ストアドプロシージャ
ストアドプロシージャはファンクションライクなインターフェースで、Zoho CRM の単純なSELECT/INSERT/UPDATE/DELETE 処理にとどまらずconnector の機能を拡張します。
ストアドプロシージャは、パラメータのリストを受け取り、目的の機能を実行し、プロシージャが成功したか失敗したかを示すとともにZoho CRM から関連するレスポンスデータを返します。
CData Tableau Connector for Zoho CRM ストアドプロシージャ
| Name | Description |
| ConvertLead | Converts a lead record into associated contact, account, and deal records in a single operation. |
| CreateSchema | Generates a local schema definition file for a specified table or view to assist with integration or tooling. |
| DeleteFile | Removes a file that is currently attached to a CRM record. |
| DelinkRelatedRecords | Removes the established link between two related records across different modules. |
| DownloadFile | Downloads a file that is attached to a specific CRM record. |
| GetOAuthAccessToken | Gets the OAuth access token from ZohoCRM. |
| GetOAuthAuthorizationURL | Gets the authorization URL. Access the URL returned in the output in an Internet browser. This requests the access token that can be used as part of the connection string. |
| LinkRelatedRecords | Creates a relationship between two records from different modules, such as linking a contact to a deal. |
| RefreshOAuthAccessToken | Refreshes the OAuth access token used for authentication with various ZohoCRM services. |
| TransferAndDeletePipeline | Deletes a specified pipeline in the Deals module and moves all of its stages to a target pipeline, ensuring existing deals keep their stage history. |
| UploadFile | Uploads a local file and links it to a chosen CRM record, making the attachment available for users and workflows. |