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

VendorOwner_Id String False

VendorOwner_Name String False

VendorName String False

Phone String False

Email String False

Website String False

GLAccount String False

Category String 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

RecordId Long True

Locked Bool True

Street String False

City String False

State String False

ZipCode String False

Country String False

Description String False

VendorImage 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