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

The unique identifier for this record.

CampaignOwner_Id String False

The Id of the campaign owner.

CampaignOwner_FirstName String False

The First Name of the campaign owner.

CampaignOwner_LastName String False

The Last Name of the campaign owner.

Type String False

The type of the campaign.

CampaignName String False

The name of the campaign.

Status String False

The status of the campaign.

StartDate Date False

The date of the start of the campaign.

EndDate Date False

The date of the end of the campaign.

ExpectedRevenue Double False

The expected revenue from this campaign.

BudgetedCost Double False

The budgeted cost of the campaign.

ActualCost Double False

The actual cost of the campaign.

ExpectedResponse Long False

The expected response from this campaign.

Numberssent Long False

The number of sent campaigns.

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.

ModifiedTime Datetime False

The time when the record was modified.

Tag String False

The tags for this campaign.

Description String False

The description of this campaign.

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.

Copyright (c) 2024 CData Software, Inc. - All rights reserved.
Build 24.0.9060