Terminus Data Studio Required Salesforce Integration Fields – Terminus Help Center

Overview

Below are the required fields for a Salesforce CRM Integration with Terminus Data and Measurement Studio.

The fields are, by default, mapped to the Terminus Data Studio and our schema when a user OAuth's their Salesforce instance. To complete the OAuth, the user must provide read-only access to Data and Measurement Studio by logging into https://home.terminusplatform.com/, navigating to Data or Measurement Studio > Settings > Configuration > Integrations > Salesforce, selecting "Connect to Salesforce," and logging into your Salesforce account.

To leverage the full value of these products, we suggest that users provide Terminus access to all those objects and fields listed below. Any additional fields you need to provide Terminus access to will be configured in the platform itself, during your onboarding period.

Recommended Fields

SFDC Object	Required Fields
Account	Id IsDeleted MasterRecordId Name Type ParentId Website OwnerId CreatedDate LastModifiedDate SystemModstamp LastActivityDate
Campaign	Id IsDeleted Name Type StartDate EndDate IsActive CreatedDate LastModifiedDate SystemModstamp
CampaignMember	Id IsDeleted CampaignId LeadId ContactId Status HasResponded CreatedDate LastModifiedDate SystemModstamp FirstRespondedDate
Contact	Id IsDeleted AccountId Name Email Title CreatedDate LastModifiedDate SystemModstamp
Lead	Id IsDeleted Name Title Company Email Website Status IsConverted ConvertedDate ConvertedAccountId ConvertedContactId ConvertedOpportunityId CreatedDate LastModifiedDate SystemModstamp
Opportunity	Id IsDeleted AccountId Name StageName Amount CloseDate Type IsClosed IsWon CreatedDate LastModifiedDate SystemModstamp
OpportunityContactRole	Id OpportunityId ContactId Role IsPrimary CreatedDate CreatedById LastModifiedDate LastModifiedById SystemModstamp IsDeleted
OpportunityHistory	Id OpportunityId CreatedById CreatedDate StageName Amount CloseDate SystemModstamp IsDeleted
OpportunityStage	CreatedDate LastModifiedDate SystemModstamp Id MasterLabel IsActive SortOrder IsClosed IsWon
RecordType	Id Name DeveloperName SobjectType IsActive CreatedDate LastModifiedDate SystemModstamp
Task	Id WhoId Subject OwnerId Type IsDeleted AccountId CreatedDate LastModifiedDate SystemModstamp
User	Id Username Name Title Email IsActive UserRoleId CreatedDate LastModifiedDate SystemModstamp
UserRole	Id Name ForecastUserId LastModifiedDate SystemModstamp PortalAccountId

Overview

Recommended Fields

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