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Salesforce Accounts
Accounts are the companies your team works with. When a new account is created, ownership changes, or key fields are updated, WorkSights captures that activity and adds it to the timeline. This makes account-level changes visible alongside the opportunities, cases, contacts, and tasks that live beneath them, giving leaders a complete picture of how each account is being managed.
For connection steps and overview of how Salesforce activity works, see Salesforce Integration Overview.
How Account Activity Appears
Account activity appears within 10 minutes of the change in Salesforce.
Account creation appears on the timeline when a new account record is created by a mapped user:
- ABC Inc > Account created
Account updates appear when tracked fields change:
- Updated Account: ABC Inc
The detail shows which fields changed and their new values, for example: Salesforce Account update / Type: Prospect → Customer.
What WorkSights Receives
Account creation and updates appear within 10 minutes via the polling sweep. Owner changes are tracked on every account by default, so ownership transfers always appear on the timeline regardless of any additional configuration.
Most Salesforce admins also enable tracking on fields like Type, Industry, Annual Revenue, and Billing State, and WorkSights surfaces all of them automatically. Whatever your admin has configured for the field history tracking on Accounts will appear on the timeline, including custom fields.
Unlike Tasks and Events, Accounts run on the polling sweep rather than real-time CDC. This means account activity is never affected by CDC slot limits and will always appear regardless of how many slots your org has in use.
WorkSights backfills 30 days of account history on first connection. Salesforce retains up to 18 months depending on your edition. If your team needs activity from further back, contact support via in-app chat with the time range you need.
What Is Not Captured
Account deletions and merges are not currently captured. If an account is deleted or merged in Salesforce, existing activity history in WorkSights is retained but no deletion event appears on the timeline.
Field changes to fields not enabled for history tracking in Salesforce will not appear. Go to Setup → Object Manager → Account → Fields & Relationships → Set History Tracking to review and extend what is tracked.