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          Account Fields

          Account Fields

          Accounts have business account fields and person account fields.

          Required Editions

          Business Account Fields

          Available in: Lightning Experience and Salesforce Classic
          Business accounts available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions
          Person accounts available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions

          A business account has these fields. Depending on your page layout and field-level security settings, some fields aren’t visible or editable.

          Field Description
          Account Currency The default currency for all currency amount fields in the account. Amounts are shown in the account currency and are also converted to the user’s personal currency. Available only in orgs using multiple currencies.
          Account Division Division to which the account belongs. Records related to the account, such as contacts and opportunities, automatically inherit the account’s division. Available only in orgs using divisions to segment data.
          Account Name Name of company. Up to 255 characters are allowed in this field.
          Account Name (Local) The name of the account translated into the local language.
          Account Number Tracking or reference number for account. Up to 40 characters are allowed in this field.
          Account Owner Assigned owner of account. Not available in Personal Edition.
          Account Record Type The name of the field that determines what picklist values are available for the record. Available in Professional, Enterprise, Unlimited, Performance, and Developer Editions.
          Account Site Information about the account’s location, such as single location, Headquarters, or Branch. Up to 80 characters are allowed in this field.
          Account Source The source of the account record. For example, Advertisement or Trade Show. The source is selected from a picklist of available values, which a Salesforce admin sets. Each picklist value can have up to 40 characters.
          Annual Revenue Amount of annual reported revenue.
          Billing City City portion of billing address. Up to 40 characters are allowed.
          Billing Country Country portion of billing address. Entry is selected from a picklist of standard values or entered as text. If the field is a text field, up to 80 characters are allowed.
          Billing State/Province State or province portion of billing address. Entry is selected from a picklist of standard values or entered as text. If the field is a text field, up to 80 characters are allowed.
          Billing Street Street address used for billing. Up to 255 characters are allowed in this field.
          Billing Zip/Postal Code Zip or postal code portion of billing address. Up to 20 characters are allowed.
          Created By User who created the account, including creation date and time. (Read only)
          Description Description of account. Up to 32 KB of data is allowed in this field. Only the first 255 characters are shown in reports.
          Employees Number of people employed by the account.
          Evaluate this account against territory rules on save When checked, this field causes account assignment rules to run when the account is edited and saved. When customizing the page layout for accounts, a Salesforce admin can control whether this checkbox displays and whether it’s checked by default.
          Exclude from territory assignment rules When checked, this field shields the account from being evaluated when account assignment rules are run, preventing it from being automatically assigned to territories. Also, if the account is already assigned to territories as a result of assignment rules, checking this box removes the account from those territories. This checkbox only affects rule-based account assignments and has no effect on manual account assignments.
          Fax Fax number. Up to 40 characters are allowed in this field.
          Industry Primary business of account. Entry is selected from a picklist of available values, which a Salesforce admin sets. Each picklist value can have up to 40 characters.
          Modified By User who last changed the account fields, including modification date and time. This field doesn’t track changes made to any of the related list items on the account. (Read only)
          Ownership The ownership of the company, such as public or private. Entry is selected from a picklist of available values, which a Salesforce admin sets. Each picklist value can have up to 40 characters.
          Parent Account Parent company for companies that are subsidiaries of a larger company or organization. The parent account must be an existing account in Salesforce. You can enter the account name, or select (or optionally, create) the account using the lookup icon.
          Partner Account Read-only field that indicates whether an account is a partner account.
          Phone Primary phone number of account. Up to 40 characters are allowed in this field.
          Rating Categorization of how you rate this account, for example, Hot, Cold. Entry is selected from a picklist of available values, which a Salesforce admin sets. Each picklist value can have up to 40 characters.
          Shipping City City portion of primary mailing or shipping address. Up to 40 characters are allowed.
          Shipping Country Country portion of primary mailing or shipping address. Entry is selected from a picklist of standard values or entered as text. If the field is a text field, up to 80 characters are allowed.
          Shipping State/Province State or province portion of primary mailing or shipping address. Entry is selected from a picklist of standard values or entered as text. If the field is a text field, up to 80 characters are allowed.
          Shipping Street Primary mailing or shipping street address of account. Up to 255 characters are allowed.
          Shipping Zip/Postal Code Zip or postal code portion of primary mailing or shipping address. Up to 20 characters are allowed.
          SIC Code The standard Industrial Classification code of the account’s main business categorization. Up to 10 characters are allowed in this field.
          SIC Description A brief description of an organization’s line of business, based on its SIC code.
          Ticker Symbol The abbreviation used to identify publicly traded shares of a particular stock. Also known as the stock symbol. Up to 20 characters are allowed in this field.
          Type Type of account, for example, Customer, Competitor, or Partner. Entry is selected from a picklist of available values, which a Salesforce admin sets. Each picklist value can have up to 40 characters.
          Custom Links Listing of custom links for accounts that your Salesforce admin set up.
          Website URL of the account’s website. Up to 255 characters are allowed in this field, but only the first 50 characters are shown.

          Person Account Fields

          A person account has these fields. Depending on your page layout and field-level security settings, some fields aren’t visible or editable. Fields with a prefix Person or suffix _pc are contact fields that are supported for person accounts but not business accounts.

          This list doesn’t include custom fields that your Salesforce admin has created. Both account and contact custom fields are available for person accounts.

          Note
          Note To set field-level security on a Person Account field, set security on the corresponding Contact field. The Person Account field inherits the same security setting from the Contact field. You can't specify a different security setting on a Person Account field compared to the corresponding Contact field.
          Field Description Is Contact Field
          Account Currency The default currency for all currency amount fields in the account. Amounts are displayed in the account currency and are also converted to the user’s personal currency. Available only in orgs using multiple currencies. No
          Account Division Division to which the account belongs. Records related to the account, such as contacts and opportunities, automatically inherit the account’s division. Available only in orgs using divisions to segment data. No
          Account Name The name of the individual. For person accounts, the account name can’t be edited directly. Instead, Salesforce derives it by combining the First Name and Last Name fields in the appropriate order per the user's language setting. If Middle Name and Suffix fields have been enabled for the org, those fields are also included in the account name. No
          Account Name (Local) The name of the account translated into the local language. No
          Account Number Tracking or reference number for account. Up to 40 characters are allowed in this field. No
          Account Owner Assigned owner of account. Not available in Personal Edition. No
          Account Record Type The name of the field that determines what picklist values are available for the record. Available in Professional, Enterprise, Unlimited, Performance, and Developer Editions. No
          Account Site Information about the account’s location, such as single location, Headquarters, or Branch. Up to 80 characters are allowed in this field. No
          Annual Revenue Amount of annual reported revenue. No
          Assistant The contact’s assistant. Maximum 40 characters. Yes
          Asst. Phone The assistant’s phone number. Maximum 40 characters. Yes
          Billing City City portion of billing address. Up to 40 characters are allowed. No
          Billing Country Country portion of billing address. Entry is selected from a picklist of standard values or entered as text. If the field is a text field, up to 80 characters are allowed. No
          Billing State/Province State or province portion of billing address. Entry is selected from a picklist of standard values or entered as text. If the field is a text field, up to 80 characters are allowed. No
          Billing Street Street address used for billing. Up to 255 characters are allowed in this field. No
          Billing Zip/Postal Code Zip or postal code portion of billing address. Up to 20 characters are allowed. No
          Birthdate The contact’s birthday. Click the field, and then choose a date from the calendar. Yes
          Created By User who created the account, including creation date and time. (Read only) No
          Custom Links Listing of custom links for accounts that your Salesforce admin set up. No
          Department The associated business or organizational unit. Maximum 80 characters. Yes
          Description Description of account. Up to 32 KB of data is allowed in this field. Only the first 255 characters are shown in reports. No
          Do Not Call Whether the contact allows phone calls. Yes
          Email The contact’s email address. A valid email address is required. Maximum 80 characters. Yes
          Email Opt Out Whether the contact (person account) wants to receive email (false) or not (true). Yes
          Employees Number of people employed by the account. No
          Engagement History A chart showing the person account's inbound and outbound engagements for the last 30 days. Available with Sales Engagement. No
          Evaluate this account against territory rules on save When checked, this field causes account assignment rules to run when the account is edited and saved. When customizing the page layout for accounts, an administrator can control whether this checkbox displays and whether it’s checked by default. No
          Exclude from territory assignment rules When checked, this field shields the account from being evaluated when account assignment rules are run, preventing it from being automatically assigned to territories. Also, if the account is already assigned to territories as a result of assignment rules, checking this box removes the account from those territories. This checkbox only affects rule-based account assignments and has no effect on manual account assignments. No
          Fax Fax number. Up to 40 characters are allowed in this field. No
          Fax Opt Out Whether the contact wants to be included in broadcast faxes. Yes
          First Name The first or given name of the individual. Up to 40 characters are allowed in this field. Yes
          Gender Identity The contact's personal and self-identified experience of their gender, which sometimes doesn’t correspond to the contact's designated sex at birth. Yes
          Home Phone The contact’s home phone number. Maximum 40 characters. Yes
          Industry Primary business of account. Entry is selected from a picklist of available values, which a Salesforce admin sets. Each picklist value can have up to 40 characters. No
          Last Name The surname or family name of the individual. Up to 80 characters are allowed in this field. Yes
          Lead Source The record source: for example, Advertisement, Partner, or Web. The entry is selected from a picklist of available values, which the administrator sets. Maximum 40 characters for each picklist value. Yes
          Mailing City The city in the mailing address. Maximum 40 characters. Yes
          Mailing Country The mailing country for the address. Entry is selected from a picklist of standard values, or entered as text. Up to 80 characters are allowed if the field is a text field. Yes
          Mailing State/Province The mailing state or province for the address. Entry is selected from a picklist of standard values, or entered as text. Up to 80 characters are allowed if the field is a text field. Yes
          Mailing Street The street in the mailing address. Maximum 255 characters. Yes
          Mailing Zip/Postal Code The zip or postal code in the mailing address. Maximum 20 characters. Yes
          Middle Name

          Middle name of the individual. Up to 40 characters are allowed for this field.

          To enable this field, contact Salesforce Customer Support. Next, from Setup, enter User Interface in the Quick Find box, then select User Interface. Then select Enable Name Suffixes for Person Names.

          Yes
          Mobile The contact’s mobile phone number. Maximum 40 characters. Yes
          Modified By User who last changed the account fields, including modification date and time. This field doesn’t track changes made to any of the related list items on the account. (Read only) No
          Other City The city in another address for the contact. Maximum 40 characters. Yes
          Other Country Another country for the address. Entry is selected from a picklist of standard values, or entered as text. Up to 80 characters are allowed if the field is a text field. Yes
          Other Phone Another phone number for the contact. Maximum 40 characters. Yes
          Other State/Province Another state or province for the address. Entry is selected from a picklist of standard values, or entered as text. Up to 80 characters are allowed if the field is a text field. Yes
          Other Street The street address in another address for the contact. Maximum 255 characters. Yes
          Other Zip/Postal Code The zip or postal code in another address for the contact. Maximum 20 characters. Yes
          Ownership The ownership of the company, such as public or private. Entry is selected from a picklist of available values, which a Salesforce admin sets. Each picklist value can have up to 40 characters. No
          Phone Primary phone number of account. Up to 40 characters are allowed in this field. No
          Pronouns The contact's personal pronouns, reflecting their gender identity. The entry is selected from a picklist of available values, which the administrator sets. Maximum 40 characters. Yes
          Rating Categorization of how you rate this account, for example, Hot, Cold. Entry is selected from a picklist of available values, which a Salesforce admin sets. Each picklist value can have up to 40 characters. No
          Reports To The name of the person account’s manager. Enter a person account or contact name, or select a person account or contact from the list. Yes
          Salutation The title for addressing the contact, for example, Mr., Ms., or Dr. The entry is selected from a picklist of available values, which the administrator sets. Maximum 40 characters. Yes
          Shipping City City portion of primary mailing or shipping address. Up to 40 characters are allowed. No
          Shipping Country Country portion of primary mailing or shipping address. Entry is selected from a picklist of standard values or entered as text. If the field is a text field, up to 80 characters are allowed. No
          Shipping State/Province State or province portion of primary mailing or shipping address. Entry is selected from a picklist of standard values or entered as text. If the field is a text field, up to 80 characters are allowed. No
          Shipping Street Primary mailing or shipping street address of account. Up to 255 characters are allowed. No
          Shipping Zip/Postal Code Zip or postal code portion of primary mailing or shipping address. Up to 20 characters are allowed. No
          SIC Code The standard Industrial Classification code of the account’s main business categorization. Up to 10 characters are allowed in this field. No
          Suffix

          Name suffix of the individual. Up to 40 characters are allowed for this field.

          To enable this field, contact Salesforce Customer Support. Next, from Setup, enter User Interface in the Quick Find box, then select User Interface. Then select Enable Name Suffixes for Person Names.

          Yes
          Title The contact’s position within the organization. Maximum 80 characters. When converting a lead to a person account, the conversion fails if the lead Title field contains more than 80 characters. Yes
          Total Cadences The number of Sales Engagement cadences the person account is assigned to. This field is only available in list views. No
          Type Type of account, for example, Customer, Competitor, or Partner. Entry is selected from a picklist of available values, which a Salesforce admin sets. Each picklist value can have up to 40 characters. No
          Website URL of the account’s website. Up to 255 characters are allowed in this field; only the first 50 are displayed. No

          See Also

           
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