
PhonePhoneStandardAccount
Customer (Primary)
Phone NumberSalesforce
Account FaxFaxStandardAccount
Customer (Primary)
FaxSalesforce

Contact

Salesforce FieldSalesforce API NameSalesforce Field ConfigurationGentrack EntityGentrack FieldData Master
Gentrack External IdGentrack_External_Id__cCustom
  • Text
  • 255 Characters Maximum
  • External ID
--Gentrack
SalutationSalutationStandardCustomerTitleSalesforce
Preferred NamePreferred_Name__cCustom
  • Text
  • 255 Characters Maximum
  • External ID
CustomerPreferred NameSalesforce
PhonePhoneStandardCustomerPhoneSalesforce
Other PhoneOtherPhoneStandardCustomerWork PhoneSalesforce
MobileMobilePhoneStandardCustomerMobile PhoneSalesforce
Middle NameMiddleNameStandardCustomerMiddle NameSalesforce
Mailing Address
  • Street
  • City
  • State
  • Postal Code
  • Country
  • MailingStreet
  • MailingCity
  • MailingState
  • MailingPostalCode
  • MailingCountry
StandardCustomer AddressAddress
  • Street
  • Suburb
  • State
  • Postcode
  • Country
Salesforce
Last NameLastNameStandardCustomerLast NameSalesforce
First NameFirstNameStandardCustomerFirst NameSalesforce
EmailEmailStandardCustomerEmailSalesforce
BirthdateBirthdateStandardCustomerDate of BirthSalesforce

Account Contact Relation

Salesforce FieldSalesforce API NameSalesforce Field ConfigurationGentrack EntityGentrack FieldData Master
Gentrack External IdGentrack_External_Id__cCustom
  • Text
  • 255 Characters Maximum
  • External ID
--Gentrack
Account IDAccountIdStandard--Gentrack
Contact IDContactIdStandard--Gentrack
RolesRolesStandardCustomer RoleRoleSalesforce

Sales Entities

Opportunity

Salesforce FieldSalesforce API NameSalesforce Field ConfigurationGentrack EntityGentrack FieldData Master
Gentrack External IdGentrack_External_Id__cCustom
  • Text
  • 255 Characters Maximum
  • External ID
--Gentrack
NameNameStandardOrderOrder NumberSalesforce
Account IDAccountIdStandard--Salesforce
Contract IDContractIdStandard--Salesforce
StageStageNameStandardOrderOrder StatusSalesforce
Created DateCreatedDateStandard--Salesforce
Close DateCloseDateStandard--Salesforce

Quote

Salesforce FieldSalesforce API NameSalesforce Field ConfigurationGentrack EntityGentrack FieldData Master
Gentrack External IdGentrack_External_Id__cCustom
  • Text
  • 255 Characters Maximum
  • External ID
--Gentrack
Quote NameNameStandardOrderOrder Number and VersionGentrack
Contract IDContractIdStandard--Salesforce
Opportunity IDOpportunityIdStandard--Salesforce
Quote Start DateQuote_Start_Date__cCustom
Date
OrderContract Start DateGentrack
Quote End DateQuote_End_Date__cCustom
Date
OrderContract End DateGentrack
StatusStatusStandardOrderOrder StatusGentrack

Contract

Salesforce FieldSalesforce API NameSalesforce Field ConfigurationGentrack EntityGentrack FieldData Master
Gentrack External IdGentrack_External_Id__cCustom
  • Text
  • 255 Characters Maximum
  • External ID
--Gentrack
Account IDAccountIdStandard--Salesforce
Contract NameNameStandardOrderOrder NumberGentrack
Gentrack Order VersionVersion__cCustom
  • Text
  • 64 Characters Maximum
OrderOrder VersionGentrack
Contract Start DateStartDateStandardOrderContract Start DateGentrack
Contract End DateEndDateStandardOrderContract End DateGentrack
StatusStatusStandardOrderStatusGentrack

Events

Salesforce Events

LabelObject NamePublish BehaviorEvent Channel
Gentrack Object EventGentrack_Object_Event__ePublish Immediately/event/Gentrack_Object_Event__e

Gentrack Events

EventTriggers When
Quote createdWhen a new order (Velocity) / quote (Junifer) is created
Quote updatedWhen the details of the order (Velocity) / quote (Junifer) changes including type, dates, etc.
Quote ready
  • Velocity - When order is ready to be “offered” to the customer, no more changes allowed
  • Junifer - Quote has been validated successfully, changes can still be made
Quote acceptedWhen the order (Velocity) / quote (Junifer) is accepted
Quote cancelledWhen order (Velocity) / quote (Junifer) is cancelled
Contract createdWhen the order has started being provisioned
Contract activeWhen the order has successfully completed being provisioned
Contract completedWhen the order is flagged as complete
Contract cancelledIf the order is cancelled after being accepted
We are always looking to expand the event list we make available to Salesforce and will discuss this during the onboarding program.

External Identifiers

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. GCIS will then patch this unique external identifier to Gentrack_External_Id__c field of the Salesforce entity that generated the event.

Last updated on 19 May 2020