Table: salesforce_account - Query Salesforce Accounts using SQL

Salesforce Accounts are companies or individuals that are involved in a business relationship. These can include customers, competitors, and partners. Accounts are used to store information such as name, address, and phone numbers, for easy reference.

Table Usage Guide

The salesforce_account table provides insights into Salesforce Accounts. As a Sales or CRM Manager, explore account-specific details through this table, including name, address, and phone numbers. Utilize it to uncover information about accounts, such as those with recent activities, the relationships between accounts, and the verification of account details.

Important Notes

If the naming_convention configuration argument is set to api_native, please see API Native Examples.

Examples

Basic info

Explore the general information about your Salesforce accounts, such as their names, descriptions, annual revenues, ownership types, industries, creation dates, ratings, and websites. This can help you gain insights into your accounts' performance, their industries, and how they have been rated over time.

select
  id,
  name,
  description,
  annual_revenue,
  ownership,
  industry,
  created_date,
  rating,
  website
from
  salesforce_account;

select
  id,
  name,
  description,
  annual_revenue,
  ownership,
  industry,
  created_date,
  rating,
  website
from
  salesforce_account;

List number of accounts by industry type

Discover the segments that each industry occupies in your Salesforce accounts. This can help you understand the distribution of your accounts across different industries, providing valuable insights for business strategy planning and decision making.

select
  count(*),
  industry
from
  salesforce_account
group by
  industry;

select
  count(*),
  industry
from
  salesforce_account
group by
  industry;

List number of accounts by ownership

Explore the distribution of accounts based on ownership to better understand the structure of your Salesforce accounts. This can help in assessing the balance of account ownership and strategizing future sales and marketing efforts.

select
  count(*),
  ownership
from
  salesforce_account
group by
  ownership;

select
  count(*),
  ownership
from
  salesforce_account
group by
  ownership;

List accounts with hot rating

This query can be used to identify high-priority accounts in your Salesforce database by finding those labeled with a 'Hot' rating. This can help sales teams focus their efforts on the most promising leads, improving efficiency and potentially increasing sales.

select
  id,
  name,
  description,
  annual_revenue,
  ownership,
  industry,
  created_date,
  rating,
  website
from
  salesforce_account
where
  rating = 'Hot'

select
  id,
  name,
  description,
  annual_revenue,
  ownership,
  industry,
  created_date,
  rating,
  website
from
  salesforce_account
where
  rating = 'Hot'

API Native Examples

If the naming_convention config argument is set to api_native, the table and column names will match Salesforce naming conventions.

Basic info (with API Native naming convention)

Gain insights into various aspects of your business accounts such as revenue, ownership, industry type, and rating. This query is useful for a comprehensive overview, helping in strategic decision-making and performance evaluation.

select
  "ID",
  "Name",
  "Description",
  "AnnualRevenue",
  "Ownership",
  "Industry",
  "Rating"
from
  "Account";

select
  "ID",
  "Name",
  "Description",
  "AnnualRevenue",
  "Ownership",
  "Industry",
  "Rating"
from
  "Account";

List number of accounts by industry type (with API Native naming convention)

Determine the distribution of accounts across different industry types. This can be useful for understanding the diversity of your client base and tailoring your services accordingly.

select
  count(*),
  "Industry"
from
  "Account"
group by
  "Industry";

select
  count(*),
  "Industry"
from
  "Account"
group by
  "Industry";

Show details about the turbot account

Gain insights into the Turbot account's details such as annual revenue, ownership, industry, and rating to better understand its financial and industrial standing.

select
  "ID",
  "Name",
  "Description",
  "AnnualRevenue",
  "Ownership",
  "Industry",
  "Rating"
from
  "Account"
where
  "Name" = 'turbot';

select
  "ID",
  "Name",
  "Description",
  "AnnualRevenue",
  "Ownership",
  "Industry",
  "Rating"
from
  "Account"
where
  "Name" = 'turbot';

Show customer accounts

Explore which customer accounts exist in your database to gain insights into their annual revenue, industry, and rating. This can help in understanding the financial health and industry distribution of your customer base.

select
  "ID",
  "Name",
  "Description",
  "AnnualRevenue",
  "Ownership",
  "Industry",
  "Rating"
from
  "Account"
where
  "Type" = 'Customer';

select
  "ID",
  "Name",
  "Description",
  "AnnualRevenue",
  "Ownership",
  "Industry",
  "Rating"
from
  "Account"
where
  "Type" = 'Customer';

Schema for salesforce_account

Name	Type	Description
_ctx	jsonb	Steampipe context in JSON form, e.g. connection_name.
account_source	text	The source of the account record. For example, Advertisement, Data.com, or Trade Show.
annual_revenue	double precision	Estimated annual revenue of the account.
billing_address	jsonb	The billing adress of the account.
clean_status	text	Indicates the record's clean status as compared with Data.com. Values are: Matched, Different,Acknowledged,NotFound,Inactive,Pending, SelectMatch, or Skipped.
created_by_id	text	The id of the user who created the account.
created_date	timestamp with time zone	The creation date and time of the account.
description	text	Text description of the account.
id	text	Unique identifier of the account in Salesforce.
industry	text	Primary business of account.
is_deleted	boolean	Indicates whether the object has been moved to the Recycle Bin (true) or not (false).
last_modified_by_id	text	The id of the user who last changed the contact fields, including modification date and time.
last_modified_date	timestamp with time zone	The date and time of last modification to account.
name	text	Name of the account.
number_of_employees	double precision	Number of employees working at the company represented by this account.
owner_id	text	The ID of the user who currently owns this account. Default value is the user logged in to the API to perform the create.
ownership	text	Ownership type for the account, for example Private, Public, or Subsidiary.
phone	text	The contact's primary phone number.
rating	text	The account's prospect rating, for example Hot, Warm, or Cold.
shipping_address	jsonb	The shipping adress of the account.
sic	text	Standard Industrial Classification code of the company's main business categorization, for example, 57340 for Electronics.
ticker_symbol	text	The stock market symbol for this account.
tradestyle	text	A name, different from its legal name, that an org may use for conducting business. Similar to “Doing business as” or "DBA".
type	text	Type of account, for example, Customer, Competitor, or Partner.
website	text	The website of this account, for example, www.acme.com.

Export

This table is available as a standalone Exporter CLI. Steampipe exporters are stand-alone binaries that allow you to extract data using Steampipe plugins without a database.

You can download the tarball for your platform from the Releases page, but it is simplest to install them with the steampipe_export_installer.sh script:

/bin/sh -c "$(curl -fsSL https://steampipe.io/install/export.sh)" -- salesforce

You can pass the configuration to the command with the --config argument:

steampipe_export_salesforce --config '<your_config>' salesforce_account