FireDAC Components for Zoho CRM

Build 22.0.8462

Data Model

CData FireDAC Components for Zoho CRM models Zoho CRM Modules as relational tables.

Using Query Processing

The component offloads as much of the SELECT statement processing as possible to the Zoho CRM APIs and then processes the rest of the query within the component. The following sections document API limitations and requirements. See SupportEnhancedSQL for more information on how the component circumvents API limitations with in-memory client-side processing.

Tables

The component connects to Zoho CRM and gets the list of Tables and the metadata for the tables by calling the appropriate Web services. Any changes you make to your Zoho CRM account, such as adding a custom module, adding a custom field, or changing the data type of a field, will immediately be reflected when you connect using the component. Tables shows an example, based on the Zoho CRM development environment, of what the entities in your account may look like.

Views

Most Views are defined in static configuration files. Custom Views, on the other other hand, are not. They're dynamically retrieved by connecting to Zoho CRM, calling the appropriate Web service and getting the list of custom views from the metadata returned. Any changes you make to your Zoho CRM account, such as adding a new custom view, will immediately be reflected when you connect using the component.

To use Custom Views you must set property IncludeCustomViews to 'true'. Its default value is 'false' since custom views introduce an overhead when retrieving the list of tables and views.

Criteria applied in the custom view (either when creating it or when editing it in the UI) will be preserved in CData Zoho CRM component. Nonetheless, further filtering on records is available at any moment.

To use Relative Views you must set property IncludeRelatedLists to 'true'. Its default value is 'false' since related views introduce an overhead when retrieving the list of tables and views.

EntityId column is a required field to fetch the related module data and this field refers to the parent module Id.

Stored Procedures

Stored Procedures surface additional capabilities in the Zoho CRM API, such as working with files.

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Build 22.0.8462