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 | |
DealOwner_Id | String | False | |
DealOwner_Name | String | False | |
Amount | Decimal | False | |
DealName | String | False | |
ClosingDate | Date | False | |
Pipeline | String | False | |
AccountName_Id | String | False | |
AccountName_Name | String | False | |
Stage | String | False | |
Type | String | False | |
ReasonForLoss | String | False | |
NextStep | String | False | |
Probability(%) | Int | False | |
LeadSource | String | False | |
ExpectedRevenue | Decimal | True | |
ContactName_Id | String | False | |
ContactName_Name | String | False | |
CampaignSource_Id | String | False | |
CampaignSource_Name | String | False | |
ModifiedBy_Id | String | False | |
ModifiedBy_Name | String | False | |
CreatedBy_Id | String | False | |
CreatedBy_Name | String | False | |
ModifiedTime | Datetime | False | |
CreatedTime | Datetime | False | |
Tag | String | False | |
LastActivityTime | Datetime | False | |
SalesCycleDuration | Int | False | |
LeadConversionTime | Int | False | |
OverallSalesDuration | Int | False | |
Locked | Bool | True | |
Description | String | False |
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 |
DuplicateCheckFields | String |
The field/s to be used for checking in an upsert. |
CustomViewId | Long |
The custom view Id to be used for filtering this record. Will work when useCOQL=false. |
Trigger | String |
To trigger the rule while inserting record into CRM account. |