Tableau Connector for Zoho CRM

Build 24.0.9060

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

The unique identifier for this record.

DealOwner_Id String False

The Id of the deal owner.

DealOwner_FirstName String False

The First Name of the deal owner.

DealOwner_LastName String False

The Last Name of the deal owner.

Amount Double False

The amount of the deal.

DealName String False

The name of the deal.

ClosingDate Date False

The closing date of the dal.

AccountName_Id String False

The Id of the account who created the deal.

Stage String False

The stage in which the deal is in.

Type String False

The type of the deal.

Probability_ Int False

The probability this deal has of being closed.

NextStep String False

The next step of the deal.

ExpectedRevenue Double True

The expected revenue from the deal.

LeadSource String False

The source of the deal.

CampaignSource_Id String False

The Id of the campaign source concerning this deal.

ContactName_Id String False

The Id of the contact regarding this deal.

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.

Tag String False

A list of tags regarding this deal.

ModifiedTime Datetime False

The time when the record was modified.

LastActivityTime Datetime False

The last activity time of this deal.

LeadConversionTime Int False

The time it took for this lead to convert.

SalesCycleDuration Int False

The duration of sales cycles it took for this deal.

OverallSalesDuration Int False

The overal sales duration of this deal.

Description String False

The descrption of this deal.

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.

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Build 24.0.9060