Tableau Connector for Zoho CRM

Build 24.0.9060

Campaigns

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

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 Campaigns (CampaignName) VALUES ('a test campaign') 

Required fields: CampaignName.

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 Campaigns WHERE Id = '3152079000000485001'

Update

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

UPDATE Campaigns SET CampaignName = 'Updated from API' WHERE Id = '3152079000000485001'

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

CampaignOwner_Id String False

CampaignOwner_Name String False

Type String False

CampaignName String False

Status String False

StartDate Date False

EndDate Date False

ExpectedRevenue Decimal False

BudgetedCost Decimal False

ActualCost Decimal False

ExpectedResponse Long False

Numberssent Long False

CreatedBy_Id String False

CreatedBy_Name String False

ModifiedBy_Id String False

ModifiedBy_Name String False

CreatedTime Datetime False

ModifiedTime Datetime False

Tag String False

ParentCampaign_Id String False

ParentCampaign_Name String False

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.

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Build 24.0.9060