Account - Field dictionary

José, Cloud Kicks Sales Director, asked Linda, the admirable Salesforce and Frisbii administrator, to redesign the page layout of the account object (Salesforce Object) by reorganizing all the Frisbii fields.

Image décorative

Since the account is a Salesforce object, here are the Salesforce procedures to:

If you are not yet familiar with Sales Cloud (the Salesforce module to which the Account object belongs), you can find more information here: Sales Cloud basics.

For further information on configuring Accounts outside the Frisbii context, please refer to the following'Salesforce article: Accounts.

Account object definition

The definition below comes from Salesforce.

Object	Description
Account	Use accounts to store information about customers or individuals you do business with. There are two types of accounts. Business accounts store information about companies. Person accounts store information about individual people.

Relationship with other Frisbii objects

Here's the extract from the Conceptual Data Model showing the Salesforce Account object and its relationships with Frisbii objects. It shows you the links between the Account and others that you'll discover as you read the articles.

Account object fields

First have in mind the list of Salesforce fields: Account fields and then get a look at the list of Frisbii fields by section.

API name	Field name	Type
sofactoapp__Active__c	Active	picklist (255)	No or Yes
sofactoapp__IdentiqueAddresses__c	Identical addresses	boolean, required	When the billing address is identical to the shipping address.
sofactoapp__Analytical_1__c	Analytical 1	string (255)	Please fill in the information according to your specific needs. It can be used in reports to analyze different axes.
sofactoapp__Analytical_2__c	Analytical 2	string (255)	Please fill in the information according to your specific needs. It can be used in reports to perform analyses on different axes.
sofactoapp__Capital_social__c	Share capital	currency (18, 2)	A company's share capital is equal to the total amount of goods and money contributed by the associates or shareholders, which they transfer to the company in return for corporate rights.
sofactoapp__Code_NAF__c	NAF code	string (5)	APE code (code d'Activité Principale) or NAF code (Nomenclature d'Activité Française). Each professional activity is governed by a code issued by Insee, known as the APE code. This code is made up of 4 digits and a letter. It characterizes a company's core business.
sofactoapp__Auxiliary_account__c	Sub-ledger account	Reference field	An existing sub-ledger account can be attached.
sofactoapp__Supplier_auxiliary_account__c	Supplier sub-account	Reference field	An existing sub-account can be attached.
sofactoapp__VAT_Account__c	VAT account	Reference field	Reference field associated with the accounting account.
sofactoapp__Contact__c	Billing contact	Contact	Select the billing contact for this data.
sofactoapp__Default_banking_Coordinates__c	Default bank details	Reference field	You can register several bank details under the same company name. You can then choose which ones to use by default.
sofactoapp__Payment_date__c	Payment terms	picklist (255), restricted	The deadline agreed with the customer for settling the invoice. Refers to a set of global values. X days net: X days from start date X days end of month: X days from last day of month
sofactoapp__Default_accounting_data__c	Default accounting data	Reference field	Associated with the object Frisbii Accounting Data. Accounting billing information Here is the link to the Accounting data module
sofactoapp__External_ID__c	External ID	string (255), case sensitive, external id, unique	If the account is associated with a record in a third-party system, you can enter the ID of the account from this third-party system here.
sofactoapp__Facturation_emise__c	Billing issued	currency (18, 2)	Displays the sum of all invoices issued for this quotation, excluding VAT. Managed field (cannot be modified).
sofactoapp__Provisional_invoicing__c	Provisional billing	currency (18, 2)	Displays the sum of the amounts (excl. VAT) of draft invoices linked to this offer. Managed field (cannot be modified).
sofactoapp__Immatriculation__c	Registration	date	Date of company registration'and start of'activity
sofactoapp__Language__c	Language	picklist (255), restricted	Please note: Like VAT, language can be configured at several levels (Account, Accounting data, Invoice or quotation).
sofactoapp__Lettre_RCS__c	RCS letter	picklist (255)	RCS: Registre du Commerce et des Sociétés (Trade and Companies Register) Letters: A for merchants, B for companies, C for economic interest groups, D for non-trading companies.
sofactoapp__Payment_Mode__c	Method of payment	picklist (255), restricted	The means agreed with the customer for settling the invoice. To be customized from global value set.
sofactoapp__Product_configuration__c	Product configuration	Reference field	Allows you to add a product configuration
sofactoapp__Social_Reason__c	Default company name	Reference field	Associated with object Frisbii Company name. Displayed on the PDF of the quotation
sofactoapp__social_reason_billing__c	Company name invoicing	string (100)	The name or company name of the buyer.
sofactoapp__SIREN__c	*SIREN* (DEPRECIE)	string (1300)*	Business directory identification system. The SIREN number is a unique INSEE code used to identify a company, organization or association operating in France. 9-digit code.
sofactoapp__SIREN_NIF__c	SIREN / NIF	string (55), external id, unique	Business directory identification system. The SIREN number is a unique INSEE code used to identify a company, organization or association operating in France. 9-digit code.
sofactoapp__SIRET__c	SIRET	string (55), external id, unique	Business directory identification system number
sofactoapp__Solde__c	Balance	currency (18, 2)	Account balance
sofactoapp__TVA_intra__c	Intrastat VAT	string (100)	This is an individual identification number assigned to VAT-registered companies domiciled within the European Union. In France, it consists of the FR code and 11 digits (2-digit computer key and the 9-digit SIREN number of the'company).
sofactoapp__Default_VAT2__c	Default VAT	picklist (255), restricted	Select the VAT rate to be applied to Quotation and Invoices linked to the Corporate Name. Refers to the set of global values. Please note: VAT can be entered at several levels.
sofactoapp__City_RCS__c	City RCS	Text Field	Name of the city where the registry office for is located. The Trade and Companies Register is a database of all individuals and legal entities engaged in commercial activity. All companies whose business activity is commercial must register with or face sanctions.
sofactoapi__BillingEmail__c	Email	Text Field	The end customer receives the payment receipt from Frisbii Pay by e-mail, only if the invoice is linked to a subscription. On Frisbii Pay the payment receipt is active from "Model of mails".