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
  • 100 Characters Maximum
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 (AccountContactRelation)

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
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 DateContract_End_Date__cCustom
Date
OrderContract End DateGentrack
StatusStatusStandardOrderStatusGentrack

Order Product (OrderItem)

Salesforce FieldSalesforce API NameSalesforce Field ConfigurationGentrack EntityGentrack FieldData Master
Gentrack External IdGentrack_External_Id__cCustom
  • Text
  • 255 Characters Maximum
  • External ID
--Gentrack
Gentrack Account NumberGentrack_Account_Number__cCustom
  • Text
  • 100 Characters Maximum
AccountAccount NumberGentrack
Order IDOrderIdStandard--Salesforce
Fulfillment CodeFulfillment_Code__cCustom
  • Text
  • 100 Characters Maximum
Service OrderPricing PlanGentrack
Activation StatusSBQQ__Status__cCPQ Standard (optional)Service OrderStatusGentrack
Fulfillment StatusFulfillment_Status__cCustom (required when CPQ is not enabled)
  • Picklist: "Draft", "Ready", "In Progress", "Objected", "Cancelled", "Activated", "Rejected"
Service OrderStatusGentrack
Service IdentifierService_Identifier__cCustom
  • Text
  • 100 Characters Maximum
Service OrderIdentifierGentrack
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 OrderAddress
  • Street
  • Suburb
  • State
  • Postcode
  • Country
Gentrack
Start DateServiceDateStandardService OrderStart DateGentrack
Service TypeService_Type__cCustom
  • Picklist: "Electricity", "Gas"
Service OrderUtility TypeGentrack
Switch TypeSwitch_Type__cCustom
  • Picklist: "In situ", "Move-in"
Service OrderSwitch TypeGentrack
DistrictDistrict__cCustom
  • Text
  • 100 Characters Maximum
Service OrderDistrictGentrack
End Use CodeEnd_Use_Code__cCustom
  • Text
  • 100 Characters Maximum
Service OrderEnd Use CodeGentrack

Service and Location Entities

Service (Service__c)

Salesforce FieldSalesforce API NameSalesforce Field ConfigurationGentrack EntityGentrack FieldData Master
Gentrack External IdGentrack_External_Id__cCustom
  • Text
  • 255 Characters Maximum
  • External ID
--Gentrack
Service NameNameStandardInstall
  • Utility Type
  • Address
Gentrack
Service IdentifierService_Identifier__cCustom
  • Text
  • 100 Characters Maximum
InstallIdentifierGentrack
LocationLocation_Identifier__cCustom
  • Text
  • 100 Characters Maximum
InstallLocation or Master InstallGentrack
StatusService_Status__cCustom
  • Picklist, sourced from billing, for example: "Connected", "Energized", "De-energized", "Billable", "Non-Billable", "Subdivided"
InstallStatusGentrack
Service TypeService_Type__cCustom
  • Picklist: "Electricity", "Gas"
InstallUtility TypeGentrack
Usage BandUsage_Band__cCustom
  • Picklist: "Low", "High", "Small", "Medium", "Large"
InstallCharge ClassGentrack
Usage ClassificationUsage_Classification__cCustom
  • Picklist: "Residential", "Commercial", "Domestic", "Industrial"
InstallCharge ClassGentrack
Meter TypeMeter_Type__cCustom
  • Picklist (Multi-Select): "Prepay", "Postpay", "AMI"
Install
  • Prepaid Metering Flag
  • Advanced Meter Flag
Gentrack
Retail Participant CodeRetail_Participant_Code__cCustom
  • Text
  • 100 Characters Maximum
InstallRetailerGentrack
Network Participant CodeNetwork_Participant_Code__cCustom
  • Text
  • 100 Characters Maximum
InstallNetworkGentrack
Network Price Category CodeNetwork_Price_Category_Code__cCustom
  • Text
  • 100 Characters Maximum
InstallMeter Price CategoryGentrack
Electricity Service TypeElectricity_Service_Type__cCustom
  • Picklist (Multi-Select): "Consumption", "Generation"
InstallMeter Register Energy FlowGentrack

Location

Salesforce FieldSalesforce API NameSalesforce Field ConfigurationGentrack EntityGentrack FieldData Master
Gentrack External IdGentrack_External_Id__cCustom
  • Text
  • 255 Characters Maximum
  • External ID
--Gentrack
Location NameNameStandardInstall LocationAddressGentrack
Visitor AddressVisitorAddressIdStandard--Salesforce

Address

Salesforce FieldSalesforce API NameSalesforce Field ConfigurationGentrack EntityGentrack FieldData Master
Gentrack External IdGentrack_External_Id__cCustom
  • Text
  • 255 Characters Maximum
  • External ID
--Gentrack
Parent IDParentIdStandard--Salesforce
Address
  • Address
  • City
  • State/Province
  • Zip/Postal Code
  • Country
  • Street
  • City
  • State
  • PostalCode
  • Country
StandardInstall LocationAddress
  • 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 1 Oct 2020