6sense CRM (Salesforce) Onboarding Minimum Data Requirements for Predictive Package

This guide clarifies the minimum data required from your CRM system to support 6sense functionalities. It outlines the standard tables and fields that we typically synchronize via the API.

During taxonomy discussions, we may discover the need to synchronize additional objects based on how you use your CRM systems. The permission required for these objects will be read-only for data retrieval. However, we will need write access to certain objects or fields to support enrichment or score export.

Standard Fields

Table: Account

Field Name	Description	Required Field
city		x
BillingCountry		x
created		x
ownerid		x
id	primary key id	x
industry		x
modified		x
name	account name	x
number_of_employees		x
state		x
type		x
website		x
address		x
sub_industry		x
zip		x

Table: Lead

Field Name	Description	Required Field
city		x
company		x
converted_contact_id	foreign key to crm_contact	x
converted_opportunity_id	foreign key to crm_opportunity	x
country		x
created		x
department		x
email		x
id	primary key id	x
job_function		x
job_title		x
lead_source		x
modified		x
role		x
state		x
status		x
address		x
annual_revenue		x
decision_making_role		x
first_name
industry		x
last_name
mobile_phone
number_of_employees		x
phone
sub_industry		x
zip		x

Table: Contact

Field Name	Description	Required Field
account_id	foreign key to the account object	x
country		x
created		x
department		x
email		x
id	primary key id	x
job_title		x
lead_source		x
modified		x
role		x
state		x
address		x
annual_revenue		x
city		x
decision_making_role		x
first_name		x
industry		x
job_function		x
last_name		x
mobile_phone
phone
sub_industry		x
zip		x
No Longer With Company
DoNotCall		x
HasOptedOutOfEmail		x
naicscode

Table: Opportunity

Field Name	Description	Required Field
account_id	foreign key to the account object	x
created		x
id	primary_key_id	x
modified		x
name		x
opportunity_closed		x
opportunity_closed_date		x
opportunity_won		x
stage_name		x
estimated_booking		x
estimated_revenue		x

Table: Opportunity Contact Role

Field Name	Description	Required Field
contact_id	foreign key to the account object	x
Created		x
Id	primary key id	x
Modified		x
opportunity_id	foreign key to the opportunity object	x

Table: Opportunity Line Items

Field Name	Description	Required Field
opportunity_id	foreign key to the opportunity object	x
Product_id	foreign key to the products object	x

Table: Product2

Field Name	Description	Required Field
created		x
id	primary key id	x
modified		x
name	product name	x
product_family		x

Table: Campaign

Field Name	Description	Required Field
Created		x
Enddate		x
Id	primary key id	x
Modified		x
Name	name of campaign	x
Startdate		x
Status		x
Type	type of campaign	x
channel	business channel	x
Description

Table: Campaign Member

Field Name	Description	Required Field
Campaignid	foreign key to the campaign object	x
Contactid	foreign key to the contact object	x
Created		x
Hasreponded		x
Id		x
Leadid	foreign key to the lead object, sfdc lead id	x
Modified		x
Status		x

Table: Task

Field Name	Description	Required Field
id	merge key	x
Activity_date
Subject		x
Whoid		x
Whatid		x
User Id	sfdc user id
Opportunity Id	sfdc opp id	x
Createdbyid
Ownerid
Accountid	sfdc account id	x
Status
Priority
Description
Type		x
Tasksubtype
Calldisposition
Createddate
LastModifieddate
Activitydate
IsClosed
Event		x

Table: Event

Field Name	Description	Required Field
Id	merge Key	x
Activity_date
Subject
whoid		x
whatid		x
Location
Opportunity Id	sfdc opp id	x
Createdbyid
Ownerid
Accountid	sfdc account id	x
Show As
DurationInMinutes
Description
Type		x
IsRecurring
Event

Table: Opportunity History

Field Name	Description	Required Field
id	merge Key	x
Opportunity Id		x
Stage Name		x
Estimated Revenue		x
Estimated Booking		x
Opportunity Closed Date		x
Created		x
User Id

Table: User

Field Name	Description	Required Field
id	merge Key, sfdc user id	x
First Name
Last Name
Phone
Mobile Phone
Email		x
Address
City
State
PostalCode
country
Department
Division
Job Title		x
Created Date
Modified Date
Alias
Nickname
isActive
UserRoleId		x
ProfileId
UserType
UserName

Table: Pricebook Entry

Field Name	Description	Required Field
ActivePriceAdjustmentQuantity		x
CurrencyIsoCode		x
IsActive		x
IsArchived		x
Name		x
Pricebook2Id		x
Product2Id		x
ProductCode		x
ProductSellingModelId		x
UnitPrice		x
UseStandardPrice		x

Table: Currency Type

This object is for multicurrency organizations only.

Field Name	Description	Required Field
ConversionRate		x
DecimalPlaces		x
IsActive		x
IsCorporate		x
IsoCode		x