Deals
Create, update, delete, and query information regarding deals.
Table-Specific Information
Select
This table supports COQL for filtering, meaning that most filters comparing columns to values are submitted server-side.
Insert
INSERT INTO Deals (DealName, Stage) VALUES ('Converting company XYZ into our client.', 'Qualification')
Required fields: DealName.
Any field which is not read-only (ReadOnly = false in the table below) can be inserted.
Delete
You must specify the Id in the WHERE clause when executing a delete against this table.
DELETE FROM Deals WHERE Id = '3152079000000153079'
Update
You must specify the Id in the WHERE clause when executing an update against this table.
UPDATE Deals SET Description = 'Updated from API' WHERE Id = '3152079000000153079'
Required fields: Id.
Any field which is not read-only (ReadOnly = false in the table below) can be updated.
Columns
| Name | Type | ReadOnly | Description |
| Id [KEY] | String | False |
The unique identifier for this record. |
| DealOwner_Id | String | False |
The Id of the deal owner. |
| DealOwner_FirstName | String | False |
The First Name of the deal owner. |
| DealOwner_LastName | String | False |
The Last Name of the deal owner. |
| Amount | Double | False |
The amount of the deal. |
| DealName | String | False |
The name of the deal. |
| ClosingDate | Date | False |
The closing date of the dal. |
| AccountName_Id | String | False |
The Id of the account who created the deal. |
| Stage | String | False |
The stage in which the deal is in. |
| Type | String | False |
The type of the deal. |
| Probability_ | Int | False |
The probability this deal has of being closed. |
| NextStep | String | False |
The next step of the deal. |
| ExpectedRevenue | Double | True |
The expected revenue from the deal. |
| LeadSource | String | False |
The source of the deal. |
| CampaignSource_Id | String | False |
The Id of the campaign source concerning this deal. |
| ContactName_Id | String | False |
The Id of the contact regarding this deal. |
| CreatedBy_Id | String | False |
The Id of the User who created the record. |
| ModifiedBy_Id | String | False |
The Id of the User who modified the record. |
| ModifiedBy_FirstName | String | False |
The First Name of the User who modified the record. |
| ModifiedBy_LastName | String | False |
The Last Name of the User who modified the record. |
| CreatedTime | Datetime | False |
The time when the record was created. |
| Tag | String | False |
A list of tags regarding this deal. |
| ModifiedTime | Datetime | False |
The time when the record was modified. |
| LastActivityTime | Datetime | False |
The last activity time of this deal. |
| LeadConversionTime | Int | False |
The time it took for this lead to convert. |
| SalesCycleDuration | Int | False |
The duration of sales cycles it took for this deal. |
| OverallSalesDuration | Int | False |
The overal sales duration of this deal. |
| Description | String | False |
The descrption of this deal. |
Pseudo-Columns
Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.
| Name | Type | Description |
| Word | String |
Used to search for a specific word in records. |
| DuplicateCheckFields | String |
The field/s to be used for checking in an upsert. |
| Converted | Boolean |
Set to true to return only converted records. |
| Approved | Boolean |
Set to true to return only approved records. |
| CustomViewId | String |
The custom view Id to be used for filtering this record. |