Tableau Connector for Zoho CRM

Build 24.0.9062

Accounts

Create, update, delete, and query information regarding Accounts.

Table-Specific Information

Select

This table supports COQL for filtering, meaning that most filters comparing columns to values are submitted server-side. The rest of the filter is executed client-side within the connector.

Insert


INSERT INTO Accounts(AccountName) VALUES('my name')

Required fields: AccountName.

Any field which is not read-only (ReadOnly = false in the table below below) can be inserted.

Delete

You must specify the Id in the WHERE clause when executing a delete against this table. 

DELETE FROM Accounts WHERE Id = '3152079000000153079'

Update

You must specify the Id in the WHERE clause when executing an update against this table. 

UPDATE Accounts 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

AccountOwner_Id String False

AccountOwner_Name String False

Rating String False

AccountName String False

Phone String False

AccountSite String False

Fax String False

ParentAccount_Id String False

ParentAccount_Name String False

Website String False

AccountNumber Long False

TickerSymbol String False

AccountType String False

Ownership String False

Industry String False

Employees Int False

AnnualRevenue Decimal False

SICCode Int False

Tag String False

CreatedBy_Id String False

CreatedBy_Name String False

ModifiedBy_Id String False

ModifiedBy_Name String False

CreatedTime Datetime False

ModifiedTime Datetime False

LastActivityTime Datetime False

RecordId Long True

LastEnrichedTime Datetime True

EnrichStatus String True

Locked Bool True

BillingStreet String False

ShippingStreet String False

BillingCity String False

ShippingCity String False

BillingState String False

ShippingState String False

BillingCode String False

ShippingCode String False

BillingCountry String False

ShippingCountry String False

Description String False

AccountImage String False

Attachment String False

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。

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.

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Build 24.0.9062