Object Field Guides

Entry point for object and field writeups that help users build better Salesforce reports

Use these guides when a report builder asks "which field should I use?" or "why do these totals not match?" The goal is to explain the data model in reporting language, not developer language.

CRM Object Fields

Quote Object Fields

Sales Order Field Guide

Line Item Object Fields

Payment and AR Object Fields

Item, Inventory, Purchasing Fields

3PL and Fulfillment Object Fields

Finance and Commission Object Fields

DLRS and Rollup Fields

Object Map For Report Writers

Which Guide To Use

Report question	Start here	Why
Lead quality, account health, stale customers, pipeline, ownership transfer.	CRM Object Fields	Explains Lead, Account, Opportunity, Task/Activity, and Address Tracker fields.
Quote approvals, quote conversion, quote margin, quote PDFs.	Quote Object Fields	Explains Quote and Quote Line fields and approval metrics.
Sales totals, AR, fulfillment status, tracking, order margin.	Sales Order Field Guide	Explains order-header fields users see on Sales Order records.
SKU/product performance, line-level margin, commission, fulfillment quantity.	Line Item Object Fields	Explains Quote Line and Sales Order Line fields.
Payments, receipts, settlement, failed charges, open balances.	Payment and AR Object Fields	Explains Payment Order, Transaction, Receipt, Invoice, saved method, and token fields.
Catalog, stock, purchasing, BOM, warehouse, inventory movements.	Item, Inventory, Purchasing Fields	Explains item setup, inventory, POs, PO lines, BOMs, and components.
3PL runtime health, sync failures, tracking coverage, shipped quantities.	3PL and Fulfillment Object Fields	Explains provider config, runtime requests, transactions, sync state, tracking, and shipped lines.
GL setup, financial audits, commission configuration, commission tiers.	Finance and Commission Object Fields	Explains finance and commission reporting objects.
Parent totals, counts, latest dates, lifetime values.	DLRS and Rollup Fields	Explains rollups and how to avoid wrong report grains.

Reporting Rule

Use parent objects for summary questions and child objects for explanation questions.

If the user asks	Use
"Which orders are paid?"	Sales Orders.
"Which payment charged the card?"	Payment Transactions.
"Which SKU caused low margin?"	Sales Order Lines.
"Which customer has the most credit history?"	Accounts, then drill into credit lines/orders.
"Which address gets the most shipments?"	Address Tracker, then drill into Sales Orders/Tracking.
"Which provider call failed?"	3PL Transactions or Runtime Requests.