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Account

prescod edited this page Aug 8, 2020 · 5 revisions

Here is a very simple example of a declaration of a single account with all field values hard-coded:

- object: Account
  nickname: bluth_co
  fields:
    Name: The Bluth Company
    Description: Solid as a rock
    NumberOfEmployees: 6

Here is a similar example, but randomized this time:

- object: Account
  fields:
    Name:
      fake: company
    Description:
      fake: catch_phrase
    NumberOfEmployees:
      random_number:
        min: 0
        max: 200000

Here are some example declarations for Account fields, including some NPSP fields.

    Name:
      fake: name
    Type:
      random_choice:
      - Prospect
      - Customer - Direct
      - Customer - Channel
      - Channel Partner / Reseller
      - Installation Partner
      - Technology Partner
      - Other
    BillingStreet:
      fake.text:
        max_nb_chars: 100
    BillingCity:
      fake: city
    BillingState:
      fake: state
    BillingPostalCode:
      fake: postalcode
    BillingCountry:
      fake: country
    BillingLatitude:
      fake: latitude
    BillingLongitude:
      fake: longitude
    BillingGeocodeAccuracy:
      random_choice:
      - Address
      - NearAddress
      - Block
      - Street
      - ExtendedZip
      - Zip
      - Neighborhood
      - City
      - County
      - State
      - Unknown
    ShippingStreet:
      fake.text:
        max_nb_chars: 100
    ShippingCity:
      fake: city
    ShippingState:
      fake: state
    ShippingPostalCode:
      fake: postalcode
    ShippingCountry:
      fake: country
    ShippingLatitude:
      fake: latitude
    ShippingLongitude:
      fake: longitude
    ShippingGeocodeAccuracy:
      random_choice:
      - Address
      - NearAddress
      - Block
      - Street
      - ExtendedZip
      - Zip
      - Neighborhood
      - City
      - County
      - State
      - Unknown
    Phone:
      fake: phone_number
    Fax:
      fake: phone_number
    AccountNumber:
      fake.text:
        max_nb_chars: 40
    Website:
      fake: url
    Sic:
      fake: postalcode
    Industry:
      random_choice:
      - Agriculture
      - Apparel
      - Banking
      - Biotechnology
      - Chemicals
      - Communications
      - Construction
      - Consulting
      - Education
      - Electronics
      - Energy
      - Engineering
      - Entertainment
      - Environmental
      - Finance
      - Food & Beverage
      - Government
      - Healthcare
      - Hospitality
      - Insurance
      - Machinery
      - Manufacturing
      - Media
      - Not For Profit
      - Recreation
      - Retail
      - Shipping
      - Technology
      - Telecommunications
      - Transportation
      - Utilities
      - Other
    AnnualRevenue:
      random_number:
        min: 1
        max: 100000
    NumberOfEmployees:
      random_number:
        min: 1
        max: 100000
    Ownership:
      random_choice:
      - Public
      - Private
      - Subsidiary
      - Other
    TickerSymbol:
      fake.text:
        max_nb_chars: 20
    Description:
      fake.text:
        max_nb_chars: 100
    Rating:
      random_choice:
      - Hot
      - Warm
      - Cold
    Site:
      fake.text:
        max_nb_chars: 80
    Jigsaw:
      fake.text:
        max_nb_chars: 20
    CleanStatus:
      random_choice:
      - Matched
      - Different
      - Acknowledged
      - NotFound
      - Inactive
      - Pending
      - SelectMatch
      - Skipped
    AccountSource:
      random_choice:
      - Web
      - Phone Inquiry
      - Partner Referral
      - Purchased List
      - Other
    DunsNumber:
      fake.text:
        max_nb_chars: 9
    Tradestyle:
      fake.text:
        max_nb_chars: 100
    NaicsCode:
      fake: postalcode
    NaicsDesc:
      fake.text:
        max_nb_chars: 100
    YearStarted:
      fake: year
    SicDesc:
      fake.text:
        max_nb_chars: 80
    CustomerPriority__c:
      random_choice:
      - High
      - Low
      - Medium
    SLA__c:
      random_choice:
      - Gold
      - Silver
      - Platinum
      - Bronze
    Active__c:
      random_choice:
      - 'No'
      - 'Yes'
    NumberofLocations__c:
      random_number:
        min: 1
        max: 100000
    UpsellOpportunity__c:
      random_choice:
      - Maybe
      - 'No'
      - 'Yes'
    SLASerialNumber__c:
      fake.text:
        max_nb_chars: 10
    SLAExpirationDate__c:
      date_between:
        start_date: -1y
        end_date: today
    npe01__SYSTEM_AccountType__c:
      fake.text:
        max_nb_chars: 100
    npo02__Best_Gift_Year_Total__c:
      random_number:
        min: 1
        max: 100000
    npo02__Best_Gift_Year__c:
      fake: year
    npo02__FirstCloseDate__c:
      date_between:
        start_date: -1y
        end_date: today
    npo02__Formal_Greeting__c:
      fake.text:
        max_nb_chars: 100
    npo02__HouseholdPhone__c:
      fake: phone_number
    npo02__Informal_Greeting__c:
      fake.text:
        max_nb_chars: 100
    npo02__LastCloseDate__c:
      date_between:
        start_date: -1y
        end_date: today
    npo02__LastMembershipDate__c:
      date_between:
        start_date: -1y
        end_date: today
    npo02__LastMembershipLevel__c:
      fake.text:
        max_nb_chars: 100
    npo02__LastMembershipOrigin__c:
      fake.text:
        max_nb_chars: 100
    npo02__MembershipEndDate__c:
      date_between:
        start_date: -1y
        end_date: today
    npo02__MembershipJoinDate__c:
      date_between:
        start_date: -1y
        end_date: today
    npo02__SYSTEM_CUSTOM_NAMING__c:
      random_choice:
      - Name
      - Formal_Greeting__c
      - Informal_Greeting__c
    npsp__Funding_Focus__c:
      random_choice:
      - Animal Welfare
      - Arts and Culture
      - Capacity Building
      - Education
      - Environmental
      - Health Services
      - Human Services
    npsp__Matching_Gift_Administrator_Name__c:
      fake: name
    npsp__Matching_Gift_Amount_Max__c:
      random_number:
        min: 1
        max: 100000
    npsp__Matching_Gift_Amount_Min__c:
      random_number:
        min: 1
        max: 100000
    npsp__Matching_Gift_Annual_Employee_Max__c:
      random_number:
        min: 1
        max: 100000
    npsp__Matching_Gift_Comments__c:
      fake.text:
        max_nb_chars: 100
    npsp__Matching_Gift_Email__c:
      fake: email
    npsp__Matching_Gift_Info_Updated__c:
      date_between:
        start_date: -1y
        end_date: today
    npsp__Matching_Gift_Percent__c:
      random_number:
        min: 1
        max: 100
    npsp__Matching_Gift_Phone__c:
      fake: phone_number
    npsp__Matching_Gift_Request_Deadline__c:
      fake.text:
        max_nb_chars: 100
    npsp__Number_of_Household_Members__c:
      random_number:
        min: 1
        max: 100000
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