Excel Add-In for Marketo

Build 24.0.9175

OpportunityRoles

Query Opportunity Roles in Marketo.

Note: This table is only available for Marketo subscriptions which do not have a native CRM sync enabled.

Select

Note: A server-side filter must be specified to query this table. Queries with the 'OR' operator are not supported.

Note: Filters provided with one of the supported operators listed in the "Operators" column are processed server-side, all the other filters are processed client-side.

Tip: This table uses server-side projection. Performance can be improved by minimizing the number of columns in projection.

	SELECT * FROM OpportunityRoles WHERE externalOpportunityId='test2'
	SELECT * FROM OpportunityRoles WHERE ExternalOpportunityId IN ('[email protected]', '[email protected]')

Insert

This table supports BATCH INSERT when UseBulkAPI is set to false.

	INSERT INTO OpportunityRoles (ExternalOpportunityId, LeadId, IsPrimary, Role) VALUES ('testOpportunitiesInsert', '12', false, 'Test')

Update

This table supports BATCH UPDATE when UseBulkAPI is set to false.

	UPDATE OpportunityRoles SET IsPrimary=true WHERE MarketoGUID='c92c78dd-b869-40dc-bb2b-7cba112e8f50'
	UPDATE OpportunityRoles SET IsPrimary=false WHERE ExternalOpportunityId='testOpportunitiesInsert'
	UPDATE OpportunityRoles SET IsPrimary=false WHERE ExternalOpportunityId='testOpportunitiesInsert001' AND LeadId=12 AND Role='Test1'

Upsert

This table supports BATCH UPSERT when UseBulkAPI is set to false.

	UPSERT INTO OpportunityRoles (ExternalOpportunityId, LeadId, IsPrimary, Role) VALUES ('testOpportunitiesInsert001', '4', false, 'Test')

Delete

This table supports BATCH DELETE when UseBulkAPI is set to false.

	DELETE FROM OpportunityRoles WHERE ExternalOpportunityId='CDATA1'
	DELETE FROM OpportunityRoles WHERE LeadId IN (4, 6)
	DELETE FROM OpportunityRoles WHERE ExternalOpportunityId='CDATA1' AND LeadId=6 AND Role='MyRole2'

Columns

Name Type ReadOnly Operators Description
CreatedAt Datetime True

MarketoGUID [KEY] String True =,IN

UpdatedAt Datetime True

ExternalCreatedDate Datetime False

ExternalOpportunityId String False =,IN

IsPrimary Bool False

LeadId Int False =,IN

Role String False

Copyright (c) 2025 CData Software, Inc. - All rights reserved.
Build 24.0.9175