Sales Analytics adds custom fields computed from your Salesforce data to app dataset. The table lists the fields in alphabetical order and shows how they are computed and the dataset that include them.
* - Indicates that dataset can’t be part of your app, depending on your configuration wizard selections.
| Field Label | Field API Name | Type | Computation | Datasets |
|---|---|---|---|---|
| Amount_isUpdated | Amount_isUpdated | Boolean | If the opportunity history record is an amount update: 1. Otherwise: 0 | Pipeline Trending |
| CloseDate_isUpdated | CloseDate_isUpdated | Boolean | If the opportunity history record is a close date: 1. Otherwise: 0 | Pipeline Trending |
| Days Overdue | DaysOverdue | Number | If activity is overdue, the number of days the activity is overdue | Activities |
| Days Past Due | DaysPastDue | Number | For open opportunities where close date is in the past: Date dataflow last run - Close date |
Opportunities Pipeline Trending Activities Oppty Products * Product Schedules * Opportunity Splits * |
| Days Since Last Activity | DaysSinceLastActivity |
Number |
Either Date that dataflow is run, Date opportunity last modified, or Date dataflow last run (whichever is earlier) - Date of last activity for the opportunity |
Opportunities Pipeline Trending Activities Oppty Products * Product Schedules * Opportunity Splits * |
| Discount_Percent | Discount_Percent | Number | 1 - { (Product amount field selected in wizard) / (ListPrice * Quantity) } | Oppty Products |
| IsLastUpdate | IsLastUpdate | Boolean | If the opportunity history record is the last update for the opportunity: True. Otherwise: False | Pipeline Trending |
| hasOpportunity | hasOpportunity | Boolean | If the user or account has ever owned an opportunity: True. Otherwise: False |
Users Accounts |
| IsLastStageUpdate | IsLastStageUpdate | Boolean | If this is the last stage change in opportunity history: 1. Otherwise: 0 | Pipeline Trending |
| IsLost | IsLost | Text | If opportunity was lost: Yes. Otherwise: No |
Opportunities Pipeline Trending Activities Oppty Products * Product Schedules * Opportunity Splits * |
| IsOverdue | IsOverdue | Boolean | If activity date is past due: True. Otherwise: False | Activities |
| IsPulled | IsPulled | Boolean |
If close date is changed to an earlier date: 1. Otherwise: 0 Note: Sum of this field on an opportunity results in the number of times a close date was pulled in. |
Opportunities Pipeline Trending Activities Oppty Products * Product Schedules * Opportunity Splits * |
| IsPushed or | IsPushed | Boolean |
If close date is changed to a date in the future: 1. Otherwise: 0 Note: Sum of this field on an opportunity results in the opportunities push count. |
Opportunities Pipeline Trending Activities Oppty Products * Product Schedules * Opportunity Splits * |
| Lead Age in Days | LeadAge | Number | For nonconverted leads: Date the dataflow runs - Lead created date. For converted leads: Lead conversion date - Lead created date | Leads |
| Neglected | Neglected | Boolean | If Days Since Last Activity (calculated field above) is > 60: True. Otherwise: False |
Opportunities Pipeline Trending Activities Oppty Products * Product Schedules * Opportunity Splits * |
| OpenClosedWonLost | OpenClosedWonLost | Text | If opportunity is open: Open. If opportunity is won (any won stage): Closed Won. If opportunity is lost (any lost stage): Lost |
Opportunities Pipeline Trending Activities Oppty Products * Product Schedules * Opportunity Splits * |
| Opportunity Age | OpportunityAge | Number | For closed opportunities: Close date - Created date. For open opportunities: Date dataflow last run - Created date |
Opportunities Pipeline Trending Activities Oppty Products * Product Schedules * Opportunity Splits * |
| Opportunity Owner or UniqueUserName | UniqueUserName | Text | For users with same first and last name, duplicates include Salesforce username in parentheses | All datasets |
| Owner or Queue Name | UserOrQueueName | Text | Combines lead owners that are either users or queue | Leads |
| Owner Type | OwnerType | Text | Designates whether lead is owned by a user (value: User) or a queue (value: Queue) | Leads |
| Past Due | IsPastDue | Boolean | For open opportunity with close date in the past: True. Otherwise: False |
Opportunities Pipeline Trending Activities Oppty Products * Product Schedules * Opportunity Splits * |
| Pushed | Pushed | Boolean |
If opportunity has been pushed at least once: True. Otherwise: False |
Opportunities Pipeline Trending Activities Oppty Products * Product Schedules * Opportunity Splits * |
| Total Opportunity Age | OpportunityAge | Number | For open opportunities converted from leads: Dataflow run date - Lead created date. For closed opportunities converted from leads: Opportunity close date - Lead created date | Leads |
| Stage_isUpdated | Stage_isUpdated | Boolean | If the opportunity history record is a stage: 1. Otherwise 0 |
Pipeline Trending |
| Time in Stage | Duration_Seconds | Number |
Duration of opportunity in current stage Note: Pipeline Trending uses this calculation for all stages in history for a single opportunity. |
Opportunities Pipeline Trending Activities Oppty Products * Product Schedules * Opportunity Splits * |
| ValidToDate | ValidToDate | Number | Date to which any opportunity history record was valid before changing to the next value | Pipeline Trending |
| ValidFromDate | ValidFromDate | Date | Date when history record is created | Pipeline Trending |