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Description
Field Type
Field
ID of the assignment rule to use. Can be an inactive assignment rule. If
unspecified and 
useDefaultRule
is 
true
, then the default assignment rule
is used.
To find the ID for a given assignment rule, you query the AssignmentRule
object (specifying 
RuleType="leadAssignment"
), iterate through the
reference
assignmentRuleId
returned AssignmentRule objects, find the one you want to use, retrieve its ID,
and then specify its ID in this field in the AssignmentRuleHeader. For
information on IDs, see ID Field Type.
Specifies whether to use the default rule for rule-based assignment (
true
) or
not (
false
).The default rule is assigned by users in the Salesforce user interface.
boolean
useDefaultRule
The following example shows how to automatically assign a newly created lead.
package com.sforce;
import java.net.MalformedURLException;
import java.net.URL;
import java.rmi.RemoteException;
import com.sforce.soap.enterprise.LoginResult;
import com.sforce.soap.enterprise.QueryResult;
import com.sforce.soap.enterprise.SaveResult;
import com.sforce.soap.enterprise.SforceServiceLocator;
import com.sforce.soap.enterprise.SoapBindingStub;
import com.sforce.soap.enterprise._AssignmentRuleHeader;
import com.sforce.soap.enterprise._SessionHeader;
import com.sforce.soap.enterprise.fault.LoginFault;
import com.sforce.soap.enterprise.fault.UnexpectedErrorFault;
import com.sforce.soap.enterprise.sobject.Lead;
import com.sforce.soap.enterprise.sobject.SObject;
public class LeadAssignment {
static LeadAssignment _leadAssignment;
public static void main(String[] args) {
_leadAssignment = new LeadAssignment();
try {
_leadAssignment.CreateLead();
} catch (Exception e) {
e.printStackTrace();
}
}
public void CreateLead() throws UnexpectedErrorFault, LoginFault,
RemoteException {
//Create the proxy binding and login
SoapBindingStub binding = (SoapBindingStub) new SforceServiceLocator().getSoap();
LoginResult lr = binding.login("user@domain.net", "secret");
//Reset the binding to use the endpoint returned from login
binding._setProperty(SoapBindingStub.ENDPOINT_ADDRESS_POINT,
loginResult.getServerUrl());
//Create the session id header, and add it to the proxy binding
_SessionHeader sh = new _SessionHeader();
sh.setSessionId(lr.getSessionId());
binding.setHeader(new SforceServiceLocator().getServiceName().getNamespaceURI(),
"SessionHeader", sh);
209
Lead
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//Create a new case and assign various properties
Lead lead = new Lead();
lead.setFirstName("Joe");
lead.setLastName("Smith");
lead.setCompany("ABC Corporation");
lead.setLeadSource("API");
//The lead assignment rule will assign any new leads that
//have "API" as the LeadSource to a particular user
//Create the assignment rule header and add it to the proxy binding
_AssignmentRuleHeader arh = new _AssignmentRuleHeader();
//In this sample we will look for a particular rule and if found
//use the id for the lead assignment. If it is not found we will
//instruct the call to use the current default rule. You cannot use
//both of these values together.
QueryResult qr = binding.query("Select Id From AssignmentRule where Name =
'Mass Mail Campaign' and RuleType = 'leadAssignment'");
if (qr.getSize() == 0) {
arh.setUseDefaultRule(new Boolean(true));
} else {
arh.setAssignmentRuleId(qr.getRecords(0).getId());
}
binding.setHeader(new
SforceServiceLocator().getServiceName().getNamespaceURI(), "AssignmentRuleHeader",
arh);
// Every operation that results in a new or updated case, will
// use the specified rule until the header is removed from the
// proxy binding.
SaveResult[] sr = binding.create(new SObject[] {lead});
for (int i=0;i<sr.length;i++) {
if (sr[i].isSuccess())
System.out.println("Successfully creaeted lead with id of: " +
sr[i].getId().getValue() + ".");
else
System.out.println("Error creating lead: " +
sr[i].getErrors(0).getMessage());
}
// This call effectively removes the header, the next lead will
// be assigned to the default lead owner. Remember to add the
// session header back in.
binding.clearHeaders();
binding.setHeader(new
SforceServiceLocator().getServiceName().getNamespaceURI(), "SessionHeader", sh);
}
}
See Also:
LeadOwnerSharingRule
LeadShare
LeadStatus
PartnerNetworkConnection
LeadHistory
Represents the history of changes to the values in the fields of a lead.
210
LeadHistory
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Supported Calls
query()
,
retrieve()
,
describeSObjects()
Fields
Description
Field
Properties
Field Type
Field
The name of the field that was changed.
Filter
Restricted
picklist
picklist
Field
Indicates whether the object has been moved to the Recycle
Bin (
true
) or not (
false
). Label is Deleted.
Defaulted
on create
Filter
boolean
IsDeleted
ID of the Lead. For information on IDs, see ID Field Type.
Label is Lead ID.
Filter
reference
LeadId
The new value of the field that was changed.
Nillable
anyType
NewValue
The latest value of the field before it was changed.
Nillable
anyType
OldValue
Usage
Use this object to identify changes to a lead.
This object respects field level security on the parent object.
See Also:
LeadShare
LeadStatus
LeadOwnerSharingRule
Represents the rules for sharing a lead with users other than the owner.
Note:  Contact salesforce.com customer support to enable access to this object for your organization.
Supported Calls
create()
,
update()
,
delete()
,
query()
,
retrieve()
,
getDeleted()
,
getUpdated()
,
describeSObjects()
211
LeadOwnerSharingRule
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Fields
Description
Field
Properties
Field Type
Field
The ID  representing the source group. Leads owned by users
in the source group trigger the rule to give access.
Create
Filter
reference
GroupId
A value that represents the type of sharing being allowed.
The possible values are:
Create
Filter
picklist
LeadAccessLevel
Read
Restricted
picklist
Edit
Update
The ID  representing the target user or group.The target user
or group is being given access.
Create
Filter
reference
UserorGroupId
Usage
Use these objects to manage the sharing rules for a particular lead. General sharing and Territory-related sharing use this
object.
See Also:
Lead
LeadShare
LeadStatus
LeadShare
Represents a sharing entry on a Lead.
Supported Calls
create()
,
update()
,
delete()
,
query()
,
retrieve()
,
describeSObjects()
Fields
Description
Field
Properties
Field Type
Field
Indicates whether the object has been moved to the Recycle
Bin (
true
) or not (
false
). Label is Deleted.
Defaulted
on create
Filter
boolean
IsDeleted
Level of access that the User or Group has to the Lead. The
possible values are:
Filter
Restricted
picklist
picklist
LeadAccessLevel
Read
Edit
212
LeadShare
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Description
Field
Properties
Field Type
Field
All
(This value is not valid for 
create()
or 
update()
calls.)
This field must be set to an access level that is higher than
the organization’s default access level for leads.
ID of the Lead associated with this sharing entry.This field
cannot be updated. For information on IDs, see ID Field
Type.
Filter
reference
LeadId
Reason that this sharing entry exists. Read-only. Values may
include:
Filter
Restricted
picklist
picklist
RowCause
• Manual Sharing -The User or Group has access because
a user with “All” access manually shared the Lead with
them.
• Owner - The User is the owner of the Lead or is in a
Role above the Case owner in the role hierarchy.
• ImplicitChild - User or Group has access to the Lead
on the Account associated with this Lead.
• Sharing Rule - The User or Group has access via a Lead
sharing rule.
ID of the User or Group that has been given access to the
Lead.This field cannot be updated.
Filter
reference
UserOrGroupId
Usage
This object allows you to determine which users and groups can view and/or edit leads owned by other users. For more
information, see Sharing.
If you attempt to create a record that matches an existing record, the 
create()
call updates any modified fields and returns
the existing record.
See Also:
AccountShare
Case
CaseShare
OpportunityShare
LeadStatus
Represents the status of a Lead, such as Open, Qualified, or Converted.
Supported Calls
query()
,
retrieve()
,
describeSObjects()
213
LeadStatus
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Fields
Description
Field
Properties
Field Type
Field
Indicates whether this lead status value represents a converted
lead (
true
) or not (
false
). Multiple lead status values can
Defaulted
on create
Filter
boolean
IsConverted
represent a converted lead. For more information, see
convertLead()
.
Indicates whether this is the default lead status value (
true
)
or not (
false
) in the picklist.
Defaulted
on create
Filter
boolean
IsDefault
Master label for this lead status value. This display value is
the internal label that does not get translated.
Filter
Nillable
string
MasterLabel
Number used to sort this value in the lead status picklist.
These numbers are not guaranteed to be sequential, as some
previous lead status values might have been deleted.
Filter
Nillable
int
SortOrder
Usage
This object represents a value in the lead status picklist (see Lead Status Picklist).The lead status picklist provides additional
information about the status of a Lead, such as whether a given status value represents a converted Lead.Your client application
can invoke the 
query()
call on the LeadStatus object to retrieve the set of values in the lead status picklist, and then use that
information while processing Lead objects to determine more information about a given lead. For example, the application
could test whether a given lead is converted based on its 
Status
value and the value of the 
IsConverted
property in the
associated LeadStatus object.
This object is read-only via the API. With sufficient permissions, your client application can invoke the 
query()
and
describeSObjects()
calls on this object.
See Also:
LeadOwnerSharingRule
LeadShare
LineitemOverride
A forecast override of a line item on an Opportunity.
Supported Calls
query()
,
retrieve()
,
getUpdated()
,
describeSObjects()
Special Access Rules
This object is only accessible if your organization has enabled the customizable forecasting feature, which can be done using
the Salesforce user interface. Requires the "View All Data" permission.
214
LineitemOverride
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Fields
Description
Field
Properties
Field
Type
Field
Indicates whether the overridden amount rolls up through
the forecast hierarchy (
true
), or was overridden by the owner
of this record (
false
).
Defaulted
on create
Filter
boolean
AmountInherited
Indicates whether the overridden forecast category rolls up
through the forecast hierarchy (
true
), or was overridden by
the owner of this record (
false
).
Defaulted
on create
Filter
boolean
ForecastCategoryInherited
ID of the associated Opportunity. For information on IDs,
see ID Field Type.
Filter
reference
OpportunityId
ID of the associated OpportunityLineItem.
Filter
reference
OpportunityLineItemId
The total monetary amount of the line item, which may be
overridden.
Filter
currency
OverrideAmount
The forecast category of the line item. Can be overridden.
Filter
Restricted
picklist
picklist
OverrideForecastCategory
The quantity of the line item, which may be overridden.
Filter
double
OverrideQuantity
The monetary amount of the unit price. Can be overridden.
Filter
currency
OverrideUnitPrice
ID of the owner of this record.
Filter
reference
OwnerId
Indicates whether the overridden quantity rolls up through
the forecast hierarchy (
true
), or is overridden by the owner
of this record (
false
).
Defaulted
on create
Filter
boolean
QuantityInherited
Indicates whether the overridden unit price rolls up through
the forecast hierarchy (
true
), or was overridden by the owner
of this record (
false
).
Defaulted
on create
Filter
boolean
UnitPriceInherited
Usage
This read-only object for customizable forecasting has a child-parent relationship with OpportunityOverride.
See Also:
OpportunityOverride
MailMergeTemplate
Represents a mail merge template (a Microsoft Word document) used for performing mail merges for your organization.
Supported Calls
create()
,
update()
,
delete()
,
query()
,
retrieve()
,
describeSObjects()
215
MailMergeTemplate
Special Access Rules
• All users can view this object, but you need the “Customize Application” permission to modify it.
• Customer Portal users cannot access this object.
Fields
Description
Field
Properties
Field Type
Field
Required. Microsoft Word document to use as a mail merge
template. Due to limitations with Microsoft Word mail
Create
base64
Body
merge templates, your client application can specify the Body
field in the 
create()
call but not in the 
update()
call.
Limit: 5 MB.
Length of the Microsoft Word document.
Filter
Nillable
int
BodyLength
Required.Text description of this mail merge template.
Limit: 255 characters.
Create
Filter
string
Description
Update
Required. File name of the Microsoft Word document that
was uploaded as a mail merge template. Limit: 255 characters
in length.
Create
Filter
string
Filename
Indicates whether the record has been moved to the Recycle
Bin (
true
) or not (
false
). Label is Deleted.
Defaulted
on create
Filter
boolean
IsDeleted
Date and time when this MailMergeTemplate was last used.
Filter
Nillable
dateTime
LastUsedDate
Required. Name of this mail merge template.
Create
Filter
string
Name
idLookup
Update
Usage
Use this object to manage mail merge templates for your organization.
See Also:
Standard and Custom Object Basics
216
MailMergeTemplate
Name
This object is used to retrieve information from related records where the related record may be from more than one object
type (a polymorphic foreign key). For example, the owner of a case can be either a user or a group (queue). This object allows
retrieval of the owner name, whether the owner is a user or a group (queue).You can use a describe call to access the information
about parents for an object, or you can use the 
who
,
what
, or 
owner
fields (depending on the object) in SOQL queries.This
object cannot be directly accessed.
Supported Calls and Queries
Calls:
describeSObjects()
SOQL:
SELECT
(including the WHERE clause),
ORDER BY
Fields
Description
Field
Properties
Field Type
Field
The user alias. Only populated for user rows.
Filter
Nillable
string
Alias
If the parent is a user, contact, or lead, the first name.
Filter
Nillable
string
FirstName
If the user is a user, contact, or lead, the last name.
Filter
Nillable
string
LastName
Name of the parent of the object queried. If the parent is a
user, contact, or lead, the value is a concatenation of
firstname
and 
lastname
fields of the parent object.
Filter
Nillable
string
Name
A list of the types of sObject that can be an owner of this
object. You can use this field to filter on a type of owner, for
example, return only the leads owned by a user.
Filter
Nillable
Restricted
picklist
string
Type
The ID of the user role associated with this object.
Filter
Nillable
reference
UserRoleId
Usage
To query on relationships where the parent may be more than one type of object, use the who, what, and owner fields. For
more information about these types of queries and the 
who
,
owner
, and 
what
fields, see Understanding Polymorphic Keys
and Relationships.
See Also:
Standard and Custom Object Basics
Relationship Queries
217
Name
Note
Represents a note, which is text associated with a custom object or a standard object, such as a Contact,Contract, or Opportunity.
Supported Calls
create()
,
update()
,
delete()
,
query()
,
search()
,
retrieve()
,
getDeleted()
,
getUpdated()
,
describeSObjects()
Fields
Description
Field
Properties
Field Type
Field
Body of the note. Limited to 32 KB.
Create
Nillable
textarea
Body
Update
Indicates whether the object has been moved to the Recycle
Bin (
true
) or not (
false
). Label is Deleted.
Defaulted
on create
Filter
boolean
IsDeleted
If 
true
, only the note owner or a user with the “Modify All
Data” permission can view the note or query it via the API.
Create
Defaulted
on create
boolean
IsPrivate
Note that if a user who does not have the “Modify All Data”
permission sets this field to 
true
on a note that they do not
Filter
own, then they can no longer 
query()
,
update()
, or
delete()
the note. Label is Private.
Update
ID of the user who owns the note.
Create
Defaulted
on create
reference
OwnerId
Filter
Update
Required. ID of the object associated with the note.
Create
Filter
reference
ParentId
Title of the note.
Create
Filter
string
Title
Nillable
idLookup
Update
218
Note
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