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 | True |
Id |
| DealOwner_Id | String | False |
DealOwner Id |
| DealOwner_FirstName | String | True |
DealOwner FirstName |
| DealOwner_LastName | String | True |
DealOwner LastName |
| DealOwner_Email | String | True |
DealOwner Email |
| DealOwner_Name | String | True |
DealOwner Name |
| Amount | Decimal | False |
Amount |
| DealName | String | False |
DealName |
| ClosingDate | Date | False |
ClosingDate |
| AccountName_Id | String | False |
AccountName Id |
| AccountName_Name | String | True |
AccountName Name |
| Stage | String | False |
Stage |
| Type | String | False |
Type |
| Probability(%) | Int | False |
Probability(%) |
| ExpectedRevenue | Decimal | True |
ExpectedRevenue |
| NextStep | String | False |
NextStep |
| LeadSource | String | False |
LeadSource |
| CampaignSource_Id | String | False |
CampaignSource Id |
| CampaignSource_Name | String | True |
CampaignSource Name |
| ContactName_Id | String | False |
ContactName Id |
| ContactName_Name | String | True |
ContactName Name |
| CreatedBy_Id | String | False |
CreatedBy Id |
| CreatedBy_FirstName | String | True |
CreatedBy FirstName |
| CreatedBy_LastName | String | True |
CreatedBy LastName |
| CreatedBy_Email | String | True |
CreatedBy Email |
| CreatedBy_Name | String | True |
CreatedBy Name |
| ModifiedBy_Id | String | False |
ModifiedBy Id |
| ModifiedBy_FirstName | String | True |
ModifiedBy FirstName |
| ModifiedBy_LastName | String | True |
ModifiedBy LastName |
| ModifiedBy_Email | String | True |
ModifiedBy Email |
| ModifiedBy_Name | String | True |
ModifiedBy Name |
| CreatedTime | Datetime | False |
CreatedTime |
| ModifiedTime | Datetime | False |
ModifiedTime |
| LastActivityTime | Datetime | True |
LastActivityTime |
| LeadConversionTime | Int | True |
LeadConversionTime |
| SalesCycleDuration | Int | True |
SalesCycleDuration |
| OverallSalesDuration | Int | True |
OverallSalesDuration |
| Tag | String | False |
Tag |
| Description | String | False |
Description |
| RecordId | Long | True |
RecordId |
| ChangeLogTime | Datetime | True |
ChangeLogTime |
| Locked | Bool | True |
Locked |
| ReasonForLoss | String | False |
ReasonForLoss |
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 duplicate records in an upsert. The REST API allows for more than one field in the duplicate check but the BULK API only allows one field. |
| Trigger | String |
To trigger the rule while inserting record into CRM account. |
| CustomViewId | Long |
The custom view Id to be used for filtering this record. Will work when useCOQL=false. |