Salesforce Reporting: Most-used fields

The default currency for currency amount fields in the account, if multi-currency is enabled.

A textual description providing details about the Account.

The unique identifier for the account record.

The identifying name of the account.

The name of the related Account record, obtained through a lookup relationship. This field is commonly displayed in reports to provide context for associated records and is available via the Salesforce Reports and Dashboards REST API or SOQL API.

The date and time when the related Account record was created. This system field is retrieved through a lookup relationship and is available in reports via the Salesforce Reports and Dashboards REST API or SOQL API.

An alphanumeric identifier assigned to the account.

The full name of the Salesforce user designated as the owner of the related Account.

The record type assigned to the account, which can define different page layouts and picklist values.

A field used to identify a specific location or division within an Account.

The name of the assistant associated with a key contact or executive within the Account.

The unique identifier for an activity record (Task or Event).

The type of activity, such as 'Call', 'Email', or 'Meeting'.

The number of days since the opportunity was created or entered its current stage.

The monetary value associated with a sales opportunity or transaction. This is a key financial metric on Opportunity records, accessible through reports and SOQL queries.

The date and time when the Application record was initially created in Salesforce. This is an audit field automatically populated by the system.

A boolean indicator specifying if an activity or record has been assigned to a user.

The role of the user to whom an activity or record is assigned.

The display name for the role of the user to whom an activity or record is assigned.

The name of the marketing campaign. This field is commonly used in reports to identify specific campaigns and can be accessed via the Salesforce Reports and Dashboards REST API or SOQL API.

The date when the sales opportunity is expected or actually closed.

The calendar month in which the opportunity is expected to close, derived from the Expected Close Date.

A boolean indicator specifying if a record, such as an Opportunity or Case, has been closed.

The date and time when an activity (Task or Event) was completed.

The unique identifier for a Contact record.

The origin or source from which a Contact or Lead was acquired.

The job title of the contact.

The date and time when the record was initially created.

The alias or name of the user who created the record or asset.

The full name of the Salesforce user who originally created the record.

The date and time when the record was created.

A generic date field used in reports, often representing a significant timestamp such as creation date, last modification date, or a specific activity date, and commonly used for filtering report data.

A free-text field for detailed notes or additional information about the record.

The email address for a record, commonly found on Contact, Lead, User, or Person Account records, used for communication.

The name or subject of an email message in Salesforce, representing an email activity. This corresponds to the 'Name' field on the EmailMessage object.

A classification or sub-category for an Event record, often used to further define the nature of the event.

The date when an opportunity is expected to close.

The fiscal period (e.g., Quarter 1, Half 2) associated with the record's date, as defined by the organization's fiscal year settings.

The fiscal year associated with the record's date, as defined by the organization's fiscal year settings.

The category that an opportunity's stage falls into for sales forecasting (e.g., Pipeline, Best Case, Commit, Closed).

Indicates whether products are associated with the opportunity.

The date of the most recent activity (e.g., task, event) associated with the record.

The date and time when the record was last modified.

The alias of the Salesforce User who last modified the record.

The user who last made changes to a record. This helps in auditing and tracking modifications.

The date and time when the record was last modified.

The date when the opportunity's sales stage was most recently updated.

The marketing or sales channel from which a Lead was generated, such as 'Web', 'Referral', or 'Trade Show'.

The current stage or status of a Lead in the sales process, such as 'New', 'Working', or 'Qualified'.

The physical location associated with an activity or record.

The state or province component of a mailing address for a Contact, Lead, or Account.

The unique identifier for a specific Monthly Schedule record. This is an automatically generated 18-character alphanumeric ID.

The unique identifier for a specific Monthly Schedule record. This is an automatically generated 18-character alphanumeric ID.

A description of the next planned action or step to advance the opportunity.

The date when a record, such as a Case or an Email activity, was opened.

The currency code (e.g., USD, EUR) specifically used for monetary values on the Opportunity record.

The unique identifier for an Opportunity record.

The marketing or sales channel from which the Lead that generated this Opportunity was sourced.

The identifying name of the sales opportunity.

The email address of the Salesforce user who is the owner of the opportunity.

The total quantity of products or services included in the opportunity.

The categorization of an Opportunity record, allowing different business processes, page layouts, and picklist values (such as different opportunity stages) for various types of sales transactions.

The combined first and last name of the Salesforce user or queue who owns the record. This field represents the full name of the assigned owner.

The unique identifier (ID) of the parent account in an account hierarchy. This field establishes a hierarchical relationship between accounts, linking a child account to its superior or parent account. For example, it can link a branch office to its corporate headquarters.

The birthdate of the person for a Person Account.

The email address of the person for a Person Account.

The first name of the person for a Person Account.

The last name of the person for a Person Account.

Represents the primary partner associated with a record, such as a company, organization, or individual involved in a key business relationship.

Indicates if the record is marked as private, affecting its visibility to other users.

The percentage indicating the likelihood of the opportunity successfully closing.

This field indicates the number of times an Opportunity's Close Date has been moved to a later calendar month. The count increments by one each time the Close Date is edited and saved into a future month, regardless of how many months it is advanced in a single edit. It does not increment for changes within the same calendar month or for moving the date earlier.

A unique identifier for a line item representing a product or service being sold. This often corresponds to a 'Quote Line' in Salesforce CPQ or an 'Order Item' in Salesforce Order Management.

The unique identifier for an email message sent from or received within Salesforce. This ID is associated with the EmailMessage object, which represents an email record.

The date and time when the sent email activity record was created.

The unique identifier for a sent email activity record.

The full name of the Salesforce User who sent the email.

The role of the Salesforce User who sent the email.

The current stage in the lifecycle of a record, such as a sales opportunity or case.

The amount of time a record has spent in its current or a specific stage within a workflow process.

The date and time when a specific Stage History record was created, indicating when a stage change or event occurred. This is an audit field automatically populated by the system.

The name of a specific stage in the history of a record's progression, such as an Opportunity Stage. This field captures the name of each stage as it was recorded over time.

The current status of a record, such as a Lead, Task, or Case.

A brief summary or topic for an activity (Task, Event, Email) or other record.

Categorizes the nature of a task, such as a Call, Email, or List Email, to help with task organization and search refinement.

The name of the record type assigned to a Task or Event, helping to categorize activities.

The professional job title of an individual, such as a Contact, Lead, or User.

This field specifies the format or category of the email template. Common types include 'Text' for plain text, 'HTML' for templates using a Classic Letterhead, or 'Custom' for custom HTML templates without a letterhead.

A boolean indicator specifying if an Opportunity has been successfully closed and won.