INTERFACE
InterfaceFieldData
Value of one field of a record as shown in its preview pane; each implementing type holds the value in its own type.
link Require by
- AccountEntityCompany or organization the sales team works with; contacts, leads, opportunities and activities are linked to it.
- ActivityEntityTask or appointment: the common view of the to-dos and meetings of the sales team, linked to the records they concern.
- AppointmentEntityMeeting or call scheduled in the calendar, with its invited users and contacts, linked to the records it concerns.
- ContactEntityPerson the sales team works with, usually linked to one or more accounts, leads and opportunities.
- LeadEntityPotential sale in its early stage that moves through a lead process until it is qualified into an opportunity or lost.
- LeadOpptyEntityLead or opportunity, with the fields both kinds of sales records share.
- OpportunityEntityPotential deal with a value and closing date that moves through the steps of a sales pipeline until it is won or lost.
- ProjectEntityProject delivered for an account or run internally, with its objectives, activities and progress.
- QuoteEntityPrice offer for a customer, usually prepared from an opportunity, with product line items; it moves through a quote process.
- TaskEntityTask (e.g. a to-do or a call) owned by a user, with an optional due date, and linked to records.