Salesforce Accounts – Fields Available
The Salesforce Account object has many fields available as a standard object, but many Rootstock and/or Financial Force custom fields can be added (see document Rootstock Page Layout Customizations).
Below is a list of the fields which are available on the SF Account object, including the managed custom Rootstock and Financial Force fields.
- Account Information Fields
- Address Information Fields
- Accounting Information and Dimension Analysis Fields
- Sales & Use Tax Information Fields
- Value Added Tax Information Fields
- Bank Detail Fields
- Finance Correspondence Fields
- Credit Term Fields
- System Information Field
NOTE When creating/editing a SF Account OR creating/ editing a RS Customer/Vendor record, many of these field values are/can be set/saved in both places (Salesforce and Rootstock side), if the link between the SF Account and RS Customer/Vendor record has already been established or is being established as part of the creation of a new record. The fields on the Rootstock Vendor Class record, specifically the RS Vendor Class which is indicated as the default class in System Defaults, are inherited onto RS Vendor Master records when using the Salesforce Account to trigger the creation of RS Vendor record (by checking the Rootstock Vendor flag).
Rootstock Customer Class Fields
The fields on the Rootstock Customer Class record, specifically the RS Customer Class record which is indicated as the default class in 'System Defaults', are inherited onto RS Customer Master records when using the Salesforce Account to trigger the creation of RS Customer records (by checking the Rootstock Customer flag).
