Simple SFDC

Account

Name

Include a current or potential client, a business partner, or a competitor.

Asset

AccountId (from Account), ContactId (from Contact)

Record the specific products customers have purchased.

Campaign

Name

Manage outbound marketing campaigns with direct mail programs, seminars, print ads, email, and other kinds of marketing collateral.

Case

Status (ex.’activated’)

Customer’s question, feedback, or issue.

Contact

Lastname

Store information about the people you do business with.

Group

Name

Consists of a set of users.

Individual

Lastname

Retrieve a customer’s data privacy and protection preference.

Lead

Lastname, Company

Represent people who are interested in your product and service.

Opportunity

StageName, CloseDate(ex.‘2020-01-01’),Name

Track  the details about deals, including which accounts they’re for, who the players are, and the amount of potential sales.

Create

Single data

or

Json File

Lastname=Lopez

Firstname=Jennifer

or

‘simple.json’

Data Id

The data Id can be used for ‘update’ and ‘delete’ operation.

Update

Single data, Data Id

or

Json File

Single data : Lastname=Lopez

Data Id: 0035w0000342D4cAAE

or

‘simple.json’

The data Id can be obtained from ‘search’ operation.

Delete

Data Id

0035w0000342D4cAAE

Select Query

Select fields

Email

Name

CSV File

Search

Search value

John

CSV File