Minimum Object Requirements for CRM and MAP Integrations for ABM Customers

This document contains all the mandatory objects required from the customer’s Salesforce/Dynamics/HubSpot CRM and Pardot/Eloqua/HubSpot/Marketo MAP that must be synced with the 6sense platform during onboarding. We require read permissions for all the listed objects.

Note: If there are any other objects you wish to sync as mandatory objects during onboarding with the mentioned packages, please open a support ticket for the integrations team, providing details about the use case

CRM Integrations

Salesforce CRM

External Object Name	6sense Object Name(Backend)	6sense Object Display Name	ABM Only	ABM + Orchestrations	Advanced	Purpose
Account	account	SFDC Account	YES	YES	YES	Mandatory object for all the packages since it would be used in all downstream areas such as segments, orchestrations, models etc.
Campaign	campaign	SFDC Campaign	NO	YES	YES	Used in models and orchestrations as well
CampaignMember	campaignMember	SFDC Campaign Member	NO	YES	YES	Used in models and orchestrations as well
Contact	contact	SFDC Contact	YES	YES	YES	Mandatory object for all the packages; Model building, orchestrations, segments
Lead	lead	SFDC Lead	YES	YES	YES	Mandatory object for all the packages; Model building, orchestrations, segments
Opportunity	opportunity	SFDC Opportunity	YES	YES	YES	Mandatory object for all the packages
User	user	SFDC User	YES	YES	YES	Mandatory for all the packages
opportunityContactrole	opportunityContactRole	SFDC Opportunity Contact Role	NO	NO	YES	This will define the contact’s role in the organization and its influence on the opportunity. It is essential for contact models. Both OpportunityContactRole and List Membership are used to generate analytics for AI Orchestrations audit. As AI orchs rely on advanced package we can enable sync when advanced package is enabled.
opportunityLineItem	opportunityLineItem	SFDC Opportunity Line Item	NO	NO	YES	For identifying different products that are purchased
priceBookEntry	priceBookEntry	SFDC Price Book Entry	NO	NO	YES	Used to check what is the price of the opportunity or line item. Need for value metric reports
Product2	product2	SFDC Product	NO	NO	YES	We need this to identify products
OpportunityHistory	opportunityHistory	SFDC Opportunity History	NO	NO	YES	All stages of opportunities are captured in this object. This is represented in SI dashboard
RecordType	RecordType	SFDC Record Type	NO	NO	YES	Need this object whenever we sync Opportunity object
Task	task	SFDC Task	NO	NO	YES	Mandatory for advance customers. It is used in modeling data in the Reach Model to understand outreach activities
Event	event	SFDC Event	NO	NO	YES	Mandatory for advance customers. It is used in modeling data in the Reach Model to understand outreach activities
OpportunityStage	OpportunityStage	SFDC OpportunityStage	NO	NO	YES	This object will define the exact stage of the opportunities. This is used in filters and it has references in opportunity filters in the SI dashboard so this is needed for advance package customers
CurrencyType	CurrencyType	SFDC Currency Type	NO	NO	YES	Utilized for converting the currency if customer does not have USD converted currency field

HubSpot CRM

External Object Name	6sense Object Name (Backend)	6sense Object Display Name	ABM Only	ABM + Orchestrations	Advanced	Purpose
Contacts	contacts	Hubspot CRM Contacts	YES	YES	YES	Mandatory object for all the packages
Companies	companies	Hubspot CRM Companies	YES	YES	YES	Mandatory object for all the packages
Deals	deals	Hubspot Deals	YES	YES	YES	Mandatory object for all the packages which is opportunities wrt account or contact
Associations	dealContactRelation	Hubspot Deal Contact Relations	YES	YES	YES	These are relational objects and we need this for data sync
Associations	dealLineItemRelation	Deal Line Item Relation	YES	YES	YES	These are relational objects and we need this for data sync
Owners	owners	Hubspot Owners	YES	YES	YES	Similar to users object and mandatory for all the packages
Associations	dealCompanyRelation	Hubspot Deal Company Relations	YES	YES	YES	These are relational objects and we need this for data sync
Pipelines	pipeline	Hubspot Pipeline	YES	YES	YES	This defines stages of Deals/contacts/companies with the engagement of the org. Pipeline stages consists of actual stage name whereas only pipeline consists of IDs
Pipelines->deals/contact/company	pipelineStages	Hubspot Pipeline Stages	YES	YES	YES	This defines stages of Deals/contacts/companies with the engagement of the org. Pipeline stages consists of actual stage name whereas pipeline consists of IDs
Contacts->Lists	crm_contact_list	Hubspot Contact List	NO	YES	NO	Contact list is used in Orchestration(Add audience & Acquire new contacts)

Dynamics CRM

External Object Name	6sense Object Name (Backend)	6sense Object Display Name	ABM Only	ABM + Orchestrations	Advanced	Purpose
Account	accounts	Dynamics Account	YES	YES	YES	It is mandatory for all the packages. It is used in all the downstream areas
Contact	contacts	Dynamics Contact	YES	YES	YES	It is mandatory for all the packages. It is used in all the downstream areas
Lead	leads	Dynamics Lead	YES	YES	YES	It is mandatory for all the packages. It is used in all the downstream areas
opportunity	opportunities	Dynamics Opportunity	YES	YES	YES	It will represent the opportunities associated with any accounts
Campaign	campaigns	Dynamics Campaign	NO	YES	YES	We use campaign for building models and it is used Add Audience orchestration as well
SystemUser	systemusers	Dynamics SystemUser	YES	YES	YES	Mandatory for all the packages
Task	tasks	Dynamcis Task	NO	NO	YES	It is used in Reach models so it mandatory for advanced package
Email	emails	Dynamics Email	NO	NO	YES	It is used in Reach models so it mandatory for advanced package
PhoneCall	phonecalls	Dynamics PhoneCall	NO	NO	YES	It is used in Reach models so it mandatory for advanced package
Appointment	appointments	Dynamics Appointment	NO	NO	YES	It is used in Reach models so it mandatory for advanced package
list	lists	Dynamics List	NO	YES	YES	list-> campaign; It is used in Reach models; List is used in orchestrations. In Dynamics, we cannot add contacts directly; We need to create list first and then associate with the campaign
listmembers	listmembers	Dynamics Listmember	NO	YES	YES	list members -> campaign members ; It is used in Reach Models; We capture intent from the list member for building models List Membership are used to generate analytics for AI Orchestrations audit. As AI orchestrations rely on advanced package we can enable sync when advanced package is enabled

MAP Integrations

HubSpot MAP

External Object Name	6sense Object Name (Backend)	6sense Object Display Name	ABM Only	ABM + Orchestrations	Advanced	Purpose
Contacts	contacts	HubSpot Contacts	YES	YES	YES	Mandatory for all the packages. Used in segments, orchestration, models etc.
Companies	companies	HubSpot Companies	YES	YES	YES	Mandatory for all the packages. Used in segments, orchestration, models etc
Email->Events, Engagements,Subscriptions->timeline, forms	activities	Hubspot Activities	NO	NO	YES	It is used in modeling so it is needed for advance package customers
Email->Campaigns	campaign	HubSpot Campaigns	NO	YES	YES	Used in Orchestrations and downstream models
Contacts->Lists	contact_list	HubSpot Contact List	NO	YES	NO	Used in Orchestrations
Forms	Forms	HubSpot Forms	NO	NO	YES	Includes Form Names for the Form submission activity

Marketo MAP

External Object Name	6sense Object Name (Backend)	6sense Object Display Name	ABM Only	ABM + Orchestrations	Advanced	Purpose
Leads	contacts	Marketo Lead	YES	YES	YES	Mandatory for all the packages. Used in segments, orchestration, models etc.
Activities	activities	Marketo Activity	YES	YES	YES	Deletion of leads are included in this object so we need this object as a mandatory object for all the packages
campaigns	campaigns	Marketo Campaign	NO	NO	YES	This is used in orchestrations(ADD audience and Acquire contacts to MAP)
Programs	programs	Marketo Program	NO	NO	YES	This object consists of all the marketing intiatives such as Event programs, Engagement events, Email activities etc. that are required to models
Static Lists	lists	Marketo Static List	NO	YES	NO	Used in orchestration(Add audience & Acquire new contacts to MAP)

Eloqua MAP

External Object Name	6sense Object Name (Backend)	6sense Object Display Name	ABM Only	ABM + Orchestrations	Advanced	Purpose
Contacts	contacts	Eloqua Contact	YES	YES	YES	Mandatory for all the packages. Used in segments, orchestration, models etc.
Activities	activities	Eloqua Activity	NO	NO	YES	This is used in orchestrations(ADD audience and Acquire contacts to MAP)
Campaigns	campaigns	Eloqua Campaign	NO	YES	YES	Used in orchestrations(ADD audience and Acquire contacts to MAP)

Marketing Cloud Account Engagement (formerly Pardot) MAP

External Object Name	6sense Object Name (Backend)	6sense Object Display Name	ABM Only	ABM + Orchestrations	Advanced	Purpose
Prospect	prospect	Pardot Prospect	YES	YES	YES	Mandatory for all the packages
Visitor Activity	activities	Pardot Activity	NO	NO	YES	This data helps to learn how visitors and prospects of the customers has interacted in the customer’s website
Campaign	campaign	Pardot Campaign	NO	NO	YES	Required for advance since this is used in modeling data
Form	form	Pardot Form	NO	NO	YES	Required for advance since this data is used by DS team
List	list	Pardot List	NO	YES	NO	Used in orchestration(Add audience & Acquire new contacts to MAP)
List Membership	listMembership	Pardot ListMembership	NO	YES	YES	Used to generate analytics for AI Orchestrations audit. As AI orchs rely on advanced package we can enable sync when advanced package is enabled
Visit	visit	Pardot Visits	NO	NO	YES	Helps us in number of times the user has visited the website
Email Template	emailTemplate	Pardot Emailtemplate	NO	NO	YES	Required for Predictive(AIDT)