Goldie Grounding Signals offers a number of useful helper fields on the Account, Contact and Lead object. Furthermore, Goldie Conversation Capture offers a clean and complete activity history which also includes Zoom meeting summaries. Use these signals for your own AI features, automations, and analytics. This document gives you a comprehensive documentation on what's available.
Activity Status
absf__Activity_Status__c
Picklist
Indicates the current status of activities on the account:
No Activity
Recent Activity (within the last 20 days)
Past Activity
Meeting Scheduled
No Opp. after Meeting
Inferred Domain 1
absf__Inferred_Domain_1__c
Text (255)
Indicates the first domain that Goldie inferred based on the field Website and all the account's contacts' email addresses
Inferred Domain 1
absf__Inferred_Domain_2__c
Text (255)
Indicates the first or second domain that Goldie inferred based on the field Website and all the account's contacts' email addresses
Last Inbound Email
absf__Last_Inbound_Email__c
Date/Time
Indicates the date and time of when the last inbound email from anyone (contact or not) from that account was received
Last Outbound Email
absf__Last_Outbound_Email__c
Date/Time
Indicates the date and time of when the last outbound email to anyone (contact or not) from that account was sent
Latest Meeting
absf__Latest_Meeting__c
Date/Time
Indicates the date/time of the most recent meeting with anyone (contact or not) from that account. This could be a meeting in the past or a meeting in the future.
Life Cycle Status
absf__Life_Cycle_Status__c
Picklist
Indicates the current status within the typical life cycle of an account.
No Contacts (there are no contacts on the accounts)
Prospecting (there are contacts on the account, emails/meetings but there is no open or closed opportunity)
Prospecting Paused (if the field Prospecting_Paused_Until__c is populated with a date in the future and there is no open opportunity)
Open Opportunity (there is at least one open opportunity; there might also be won or lost opportunities)
Lost Opportunity (there are only lost opportunities)
Current Customer (there is at least one closed-won opportunity and no open opportunity)
Churned Customer (to be set manually)
Disqualified Forever (to be set manually)
Name Alias 1
absf__Name_Alias_1__c
String (255)
First canonical version of the account name. This is a helper field to Goldie's account matcher that also matches alternative spellings.
Name Alias 2
absf__Name_Alias_2__c
String (255)
Second canonical version of the account name. This is a helper field to Goldie's account matcher that also matches alternative spellings.
Prospecting Paused Until
absf__Prospecting_Paused_Until__c
Date
Indicates the date on which it makes sense to resume prospecting. Set this date after you loose an opportunity or if the prospect tells you they won't be in the market until a particular date (e.g. currently under contract with a competitor)
Status Tags
absf__Status_Tags__c
This field is a comma separated list of life cycle statuses that apply to the account. Notice the difference to the field field Life_Cycle_Status__c which indicates only the most relevant status of the account.
No Contacts (there are no contacts on the accounts)
Prospecting (emails/meetings were logged)
Prospecting Paused (if the field Prospecting_Paused_Until__c is populated)
Open Opportunity (there is at least one open opportunity)
Lost Opportunity (there is at least one lost opportunities)
Current Customer (there is at least one closed-won opportunity)
Job Level
absf__Job_Level__c
Text (255)
Indicates the level of seniority according to the title. This will be evaluated upon creation/update of the contact/lead.
C-Level
VP-Level
Director
(Co-)Founder
Persona
absf__Persona__c
Picklist
The detected persona, according to your custom trained model. Read more about persona detection.
The Act__c sObject represents an activity - this could be an email or a meeting. It is a more modern implementation of Salesforce's legacy Activity objects (Task, Event, EmailMessage). Relationships to Account, Opportunity, User, Contact, and Lead are established using the Act_Relation__c sObject. One Act__c record can be related many Act_Relation__c records.
Each time you receive a customer-related email, Goldie creates an Act__c record:
for the sender and for each recipient Goldie creates an Act_Relation__c record indicating whether it was a From, To or Cc. Goldie also tries to relate the Act_Relation__c record to a matching User, Contact or Lead (based on the email address).
for each related Account or open Opportunity Goldie creates an Act_Relation__c record.
Each time a customer related meeting is scheduled Goldie creates an Act__c record.
for the organizer and for each invitee, Goldie creates an Act_Relation__c record indicating whether it was a From, To or Cc. Goldie also tries to relate the Act_Relation__c record to a matching User, Contact or Lead (based on the email address).
for each related Account or open Opportunity Goldie creates an Act_Relation__c record.
Label
API Name
Type
Description
Account
absf__AccountId__c
Master-Detail(Account)
The ID of the master account. This field only exists so we can control record visibility based on the master account record. Don't use this field to find email/meetings assigned to an account. Use absf_Act_relation.absf__AccountId__c instead.
Account Maturity
Account_Maturity__c
Percent
Mirrors the Percent field of the best matching opportunity at the time when the Act was created. If there is no opportunity, the field value is field is 0. This is a helpful indicator for the context of the email.
Action Items
absf__Action_Items__c
Long Text Area(32768)
always blank. Might be used in the future to contain extracted action items from an email.
EndDateTime
absf__EndDateTime__c
Date/Time
If Type = Email: Mirrors the Date field from the email header. It is the same as absf__StartDateTime__c
If Type = Meeting: The end date/time of the meeting
HtmlBody
absf__htmlBody__c
Rich Text Area(32768)
If Type = Email: The text/html version of the email
If Type = Meeting: always blank
Incoming
absf__incoming__c
Checkbox
If Type = Email: Indicates whether the email was inbound or outbound
If Type = Meeting: Always FALSE
Location
absf__Location__c
Text(255)
If Type = Email: always blank
If Type = Meeting: The Location field of the calendar invite
Name
Name
Auto Number
irrelevant (auto-number)
Opportunity Stage
Opportunity_Stage__c
String
mirrors the StageName of the best matching opportunity at the time when the Act was created. This is a helpful indicator for the context of the email.
Pure Text
absf__pure_text__c
Long Text Area(32768)
If Type = Email: A stripped down version of absf__textBody__c but without quoted emails and the sender's signature
If Type = Meeting: Blank dsirectly after a sync. Will be populated with a meeting summary if a Zoom Meeting Summary was found.
ReplyToEmailMessageId
absf__replyToEmailMessageId__c
Text(255)
If Type = Email: The SFDC Id of the Act__c record to which this email is a reply to. However this is not a lookup field.
If Type = Meeting: always blank
Signature
absf__Signature__c
Long Text Area(32768)
If Type = Email: The extracted signature from the email
If Type = Meeting: always blank
Signature Found
absf__Signature_Found__c
Checkbox
If Type = Email: Indicates whether absf__Signature__c is populated. This is ueseful since you can't use absf__Signature__c in a WHERE clause because it's a long text field.
If Type = Meeting: always FALSE
StartDateTime
absf__StartDateTime__c
Date/Time
If Type = Email: Mirrors the Date field from the email header. This is the same as absf__StartEndTime__c
If Type = Meeting: The start date/time of the meeting
Subject
absf__Subject__c
Long Text Area(3000)
If Type = Email: The email subject
If Type = Meeting: The meeting subject
Sync Version
absf__Sync_Version__c
Number(4, 1)
The Goldie Sync version at the time this record was created.
TextBody
absf__textBody__c
Long Text Area(32768)
If Type = Email: The text/plain version of the email
If Type = Meeting: The description/invite text of the calendar invite.
ThreadIdentifier
absf__threadIdentifier__c
Text(255)
If Type = Email: Mirrors the Thread-Index field from the email header
If Type = Meeting: Mirrors the Thread-Index field from the email header containing the Zoom Meeting Summary if found; otherwise blank. This is a good indicator for whether a meeting summary was found for the meeting.
Type
absf__Type__c
Picklist
If Type = Email: "Email"
If Type = Meeting: "Meeting"
UID
absf__UID__c
Text(255)
If Type = Email: Mirrors the Message-ID field from the email header
If Type = Meeting: Mirrors vCal UID field (a.k.a. event ID)
Relationships to Account, Opportunity, User, Contact, and Lead are established using the Act_Relation__c sObject. One Act__c record can be related many Act_Relation__c records.
Label
API Name
Type
Description
AccountId
absf__AccountId__c
Lookup(Account)
The Id of the related Account if RelatedToType__c= "Account"; blank otherwise
Act
absf__ActId__c
Master-Detail(Act)
The "parent" Act__c record
ContactId
absf__ContactId__c
Lookup(Contact)
The Id of the related Contact if RelatedToType__c= "Contact"; blank otherwise
Disposition
absf__Disposition__c
Picklist
If Type = Email:
FromAddress
ToAddress
CcAddress
OtherAddress
If Type = Meeting: "Meeting"
New
Accepted
Declined
Inferred Name
absf__Inferred_Name__c
Text(255)
If Type = Email: always blank
If Type = Meeting: Might contain the name of the invitee
LeadId
absf__LeadId__c
Lookup(Lead)
The Id of the related Lead if RelatedToType__c= "Lead"; blank otherwise
OpportunityId
absf__OpportunityId__c
Lookup(Opportunity)
The Id of the related Opportunity if RelatedToType__c = "Opportunity"; blank otherwise
RelatedToType
absf__RelatedToType__c
Picklist
"Account"
"Opportunity"
"User"
"Contact"
"Lead"
"Email" (in case a sender, recipient or invitee could not be related to a User, Contact or Lead record)
Related to
Name
Text(80)
If RelatedToType__c = Lead, Contact, User, Email: the email address of the person at the time when the sync happened
If RelatedToType__c = Account, Opportunity: the name of the related record at the time when the sync happened
UserId
absf__UserId__c
Lookup(User)
The Id of the related User if RelatedToType__c= "User"; blank otherwise
userId is '0051U000001Dj7oQAC'
SELECT count(id)
FROM absf__Act_Relation__c
WHERE absf__UserId__c = '0051U000001Dj7oQAC'
AND absf__Disposition__c = 'FromAddress'
AND absf__ActId__r.absf__StartDateTime__c = LAST_WEEK
userId is '0051U000001Dj7oQAC'
This query returns all Act__c records with a child Act_Relation__c where the user is the FromAddress AND a child Act_Relation__c pointing to the Tesla Inc. account.
SELECT count(id)
FROM absf__Act__c
WHERE absf__Type__c = 'Email'
AND absf__StartDateTime__c < LAST_N_DAYS:20
AND id IN (
SELECT absf__ActId__c
FROM absf__Act_Relation__c
WHERE absf__UserId__c = '0051U000001Dj7oQAC'
AND absf__Disposition__c = 'FromAddress'
)
AND id IN (
SELECT absf__ActId__c
FROM absf__Act_Relation__c
WHERE absf__AccountId__r.Name = 'Tesla Inc.'
)
Safe version:
SELECT absf__ActId__r.absf__StartDateTime__c
FROM absf__Act_Relation__c
WHERE absf__AccountId__r.Name = 'Tesla Inc.'
AND absf__ActId__r.absf__Incoming__c = true
AND absf__ActId__r.absf__Type__c = 'Email'
ORDER BY absf__ActId__r.absf__StartDateTime__c DESC
LIMIT 1
Unsafe version, because Act__c might be related to multiple accounts via Act_Relation__c. In general never use the Act__c.absf__AccountId__c field. It's just a helper field for record visibility.
SELECT absf__StartDateTime__c
FROM absf__Act__c
WHERE absf__AccountId__r = 'Tesla Inc.'
AND absf__Incoming__c = true
AND absf__Type__c = 'Email'
ORDER BY absf__StartDateTime__c DESC
LIMIT 1
UserId is '0051U000001Dj7oQAC'
assuming it is now Oct 8th 2:30 GMT
Notice: the user could be an invitee or the organizer
SELECT id, (
SELECT absf__OpportunityId__c, absf__OpportunityId__r.name, absf__OpportunityId__r.account.name
FROM absf__Act_Relations__r
WHERE absf__OpportunityId__c != null
)
FROM absf__Act__c
WHERE absf__Type__c = 'Meeting'
AND id IN (
SELECT absf__ActId__c
FROM absf__Act_Relation__c
WHERE absf__UserId__c = '0051U000001Dj7oQAC'
)
AND id IN (
SELECT absf__ActId__c
FROM absf__Act_Relation__c
WHERE absf__OpportunityId__r.isClosed = false
)
AND absf__EndDateTime__c > 2023-10-08T01:00:00Z
AND absf__EndDateTime__c < 2023-10-08T02:30:00Z
AccountId is '0011U00002EmGvQQAV'
SELECT absf__StartDateTime__c, absf__Subject__c, absf__pure_text__c, (
SELECT absf__RelatedToType__c,
absf__ContactId__r.name, absf__ContactId__r.title, absf__ContactId__r.account.name,=20
absf__LeadId__r.name, absf__LeadId__r.title, absf__LeadId__r.company,
absf__UserId__r.name, absf__UserId__r.title
FROM absf__Act_Relations__r
WHERE absf__Disposition__c != null
)
FROM absf__Act__c
WHERE id IN (
SELECT absf__ActId__c
FROM absf__Act_Relation__c
WHERE absf__AccountId__c = '0011U00002EmGvQQAV'
)
ORDER BY absf__StartDateTime__c DESC
UserId is '005Hu00000OPPLJIA5'
Let's say it's Sept 9th, 5:09:24 PM (GMT) which is as a date string 2023-09-20T17:09:24+0000
SELECT id
FROM absf__act_relation__c
WHERE absf__actid__r.absf__type__c = 'Meeting'
AND absf__actid__r.absf__StartDateTime__c <= 2023-09-20T17:09:24+0000
AND absf__actid__r.absf__EndDateTime__c >= 2023-09-20T17:09:24+0000
AND absf__UserId__c = '005Hu00000OPPLJIA5'
AND absf__Disposition__c != 'Declined'