Field Types

Learn about the types of Grid fields—including standard and Intelligence Fields—and the properties associated with fields.

Overview: Fields

A field is a cell in the List Grid view that displays a certain piece of information for each List entry—lead, opportunity, etc.—that appears in the Grid. Field categories for each entry can include status, number of inactive days, and information regarding the last communication. These field categories appear as columns in the Grid. The cells within the fields are filled in with the actual value for that lead, opportunity, etc.

The following Grid field types are available in SalesforceIQ:

You can customize the fields in a List Grid view in a number of ways:

If you add, delete, or change the setup of a field, this change applies to all users. If you delete a field, an alert appears asking you to confirm that you want to do this.

For an overview of adding fields, watch the following video (~3 min):

If you reorder or hide/show a field, this change appears in your Grid view only. It doesn't impact the Grid view that appears to other users. If you choose either of these options, you can easily restore the Grid to its default view.

Add/remove fields

If you add or remove a field, this change applies to all users. If you delete a field, an alert appears asking you to confirm you want to do this.

Add a Field to the Grid

  1. With the List Grid view open, do one of the following:
    • Scroll to the far right of the Grid and click Add a Field.
    • To add a field to the left or right of any other field in the Grid, click the arrow to the right of the existing field header and select either Add Field to Left or Add Field to Right from the drop-down menu that appears.
  2. Choose whether to create a standard, Intelligence, company, account, or other List field. Note: Learn more about the special types of fields you can use here.
  3. Click Save.

Video: Adding Fields (~3 min)

Remove a Field From the Grid

  1. Click the arrow to the right of the field header you want to delete.
  2. On the confirmation screen, enter DELETE THIS FIELD.

    Note: Deleting a field permanently erases all the data in it.
  3. Click Delete Field.

Note: You can also delete a field from the Add a Field dialog. With the dialog open, hover over any field name, and then click .

Edit fields

If you change a field's name or options, this change applies to all users.

Note: To change a field type, add a new field of the correct type and use hotkeys to copy the data from the existing field to the new field.

  1. Click the arrow to the right of the field header and select Edit Field from the drop-down menu that appears.
    Note: If the Edit Field option doesn't appear, you can't edit this field. For example, you can't edit Intelligence Fields.
  2. On the Edit Field screen, you can change the field name and edit the field options.
    Note the following:
    • The options you can change depend on the field type. For example, if the field is a single select list, you can add more list options, and if the field is a number, you can change the date or number format.
    • If you update multi select options, options are sorted in the order that they appear on the Edit Field screen. To reorder the multi select field options, select an option and drag it to the position in the list you want. You can also click the button to reorder the options in your field alphabetically.
  3. Click Save Edits.

Note: You can also change how a field is set up from the Add a Field dialog. With the dialog open, hover over any field name, and then click .

Default fields

When you create a List, it automatically includes the Status, Owner, Created Date, Close Date, and Revenue fields, because these fields are key to any process you track in SalesforceIQ. Learn more about other field types here.

Note: Except for Revenue, you can't delete a default field. You can only hide it from view.

Status

Statuses in SalesforceIQ represent the different stages of your process or pipeline. You can completely customize statuses to match your specific workflow. For example, in a sales process, opportunities start out as Leads and then move through statuses such as Contacted, Qualified, Demoed, Pilot, and Deal Won or Deal Lost.

There are two categories of statuses: Active and Inactive

  • Use Active statuses to keep track of deals that your team is currently working on or has successfully won.
  • Use Inactive statuses to move deals out of your active pipeline if you will no longer pursue them—for example, if you won't pursue a deal for at least 30 days, or if you lose a deal.

Your active statuses should reflect your current pipeline and represent key stages of your process. Your team should update a deal's status regularly to receive the most accurate reports.

Note: As a best practice, you should always list your active statuses in the order a deal moves through your funnel, with your last active status as the final stage in your process—for example, Closed, Deal Won, etc.

Check out our workflow-specific Best Practices guides to learn more about statuses we see most commonly.

Statuses affect the following:

  • Reporting—Changing the status of a List object (lead, opportunity, etc.) moves it along through your pipeline. This movement is reflected in your report. All Sales and Pipeline reports are based on your last active status—for example, Deal Won or Closed. In addition, you can set the probability of closing for each active status and include this forecast in your sales reports. Inactive statuses are removed from your active pipeline.
  • Saved filters—By default, every user sees an All Active saved filter in the Grid. This shows all statuses designated as Active.

To add a new status:

  1. In the List Grid view, click the downward-facing arrow to the right of the Status field header, and then click Edit Field.
  2. On the screen that appears, click Active Pipeline or Inactive Pipeline, depending on the type of status you want to add.
  3. Click Add Active/Inactive Pipeline Status in the lower-left corner.
  4. Enter the status name and press Enter/Return.
  5. Click Save.

You can edit statuses in any of the following ways. After you make any status edits, click Save to save your changes.

  • To change the display order of either your active or inactive statuses—Click and hold to the left of the status name, and then drag and drop the entry to a different position in the list. This determines the order in which the entries appear when you click in the Status field. You should always order active statuses in the order that a deal takes as it moves through your funnel.
  • To change the probability of close—Click the percentage field to the right of the status name and enter a new value.

    Note: Only Organization admins can change the probability of close for a status. In addition, this feature is available for supported SalesforceIQ plans only.
  • To rename a status—Hover over the status name and click to the right. Enter a new name and press Enter/Return.
  • To delete a status—Hover over the status name and click to the right. Enter or select the status to which List objects in this status should belong, and then click Delete.
  • To change a status from active to inactive, or vice versa—Hover over the status name and click to the right.

To learn more about customizing statuses, watch the following video (~2 min):

Owner

The Owner field defaults to the person who creates a List object. You can change the owner to any List user. To change a List object owner, double-click the field and select the new owner from the list of users that appears.

Created Date

You can use the Created Date field to show when a List object entered your pipeline. When you create a List, the Created Date field is included by default. For each object you add to the List, the Created Date field shows the date the object was created automatically.

You can edit the date shown in this field to accurately represent the date the List object was created. To edit the Created Date field, double-click the field and enter a new date or select it from the calendar.

Note: This field replaces the Created Intelligence Field.

Close Date

Use the Close Date field to track the expected close date of active deals. The Close Date field shows the date a List object reaches the final active status automatically. The Close Date field defaults to 30 days after the created date. Organization admins only can edit this field to change the default close date.


In the Grid view, any user can edit the date shown in the Close Date field to accurately represent the date you closed or won the deal represented by the List object. To edit the Close Date field, double-click the field and enter a new date or select it from the calendar.

You can also use this field can to track the projected close date for active opportunities. Keep your projected close dates up-to-date to view your current forecasted revenue in your sales reports.

Revenue

The Revenue field is a standard number field that lets you track revenue for each List object. The Revenue field is included when you generate reports and forecast the probability of closing deals.

Standard fields

This article describes the standard fields available for Lists in SalesforceIQ. Standard fields are fields that you can edit yourself (unlike Intelligence Fields, which are populated automatically—learn more here).

The standard fields are as follows:

The sections below describe each standard field in detail.

Note: When you create a List, the Status, Owner, and Created field are added to the List by default. Learn more here.

Add a Standard Field

The basic steps for adding a standard field are the same for all field types:

  1. Scroll to the far right of your List Grid and click Add a Field.

    Note: You can also click the downward-pointing arrow to the right of any Grid field header and click Add New Field.
  2. Click Standard, and then click the field type.
  3. Enter a name for the field.
  4. Set the options for the field. See the sections below for details.

    Note: All standard fields except the File field include the Enable Filtering option. Check this box to include the given field as an option in List filtering.
  5. Click Add Field.
  6. After you have finished adding fields, click Save.

Collaborator

Use the Collaborator field to show who added a List object (opportunity, lead, etc.) to your List. This can help you figure out who has ownership over this deal or opportunity.


Set any of the following options:

  • Automatically default to [list object] collaborator—Check this box to set the default collaborator as the person who created the List. This replaces the Creator Intelligence Field.

    Note: If you set this field to default to the List object creator, you can always edit it to show a different collaborator for any given List object.
  • Allow multiple collaborators—Check this box to allow multiple collaborators to appear in the field. By default, you can enter only one collaborator in the field.

Contact

You can add fields to the Grid that link to new or existing Contacts in your SalesforceIQ address book. This Contact field type is great for when you want to reference a referral or source relevant to one of your Contacts or Accounts.

You can also add Contact properties (i.e., phone number, email address, social media pages, etc.) as a field in a Grid. For more information, click here.

Date

You can use the Date field to show when a List object entered your pipeline. For each object you add to the List, the Date field shows the date the object was created by default. You can change the date shown in this field, as well as the date format.


Set any of the following options:

  • Date Format—To change the date format, click the list and select a different format. There is an international month/day/year option, as well (highlighted in graphic above).
  • Automatically default to [list object] created date—Check this box to set the default date as the date the List was created.

    Note: If you set this field to default to the List object creation date, you can always edit it to show a different date for any given List object.

File

You can upload files (from resumes to spreadsheets, notes to images—anything!) directly into a List in SalesforceIQ.

After you create a File field, you can click that new field for any lead, recruit, etc. to upload a file associated with that Contact or Account. You can click on the file name in either the Grid or the Stream to access it.

Note:

  • The maximum file size you can upload is 10MB.
  • You can't use the File field to link to an online file such as a Google Doc. Instead, we recommend adding the link as a comment in the Stream.
  • While the File field can be deleted from the Grid view, any user that has access to the URL may still be able to download the file.

Single Select

Use a Single Select field to create a set of options to include in a field. With a Single Select field, you can select only one of the listed options in a field. This is different from a Multi Select field, which lets you select multiple options in a field.


Under Set Field Options, enter one or more values for the Single Select field. Click Add after each one.

Note: After you add list values, you can reorder them by dragging and dropping. You can also click the button to reorder them alphabetically. This determines the order in which the values appear in the field.


After you add your Single Select field, you can populate it in one of two ways:

  • Double-click the field and select the option you want. You can select only one option.
  • Click the field and type the option you want to search for. Click the option when it appears.

Number

One of the most common use cases for SalesforceIQ is to manage deals. Use a Number field to, for example create a field for tracking deal size in dollars.


Set any of the following options:

  • Decimal Places—To change the number of decimal places shown in the field, click the list and select a different value.
  • Number Format—To change the number format shown in the field, click the list and select a different value. The available options are Currency, Normal, and Percent.

    Note: You can now choose international currency options, such as the euro, pound or yen.

Multi Select

Use a Multi Select field to create a set of options to include in a field. With a Multi Select field, you can select more than one of the listed options in a field. This is different from a Single Select field, which lets you select only one option in a field.


Under Set Field Options, enter one or more values for the Multi Select field. Click Add after each one.

Note: After you add values, you can reorder them by dragging and dropping. You can also click the button to reorder them alphabetically. This determines the order in which the values appear in the field.


After you add your Multi Select field, you can populate it in one of two ways:

  • Double-click the field and select the option you want. You can select more than one option.
  • Click the field and type the option you want to search for it. Click the option when it appears. Type another option to include more than one option.

Text

Use a Text field if you want to give users the option to enter simple text in a Grid field.

Note: We recommend using either a Single Select field or a Multi Select field where possible for better filtering in the Grid.

Intelligence Fields

Intelligence fields are great resources, giving you additional insight to help you build better professional relationships and make smarter decisions.

You can add Intelligence fields to your List by clicking the in Add a Field:

Click Intelligence to select which automatic fields you want to add to your List:

Here is a list of the Intelligence Fields you can currently choose from:

  • 30 Days (Events)—Track the number of communications you and/or other users have had with a Contact or an Account in the last 30 days. This includes emails, automatically captured calendar events, as well as events (logged calls/meetings) manually logged in the Stream.
  • 7 Days (Events)—Track the number of communications you and/or other users have had with a Contact or an Account in the last 7 days. This includes emails, automatically captured calendar events, as well as events (logged calls/meetings) manually logged in the Stream.
  • All Time (Events)—This field shows the total number of communications you and/or other users have had with a Contact or an Account. This includes emails, automatically captured calendar events, as well as events (logged calls/meetings) manually logged in the Stream.
  • Author of First Communication—Quickly see which user or customer point of contact authored the first communication.
  • Author of last communication—Can't remember whether or not the ball is in your court? Use this field to display the name of the person who authored the last communication.
  • Days in Current Status—This field displays the number of days since you or other users changed an Account or Contact's status. It indicates whether or not an opportunity is “stuck" at a given stage in your pipeline.
  • First Communication Date—See the date that the first communication initiated by a user or point of contact took place.
  • Inactive (days)—This field calculates how many days it has been since your last communication (emails, calendar events, or logged calls or meetings) with a Contact or Account. Sorting by “Inactive Days" can help you see who might be in danger of slipping through the cracks.
  • Last Communication—This field automatically displays the title of the last email, manually or automatically logged call, or scheduling/rescheduling of a meeting—giving you quick context for your next interaction.
  • Last Comment—This field shows the last comment from the Stream for this Contact or Account.
  • Last Meeting—This field shows the title of the last manually entered or automatically detected meeting—giving you a quick context for your next meeting.
  • Last Meeting Date—This field shows the date of the last manually entered or automatically detected meeting—giving you a quick reminder about your last meeting date.
  • Next Followup Due—View the date of the next Follow-Up you've scheduled—this can be either the next upcoming Follow-Up or the most recent overdue Follow-Up. If you have Follow-Ups scheduled on the same day with multiple points of contact for an Account, this field displays the next immediate Follow-Up.
  • Next Meeting—Curious about what's next on the calendar for a given opportunity? Use this field to automatically display the title of the next manually entered or automatically detected meeting you or other users share with that Contact or Account.
  • Next Meeting Date—This field shows the date of your next manually entered or automatically detected meeting with a Contact or Account, enabling you to plan ahead with one glance.

    Note: Recurring meetings don't appear in this field.

SalesforceIQ has changed the Creator and Created fields from Intelligence Fields to standard fields. If you used the Creator and Created Intelligence Fields before we made this change, they continue to appear as Intelligence Fields. Also, if you created your Organization before the change, you can continue to use the Creator Intelligence Field. After the change, the Created field appears as a standard field in new Lists by default, and you can use the standard Collaborator field to add a List object creator. Learn more.

"Other List" and linked fields

Many customers set up several Lists, one for each end-to-end process their Organization manages. For instance, you might have an Opportunities List for sales and a Customers List for client management, or Recruiting for candidates and Employees for hires.

You can use linked fields to view a field from one List in another List. For instance, you may need to know the opportunity owner for your customer's latest upsell, or who referred your new hire.

Here are a few things to keep in mind about linked fields:

  • To add a linked field to a List, you must be an Organization admin.
  • To edit a linked field, you must go to the source and make your edits there. If you add a linked field to a second List, the field is view-only there.
  • When you create a Linked field, this adds two fields to the List: a field indicating the object name in the source List (lead, opportunity, etc.), and the field you brought in from the source List.

To add a linked field to a List:

  1. Open the List and click to display the Grid view.

    Note: This is the List where you want to add the linked field, not the source List containing the field.
  2. Scroll to the end of the list and click Add a Field.
  3. For the field type, click Other List.
  4. Select the Source drop-down list, and then select the List containing the field you want to add to the current List.
  5. Select the field you want to bring in from the source List.
  6. Click Save.

Overview: Account properties

Account properties are custom properties that your organization's admin creates that allow you to store information at the Account level, rather than tied to a specific lead, opportunity, etc. on a List. You can view, fill out, and update these properties on Lists, so your collaborators can easily access them throughout the workflow.

By using Account properties, teams can maintain these details without worrying about updating multiple Lists. And because these fields are customizable, you can be sure whatever Account-level information you need is easily accessible.

Account properties differ from Company properties in that Company properties are set pieces of information that we pull from various sources on the web. You can't edit Company properties. Account properties, by contrast, are created by admins and can be edited and customized.

Account properties are available for account-based Lists only.

Some Account property features are available to admin users only. Learn more about them here. For more information on Organization admins, including how to tell who yours is, see here.

Other Account property features are available to all users. Learn more about them here.

Note: If your Account Property field isn't appearing in the Grid, or you can't copy and paste information into the Account Property field, see our troubleshooting article.

Account properties: All users

Account properties are custom properties that your Organization's admin creates that let you store information at the Account level, rather than tied to a specific lead, opportunity, etc. on a List. You can view, fill out, and update these properties on Lists, so other users can easily access them throughout the workflow.

Learn more about Account properties here.

This article explains the Account property features available to all users:

  • Adding an Account property as a field in the Grid
  • Updating or adding an Account property value

Some Account property features are available to admin users only. Learn more about them here. For more information on Organization admins, including how to tell who yours is, see here.

Add an Account Property as a Field in the Grid

After an admin user creates an Account property, any user can add that Account property as a field in the Grid.

  1. With the List open, click to display the Grid view.
  2. Scroll to the end of the Grid and click Add a Field.
  3. On the screen that appears, select Account as the field type, and then select from the options that appear.
  4. Click Save.

Update or Add an Account Property Value

After an admin user creates a custom Account property, any user can update the values for that Account property. Users can do so from one of two places:

  • The Account Details page
  • The Grid

To update Account property values from the Account Profile page:

  1. In upper-right corner of any SalesforceIQ screen, click .
  2. Enter the Account name in the search field.
  3. Select the Account from the search results.
  4. On the Account Profile screen, scroll down the Account Details section.
  5. Click inside any field to edit the value.

To update Account property values from the Grid:

If the Account property has been added to the Grid view of a List as a field, you can update the Account property from the Grid view just as you would any other List field.

  1. With the List open, click the Grid icon to display the Grid view.
  2. Click the header for the Account property field.
  3. On the drop-down menu that appears, click Edit Field, and then edit the value.

    Note: Some Account property fields don’t have Edit Field in their drop-down menus.

Note: Any changes you make to an Account property from the Grid are reflected on the Account Profile page and on any other Lists where you've added this property.

Overview: Company properties

Company properties are set fields that SalesforceIQ automatically pulls into your Account profile based on information in the many data sources we use to enrich your Account profiles. Because this information comes from information already published on the Web, users can't edit it.

You can see Company properties on the Account Profile page under SalesforceIQ Company Profile.

Account properties, by contrast, are created by admins and can be edited and customized.

Like Account properties, Company properties are available for account-based Lists only. Also like Account properties, you can add any Company property to your Grid.

You can add Company properties as fields in the Grid so you can easily access this information throughout SalesforceIQ.

Company property fields

Company properties are set fields that SalesforceIQ automatically pulls into your Account profile based on information in the many data sources we use to enrich your Account and Contact profiles. Learn more about Company properties here.

You can add Company properties as fields in the Grid so you can easily access this information throughout SalesforceIQ. When you add a Company property as a field, SalesforceIQ automatically populates the field if we have that piece of information on that company from our database.

The following Company property fields are available:

  • Company Name
  • City
  • Country
  • Description
  • Employees
  • Fax Number
  • Industry
  • Phone Number
  • State
  • Street Address
  • Website
  • Zip Code

Note: You can add Company properties as Grid fields for Account-based Lists only.

  1. With your List open, click to display the Grid view.
  2. Scroll to the end of the List and click Add a Field.
  3. On the screen that appears, select either Company, and then select from the options available.
  4. Click Save.

Address properties

You can track address information for both your Contacts and your Accounts with SalesforceIQ's Address properties. Using Address properties, you can add full addresses or components of an address (for example, city or state) to the Grid as fields. When you enter information in an Address property field, SalesforceIQ searches our database to auto-fill the entry with a valid address.

When you update the address of a Contact or Account in the Grid, the update is automatically reflected in the corresponding Contact or Account Profile. With Address properties, you can filter in the Grid and pivot in reports (for Growth and Business plans) to segment your data by location.

Information you can track as an Address property includes the following:

  • Full Address
  • City
  • State/Province
  • Postal Code
  • Country

Users can perform the following tasks for an Address property:

Add an Address Property as a Field in the Grid

  1. With the List open, click to display the Grid view.
  2. Scroll to the far right of the Grid, or hover over the downward-pointing arrow in any field header, and click Add a Field.
  3. On the screen that appears, select Account (on an Account-based List) or Contact (on a Contact-based List) as the field type.
  4. Select Address, City, State/Province, Postal Code, or Country.
  5. Click Save.

Edit or Delete a Contact Property Value

Address property values can be updated in two places:

  • The Account or Contact Profile
  • The Grid

Note:

  • You can't edit City, State/Province, Postal Code, and Country fields directly. Instead, you make all edits to the full Address field. Any changes you make are automatically broken out and reflected in the components.
  • You can enter more than one address for a Contact. Accounts have one address only.

To update an Address property from the Account or Contact Profile:

  1. Navigate to the page either via search, from the Address or Contact gallery, or by clicking the Account or Contact name from the Stream.
  2. Scroll down to the Account Details or Contact Details or section.
  3. Click into the Address field and make your changes as follows:
    • To add a new address to a Contact—Click Add new and enter the information.
    • To edit the address—Click in the field and enter the new information.
    • To delete the information—Click .
    • To designate a Contact address as primary if you have more than one—Click .
  4. Click Save.

To update an Address property from the Grid:

If the Address property has been added to a List as a field, you can update it from the Grid like any other field type. Remember that you can only edit the full Address field. Your changes automatically appear in the corresponding component.

  1. Open the List.
  2. Confirm that the relevant Address property has been added as a field to the List.
  3. Find the Address field you want to update by filtering or searching in the List.
  4. Double-click in the cell.
  5. Edit the Address by doing one of the following:
    • To add a new address to a Contact—Click Add New and enter the information.
    • To edit the address—Click in the field and enter the new information.
    • To delete the information—Click .
    • To designate a Contact address as primary if you have more than one—Click .

Using Address Properties

  • Filter and sort—You can filter and sort individual Address properties (City, State/Province, Postal Code, Country) in the Grid, so users can create unique filters and saved filters.
  • Reporting—You can report on individual Address properties (City, State/Province, Postal Code, Country).

Questions About Address Properties?

If you have any issues using Address properties, see our troubleshooting article.