docs/crm.md

crm

Pepperwind's B2B sales CRM, shaped like a Salesforce org: its objects, field names, 18-character record Ids and picklist values follow Salesforce's conventions. It records the sales team's users and territories, the wholesale accounts (every wholesale buyer in core, and the companies that were converted from a lead but never bought) with their people, and the selling around them: leads, opportunities and their history, quotes and the activities reps logged. The company moved to this CRM on Monday 13 January 2025; records from the earlier CRM were loaded that day, so history tables start then. Orders placed by these accounts are in commerce (order.b2b_account_id).

Table	Rows	What it holds
account	605	One row per account record: a wholesale buyer (Type Customer) or a company converted from a lead that has not bought (Type Prospect). Field values are as they stand at the export.
account_owner_history	994	One row per change of an account's owner in this CRM, as Salesforce's AccountHistory keeps the Owner field: a first row when the account was loaded or created (no old owner), then each transfer. Starts on 13 January 2025.
account_versions	947	One row per state of an account's status: the first from the account's creation, then one each time Account_Status__c changed. The row with an empty valid_to is the state at the export.
activity	40,462	One row per activity a rep logged: calls, emails and to-dos (Salesforce tasks) and visits and meetings (events). The CRM holds only what reps logged, which is less than they did. Activities dated before 13 January 2025 came over from the earlier CRM.
contact	1,816	One row per contact record: a person at an account. Records merged into another are not in this table; contact_merge lists them.
contact_merge	301	One row per contact record merged into another and removed. The kept record stays in contact; the removed record does not appear there.
crm_user	40	One row per CRM login: every sales employee, the CEO (view only), the CRM and email and marketing operations staff, and the integration user that loads data. Users are deactivated when the person leaves, never deleted.
lead	2,651	One row per lead: a person at a business that is not yet a buyer, from the web form, a trade-fair badge scan, a B2B marketplace enquiry, or a rep's own prospecting. Some are not buyers at all (consumers, students, spam). Referrals and a rep's own contacts are often opened straight as an account and opportunity instead.
opportunity	1,295	One row per opportunity: a deal with an account, as it stands at the export. Deals are first orders from new accounts (New Business) and, with existing buyers, hotel supply agreements, festive gifting orders, seasonal stocking, new range listings and export pepper contracts (Existing Business). Ordinary reorders are orders, not opportunities. Open deals and those closed in the two years before 13 January 2025 came over from the earlier CRM.
opportunity_history	3,510	One row per saved change to an opportunity's stage, amount, close date or probability, with the values after the change, as Salesforce's OpportunityHistory keeps them. Starts on 13 January 2025: an open deal from the earlier CRM has one row at its load, and deals closed before then have none.
quote	869	One row per quote on an opportunity. Each revision is a new quote on the same opportunity (v1, v2 and so on); older versions are rarely tidied. Quotes are priced from the list price in force on the quote's day, net of the tax the list price includes, at the buyer's discount; export quotes price bulk spice per kilo in USD.
quote_line	6,322	One row per product line on a quote.
territory	10	One row per sales territory, set up when the company moved to this CRM on 13 January 2025 (US Central and West on 1 October 2025). The earlier CRM had no territory records.

account

One row per account record: a wholesale buyer (Type Customer) or a company converted from a lead that has not bought (Type Prospect). Field values are as they stand at the export.

605 rows; key Id.

Column	Type	Empty	Range or values	Meaning
Id	text, key	0.0%	0015g0000000cvyAAA, 0015g0000000cvzAAA, 0015g0000000cw0AAA	The account's Salesforce record Id (prefix 001).
Name	text	0.0%	Jackfruit Cup Pvt Ltd, Saffron Lane Supermarket, Ganga Gourmet	The organisation's legal name.
Segment__c	text	0.0%	cafe, grocer_deli, distributor	The kind of buyer: cafe, grocer_deli, hotel_restaurant, corporate_gifting, distributor (export importers), deli_concept_store (Europe) or grocer (US).
Industry	text	0.0%	Hospitality, Retail, Wholesale	Salesforce's industry picklist, set from the segment: Hospitality for cafes and hotels and restaurants, Wholesale for distributors, Consumer Goods for corporate gifting, Retail for shops.
BillingCity	text	0.0%	Kochi, Rajkot, Mumbai	The city of the organisation's registered address.
BillingState	text	0.0%	Kerala, Gujarat, Maharashtra	The state or region of the registered address, as a name.
BillingCountry	text	0.0%	IN, AE, AU	The registered address's country, as an ISO 3166 two-letter code.
Website	text	9.8%	www.thejackfruitcup.example, www.saffronlanesupermarket.example, www.gangagourmet.example	The organisation's website. Empty for about half of the prospects, which gave none.
PaymentTermsDays__c	integer	0.0%	15 to 60	Days the buyer has to pay an invoice: 15 for cafes, 45 for hotels and restaurants, 60 for distributors, 30 for everyone else.
GSTIN__c	text	39.8%	32HFWCM9325S1ZX, 24ESTCT3251I1ZX, 33FWXCN1731D1Z5	The buyer's Indian GST registration number. Empty outside India and for Indian buyers not registered for GST.
VAT_Number__c	text	85.5%	DE771125928, FR44472163042, NL321215290B55	The buyer's EU VAT number. Empty outside the EU and where none is on record.
OwnerId	text, → crm.crm_user.Id	0.0%	0055g0000000XI5AAM, 0055g0000000XIQAA2, 0055g0000000XHrAAM	The CRM user who owns the account at the export; the full record of owners is in account_owner_history.
CreatedDate	timestamp, local wall clock, no zone	0.0%	2017-04-18 08:45:03 to 2026-09-29 19:52:36	When the account record was created, on the account's local clock. Accounts carried over from the earlier CRM in January 2025 keep the date they were opened there.
IsDeleted	boolean	0.0%	False to False	Salesforce's deleted flag; always false in this export.
Type	text	0.0%	Customer, Prospect	Customer for a buyer that has ordered, Prospect for a company converted from a lead that has not.
Account_Status__c	text	0.0%	Churned, Active, At Risk	The account's current status: Active, At Risk (a rep's warning flag), Dormant (stopped ordering), Churned, or Prospect. Its history is in account_versions.
TerritoryId	text, → crm.territory.Id	0.0%	0MI5g00000008ZxGAI, 0MI5g00000008ZzGAI, 0MI5g00000008ZyGAI	The sales territory the account is in at the export.
Phone	text	19.0%	+91 97XXXXX937, +91 99XXXXX043, +91 90XXXXX640	A phone number for the business, taken from a person at it. Indian numbers have their middle digits masked. Empty for about one account in five.
CurrencyIsoCode	text	0.0%	INR, USD, EUR	The account's currency: INR in India, EUR in Europe, USD in the US and for export distributors.
AnnualRevenue	number	73.9%	75000.0 to 4472400000.0	The buyer's own yearly revenue as a rep entered it, in the account's currency, rounded to the lakh (100,000) in India and to the thousand elsewhere. Empty where no rep entered it.
NumberOfEmployees	integer	68.3%	1 to 661	The buyer's headcount as a rep entered it. Empty where no rep entered it.
LegacyId__c	text	35.5%	A-20720, A-20689, A-20552	The account's number in the earlier CRM (A-), on accounts carried over from it. Empty for accounts created in this CRM.

account_owner_history

One row per change of an account's owner in this CRM, as Salesforce's AccountHistory keeps the Owner field: a first row when the account was loaded or created (no old owner), then each transfer. Starts on 13 January 2025.

994 rows; key Id.

Column	Type	Empty	Range or values	Meaning
Id	text, key	0.0%	0175g00000002EBAAY, 0175g00000002ECAAY, 0175g00000002EDAAY	The history record's Salesforce Id (prefix 017).
AccountId	text	0.0%	0015g0000000d25AAA, 0015g0000000d2HAAQ, 0015g0000000cxtAAA	The account whose owner changed (its earliest record).
CreatedDate	timestamp, local wall clock, no zone	0.0%	2025-01-13 10:00:16 to 2026-09-29 19:52:36	When the change was saved, on the clock of the person who made it (the account's own clock for the row made with a new account).
OldOwnerId	text	57.9%	0055g0000000XI9AAM, 0055g0000000XI2AAM, 0055g0000000XHuAAM	The CRM user who owned the account before the change. Empty on the account's first row.
NewOwnerId	text	0.0%	0055g0000000XI0AAM, 0055g0000000XI4AAM, 0055g0000000XHuAAM	The CRM user who owns the account from this change.
CreatedById	text	0.0%	0055g0000000XICAA2, 0055g0000000XHxAAM, 0055g0000000XIDAA2	The CRM user who made the change: the integration user for accounts loaded from the earlier CRM, the owner for a new account's first row, and for a transfer the CRM admin (the January 2025 reassignment), the sales coordinator or a sales head.

account_versions

One row per state of an account's status: the first from the account's creation, then one each time Account_Status__c changed. The row with an empty valid_to is the state at the export.

947 rows; key version_id.

Column	Type	Empty	Range or values	Meaning
version_id	integer, key	0.0%	1 to 947	A number for the version, unique across the table.
Id	text	0.0%	0015g0000000cvyAAA, 0015g0000000cvzAAA, 0015g0000000cw0AAA	The account (its earliest record).
valid_from	timestamp, local wall clock, no zone	0.0%	2017-04-18 08:45:03 to 2026-09-30 19:01:24	When this status took effect, on the clock of the person who changed it (the account's own clock for the first version).
valid_to	timestamp, local wall clock, no zone	60.7%	2017-10-06 10:45:50 to 2026-09-30 19:01:24	When the next status replaced it. Empty for the current version.
Segment__c	text	0.0%	cafe, grocer_deli, distributor	The account's segment, as on the account.
Account_Status__c	text	0.0%	Active, Dormant, Churned	The status in this period: Active, At Risk, Dormant, Churned, or Prospect for an account that has not bought.

activity

One row per activity a rep logged: calls, emails and to-dos (Salesforce tasks) and visits and meetings (events). The CRM holds only what reps logged, which is less than they did. Activities dated before 13 January 2025 came over from the earlier CRM.

40,462 rows; key Id.

Column	Type	Empty	Range or values	Meaning
Id	text, key	0.0%	00T5g0000000PeTEAU, 00T5g0000000PeUEAU, 00T5g0000000PeVEAU	The activity's Salesforce Id (prefix 00T).
ActivityType	text	0.0%	Task, Call, Visit	Call, Email, Task (a to-do), Visit (in person) or Meeting (a scheduled video or office meeting, US team).
WhoId	text	16.5%	0035g0000000409AAA, 0035g00000003jHAAQ, 0035g00000003qDAAQ	The person the activity was with: a contact Id (prefix 003) or a lead Id (prefix 00Q). Empty when no person was named.
WhatId	text	28.3%	0015g0000000cz7AAA, 0065g0000000M6jAAE, 0015g0000000czOAAQ	The record the activity was about: an account Id (prefix 001) or an opportunity Id (prefix 006). Empty when none was named.
Subject	text	0.0%	Update quote, Other, Intro call	The subject as the rep left it: often the default (Call, Email, Meeting, Other), otherwise short free text; emails logged from the mailbox start with "Email:", and some in Europe are in Dutch.
ActivityDate	timestamp, local wall clock, no zone	0.0%	2023-10-03 00:00:00 to 2026-10-13 00:00:00	The day the activity happened, or for a follow-up task created ahead, its due date.
DurationMinutes	number	65.1%	1.0 to 90.0	Length in minutes for visits, meetings and the calls where one was logged. Empty for emails, tasks and most calls.
Status	text	19.0%	In Progress, Completed, Not Started	Task status: Completed for anything logged after the fact; Not Started, In Progress, Deferred or Waiting on someone else for follow-ups. Empty for visits and meetings.
Priority	text	19.0%	Normal, High, Low	Task priority: High, Normal or Low. Empty for visits and meetings.
OwnerId	text, → crm.crm_user.Id	0.0%	0055g0000000XI9AAM, 0055g0000000XI4AAM, 0055g0000000XI5AAM	The rep who did and logged the activity.
CreatedDate	timestamp, local wall clock, no zone	0.0%	2025-01-01 10:59:01 to 2026-09-30 23:32:46	When the activity was entered in the CRM, often hours or a day after it happened, on the rep's office clock. Activities from the earlier CRM carry the time they were loaded on 13 January 2025 (Kochi time).
IsDeleted	boolean	0.0%	False to False	Salesforce's deleted flag; always false in this export.

contact

One row per contact record: a person at an account. Records merged into another are not in this table; contact_merge lists them.

1,816 rows; key Id.

Column	Type	Empty	Range or values	Meaning
Id	text, key	0.0%	0035g00000003gHAAQ, 0035g00000003gIAAQ, 0035g00000003gJAAQ	The contact's Salesforce Id (prefix 003).
AccountId	text	0.0%	0015g0000000d1UAAQ, 0015g0000000cwHAAQ, 0015g0000000cxWAAQ	The account the person works at (its earliest record).
FirstName	text	0.0%	Saloni, Ajay, Sujitha	The person's first name as entered on this record.
LastName	text	0.0%	Goel, Viswanathan, Asari	The person's last name as entered on this record.
Email	text	0.0%	saloni.goel@inmail.example, ajay.viswanathan97@inbox.example, sasari@inbox.example	The email address on this record; many buyers at small businesses use a personal mailbox.
Phone	text	0.0%	+91 93XXXXX664, +91 99XXXXX277, +91 94XXXXX411	The phone number as written on this record. Indian numbers have their middle digits masked.
Title	text	55.1%	Cafe Manager, Owner, Head Barista	Job title as typed: in the language of the market, for example Cafe Manager, Purchase Manager, Inkoper or Einkauf. Empty where none was entered.
Department	text	70.6%	Management, Operations, Purchase	Department as picked: Purchase, Kitchen, F&B, Accounts, Admin, HR, Management, Operations or Stores. Empty where none was picked.
MailingCity	text	56.5%	Thrissur, Palakkad, Kochi	The city of the account's registered address. Empty where none was entered.
OwnerId	text, → crm.crm_user.Id	0.0%	0055g0000000XI5AAM, 0055g0000000XIGAA2, 0055g0000000XHzAAM	The CRM user who owns the contact: the owner of its account.
CreatedDate	timestamp, local wall clock, no zone	0.0%	2024-12-02 10:08:05 to 2026-09-30 20:07:07	When this record was created in this CRM. People known before the move carry a working day of the December 2024 pilot, when reps keyed them in, or 13 January 2025, the day of the import (both on the Kochi clock); later records are on the person's local clock.
LeadSource	text	59.2%	Word of mouth, Trade Show, External Referral	How the person first came to Pepperwind, where recorded. Records from the January 2025 import keep the earlier CRM's free text (trade fair, website, ref, cold call); others use the picklist (Trade Show, Web, External Referral and so on).
LegacyId__c	text	91.5%	C-100684, C-100812, C-101122	The person's number in the earlier CRM (C-), on records from the 13 January 2025 import only.
IsDeleted	boolean	0.0%	False to False	Salesforce's deleted flag; always false here, since merged records are left out of this table.

contact_merge

One row per contact record merged into another and removed. The kept record stays in contact; the removed record does not appear there.

301 rows; key merge_id.

Column	Type	Empty	Range or values	Meaning
merge_id	integer, key	0.0%	1 to 301	A number for the merge, in order of when it was made.
kept_id	text	0.0%	0035g00000003ltAAA, 0035g00000003o3AAA, 0035g00000003goAAA	The contact record that was kept (the principal record).
merged_id	text	0.0%	0035g00000003gTAAQ, 0035g00000003jnAAA, 0035g00000003lAAAQ	The number of the duplicate record that was merged away. It is not a contact Id: the removed record is not in the contact table.
merged_at	timestamp, local wall clock, no zone	0.0%	2020-02-23 21:32:01 to 2026-09-30 23:40:12	When the merge was made.

crm_user

One row per CRM login: every sales employee, the CEO (view only), the CRM and email and marketing operations staff, and the integration user that loads data. Users are deactivated when the person leaves, never deleted.

40 rows; key Id.

Column	Type	Empty	Range or values	Meaning
Id	text, key	0.0%	0055g0000000XHqAAM, 0055g0000000XHrAAM, 0055g0000000XHsAAM	The user's Salesforce Id (prefix 005).
EmployeeNumber	text	2.5%	EMP-10001, EMP-10006, EMP-10043	The person's employee number in HR. Empty for the integration user.
Name	text	0.0%	Nikhil Paulose, Ancy Devassy, Deepak Iyer	The user's full name; "Integration User" for the data loader.
Email	text	0.0%	nikhil.paulose@pepperwind.example, ancy.devassy@pepperwind.example, deepak.iyer@pepperwind.example	The user's work email.
UserRole	text	0.0%	Executive, Account Executive, Inside Sales	The user's CRM role: Executive, Head of Sales, Sales Manager, Key Account Manager, Account Executive, Inside Sales, Sales Operations, Marketing or Integration.
IsActive	boolean	0.0%	False to True	False for people who have left the company.
CreatedDate	timestamp, local wall clock, no zone	0.0%	2017-03-14 00:00:00 to 2026-08-31 00:00:00	The day the person joined the company, kept as the user's creation date when users moved to this CRM; for the integration user, the day it was set up for the December 2024 pilot.
LegacyId__c	text	42.5%	U-101, U-105, U-127	The user's number in the earlier CRM (U-), for people who joined before 13 January 2025.

lead

One row per lead: a person at a business that is not yet a buyer, from the web form, a trade-fair badge scan, a B2B marketplace enquiry, or a rep's own prospecting. Some are not buyers at all (consumers, students, spam). Referrals and a rep's own contacts are often opened straight as an account and opportunity instead.

2,651 rows; key Id.

Column	Type	Empty	Range or values	Meaning
Id	text, key	0.0%	00Q5g00000001Z6EAI, 00Q5g00000001Z7EAI, 00Q5g00000001Z8EAI	The lead's Salesforce Id (prefix 00Q).
FirstName	text	10.8%	Dev, Anuj, Bhavna	The person's first name. Empty where the form or scan gave none.
LastName	text	0.0%	Chakraborty, Garg, Dubey	The person's last name.
Company	text	0.0%	Wentworthville Indian Groceries Wholesale, Mandi Bakehouse, Lotus Brew Bar	The business named on the lead: the account's trade name where the lead belongs to a known account; on leads that are not businesses, filler such as Self, NA, - or the person's own name.
Email	text	14.3%	devchakraborty@inbox.example, anujgarg@inmail.example, rkumar@mail.example	The email address given. Empty where none was given.
Phone	text	17.8%	+61 8 5550 3534, +91 94XXXXX022, +91 92XXXXX734	The phone number given. Indian numbers have their middle digits masked. Empty where none was given.
Status	text	0.0%	Unqualified, Contacted, Qualified	Open (never contacted), Contacted, Qualified (converted) or Unqualified.
LeadSource	text	0.9%	External Referral, website, cold call	Where the lead came from: the picklist (Web, Trade Show, Marketplace, Outbound, External Referral, Partner, Word of mouth) or, on leads created before 13 January 2025, the earlier CRM's free text (website, web form, trade fair, TS Delhi, ref, cold call).
utm_source__c	text	75.8%	shutterbloom, newsletter, (direct)	The utm_source of the visit that sent the web form, on most web-form leads; "(direct)" when the visit had none. Empty for other leads.
Rating	text	48.4%	Cold, Warm, Hot	Hot, Warm or Cold, as the rep rated it; converted leads are Warm. Empty for about half.
OwnerId	text, → crm.crm_user.Id	0.0%	0055g0000000XHwAAM, 0055g0000000XI4AAM, 0055g0000000XHrAAM	The rep or queue member the lead is assigned to.
CreatedDate	timestamp, local wall clock, no zone	0.0%	2023-10-03 11:39:34 to 2026-09-30 14:46:37	When the lead was created: for web, marketplace and trade-fair leads on the local clock of the lead's market, for leads a rep keyed in on the rep's office clock. A trade fair's scans arrive as one batch some days after the fair.
ConvertedDate	timestamp, local wall clock, no zone	88.0%	2023-10-12 00:00:00 to 2026-09-30 00:00:00	The day the lead was converted. Empty for leads not converted.
IsConverted	boolean	0.0%	False to True	True when the lead was converted to an account, a contact and usually an opportunity.
ConvertedAccountId	text	88.0%	0015g0000000d0rAAA, 0015g0000000d17AAA, 0015g0000000d1FAAQ	The account the conversion created or matched. Empty for leads not converted.
ConvertedContactId	text	88.0%	0035g00000003j4AAA, 0035g00000003iTAAQ, 0035g00000003t3AAA	The contact the conversion created or matched. Empty for leads not converted.
ConvertedOpportunityId	text, → crm.opportunity.Id	96.2%	0065g0000000M03AAE, 0065g0000000M0cAAE, 0065g0000000M0HAAU	The opportunity the conversion opened, filled only where the conversion created an account that has not bought (a prospect); empty for other conversions.
IsDeleted	boolean	0.0%	False to False	Salesforce's deleted flag; always false in this export.

opportunity

One row per opportunity: a deal with an account, as it stands at the export. Deals are first orders from new accounts (New Business) and, with existing buyers, hotel supply agreements, festive gifting orders, seasonal stocking, new range listings and export pepper contracts (Existing Business). Ordinary reorders are orders, not opportunities. Open deals and those closed in the two years before 13 January 2025 came over from the earlier CRM.

1,295 rows; key Id.

Column	Type	Empty	Range or values	Meaning
Id	text, key	0.0%	0065g0000000Lx5AAE, 0065g0000000Lx6AAE, 0065g0000000Lx7AAE	The opportunity's Salesforce Id (prefix 006).
AccountId	text	0.0%	0015g0000000czDAAQ, 0015g0000000cyLAAQ, 0015g0000000cwCAAQ	The account the deal is with (its earliest record).
Name	text	0.0%	Merlion Bay Foodstuff Trading - 2023 pepper contract, Lotus Resorts - FY23 supply agreement, Konkan Coast Hotels - FY23 supply agreement	The deal's name as the rep wrote it, usually " - " (opening order, FY26 supply agreement, Diwali 2025, 2025 pepper contract), sometimes free text.
Type	text	0.0%	Existing Business, New Business	New Business for a new account's first deal, Existing Business for a deal with a buyer.
StageName	text	0.0%	Closed Lost, Closed Won, Proposal/Price Quote	The current stage, from Salesforce's standard sales stages; Closed Won and Closed Lost are final.
Amount	number, 2 places	10.1%	74.14 to 19600000.0	What the deal is worth, in CurrencyIsoCode, before tax: the opening order, the agreement's year, the season's order or the contract. Once a quote is accepted, that quote's total. Empty where the rep entered none.
CurrencyIsoCode	text	0.0%	USD, INR, EUR	The deal's currency: INR in India, EUR in Europe, USD in the US and for export.
Probability	integer	0.0%	0 to 100	The chance of winning, in percent: the stage's default unless the rep typed another.
CloseDate	timestamp, local wall clock, no zone	0.0%	2023-02-02 00:00:00 to 2026-10-31 00:00:00	For an open deal, the day the rep expects it to close; for a closed deal, the day it closed.
ForecastCategory	text	0.0%	Omitted, Closed, Best Case	The forecast category of the stage: Pipeline, Best Case, Commit, Closed or Omitted (lost).
LossReason__c	text	76.6%	Price, Other, Existing supplier	Why a lost deal was lost (Price, Existing supplier, No response and so on). Empty on deals not lost and on lost deals where the rep gave no reason.
OwnerId	text, → crm.crm_user.Id	0.0%	0055g0000000XHsAAM, 0055g0000000XHuAAM, 0055g0000000XHvAAM	The CRM user who owns the deal. A deal left open when its owner left may stay on the inactive user.
CreatedDate	timestamp, local wall clock, no zone	0.0%	2023-01-13 12:35:10 to 2026-09-29 20:28:12	When the deal was created, on its creator's office clock (or the account's own clock for a deal made with a new account). Deals from the earlier CRM keep their original creation time.
IsClosed	boolean	0.0%	False to True	True when the stage is Closed Won or Closed Lost.
IsWon	boolean	0.0%	False to True	True when the stage is Closed Won.
PushCount	integer	0.0%	0 to 3	How many times the close date was moved into a later month.
IsDeleted	boolean	0.0%	False to False	Salesforce's deleted flag; always false in this export.

opportunity_history

One row per saved change to an opportunity's stage, amount, close date or probability, with the values after the change, as Salesforce's OpportunityHistory keeps them. Starts on 13 January 2025: an open deal from the earlier CRM has one row at its load, and deals closed before then have none.

3,510 rows; key Id.

Column	Type	Empty	Range or values	Meaning
Id	text, key	0.0%	0085g00000008IJAAY, 0085g00000008IKAAY, 0085g00000008ILAAY	The history record's Salesforce Id (prefix 008).
OpportunityId	text, → crm.opportunity.Id	0.0%	0065g0000000M2EAAU, 0065g0000000M4vAAE, 0065g0000000M57AAE	The opportunity that changed.
CreatedDate	timestamp, local wall clock, no zone	0.0%	2025-01-13 10:03:11 to 2026-09-30 17:55:33	When the change was saved, on the clock of whoever saved it.
CreatedById	text, → crm.crm_user.Id	0.0%	0055g0000000XICAA2, 0055g0000000XHrAAM, 0055g0000000XHzAAM	Who saved it: usually the deal's owner, sometimes a manager at a pipeline review, or the integration user when an accepted quote's total synced to the amount.
StageName	text	0.0%	Proposal/Price Quote, Needs Analysis, Negotiation/Review	The stage after the change.
Amount	number, 2 places	10.9%	55.0 to 25331900.0	The amount after the change, in the opportunity's currency. Empty while none was entered.
CloseDate	timestamp, local wall clock, no zone	0.0%	2025-01-13 00:00:00 to 2026-12-31 00:00:00	The expected close date after the change.
Probability	integer	0.0%	0 to 100	The probability after the change, in percent.
ForecastCategory	text	0.0%	Best Case, Pipeline, Commit	The forecast category of the stage after the change.

quote

One row per quote on an opportunity. Each revision is a new quote on the same opportunity (v1, v2 and so on); older versions are rarely tidied. Quotes are priced from the list price in force on the quote's day, net of the tax the list price includes, at the buyer's discount; export quotes price bulk spice per kilo in USD.

869 rows; key Id.

Column	Type	Empty	Range or values	Meaning
Id	text, key	0.0%	0Q05g0000000EhLCAU, 0Q05g0000000EhMCAU, 0Q05g0000000EhNCAU	The quote's Salesforce Id (prefix 0Q0).
OpportunityId	text, → crm.opportunity.Id	0.0%	0065g0000000M5eAAE, 0065g0000000M5CAAU, 0065g0000000M5QAAU	The opportunity the quote is for.
CreatedDate	timestamp, local wall clock, no zone	0.0%	2025-01-13 09:40:52 to 2026-09-30 12:57:08	When the quote was created, on its creator's office clock.
CreatedById	text, → crm.crm_user.Id	0.0%	0055g0000000XI4AAM, 0055g0000000XI5AAM, 0055g0000000XI0AAM	The rep who made the quote.
Name	text	0.0%	Quote 1, Sunbeam Promotions - v1, Coromandel Cafe - v1	The quote's name, usually " - v" or "Quote ".
Status	text	0.0%	Denied, Draft, Accepted	Draft, Needs Review or In Review (a discount above the rep's limit, awaiting approval), Presented, Accepted, Denied (by the buyer) or Rejected (by the approver).
ExpirationDate	timestamp, local wall clock, no zone	0.0%	2025-01-16 00:00:00 to 2026-10-30 00:00:00	The last day the prices hold. Some accepted quotes were accepted after this day.
Subtotal	number, 2 places	0.0%	383.7 to 31924085.8	The lines at list price before discounts, before tax, in the quote's currency.
Discount	number, 2 places	0.0%	-0.0 to 50.09	The overall discount off Subtotal, in percent.
TotalPrice	number, 2 places	0.0%	267.66 to 19221010.67	The lines after discounts, before tax.
Tax	number, 2 places	0.0%	-0.0 to 961050.55	Tax on the quote: Indian GST, and Dutch VAT for buyers in the Netherlands; zero for other European buyers, US buyers and export.
GrandTotal	number, 2 places	0.0%	267.66 to 20182061.22	TotalPrice plus Tax.
CurrencyIsoCode	text	0.0%	INR, USD, EUR	The quote's currency: INR in India, EUR in Europe, USD in the US and for export.

quote_line

One row per product line on a quote.

6,322 rows; key Id.

Column	Type	Empty	Range or values	Meaning
Id	text, key	0.0%	0QL5g0000000pT0GAI, 0QL5g0000000pT1GAI, 0QL5g0000000pT2GAI	The quote line's Salesforce Id (prefix 0QL).
QuoteId	text, → crm.quote.Id	0.0%	0Q05g0000000EhLCAU, 0Q05g0000000EhMCAU, 0Q05g0000000EhNCAU	The quote the line is on.
sku_id	integer, → core.sku.sku_id	1.6%	1 to 896	The catalogue SKU quoted. Empty on export lines, which quote bulk spice by grade rather than a catalogue SKU.
SkuCode	text	0.0%	SKU-TMSL-10010, SKU-SSMP-10004, SKU-BPOR-10008	The SKU's code, or for an export line the bulk grade's code.
Quantity	integer	0.0%	1 to 15000	Units quoted: whole cases of the SKU, or kilograms on an export line.
ListPrice	number, 2 places	0.0%	2.75 to 9909.82	The list price per unit in force on the quote's day, net of any tax the list price includes, in the quote's currency; on export lines, the day's price per kilo FOB Kochi.
UnitPrice	number, 2 places	0.0%	1.69 to 7128.13	The price per unit after the line's discount.
Discount	number, 2 places	0.0%	-0.0 to 51.99	The line's discount off ListPrice, in percent.
TotalPrice	number, 2 places	0.0%	14.64 to 2398371.12	UnitPrice times Quantity, before tax.

territory

One row per sales territory, set up when the company moved to this CRM on 13 January 2025 (US Central and West on 1 October 2025). The earlier CRM had no territory records.

10 rows; key Id.

Column	Type	Empty	Range or values	Meaning
Id	text, key	0.0%	0MI5g00000008ZxGAI, 0MI5g00000008ZyGAI, 0MI5g00000008ZzGAI	The territory's Salesforce Id (prefix 0MI).
Name	text	0.0%	Kerala, South India, West India	The territory's name, such as Kerala, South India or Benelux.
Region__c	text	0.0%	IN-KL, IN-SOUTH, IN-WEST	The territory's code: IN-KL, IN-SOUTH, IN-WEST, IN-NORTH-EAST, IN-KEY (named Indian key accounts wherever they are), EXPORT, EU-BENELUX, EU-CONTINENT, US-EAST, US-WEST.
OwnerId	text, → crm.crm_user.Id	0.0%	0055g0000000XI2AAM, 0055g0000000XITAA2, 0055g0000000XI0AAM	The CRM user who runs the territory at the export.
CreatedDate	timestamp, local wall clock, no zone	0.0%	2025-01-13 09:36:50 to 2025-10-01 13:28:18	When the territory was set up, on the Kochi office clock.