Views
Views are similar to tables in the way that data is represented; however, views are read-only.
Queries can be executed against a view as if it were a normal table.
CData Tableau Connector for Zoho CRM Views
| Name | Description |
| ActionsPerformed | Returns a chronological log of actions taken on CRM records, including user edits, automation updates, and deletions. |
| AllowedFromAddresses | Lists the verified email addresses that users are permitted to set as the sender when sending emails from Zoho CRM. |
| CustomFieldHistoryTracking | Shows historical changes to selected custom fields, enabling audits of when and how values were modified. |
| DealHistory | Presents a timeline of key updates to each deal, such as stage changes, owner reassignments, and expected revenue edits. |
| EmailTemplateAttachments | Lists files attached to email templates so you can audit or replace collateral used in campaigns and workflows. |
| EmailTemplates | Retrieves metadata and HTML content of email templates available for automation or manual sends. |
| Fields | Returns field metadata for a module, including API name, data type, mandatory status, and pick-list values. |
| InvoicedItems | Displays each product or service line item that appears on customer invoices, along with quantities, rates, and taxes. |
| Layouts | Returns layout configurations such as sections, field order, and visibility rules, for record pages in a module. |
| ListFields | Lists fields configured for list views, indicating which columns appear and in what sequence. |
| ModuleAttachedFiles | Retrieves every file attached to records in a chosen module, useful for compliance or bulk-download tasks. |
| Modules | Lists all standard and custom modules enabled in your Zoho CRM account, with indicators for API availability and customization. |
| OrderedItems | Shows product line items that appear on sales orders or quotes, including quantity, unit price, and discount. |
| Organizations | Displays corporate profile details for your CRM tenant, such as company name, address, fiscal year settings, and default currency. |
| PriceBookPricingDetails | Returns product-specific pricing as defined in price books; restricted in free and standard editions. |
| Profiles | Lists user profiles with their permission sets and module-access privileges. |
| PurchaseItems | Provides product line items included on purchase orders, with cost, quantity, and vendor references. |
| QuotedItems | Displays itemized products on customer quotes, including quantity, list price, and tax. |
| RecordCount | Returns the total number of records in a specified module. Useful for audits or pagination. |
| Roles | Shows the role hierarchy and associated permissions for users in your organization. |
| StageHistories | Provides a history of stage transitions for each deal, including timestamps and the user who made the change. |
| Territories | Lists sales territories configured for regional or vertical segmentation, aiding record assignment and reporting. |
| Users | Returns user accounts along with email, role, profile, and active status. |
| Visits | Shows recent visit activity, such as website visits tracked via Zoho CRM's SalesIQ integration. |