Built-in Objects

Built-in Objects

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Built-in Objects
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Built-in objects are pre-defined objects that come with the platform. Project objects become available when the Project Management Application is installed. The other built-in objects are always available.

Built-in objects are customizable, but some functionality is fixed. (Custom Objects, in contrast, are created by platform developers. They are fully configurable, and become available when custom applications are developed or installed.)

Contents

For Developers

Service Providers should consider the characteristics of Custom Objects vs CRM Objects and Built-in Objects when building applications. Custom Objects are more customizable and generally more flexible, but the CRM Objects and Built-in Objects may have special functionality that is desirable.

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Tip: The CRM Objects and Built-in Objects are due to be replaced by newer, more customizable versions in a future release. To minimize any impact on your applications, prefer Custom Objects, if at all possible.

Note: Some objects will be displayed as tabs in the application, while others are hidden from view

Property Limitations

The following Property options are not available in Built-in or CRM Objects:

  • Display Styles - Only Sectional Layout and Horizontal Tabbed Layout are supported
  • Record Locators can not be changed
  • Cannot make an object Active or Inactive
  • Inactive objects are not used in an application
  • Data in an Inactive object cannot be viewed, edited or deleted
  • Cannot set the object to be Web Enabled; exception: Prospects can be Web Enabled
Note: Web Enabled objects can use the Web Forms tool
  • The Help URL is set by default, and cannot be changed
  • Campaign Tracking is enabled by default, and cannot be changed

Other Considerations

  • Object Inheritance is not supported
  • Lookup fields to Built-in or CRM Objects do not include Record Selection Criteria or Post-selection Javascipt
  • Workflows are not supported
  • Built-in or CRM Objects cannot be deleted, but can be hidden from view
  • Fields associated with the Record Id are clickable in Built-in or CRM Objects
  • Clicking the link to an Account Name, Contact Name, or other Built-in or CRM Objects opens the record for viewing
  • By contrast, Custom Objects provide a Details link to open the record for viewing

Built-in Object Type Identifiers

Built-in Objects are listed here, showing the names that appear in the UI, along with the object-type identifiers used in the APIs.

Built-in Objects
(As shown in the Platform UI)
Object Type Identifiers
ActivityEVENT
NoteNOTE
Project*PROJECT
  - Project Task* Project_Task
  - Project Phase*Project_Phase
RoleROLE
TaskTASK
TeamTEAM
UserUSER
User TeamUSER TEAM
  • *The Project object is always available, but these objects provide extended functionality that is available only after installing the Project Management application.

Built-in Object Attributes

This section provides reference tables for the fields in the platform's Built-in Objects. The tables include Field Name, Display Type and Description for each Object.

Reference for Related Objects

Relating Tasks or Events to Objects

To add a Task or Event to the Contacts object, this field must be specified:

  • contact_id contains the identifier of the contact record

To add a Task or Event to any Object (other than Contacts), these fields must be specified:

  • reference_type contains the name of the object
  • reference_id contains the identifier of the record

Relating Objects

When building a relationship between objects, the fields reference_type and reference_id are used as follows.

Example
Object B (Expense Item) is related to Object A (Expense Report), therefore, a record in Object B (Expense Item) contains:
  • reference_type the name (or Object Type Identifier) of Object A (Expense Report)
  • reference_id the identifier of the record in Object A (Expense Report)

Standard Fields

The standard system fields are:

  • Common to, and predefined in, all Objects.
  • Created automatically when an object is created.
  • Populated automatically when a record is added or updated in the GUI.
  • Required when a record is added or updated using an API.
Field Name REST Search Name GUI Label Display Type Description
object_id object_id Object ID NumberUnique identifier for the object. (This field is always present, but is only displayed when examining Object metadata (the data that defines the object).
record_id id Record ID NumberUnique record identifier
owner_id OWNERID Owner StringUnique identifier of the record's owner
owner_team_id OWNER_TEAM_ID n/a StringUnique identifier of record owner's primary team. (This is a virtual field that does not actually exist in the record. The actual field is in the User object. It is returned in APIs, to keep from having to access the database a second time to check permissions.)
created_id CREATEDID Created By StringUnique identifier of the user who created the record
date_created DATECREATED Date Created StringDate the record was created:
date_modified DATEMODIFIED Date Modified StringDate the record was last modified:
modified_id MODIFIEDID Modified By StringUnique identifier of the user who last modified the record

EVENT (Activity) Object

Object ID
EVENT
Available Fields
  • Required Fields are highlighted, in italics
This state describes the default field property in a new instance of the platform. Users with appropriate Data Access Permissions can change field properties without notice.
  • Additional fields may be returned. Such fields are generally intended for internal use, or for backward compatibility. Common fields intended for internal use include:
  • CALL_ACTION
  • VIEW_ACTION
Field Name Display Type Description
assigned_id String ID of the User to whom this Event is assigned
calendar_categoryStringCalendar ID on which this event should set; The included calendar has ID = "0"; Optionally, specify the customer calendar ID that you created
calendar_frequencyNumberCalendar Frequency for the Event; For more information see Constants for Task and Event Objects
calendar_typeNumberCalendar Type for the Event; For more information see Constants for Task and Event Objects
ccStringA String of email addresses (separated by commas) containing additional users/contacts that you want to notify about this event
contact_idNumberID of the Contact this event is related to; In order to relate the event to a specific contact record, you need to set only this attribute; reference_id and reference_type are not required
descriptionStringEvent Description
duration Number Event duration in minutes
end_dateDateDate when the task ends
end_flagBooleanFlag to specify whether this event ends or not; True value means it ends on certain date, false means it never ends
flag_all_dayBooleanFlag to specify if the event is all day or not
invitee_listStringA comma separated String of IDs of Additional owners of this event
notify_contactBooleanFlag to determine whether the contact identified by contact_id should be notified or not
notify_participantsBooleanFlag to determine whether to notify participants in invitee_list or not
reference_idNumberID of the record this event is related to; To relate an event to a record, set reference_id, reference_id_name and reference_type ; Use this attribute to relate the event to any object other than Contact
reference_typeStringType of object this event is related to; To relate an event to a record, set reference_id, reference_id_name and reference_type; Use this attribute to relate the event to any object other than Contact
reminder_durationStringEvent reminder duration; For more information see Constants for Task and Event Objects
repeat_flagBooleanFlag to specify whether this event repeats or not; True value means the task repeats, false indicates no recurrence
start_date Date Event Start Date, in Date/Time Format. (The time value in this field is ignored when creating an event. The fields below are used, instead.)
start_hour Date Event Start Hour
start_minute Date Event Start Minute
subject String Event subject


NOTE Object

Object ID
NOTE
Considerations
  • NOTE object records can be added, updated, retrieved, and deleted. They cannot be searched.
Available Fields
  • Required Fields are highlighted, in italics
This state describes the default field property in a new instance of the platform. Users with appropriate Data Access Permissions can change field properties without notice.
  • Additional fields may be returned. Such fields are generally intended for internal use, or for backward compatibility. Common fields intended for internal use include:
  • CALL_ACTION
  • VIEW_ACTION
Field Name Display Type Description
description String Note Description
reference_idStringRecord ID of the object to which this note is related
reference_name StringName of the object to which this note is related
reference_type StringObject ID to which this note is related
title String Note title


PROJECT Object

File:notepad.png

Note: This object is available only after installing the Project Management application. It can be accessed using both the Java API and the REST API.

Object ID
PROJECT
Available Fields
  • Required Fields are highlighted, in italics
This state describes the default field property in a new instance of the platform. Users with appropriate Data Access Permissions can change field properties without notice.
  • Additional fields may be returned. Such fields are generally intended for internal use, or for backward compatibility. Common fields intended for internal use include:
  • CALL_ACTION
  • VIEW_ACTION
Field Name Display Type Description
name string Project Name
stage string Project Status
type string Type
percentage_completepercent% Complete
estimated_start_date date Estimated Start Date
estimated_end_date date Estimated End Date
actual_start_date date Actual Start Date
actual_end_date date Actual End Date
priority string Priority
estimated_hoursdoubleEstimated Hours
estimated_costscurrencyEstimated Costs
actual_hours double Actual Hours
actual_costs currency Actual Costs
percent_over_hours percent % Over Hours
percent_over_budgetpercent% Over Budget
description string Description


Project Task Object

Object ID
Project_Task
Available Fields
  • Required Fields are highlighted, in italics
This state describes the default field property in a new instance of the platform. Users with appropriate Data Access Permissions can change field properties without notice.
  • Additional fields may be returned. Such fields are generally intended for internal use, or for backward compatibility. Common fields intended for internal use include:
  • CALL_ACTION
  • VIEW_ACTION

File:notepad.png

Note: This object can be accessed only through the REST API.

Field Name Display Type Description Additional Information
assigned_id String ID of the User to whom this Task is assigned
duration Number Duration in days for project task
due_date Date Task Start date UTC Format
subject String Task Name
descriptionStringTask Description
date_completedDateDate when the task is actually completedUTC Format
action_typeStringTask action type
percentage_completeNumberPercentage of task completion
priorityStringTask priority
reference_idString
  • Project ID of the record this task is related to
  • To relate a task to a record, set reference_id, reference_id_name and reference_type
nameStringName of the Project this task is related to
project_milestone_idStringID of the project Phase the task is linked
calculated_finish_dateDateThis field value is calculated based on the Start date and duration given for the projectUTC Format
statusStringTask status
budget_hoursDoubleTask Budget Hours
budget_amountCurrencyTask Budget Amount
actual_hoursDoubleTask Actual Hours
actual_amountCurrencyTask Actual Amount
overrun_hoursPercentTask Overrun Hours
overrun_amountPercentTask Overrun Amount


Project Phase Object

Object ID
Project_Phase
Available Fields
  • Required Fields are highlighted, in italics
This state describes the default field property in a new instance of the platform. Users with appropriate Data Access Permissions can change field properties without notice.
  • Additional fields may be returned. Such fields are generally intended for internal use, or for backward compatibility. Common fields intended for internal use include:
  • CALL_ACTION
  • VIEW_ACTION

File:notepad.png

Note: This object can be accessed only through the REST API.

Field Name Display Type Description Additional Information
name String Name of the Project Phase
project_id String Id of the Project the phase is linked
comments String Project Phase Comments


ROLE Object

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DEPRECATED: The Built-in Objects object still exists, but the description on this page is deprecated. For the most comprehensive information, consult the REST API:Role Resource.


Object ID
ROLE
Available Fields
  • Required Fields are highlighted, in italics
This state describes the default field property in a new instance of the platform. Users with appropriate Data Access Permissions can change field properties without notice.
  • Additional fields may be returned. Such fields are generally intended for internal use, or for backward compatibility. Common fields intended for internal use include:
  • CALL_ACTION
  • VIEW_ACTION
Field Name Display Type Description
descriptionStringDescription of this role
name String Name of this Role


TASK Object

Object ID
TASK
Available Fields
  • Required Fields are highlighted, in italics
This state describes the default field property in a new instance of the platform. Users with appropriate Data Access Permissions can change field properties without notice.
  • Additional fields may be returned. Such fields are generally intended for internal use, or for backward compatibility. Common fields intended for internal use include:
  • CALL_ACTION
  • VIEW_ACTION
Field Name Display Type Description
action_typeStringTask action type
assigned_id String ID of the User to whom this Task is assigned
calendar_frequencyNumberCalendar frequency for a task; For more information see Constants for Task and Event Objects
calendar_typeNumberCalendar type for a task; For more information see Constants for Task and Event Objects
contact_idNumberID of the Contact this task is related to; You do not need to set reference_id and reference_type to relate the task to a contact record;
descriptionStringTask Description
due_date Date Task due date
end_dateDateDate when the task ends; In order to set an end date for the task, you need to set end_flag and repeat_flag attributes
end_flagBooleanFlag to specify whether this task ends or not; True value means it ends on certain date, false means it never ends
invitee_listStringA comma separated string of IDs of additional owners of this task
notify_completeStringFlag to Notify creator of status changes
percentage_completeNumberPercentage of task completion
priorityStringTask priority. Defined in the Task Priority Global Piclist. ("High", "Normal", "Low", by default.)
reference_idString
  • ID of the record this task is related to
  • Use this attribute to relate the task to any object other than Contact
  • To relate a task to a record, set reference_id, reference_id_name and reference_type
reference_id_nameString
  • Name of the record this task is related to, equal to the Record Locator
  • Use this attribute to relate the task to any object other than Contact
  • To relate a task to a record, set reference_id, reference_id_name and reference_type
reference_typeString
  • Type of object this task is related to
  • Use this attribute to relate the task to any object other than contact
reminder_durationStringTask reminder duration; For more information see Constants for Task and Event Objects
repeat_flagBoolean
  • Flag to specify whether this task repeats or not
  • True value means the task repeats, false indicates no recurrence
statusStringTask status. Defined in the Task Status Global Piclist. ("Not Started", "In Progress", "Waiting on Someone else", "Completed", by default.)
subject String Task subject


TEAM Object

File:warn.png

DEPRECATED: The Built-in Objects object still exists, but the description on this page is deprecated. For the most comprehensive information, consult the REST API:Team Resource.


Object ID
TEAM
Available Fields
  • Required Fields are highlighted, in italics
This state describes the default field property in a new instance of the platform. Users with appropriate Data Access Permissions can change field properties without notice.
  • Additional fields may be returned. Such fields are generally intended for internal use, or for backward compatibility. Common fields intended for internal use include:
  • CALL_ACTION
  • VIEW_ACTION
Field Name Display Type Description
name String Name of this team. (Must be unique in the parent team's list of subteams.)
parent_team_id Number Record ID of the parent team


USER Object

File:warn.png

DEPRECATED: The Built-in Objects object still exists, but the description on this page is deprecated. For the most comprehensive information, consult the REST API:User Resource.


Object ID
USER

Available Fields

  • Required Fields are highlighted, in italics
This state describes the default field property in a new instance of the platform. Users with appropriate Data Access Permissions can change field properties without notice.
  • Additional fields may be returned. Such fields are generally intended for internal use, or for backward compatibility. Common fields intended for internal use include:
  • CALL_ACTION
  • VIEW_ACTION
Note: In this object, Boolean fields accept only 1 or 0 (not TRUE/FALSE)
Field Name Display Type Description
activeBooleanSpecify if this user is active or not

Default is 1 (new user is created as an active user)

cityString City
companyStringCompany name
countryString Country name
email String User Email Address
employee_numberString Employee number
faxStringFax Number
first_nameStringUser first name
force_password_change_on_loginBooleanWhen enabled, the User is prompted to change the password when logging in for the first time

Default is 1 (new user is forced to change password on first login)

last_loginDateTime of the last login by this user
last_name String User last name
mobileStringMobile Number
notify_by_emailBooleanWhen enabled, a notification email is sent (containing the username, welcome and login information) when a new user is added

Default is 1 (email is sent automatically, on new user creation)

passwordStringPassword used to login
Considerations
  • Password is required for Login
  • Password is optional when creating a new user via REST API V1.0
  • If password is not provided, a temporary password is generated and sent to the user/tenant via email
Learn more: Manage Email Templates - Forgot Reset Password Email
phoneStringUser's phone number
reports_toString User's manager or supervisor (often used for approvals in workflows)
team_id String ID of the user's primary team
  • Required on Add action
  • Not supported for Update or Search
access_profile_id String User's Access Profile identifier
  • Required on Add action
  • Not supported for Update or Search
stateString State
streetStringUser's street address
time_zone Integer Time zone (See Time Zone Codes for details)
titleStringTitle
username String Username is a unique name associated with each User. Username is required to Login, can be an email address or an alphanumeric text string.
zipString Zip code

Time Zone Codes

Code Time Zone
80(GMT+14:00) Line Is. Time (Pacific/Kiritimati)
76(GMT+13:00) Phoenix Is. Time (Pacific/Enderbury)
84(GMT+13:00) Tonga Time (Pacific/Tongatapu)
75(GMT+12:45) Chatham Daylight Time (Pacific/Chatham)
31(GMT+12:00) Petropavlovsk-Kamchatski Time (Asia/Kamchatka)
74(GMT+12:00) New Zealand Daylight Time (Pacific/Auckland)
77(GMT+12:00) Fiji Time (Pacific/Fiji)
82(GMT+11:30) Norfolk Time (Pacific/Norfolk)
78(GMT+11:00) Solomon Is. Time (Pacific/Guadalcanal)
54(GMT+10:30) Load Howe Summer Time (Australia/Lord Howe)
52(GMT+10:00) Eastern Standard Time (Queensland)
56(GMT+10:00) Eastern Summer Time (New South Wales)
51(GMT+09:30) Central Summer Time (South Australia)
53(GMT+09:30) Central Standard Time (Northern Territory)
40(GMT+09:00) Korea Standard Time (Asia/Seoul)
46(GMT+09:00) Japan Standard Time (Asia/Tokyo)
27(GMT+08:00) Hong Kong Time (Asia/Hong Kong)
34(GMT+08:00) Malaysia Time (Asia/Kuala Lumpur)
36(GMT+08:00) Philippines Time (Asia/Manila)
57(GMT+08:00) China Standard Time (Asia/Shanghai)
41(GMT+08:00) Singapore Time (Asia/Singapore)
42(GMT+08:00) China Standard Time (Asia/Taipei)
55(GMT+08:00) Western Standard Time (Australia)
22(GMT+07:00) Indochina Time (Asia/Bangkok)
28(GMT+07:00) West Indonesia Time (Asia/Jakarta)
39(GMT+07:00) Indochina Time (Asia/Saigon)
37(GMT+06:30) Myanmar Time (Asia/Rangoon)
24(GMT+06:00) Sri Lanka Time (Asia/Colombo)
25(GMT+06:00) Bangladesh Time (Asia/Dacca)
33(GMT+05:45) Nepal Time (Asia/Katmandu)
23(GMT+05:30) India Standard Time (Asia/Calcutta)
32(GMT+05:00) Pakistan Time (Asia/Karachi)
43(GMT+05:00) Uzbekistan Time (Asia/Tashkent)
47(GMT+05:00) Yekaterinburg Time (Asia/Yekaterinburg)
30(GMT+04:30) Afghanistan Time (Asia/Kabul)
26(GMT+04:00) Gulf Standard Time (Asia/Dubai)
44(GMT+04:00) Georgia Time (Asia/Tbilisi)
45(GMT+03:30) Iran Standard Time (Asia/Tehran)
3(GMT+03:00) Eastern African Time (Africa/Nairobi)
21(GMT+03:00) Arabia Standard Time (Asia/Baghdad)
35(GMT+03:00) Arabia Standard Time (Asia/Kuwait)
38(GMT+03:00) Arabia Standard Time (Asia/Riyadh)
69(GMT+03:00) Moscow Standard Time (Europe/Moscow)
1(GMT+02:00) Eastern European Time (Africa/Cairo)
2(GMT+02:00) South Africa Standard Time (Africa/Johannesburg)
29(GMT+02:00) Israel Standard Time (Asia/Jerusalem)
59(GMT+02:00) Eastern European Time (Europe/Athens)
62(GMT+02:00) Eastern European Time (Europe/Bucharest)
64(GMT+02:00) Eastern European Time (Europe/Helsinki)
65(GMT+02:00) Eastern European Time (Europe/Istanbul)
68(GMT+02:00) Eastern European Time (Europe/Minsk)
58(GMT+01:00) Central European Time (Europe/Amsterdam)
60(GMT+01:00) Central European Time (Europe/Berlin)
61(GMT+01:00) Central European Time (Europe/Brussels)
70(GMT+01:00) Central European Time (Europe/Paris)
71(GMT+01:00) Central European Time (Europe/Prague)
72(GMT+01:00) Central European Time (Europe/Rome)
63(GMT+00:00) Greenwich Mean Time (Europe/Dublin)
66(GMT+00:00) Western European Time (Europe/Lisbon)
67(GMT+00:00) Greenwich Mean Time (Europe/London)
73(GMT+00:00) Greenwich Mean Time (GMT)
49(GMT-01:00) Cape Verde Time (Atlantic/Cape Verde)
50(GMT-02:00) South Georgia Standard Time (Atlantic/South Georgia)
6(GMT-03:00) Argentine Time (America/Buenos Aires)
18(GMT-03:00) Brazil Summer Time (America/Sao Paulo)
19(GMT-03:30) Newfoundland Standard Time (America/St Johns)
7(GMT-04:00) Venezuela Time (America/Caracas)
10(GMT-04:00) Atlantic Standard Time (America/Halifax)
17(GMT-04:00) Atlantic Standard Time (America/Puerto Rico)
48(GMT-04:00) Atlantic Standard Time (Atlantic/Bermuda)
5(GMT-05:00) Colombia Time (America/Bogota)
85(GMT-05:00) Eastern Standard Time (America/Indianapolis)
11(GMT-05:00) Peru Time (America/Lima)
14(GMT-05:00) Eastern Standard Time (America/New York)
15(GMT-05:00) Eastern Standard Time (America/Panama)
86(GMT-06:00) Central Standard Time (Canada/Saskatchewan)
8(GMT-06:00) Central Standard Time (America/Chicago)
13(GMT-06:00) Central Standard Time (America/Mexico City)
9(GMT-07:00) Mountain Standard Time (America/Denver)
16(GMT-07:00) Mountain Standard Time (America/Phoenix)
12(GMT-08:00) Pacific Standard Time (America/Los Angeles)
20(GMT-08:00) Pacific Standard Time (America/Tijuana)
4(GMT-09:00) Alaska Standard Time (America/Anchorage)
79(GMT-10:00) Hawaii Standard Time (Pacific/Honolulu)
81(GMT-11:00) Niue Time (Pacific/Niue)
83(GMT-11:00) Samoa Standard Time (Pacific/Pago Pago)


USER TEAM Object

This is a Junction Object, used to join Users to Teams. (Most developers will never need to reference this object.)

Object ID
USER_TEAM
Available Fields
  • Required Fields are highlighted, in italics
This state describes the default field property in a new instance of the platform. Users with appropriate Data Access Permissions can change field properties without notice.
  • Additional fields may be returned. Such fields are generally intended for internal use, or for backward compatibility. Common fields intended for internal use include:
  • CALL_ACTION
  • VIEW_ACTION
Note: In this object, Boolean fields accept only 1 or 0 (not TRUE/FALSE)


Field Name Display Type Description
user_id String User Id
team_id Number Team Id
role_id Number Role Id of a USER
flag_primaryBooleanFlag Team as Primary

Default is 0 (this team will not be the specified user’s primary team)

comments String Comments
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