Excel Add-In for Marketo

Build 23.0.8839

Opportunities

Marketo の組織の商談をクエリします。

テーブル固有の情報

Note:This table is only available for Marketo subscriptions which do not have a native CRM sync enabled.If sync is enabled, an error will be returned when attempting to query the table stating that the API is disabled.

Select

商談を取得するには、フィルターを指定する必要があります。Valid filters are any searchable columns which include MarketoGUID, ExternalOpportunityId, ExternalCompanyId, or ExternalSalesPersonId.

SELECT * FROM Opportunities WHERE ExternalOpportunityId = 'CDATA1'

Insert

新しいOpportunity レコードを作成するには、Opportunity に関するデータベースに入力する情報を指定します。

次の例では、新しいOpportunity を挿入する方法を説明します。

INSERT INTO Opportunities (ExternalOpportunityId, Description, ExternalCompanyId, Name) VALUES ('CDATA1', 'CData Software Inc Opportunity', 'CDATA', 'CData')

Update

読み取り専用以外のフィールドは、すべて更新可能です。

UPDATE Opportunities SET IsWon = true, FiscalYear = 2016, Amount = '1000.00' WHERE ExternalOpportunityId = 'Opportunity1'

Delete

Marketo から商談を削除するために使用します。削除を実行するには、Id フィールドかExternalOpportunityId フィールドのどちらかが必須です。

DELETE FROM Opportunities WHERE ExternalOpportunityId = 'Opportunity1'

Columns

Name Type ReadOnly Filterable Description
MarketoGUID [KEY] String True True

Marketo が割り当てた、商談の一意の識別子。

ExternalOpportunityId String False True

The external Id of the opportunity.

Amount Double False

The amount of the opportunity.

CloseDate Datetime False

The date and time the opportunity was closed.

Description String False

The description of the opportunity.

ExpectedRevenue Double False

The expected revenue of the opportunity.

ExternalCompanyId String False True

The external company Id of the opportunity.

ExternalCreatedDate Datetime False

The external date and time the opportunity was created.

ExternalSalesPersonId String False True

The external sales person Id of the opportunity.

Fiscal String False

The fiscal of the opportunity.

FiscalQuarter String False

The fiscal quarter of the opportunity.

FiscalYear String False

The fiscal year of the opportunity.

ForecastCategoryName String False

The forecast category name of the opportunity.

IsClosed Boolean False

Specifies whether the opportunity is closed.

IsWon Boolean False

Specifies whether the opportunity was won.

LastActivityDate Datetime False

The date and time the last activity occurred on the opportunity.

LeadSource String False

The lead source of the opportunity.

Name String False

The name of the opportunity.

NextStep String False

The next step of the opportunity.

Probability Integer False

The probability of the opportunity.

Quantity Double False

The quantity of the opportunity.

Stage Double False

The stage of the opportunity.

Type Double False

商談のタイプ。

CreatedAt Datetime True

商談が作成された日時。

UpdatedAt Datetime True

商談の最終更新時刻。

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Build 23.0.8839