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Overview of crmCommon

  • Article

CDM standard entities

Sub-folders

Name
accelerators
projectCommon
sales
service
solutions

Entities

Name Description
Account Business that represents a customer or potential customer. The company that is billed in business transactions.
AccountLeads description.
Activity Task performed, or to be performed, by a user. An activity is any action for which an entry can be made on a calendar.
Appointment Commitment representing a time interval with start/end times and duration.
Campaign Container for campaign activities and responses, sales literature, products, and lists to create, plan, execute, and track the results of a specific marketing campaign through its life.
CampaignActivity Task performed, or to be performed, by a user for planning or running a campaign.
CampaignActivityItem Work item of a campaign activity, such as a list or sales literature.
CampaignItem Work item in a campaign, a list or sales literature.
CampaignResponse Response from an existing or a potential new customer for a campaign.
Contact Person with whom a business unit has a relationship, such as customer, supplier, and colleague.
ContactLeads
Email Activity that is delivered using email protocols.
Fax Activity that tracks call outcome and number of pages for a fax and optionally stores an electronic copy of the document.
Lead Prospect or potential sales opportunity. Leads are converted into accounts, contacts, or opportunities when they are qualified. Otherwise, they are deleted or archived.
LeadAddress Address information for a lead.
Letter Activity that tracks the delivery of a letter. The activity can contain the electronic copy of the letter.
MarketingList Group of existing or potential customers created for a marketing campaign or other sales purposes.
MarketingListMember Item in a marketing list.
PhoneCall Activity to track a telephone call.
QuickCampaign System operation used to perform lengthy and asynchronous operations on large data sets, such as distributing a campaign activity or quick campaign.
RecurringAppointment The Master appointment of a recurring appointment series.
SocialActivity For internal use only.