OBJECT
AccountEntity
Company or organization the sales team works with; contacts, leads, opportunities and activities are linked to it.
link GraphQL Schema definition
- type AccountEntity {
- # Values of the record's custom fields as a JSON object keyed by custom field
- # apiName (camelCase).
- #
- # Arguments
- # apiNames: Api names of custom fields to retrieve. All are
- # returned if not set.
- (: [String!]): JSONString!
- # Filled only when a single record is read by its id; otherwise null or an empty
- # list.
- : Int
- # True when the record is protected against deletion because it must always exist
- # in the space. Deleting a record that is not protected can still fail on other
- # checks. Read-only.
- : Boolean!
- # Unique identifier of entity.
- : ID!
- # Specifies if the entity is considered deleted.
- : Boolean
- # Last modification time.
- : DateTime
- # Creation time.
- : DateTime
- # Account type that classifies this account. Account types are configurable per
- # team space and drive which form, fields and pipelines apply.
- : AccountTypeEntity
- # Currency exchange rate list used to convert monetary fields linked to this
- # account. Empty to inherit the team space default.
- : CurrencyExchangeRatesListEntity
- # Customer category (e.g. Lead, Prospect, Customer). Configurable per team space.
- : DataEntity
- # Industry the account operates in. Configurable per team space.
- : DataEntity
- # Sales user who owns this account.
- : ClientEntity
- # Parent account in a corporate hierarchy. Empty for top-level accounts.
- : AccountEntity
- # Type of relationship to the parent account (e.g. subsidiary, branch). Required
- # when parentAccount is set.
- : ParentAccountRelationTypeEntity
- # Profile picture or company logo associated with the account.
- : CloudObjectEntity
- # Sales unit this account is assigned to. Determines which team members can see
- # the record under unit-based sharing.
- : SalesUnitEntity
- # Manual classification grade assigned to the account. Used in segmentation and
- # reporting.
- : AccountClassEnum
- # Id of the account type assigned to this account.
- : ID
- # Street address of the account.
- : String
- # City of the account address.
- : String
- # Free-form notes describing the account.
- : String
- # Country of the account address.
- : String
- # Id of the currency exchange rate list applied to this account.
- : ID
- # Id of the customer type (e.g. Lead, Prospect, Customer) that classifies the
- # account.
- : ID
- # Primary email address of the account. Used as default recipient for emails sent
- # from Coevera.
- : String
- # Additional email address.
- : String
- # Additional email address.
- : String
- # Additional email address.
- : String
- # Additional email address.
- : String
- # Coarser bucket of healthStatus used for grouping and reporting. Read-only.
- : ID
- # Computed entity-health state (e.g. healthy, at-risk). Read-only; recalculated by
- # Coevera when relevant fields change.
- : Int
- # Website URL of the account. May be auto-filled from the primary email domain
- # when domain extraction is enabled.
- : String
- # Id of the industry classification.
- : ID
- # True when the account has been archived. Archived accounts remain readable but
- # are hidden from active lists and cannot be edited until reactivated.
- : Boolean
- # Time when an AI-suggested account hierarchy was last applied to this account.
- : DateTime
- # Time when an AI-suggested org chart was last applied to this account.
- : DateTime
- # Name of the entity and its default text representation.
- : String!
- # Id of the account owner.
- : ID!
- # Id of the parent account in the corporate hierarchy. Empty for top-level
- # accounts.
- : ID
- # Id of the parent-account relationship type.
- : ID
- # Primary phone number of the account. Used as default target for click-to-call.
- : String
- # Additional phone number.
- : String
- # Additional phone number.
- : String
- # Additional phone number.
- : String
- # Additional phone number.
- : String
- # Id of the profile picture document.
- : ID
- # Free-text parent-account name used when the parent has not been linked to an
- # actual Account record. Lets integrators note the relationship without creating a
- # separate parent Account.
- : String
- # Sharing model applied on top of the owner/unit visibility (e.g. shared with
- # selected sales units or selected users). The matching sharingUnits /
- # sharingClients lists control who is granted access.
- : ShareModeEnum
- # State or province of the account address.
- : String
- # Id of the sales unit.
- : ID
- # ZIP or postal code of the account address.
- : String
- # Revision when entity was lastly changed.
- : Int
- # Display version of the account name, used in lists and references.
- : String!
- # Number of email sequences this record is currently actively enrolled in
- # (soft-deleted or ended enrollments are not counted).
- : Int!
- # Social network profiles linked to this account (e.g. LinkedIn, Facebook).
- : AccountSocialRelationEntity
- # Sales units that have been granted shared access to this account. Editable only
- # when shareMode allows unit sharing.
- #
- # Arguments
- # filter: Filter SalesUnit relations by target SalesUnit
- # attributes.
- # filterEdge: Filter AccountSharingSalesUnitRelation relations by
- # edge (relation) AccountSharingSalesUnitRelation attributes.
- # orderBy: Order SalesUnit relations by target SalesUnit
- # attributes.
- # includeDeleted: Returns deleted target records as well. Default
- # is true.
- # before: Cursor until which to take entities to result set.
- # after: Cursor after which to start taking entities to result
- # set.
- # first: Number of entities to return from beginning of the
- # result set.
- # last: Return only the "last" number of entities from result
- # set.
- (
- : SalesUnitFilterInput,
- : AccountSharingSalesUnitRelationFilterInput,
- : [SalesUnitOrderByInput!],
- : Boolean,
- : String,
- : String,
- : Int,
- : Int
- ): AccountSharingSalesUnitRelationEntityConnection
- # Users that have been granted shared access to this account. Editable only when
- # shareMode allows user sharing.
- #
- # Arguments
- # filter: Filter Client relations by target Client attributes.
- # filterEdge: Filter AccountSharingClientRelation relations by
- # edge (relation) AccountSharingClientRelation attributes.
- # orderBy: Order Client relations by target Client attributes.
- # includeDeleted: Returns deleted target records as well. Default
- # is true.
- # before: Cursor until which to take entities to result set.
- # after: Cursor after which to start taking entities to result
- # set.
- # first: Number of entities to return from beginning of the
- # result set.
- # last: Return only the "last" number of entities from result
- # set.
- (
- : ClientFilterInput,
- : AccountSharingClientRelationFilterInput,
- : [ClientOrderByInput!],
- : Boolean,
- : String,
- : String,
- : Int,
- : Int
- ): AccountSharingClientRelationEntityConnection
- # Documents linked to this account.
- #
- # Arguments
- # filter: Filter CloudObject relations by target CloudObject
- # attributes.
- # filterEdge: Filter CloudObjectRelation relations by edge
- # (relation) CloudObjectRelation attributes.
- # orderBy: Order CloudObject relations by target CloudObject
- # attributes.
- # includeDeleted: Returns deleted target records as well. Default
- # is true.
- # before: Cursor until which to take entities to result set.
- # after: Cursor after which to start taking entities to result
- # set.
- # first: Number of entities to return from beginning of the
- # result set.
- # last: Return only the "last" number of entities from result
- # set.
- (
- : CloudObjectFilterInput,
- : CloudObjectRelationFilterInput,
- : [CloudObjectOrderByInput!],
- : Boolean,
- : String,
- : String,
- : Int,
- : Int
- ): CloudObjectRelationEntityConnection
- # True when the current authenticated user has marked this account as favorite.
- # Per-user.
- : Boolean!
- # Filled only when a single record is read by its id; otherwise null or an empty
- # list.
- : [UUID!]!
- # If account has any unsubscribed email.
- : Boolean
- # Tag labels applied to this account.
- #
- # Arguments
- # filter: Filter Tag relations by target Tag attributes.
- # filterEdge: Filter TagRelation relations by edge (relation)
- # TagRelation attributes.
- # orderBy: Order Tag relations by target Tag attributes.
- # includeDeleted: Returns deleted target records as well. Default
- # is true.
- # before: Cursor until which to take entities to result set.
- # after: Cursor after which to start taking entities to result
- # set.
- # first: Number of entities to return from beginning of the
- # result set.
- # last: Return only the "last" number of entities from result
- # set.
- (
- : TagFilterInput,
- : TagRelationFilterInput,
- : [TagOrderByInput!],
- : Boolean,
- : String,
- : String,
- : Int,
- : Int
- ): TagRelationEntityConnection
- # Saved view profiles this account currently matches.
- #
- # Arguments
- # filter: Filter Profile relations by target Profile attributes.
- # filterEdge: Filter ProfileRelation relations by edge (relation)
- # ProfileRelation attributes.
- # orderBy: Order Profile relations by target Profile attributes.
- # includeDeleted: Returns deleted target records as well. Default
- # is true.
- # before: Cursor until which to take entities to result set.
- # after: Cursor after which to start taking entities to result
- # set.
- # first: Number of entities to return from beginning of the
- # result set.
- # last: Return only the "last" number of entities from result
- # set.
- (
- : ProfileFilterInput,
- : ProfileRelationFilterInput,
- : [ProfileOrderByInput!],
- : Boolean,
- : String,
- : String,
- : Int,
- : Int
- ): ProfileRelationEntityConnection
- # Composite entity-health summary, combining current and previous state with
- # last-calculation metadata. Read-only; computed by Coevera.
- : EntityHealthResult
- # Timestamp of the most recent modification made by an end user (excluding system
- # changes). Read-only; computed by Coevera.
- : DateTime
- # Permissions the current user has on this record, out of the requested ones.
- #
- # Arguments
- # permissions: Permissions to check; the result lists those the
- # current user has.
- (: [EntityPermsEnum!]!): [EntityPermsEnum!]!
- # Records of the given entity type that are related to this record, as a drilldown
- # list.
- #
- # Arguments
- # entityType: Entity type of the related records to list.
- (: EntityNameEnum!): CompactViewDrilldownModel!
- # Data of the given preview pane charts and lists, computed for this record.
- #
- # Arguments
- # ids: Ids of the charts to compute, taken from the charts of the
- # record type's interface preview. Comment charts are not supported.
- (: [UUID!]!): [DashboardChartData!]
- # Records behind one preview pane chart of this record: all records of a list
- # chart, or the records of a single data point of a report chart.
- #
- # Arguments
- # id: Id of the chart, taken from the charts of the record type's
- # interface preview.
- # seriesIndex: Index of the series of the drilled-down data
- # point. Required for report charts; must not be set for list charts.
- # itemIndex: Index of the drilled-down data point within its
- # series. Required for report charts; must not be set for list charts.
- (: UUID!, : Int, : Int): CompactViewDrilldownModel!
- # Values of the fields shown in the record's preview pane, as configured for the
- # record's type.
- #
- # Arguments
- # ids: Ids of the fields to return. When not set, the fields
- # configured for the preview pane of the record's type are returned.
- # first: Maximum number of preview pane fields to return when ids
- # is not set; fields pinned by the current user come first.
- (: [UUID!], : Int): [InterfaceFieldData]!
- # Approval request of this record that is pending or was rejected; null when there
- # is none or it was approved.
- : ApprovalEntity
- }
link Require by
- AccountAutoPrefillNew, unsaved account pre-filled with the values of an AI suggestion, with the ids of the fields that were filled in.
- AccountDataExRelationEntityOption selected in a multi-select checkbox field of an account; there is one link per selected option.
- AccountEntityCompany or organization the sales team works with; contacts, leads, opportunities and activities are linked to it.
- AccountEntityEdgeA Relay edge containing a `AccountEntity` and its cursor.
- AccountKPIEntityRecorded KPI event of an account, such as its creation, archiving or the first and last email sent, used in KPI reports.
- AccountProductPricingEntitySpecial price of a product for one account, used instead of the regular price when the product is sold to that account.
- AccountRelationEntityLink between two related accounts, such as partners or a supplier and its customer; its labels give the kind of relationship.
- AccountRepositoryRead operations for Account records.
- AccountSharingClientRelationEntitySharing of an account with a user, as a watcher or an editor.
- AccountSharingSalesUnitRelationEntitySharing of an account with a sales unit, as a watcher or an editor.
- ActivityRelationEntityLink of a task or an appointment to a record it concerns, such as an account, contact, lead, opportunity, project or quote.
- ApprovalEntityApproval request that an approval process raised for a record, such as a quote or an opportunity, waiting for the decision of its approvers.
- ArchiveAccountPayloadResult of the archiveAccount mutation.
- CallEntityPhone call logged in the space, linked to the user who made it and to the contact, account, lead or opportunity it concerns.
- ChangeOwnershipAccountPayloadResult of the changeOwnershipAccount mutation.
- ClientFavoriteEntityRecord or screen profile that a user has marked as a favorite.
- CloudObjectRelationEntityAttachment of a file to a record, such as an account, contact, opportunity, activity or email template, optionally in a folder of that record.
- ContactAccountRelationEntityLink between a contact and an account they work for, with their position and their place in the account org chart.
- ContactEntityPerson the sales team works with, usually linked to one or more accounts, leads and opportunities.
- ConvertAccountPayloadResult of the convertAccount mutation.
- CopyAccountPayloadResult of the copyAccount mutation.
- CreateAccountPayloadResult of the createAccount mutation.
- CustomEntityRelationDataEntityLink between two records made through a custom relation, such as an account linked to a custom entity record.
- DashboardListChartDataEntityOne record shown in a dashboard list chart, in the field matching its kind.
- DeleteAccountPayloadResult of the deleteAccount mutation.
- EmailEntityEmail message sent or received by users of the space, linked to the contacts, accounts and other records it concerns.
- EmailSequenceEnrolledEntityRecord enrolled in an email sequence, such as a contact, lead or opportunity, with the run that enrolled it.
- GhostContactAccountRelationEntityPlacement of a ghost contact on the org chart of an account, with its position and comment.
- LeadEntityPotential sale in its early stage that moves through a lead process until it is qualified into an opportunity or lost.
- LeadOpptyAccountRelationEntityLink between a lead or opportunity and an account, marking the primary account.
- ManageSharingAccountPayloadResult of the manageSharingAccount mutation.
- MergeAccountPayloadResult of the mergeAccount mutation.
- MessageRelationEntityLink between a message (email or memo) and a record such as an account, contact, lead or opportunity.
- NoteEntityNote a user wrote on a record such as an account, contact, lead, opportunity, project or quote.
- OnlineFormEntitySubmission (response) of an online form, with the answers and the records it created or updated.
- OnlineFormRelationEntityLink between an online form submission and a record it created or updated.
- OnlineFormTypeEmailRelationEntityEmail that sent an online form link to a recipient, with the record it was sent on.
- OpportunityEntityPotential deal with a value and closing date that moves through the steps of a sales pipeline until it is won or lost.
- ProfileRelationEntityRecord added explicitly to a static saved view (profile).
- ProjectEntityProject delivered for an account or run internally, with its objectives, activities and progress.
- QuoteAccountRelationEntityLink between a quote and an account, marking the primary account.
- QuoteEntityPrice offer for a customer, usually prepared from an opportunity, with product line items; it moves through a quote process.
- ReactivateAccountPayloadResult of the reactivateAccount mutation.
- RestoreAccountPayloadResult of the restoreAccount mutation.
- TagRelationEntityAssignment of a tag to a record.
- TextMessageConversationEntityText message conversation between a Coevera phone number and an external phone number.
- TextMessageConversationRelationsEntityLink between a text message conversation and a record such as an account, contact, lead or opportunity.
- UpdateAccountPayloadResult of the updateAccount mutation.