Tableau Connector for Zoho CRM

Build 24.0.9060

Notes

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

Table-Specific Information

Note: The Bulk API is not supported by the Notes table. Due to this, if you are using the Bulk API (UseCOQL set to False and APIType set to Bulk), the connector will instead use the REST API (with its associated limitations) when working with notes data. Refer to v2, v2.1, or v4 (in accordance with the value you set for Schema) to see the limits imposed by the REST API.

Select

This table supports COQL for filtering, meaning that most filters comparing columns to values are submitted server-side.

SELECT * FROM Notes WHERE Id = '3152079000000153079'

Insert


INSERT INTO Notes (ParentID_Id, ModuleName, NoteContent) VALUES ('3276571000000184007', 'Leads', 'Janet converted this lead.') 

Required fields:

  • ParentID_Id (the Id of the item in which you are inserting the note to)
  • ModuleName (the API name of the module you are inserting the note to)
  • NoteContent

You can insert any field which is not read-only (ReadOnly = false in the table below).

Delete

Specify the Id in the WHERE clause when executing a delete in this table.

DELETE FROM Notes WHERE Id = '3152079000000488014'

Update

Specify the Id in the WHERE clause when executing an update in this table.

UPDATE Notes SET NoteTitle = 'Changed from the API.' WHERE Id = '3152079000000304003'

Required fields: Id.

You can update any field which is not read-only (ReadOnly = false in the table below).

Columns

Name Type ReadOnly Description
Id [KEY] String False

NoteOwner_Id String False

NoteOwner_Name String False

NoteTitle String False

NoteContent String False

ParentID_Id String False

ParentID_Name String False

CreatedBy_Id String False

CreatedBy_Name String False

ModifiedBy_Id String False

ModifiedBy_Name String False

CreatedTime Datetime False

ModifiedTime Datetime False

RecordId Long True

ModuleName 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