Salesforce Data Inventory

The following table(s) contains detailed examples of the metadata fields available from the Salesforce API endpoints Worklytics leverages. In order to pseudonymize and sanitize PII and other potentially sensitive data, Worklytics provides access to a Data Loss Prevention (DLP) Proxy, which allows customers to pre-filter metadata, within customer infrastructure, before it is sent to Worklytics for processing.

These are the fields Worklytics recommends but the Worklytics DLP Proxy provides full field-level control and therefore any field may be removed or sanitized.

Field descriptions are taken from third party API documentation, these are maintained on a best effort basis and Worklytics can not guarantee their indefinite accuracy. Please refer to the source API site for the most up-to-date documentation.

How to read the "DLP Proxy" column in the table(s):

🔴 This field is completely redacted by the DLP Proxy

⭕ This field is transformed, usually partially redacted

🟡 This field is "pseudonymized" by the DLP Proxy: only a SHA256 hash of its value is sent to Worklytics; never the value itself

To see only the fully sanitized version of this document, click here.

Worklytics requires access to the following API primary endpoints:

Model	Description	API docs
Account	Used to retrieve account metadata Endpoints: /services/data/v{version}/sobjects/Account/describe /services/data/v{version}/composite/Account /services/data/v{version}/query	🔗↗️
User	Used to retrieve users metadata Endpoints: /services/data/v{version}/sobjects/User/describe /services/data/v{version}/composite/User /services/data/v{version}/query	🔗↗️
ActivityHistory	<br><strong>Endpoints:</strong><br> <code>/services/data/v{version}/sobjects/ActivityHistory/describe</code><br> <code>/services/data/v{version}/query</code><br> </td> <td width="50"><a href="https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_activityhistory.htm" target="_blank">🔗↗️</a></td>

Account

API docs: https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_account.htm

DLP Proxy docs: Salesforce

DLP Proxy	Property Name	Type	Description
🟢 Allowed	accountSource	String
🟢 Allowed	annualRevenue	BigDecimal
🔴 Redacted	attributes	N/A
🟡 Pseudonymized	createdById	String	The ID of the user who created this record Raw example: 4831887 Sanitized example: p~SIoJOpeSgYF7YUP
🟢 Allowed	createdDate	ZonedDateTime
🟢 Allowed	deleted	boolean
🟢 Allowed	lastActivityDate	Date
🟢 Allowed	lastModifiedById	String
🟢 Allowed	lastModifiedDate	ZonedDateTime
🟢 Allowed	numberOfEmployees	Long
🟡 Pseudonymized	ownerId	String	The ID of the user who currently owns this account. Raw example: 4831887 Sanitized example: p~SIoJOpeSgYF7YUP
🟢 Allowed	ownership	String
🟢 Allowed	parentId	String
🟢 Allowed	rating	String
🟢 Allowed	sic	String
🟢 Allowed	type	String

User

API docs: https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_user.htm

DLP Proxy docs: Salesforce

DLP Proxy	Property Name	Type	Description
🟡 Pseudonymized	accountId	String	ID of the Account associated with a Customer Portal user. Raw example: 4831887 Sanitized example: p~SIoJOpeSgYF7YUP
🟢 Allowed	active	boolean
🔴 Redacted	alias	String
🔴 Redacted	attributes	N/A
🟡 Pseudonymized	contactId	String	Raw example: 4831887 Sanitized example: p~SIoJOpeSgYF7YUP
🟡 Pseudonymized	createdById	String	The ID of the user who created this record Raw example: 4831887 Sanitized example: p~SIoJOpeSgYF7YUP
🟢 Allowed	createdDate	ZonedDateTime
🔴 Redacted	email	String	Raw example: [e-mail] Sanitized example: { "scope":"email", "domain":"acme.com", "hash":"aT3usZghgyWmDoXRncq5qhmQJQMjY49xDJylpM4TyYI" }
🟢 Allowed	emailEncodingKey	String	The email encoding for the user, such as ISO-8859-1 or UTF-8
🟢 Allowed	lastLoginDate	ZonedDateTime
🟡 Pseudonymized	lastModifiedById	String	The ID of the user last updated this record Raw example: 4831887 Sanitized example: p~SIoJOpeSgYF7YUP
🟢 Allowed	lastModifiedDate	ZonedDateTime
🟡 Pseudonymized	managerId	String	The Id of the user who manages this user. Raw example: 4831887 Sanitized example: p~SIoJOpeSgYF7YUP
🔴 Redacted	name	String
🟢 Allowed	timeZoneSidKey	String
🟢 Allowed	userRoleId	String
🟢 Allowed	userType	String
🔴 Redacted	username	String

ActivityHistory

API docs: https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_activityhistory.htm

DLP Proxy docs: Salesforce

DLP Proxy	Property Name	Type	Description
🟢 Allowed	accountId	String
🟢 Allowed	activityDate	Date
🟢 Allowed	activityDateTime	ZonedDateTime
🟢 Allowed	activitySubtype	String
🟢 Allowed	activityType	String
🟢 Allowed	allDayEvent	boolean
🟢 Allowed	callDurationInSeconds	Long
🟢 Allowed	callType	String
🟢 Allowed	completedDateTime	ZonedDateTime
🟡 Pseudonymized	createdById	String	The ID of the user who created this record Raw example: 4831887 Sanitized example: p~SIoJOpeSgYF7YUP
🟢 Allowed	createdDate	ZonedDateTime
🟢 Allowed	deleted	boolean
🟢 Allowed	durationInMinutes	Long
🟢 Allowed	endDateTime	ZonedDateTime
🟢 Allowed	highPriority	boolean
🟡 Pseudonymized	lastModifiedById	String	The ID of the user last updated this record Raw example: 4831887 Sanitized example: p~SIoJOpeSgYF7YUP
🟢 Allowed	lastModifiedDate	ZonedDateTime
🟡 Pseudonymized	ownerId	String	The ID of the user or group who owns the activity. Raw example: 4831887 Sanitized example: p~SIoJOpeSgYF7YUP
🟢 Allowed	priority	String
🟢 Allowed	startDateTime	ZonedDateTime
🟢 Allowed	status	String
🟢 Allowed	task	boolean
🟢 Allowed	whatId	String
🟡 Pseudonymized	whoId	String	Raw example: 4831887 Sanitized example: p~SIoJOpeSgYF7YUP