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81 lines
2.8 KiB
Markdown
81 lines
2.8 KiB
Markdown
# Column Names by Report Type
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Report metadata uses **platform report column names**, NOT raw API field names. These names are report-type-specific — ALWAYS verify using MCP tools (`get_metadata_type_sections` or `get_metadata_type_context`).
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## Opportunity
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| Object.Field | Report Column Name |
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|-------------|-------------------|
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| Opportunity.Name | `OPPORTUNITY_NAME` |
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| Opportunity.Amount | `AMOUNT` |
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| Opportunity.CloseDate | `CLOSE_DATE` |
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| Opportunity.StageName | `STAGE_NAME` |
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| Opportunity.Owner | `FULL_NAME` (NOT `OWNER_FULL_NAME` or `OWNER_NAME`) |
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| Account.Name | `ACCOUNT_NAME` |
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| Opportunity.CreatedDate | `CREATED_DATE` |
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| Opportunity.Probability | `PROBABILITY` |
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| Opportunity.Type | `TYPE` |
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| Opportunity.LeadSource | `LEAD_SOURCE` |
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## CaseList
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| Object.Field | Report Column Name |
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|-------------|-------------------|
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| Case.CaseNumber | `CASE_NUMBER` |
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| Case.Subject | `SUBJECT` |
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| Case.Status | `STATUS` |
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| Case.Priority | `PRIORITY` |
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| Case.Owner | `OWNER` (NOT `OWNER_NAME` or `OWNER_FULL_NAME`) |
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| Case.CreatedDate | `CREATED_DATE` |
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## LeadList
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| Object.Field | Report Column Name |
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|-------------|-------------------|
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| Lead.FirstName | `FIRST_NAME` |
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| Lead.LastName | `LAST_NAME` |
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| Lead.Company | `COMPANY` |
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| Lead.Status | `STATUS` |
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| Lead.LeadSource | `LEAD_SOURCE` |
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| Lead.CreatedDate | `CREATED_DATE` |
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## AccountList
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| Object.Field | Report Column Name |
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|-------------|-------------------|
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| Account.Name | `ACCOUNT_NAME` |
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| Account.Id | `ACCOUNT_ID` |
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## AccountContactRole
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| Object.Field | Report Column Name |
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|-------------|-------------------|
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| Contact.FirstName | `FIRST_NAME` (NOT `FULL_NAME` or `CONTACT_NAME`) |
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| Contact.LastName | `LAST_NAME` |
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| Contact.Title | `TITLE` (NOT `CONTACT_TITLE`) |
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| Contact.Email | `EMAIL` (NOT `CONTACT_EMAIL`) |
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| Contact.Phone | `PHONE1` (NOT `CONTACT_PHONE`) |
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| Contact.MailingCity | `ADDRESS2_CITY` (NOT `CONTACT_MAILINGCITY`) |
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| Account.Name | `ACCOUNT.NAME` (NOT `ACCOUNT_NAME` — uses dot notation) |
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| AccountContactRole.Role | `ROLE` |
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### AccountContactRole FILTER columns
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Filter `<column>` values use plain names for Account fields — NOT dot notation:
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- Use `INDUSTRY` (not `ACCOUNT.INDUSTRY`)
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- Use `TYPE` (not `ACCOUNT.TYPE`)
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- Use `ACCOUNT_ID` (not `ACCOUNT.ID`)
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- Only `ACCOUNT.NAME` uses dot notation (for display columns and groupings only)
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## Common Mistakes
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- `OWNER_FULL_NAME` → Use `FULL_NAME` (Opportunity) or `OWNER` (Case/Lead)
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- `OWNER_NAME` → Use `OWNER` (CaseList) or `FULL_NAME` (Opportunity)
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- `CONTACT_NAME` → Verify per report type; some use `FIRST_NAME` + `LAST_NAME`
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- `ACCOUNT_NAME` → For AccountContactRole, use `ACCOUNT.NAME` (dot notation)
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- `FULL_NAME` → NOT valid for AccountContactRole; use `FIRST_NAME` + `LAST_NAME`
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## Custom Fields
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Custom fields use the format `<ObjectApiName>.<FieldApiName__c>` (e.g., `Opportunity.Custom_Field__c`).
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