Tableau CRM Analytics Connector for CData Sync

Build 25.0.9539
  • Tableau CRM Analytics
    • Establishing a Connection
      • Creating a Custom OAuth Application
      • Selecting Datasets
      • Inserting Datasets
      • Upserting Datasets
      • Deleting Datasets
      • Uploading Datasets
    • Advanced Features
      • SSL Configuration
      • Firewall and Proxy
    • Data Model
      • Tables
        • Dataset_Account
        • Dataset_Activity
        • Dataset_Analytics
        • Dataset_Case
        • Dataset_DTC_Opportunity_SAMPLE
        • Dataset_Fashion
        • Dataset_OneMillion
        • Dataset_Opportunity
        • Dataset_Opportunity_products
        • Dataset_Pipeline_trending
        • Dataset_Plain_quota
        • Dataset_Product
        • Dataset_Quota
        • Dataset_User
        • Dataset_User_role
      • Views
        • Lens_Explore_Opportunities
        • Lens_Historical_Pipeline_By_Forecast
        • Lens_Historical_Pipeline_By_Stage
        • Lens_Historical_Pipeline_Forecast_By_Quarter
        • Lens_Historical_Pipeline_Stage_By_Quarter
        • Lens_Sales_Stage_Details
        • Lens_X100KLens
      • Stored Procedures
        • CreateMetadataFile
        • CreateSchema
        • GetJobStatus
        • GetOAuthAccessToken
        • GetOAuthAuthorizationURL
        • RefreshOAuthAccessToken
        • UploadCSVToDataSet
    • Connection String Options
      • Authentication
        • AuthScheme
        • InstanceURL
        • Subdomain
        • UseSandbox
      • Connection
        • ApiVersion
      • OAuth
        • OAuthClientId
        • OAuthClientSecret
      • JWT OAuth
        • OAuthJWTCert
        • OAuthJWTCertType
        • OAuthJWTCertPassword
        • OAuthJWTCertSubject
        • OAuthJWTIssuer
        • OAuthJWTSubject
      • SSL
        • SSLServerCert
      • Firewall
        • FirewallType
        • FirewallServer
        • FirewallPort
        • FirewallUser
        • FirewallPassword
      • Proxy
        • ProxyAutoDetect
        • ProxyServer
        • ProxyPort
        • ProxyAuthScheme
        • ProxyUser
        • ProxyPassword
        • ProxySSLType
        • ProxyExceptions
      • Logging
        • LogModules
      • Schema
        • Location
        • BrowsableSchemas
        • Tables
        • Views
        • MetadataFilesLocation
        • TypeDetectionScheme
        • RowScanDepth
        • PrimaryKeyIdentifier
      • Miscellaneous
        • AsyncBulkOperation
        • HandleAPINullIssues
        • MaxRows
        • Other
        • Pagesize
        • PseudoColumns
        • QueryLanguage
        • QueryPassthrough
        • Timeout
        • UseDisplayNames
        • UserDefinedViews
        • UseSimpleNames
        • ValidationMode
    • Third Party Copyrights

Tableau CRM Analytics Connector for CData Sync

Overview

The CData Sync App provides a straightforward way to continuously pipeline your Tableau CRM Analytics data to any database, data lake, or data warehouse, making it easily available for Analytics, Reporting, AI, and Machine Learning.

The Tableau CRM connector can be used from the CData Sync application to pull data from Tableau CRM and move it to any of the supported destinations.

Tableau CRM Version Support

The Sync App models Tableau CRM datasets and lenses as tables in a relational database, using the Tableau CRM REST API.

Tableau CRM Analytics Connector for CData Sync

Establishing a Connection

Adding a Connection to Tableau CRM

To add a connection to Tableau CRM:

  1. In the application console, navigate to the Connections page.
  2. At the Add Connections panel, select the icon for the connection you want to add.
  3. If the Tableau CRM icon is not available, click the Add More icon to download and install the Tableau CRM connector from the CData site.

For required properties, see the Settings tab.

For connection properties that are not typically required, see the Advanced tab.

Connecting to Tableau CRM

OAuthJWT

Tableau CRM uses the OAuth 2 authentication standard. You will need to obtain the OAuthClientId and OAuthClientSecret by registering an app with Tableau CRM. For further information, see Creating a Custom OAuth Application.

Set the AuthScheme to OAuthJWT.

Obtaining the OAuthJWT Consumer Key

To obtain the OAuthJWT consumer key:
  1. Log in to Salesforce.com.
  2. From Setup, enter Apps in the Quick Find box and then click the link to create an app. In the Connected Apps section of the resulting page, click New.
  3. Enter a name to be displayed to users when they log in to grant permissions to your app, along with a contact Email address.
  4. Click Enable OAuth Settings and enter a value in the Callback URL box. Set this value only to create the Connected App as it is required. It will not actually be needed for this type of authentication. The Callback URL is in the format: 
    http://localhost:8019/src/oauthCallback.rst
  5. Enable Use digital signatures.
  6. Upload your certificate.
  7. Select the scope of permissions that your app should request from the user.
  8. Click your app name to open a page with information about your app. The OAuth consumer key is displayed.

After creating your OAuth Application, set the following connection properties:

  • AuthScheme: OAuthJWT.
  • InitiateOAuth: GETANDREFRESH.
  • OAuthJWTCert: The JWT Certificate store.
  • OAuthJWTPassword: The password of the JWT Certificate store.
  • OAuthJWTIssuer: The OAuth Client ID.
  • OAuthJWTCertType: The type of the certificate store specified by OAuthJWTCert.

Note: This flow never issues a refresh token.

OAuth

Set AuthScheme to OAuth.

The following subsections describe how to authenticate to Tableau CRM from these authentication flows:

  • Desktop: a connection to a server on the user's local machine, frequently used for testing and prototyping.
  • Web: access to data via a shared website.
  • Headless Server: a dedicated computer that provides services to other computers and their users, which is configured to operate without a monitor and keyboard.

For information about how to create a custom OAuth application, see Creating a Custom OAuth Application. For a complete list of connection string properties available in Tableau CRM, see Connection.

Note: To configure the session timeout in Salesforce, navigate to Setup > Administration Setup > Security Controls > Session Settings.

Automatic refresh of the OAuth access token:

To have the Sync App automatically refresh the OAuth access token, do the following:

  1. Before connecting to data for the first time, set the following connection parameters:
    • InitiateOAuth: REFRESH.
    • OAuthClientId: The client Id in your application settings.
    • OAuthClientSecret: The client secret in your application settings.
    • OAuthAccessToken: The access token returned by GetOAuthAccessToken.
    • OAuthSettingsLocation: The path where you want the Sync App to save the OAuth values, which persist across connections.
  2. On subsequent data connections, set the following:
    • InitiateOAuth
    • OAuthSettingsLocation

Manual refresh of the OAuth access token:

The only value needed to manually refresh the OAuth access token is the OAuth refresh token.

  1. To manually refresh the OAuthAccessToken after the ExpiresIn period (returned by GetOAuthAccessToken) has elapsed, call the RefreshOAuthAccessToken stored procedure.
  2. Set the following connection properties:

    • OAuthClientId: The Client Id in your application settings.
    • OAuthClientSecret: The Client Secret in your application settings.

  3. Call RefreshOAuthAccessToken with OAuthRefreshToken set to the OAuth refresh token returned by GetOAuthAccessToken.
  4. After the new tokens have been retrieved, set the OAuthAccessToken property to the value returned by RefreshOAuthAccessToken. This opens a new connection.

Store the OAuth refresh token so that you can use it to manually refresh the OAuth access token after it has expired.

Tableau CRM Analytics Connector for CData Sync

Creating a Custom OAuth Application

Creating a Custom OAuth Application

The following procedure registers a custom OAuth application in the admin console and obtains the OAuth client credentials, the consumer key and consumer secret:

  1. Access Setup.
    (If you are connecting from a Desktop application, you can access Setup by logging into Salesforce.com and clicking your user name.)
  2. Open a new application.
    • If your organization uses the Salesforce Lightning Experience UI:
      1. Search for "App" in the Quick Find box.
      2. Select App ManagerA (not Manage Connected Apps).
      3. Click New Connected App.
    • If your organization uses the Salesforce Classic UI:
      1. Search for "Apps" in the Quick Find box.
      2. Under Build or Create, select Apps.
      3. Under Connected Apps, click New.
  3. Enter a name to be displayed to users when they log in to grant permissions to your application. Also supply a contact email address.
  4. Select Enable OAuth Settings.
  5. Enter a value in the Callback URL box.
    • If this is a desktop application, set the Callback URL to http://localhost:33333 or a different port number of your choice.
    • If this is a Web application, set the Callback URL to a Website page where you want the user to be returned to, after they have authorized your application.
  6. Assign the following OAuth scopes:
    • Access and manage your wave data (wave_api)
    • Access and manage your data (api)
    • Perform requests on your behalf at any time (refresh_token, offline_token)

After your application is created, click the new application name. The admin console displays the OAuth client credentials, the consumer key, and consumer secret. Record this information for later use.

Tableau CRM Analytics Connector for CData Sync

Selecting Datasets

The following sections show how to execute SELECT statements to your Tableau CRM datasets or lenses. See Data Model for information on how the Sync App models datasets as tables and lenses as views.

Selecting Datasets

Reference the table name of a dataset by adding "Dataset_" as a prefix to the dataset name, as in the following query: 

SELECT Id, Name, Item, Quantity, Amount FROM DataSet_Test WHERE Amount = 50
The following query assumes that the dataset has the column names Id, Name, Quantity, and Amount. The dataset may have more columns than what were selected and they can be in any order.

Selecting Lenses

*Note: The Lenses that generate a Compact-Form query, are not supported at this time due to some API restrictions and will not be included in table listing. In order to make them work, currently we have this workaround as solution.

  1. From your dashboard choose LENSES
  2. Open the LENS which is not working and go to "SAQL Mode"
  3. Make a minor update (i.e: a white space in the end of the query)
  4. Save the LENS and wait some seconds for the changes to by applied
  5. After that you should be able to query that LENS

Reference the table name of a lens by adding "Lens_" as a prefix to the lens name, as in the following query. 

SELECT Id, Name, Item, Quantity, Amount FROM Lens_Test WHERE Amount = 50
The query above assumes that the lens has the column names Id, Name, Quantity, and Amount. The lens may have more columns than what were selected and they can be in any order.

Tableau CRM Analytics Connector for CData Sync

Inserting Datasets

The Sync App offers the possibility to insert data into your Tableau CRM datasets.

Getting the metadata file

To insert data into an exisiting dataset, first you need to download the metadata file. You can download the metadata file during the process of creating a new dataset by performing the following steps:
  1. In Tableau CRM, go to the home page, click Create, and then choose Dataset.
  2. Select CSV file to upload and click Next.
  3. From new opened window download the JSON metadata schema file by clicking Download File in dropdown list at Data Schema File section.
  4. For more info on Metadata format refer to this guide: https://resources.docs.salesforce.com/200/latest/en-us/sfdc/pdf/bi_dev_guide_ext_data_format.pdf

or for an existing dataset, if you have a csv file with the dataset's data go through the same process as when creating a new dataset to get the metadata json file for it, but don't actually create the dataset.

Inserting data

To insert new data, the MetadataFilesLocation connection property is required. You must set its value to the location of the file where your metadata files are stored. 
INSERT INTO Dataset_Example (Col1, Col2, Col3) VALUES ('val1', 'val2', 'val3')

INSERT INTO SELECT (Bulk inserting)

First you need to insert data into a temporary table. Temporary tables are denoted by a # appearing in their name. When using a temporary table to insert, the temporary table must be named in the format [TableName]#TEMP, where TableName is the name of the table you will be inserting to. For instance: 
INSERT INTO Dataset_Example#TEMP (Col1, Col2, Col3) VALUES ('val1', 'val2', 'val3')
INSERT INTO Dataset_Example#TEMP (Col1, Col2, Col3) VALUES ('val4', 'val5', 'val6')
INSERT INTO Dataset_Example#TEMP (Col1, Col2, Col3) VALUES ('val7', 'val8', 'val9')
Then you need to insert to the actual table. 
INSERT INTO Dataset_Example (Col1, Col2, Col3) SELECT Col1, Col2, Col3 FROM Dataset_Example#TEMP
If the AsyncBulkOperation connection property is set to 'true' the provider will allow Tableau CRM to process the data while your application continues executing. The downside of using asynchronous services is that you will need to check the status of the upload manually to see if Salesforce has finished processing the request and see if there were any issues. You can do this by calling the GetJobStatus stored procedure. You can get the value of the JobId required for the GetJobStatus stored procedure from the LastResultInfo#TEMP table. 
SELECT JobId FROM LastResultInfo#TEMP

Tableau CRM Analytics Connector for CData Sync

Upserting Datasets

The Sync App offers the possibility to upsert data into your Tableau CRM datasets.

Getting the metadata file

To upsert data into an exisiting dataset, first you need to download the metadata file. You can download the metadata file during the process of creating a new dataset by performing the following steps:
  1. In Tableau CRM, go to the home page, click Create, and then choose Dataset.
  2. Select CSV file to upload and click Next.
  3. From new opened window download the JSON metadata schema file by clicking Download File in dropdown list at Data Schema File section.
  4. For more info on Metadata format refer to this guide: https://resources.docs.salesforce.com/200/latest/en-us/sfdc/pdf/bi_dev_guide_ext_data_format.pdf

or for an existing dataset, if you have a csv file with the dataset's data go through the same process as when creating a new dataset to get the metadata json file for it, but don't actually create the dataset.

Upserting data

To upsert new data, the MetadataFilesLocation connection property is required. You must set its value to the location of the file where your metadata files are stored.
Note: The metadata file must contain one (and only one) field with a unique identifier. 
UPSERT INTO Dataset_Example (Col1, Col2, Col3) Values ('val1', 'val2', 'val3')

UPSERT INTO SELECT (Bulk upserting)

First you need to insert data into a temporary table. Temporary tables are denoted by a # appearing in their name. When using a temporary table to upsert, the temporary table must be named in the format [TableName]#TEMP, where TableName is the name of the table you will be upserting to. For instance: 
INSERT INTO Dataset_Example#TEMP (Col1, Col2, Col3) VALUES ('val1', 'val2', 'val3')
INSERT INTO Dataset_Example#TEMP (Col1, Col2, Col3) VALUES ('val4', 'val5', 'val6')
INSERT INTO Dataset_Example#TEMP (Col1, Col2, Col3) VALUES ('val7', 'val8', 'val9')
Then you need to upsert to the actual table. 
UPSERT INTO Dataset_Example (Col1, Col2, Col3) SELECT Col1, Col2, Col3 FROM Dataset_Example#TEMP
If the AsyncBulkOperation connection property is set to 'true' the provider will allow Tableau CRM to process the data while your application continues executing. The downside of using asynchronous services is that you will need to check the status of the upload manually to see if Salesforce has finished processing the request and see if there were any issues. You can do this by calling the GetJobStatus stored procedure. You can get the value of the JobId required for the GetJobStatus stored procedure from the LastResultInfo#TEMP table. 
SELECT JobId FROM LastResultInfo#TEMP

Tableau CRM Analytics Connector for CData Sync

Deleting Datasets

The Sync App offers the possibility to delete data from your Tableau CRM datasets.

Getting the metadata file

To delete data from an exisiting dataset, first you need to download the metadata file. You can download the metadata file during the process of creating a new dataset by performing the following steps:
  1. In Tableau CRM, go to the home page, click Create, and then choose Dataset.
  2. Select CSV file to upload and click Next.
  3. From new opened window download the JSON metadata schema file by clicking Download File in dropdown list at Data Schema File section.
  4. For more info on Metadata format refer to this guide: https://resources.docs.salesforce.com/200/latest/en-us/sfdc/pdf/bi_dev_guide_ext_data_format.pdf

or for an existing dataset, if you have a csv file with the dataset's data go through the same process as when creating a new dataset to get the metadata json file for it, but don't actually create the dataset.

Deleting data

To delete existing data, the MetadataFilesLocation connection property is required. You must set its value to the location of the file where your metadata files are stored.
Note: The metadata file must contain one (and only one) field with a unique identifier. 
DELETE FROM Dataset_Example WHERE Col1='uniqueValue'

DELETE FROM EXISTS SELECT (Bulk deleting)

First you need to insert data into a temporary table. Temporary tables are denoted by a # appearing in their name. When using a temporary table to delete, the temporary table must be named in the format [TableName]#TEMP, where TableName is the name of the table you will be deleting from. For instance: 
INSERT INTO Dataset_Example#TEMP (Col1) VALUES ('uniqueValue')
INSERT INTO Dataset_Example#TEMP (Col1) VALUES ('uniqueValue')
INSERT INTO Dataset_Example#TEMP (Col1) VALUES ('uniqueValue')
Then you need to delete from the actual table. 
DELETE FROM Dataset_Example WHERE EXISTS SELECT Col1 FROM FROM Dataset_Example#TEMP
If the AsyncBulkOperation connection property is set to 'true' the provider will allow Tableau CRM to process the data while your application continues executing. The downside of using asynchronous services is that you will need to check the status of the upload manually to see if Salesforce has finished processing the request and see if there were any issues. You can do this by calling the GetJobStatus stored procedure. You can get the value of the JobId required for the GetJobStatus stored procedure from the LastResultInfo#TEMP table. 
SELECT JobId FROM LastResultInfo#TEMP

Tableau CRM Analytics Connector for CData Sync

Uploading Datasets

The Sync App offers the possibility to to create datasets or insert data into your Tableau CRM datasets by using CSV files.

Uploading CSV files

You can upload CSV files to datasets by using the UploadCSVToDataset stored procedure. To upload a CSV file to a dataset the following parameters are required: DatasetName, CSVFileLocation. If the AsyncBulkInsert connection property is set to 'true' the provider will allow Tableau CRM to process the data while your application continues executing. The downside of using asynchronous services is that you will need to check the status of the upload manually to see if Salesforce has finished processing the request and see if there were any issues. You can do this by calling the GetJobStatus stored procedure.
  • DatasetName: The name of dataset you want to create or append data to.
  • CSVFileLocation: The location of the CSV file containing the data that will be uploaded.
  • Operation: The operation you want to use when you're loading data into the dataset. It is set to 'Append' by default. If set to 'Overwrite', a dataset with the given data will be created, and replaced if it exists.If set to 'Append', the given data will be added to an exisiting dataset or a new dataset will be created if it does not exist. A metadata file is required for 'Append' operations. The data and metadata for the 'Append' operations must exactly match the dataset on which the operation is happening.
  • MetadataFileLocation: This parameter is required when Operation is set to 'Append'.
  • AppName: The name of the app that contains the dataset. If the name is ommitted for when you're creating a dataset, the name of the user's private app is used. If the name is omitted for an existing dataset, the system resolves the app name. If the name is specified for an existing dataset, the name is required to match the name of the current app that contains the dataset.
  • CSVFileCharset: Set this property to the actual charset of the CSV file you want to upload. You do not need to set this parameter if the file's encoding is UTF-8.

Tableau CRM Analytics Connector for CData Sync

Advanced Features

This section details a selection of advanced features of the Tableau CRM Sync App.

User Defined Views

The Sync App supports the use of user defined views, virtual tables whose contents are decided by a pre-configured user defined query. These views are useful when you cannot directly control queries being issued to the drivers. For an overview of creating and configuring custom views, see User Defined Views .

SSL Configuration

Use SSL Configuration to adjust how Sync App handles TLS/SSL certificate negotiations. You can choose from various certificate formats;. For further information, see the SSLServerCert property under "Connection String Options" .

Firewall and Proxy

Configure the Sync App for compliance with Firewall and Proxy, including Windows proxies and HTTP proxies. You can also set up tunnel connections.

Query Processing

The Sync App offloads as much of the SELECT statement processing as possible to Tableau CRM and then processes the rest of the query in memory (client-side).

For further information, see Query Processing.

Logging

For an overview of configuration settings that can be used to refine CData logging, see Logging. Only two connection properties are required for basic logging, but there are numerous features that support more refined logging, which enables you to use the LogModules connection property to specify subsets of information to be logged.

Tableau CRM Analytics Connector for CData Sync

SSL Configuration

Customizing the SSL Configuration

By default, the Sync App attempts to negotiate TLS with the server. The server certificate is validated against the default system trusted certificate store. You can override how the certificate gets validated using the SSLServerCert connection property.

To specify another certificate, see the SSLServerCert connection property.

Tableau CRM Analytics Connector for CData Sync

Firewall and Proxy

Connecting Through a Firewall or Proxy

HTTP Proxies

To authenticate to an HTTP proxy, set the following:

  • ProxyServer: the hostname or IP address of the proxy server that you want to route HTTP traffic through.
  • ProxyPort: the TCP port that the proxy server is running on.
  • ProxyAuthScheme: the authentication method the Sync App uses when authenticating to the proxy server.
  • ProxyUser: the username of a user account registered with the proxy server.
  • ProxyPassword: the password associated with the ProxyUser.

Other Proxies

Set the following properties:

  • To use a proxy-based firewall, set FirewallType, FirewallServer, and FirewallPort.
  • To tunnel the connection, set FirewallType to TUNNEL.
  • To authenticate, specify FirewallUser and FirewallPassword.
  • To authenticate to a SOCKS proxy, additionally set FirewallType to SOCKS5.

Tableau CRM Analytics Connector for CData Sync

Data Model

The Sync App models Tableau CRM datasets and lenses as database views, or read-only tables, using the Tableau CRM REST API. Datasets additionally support bidirectional access.

The following sections provide information on the functionality available through the views and stored procedures.

Views

You can use the Sync App to work with all the datasets and lenses in your account. View schemas are discovered dynamically at run time.

Dataset tables start with "Dataset_", so if you want to get the data of a dataset called "Test", the table name would be "Dataset_Test". Lens tables start with "Lens_", so if you want to get the data of a lens called "Test", then the table name would be "Lens_Test".

See System Tables to obtain schema information and other Sync App metadata at run time. The Views section shows an example database modeled on datasets and lenses available in the Tableau CRM development environment.

Dynamic Schemas

When you connect, the Sync App gets the list of tables and the metadata for the tables by calling the appropriate Web services. Any changes you make to your datasets or lenses, such as adding new columns or changing the data type of a column, will immediately be reflected when you connect using the Sync App.

Query Processing

The Sync App offloads as much of the SELECT statement processing as possible to Tableau CRM and then processes the rest of the query within the Sync App.

Executing SQL to Datasets and Lenses

Datasets support INSERT statements, while lenses support only SELECT; you can also call the UploadCSVToDataSet stored procedure to insert to an existing dataset or to create a new dataset.

See the following sections for examples of executing SQL to datasets and lenses:

  • Selecting Datasets
  • Inserting Datasets
  • Uploading Datasets

Customizing Schemas

You can customize table schemas to do the following:

  • Change the columns and data types reported.
  • Change the operations that can be executed against a dataset or lense.
To customize a schema, call the CreateSchema stored procedure. The stored procedure saves the dynamic schema to a static configuration file. Schema files have a simple format that makes them easy to customize.

Stored Procedures

Stored Procedures are function-like interfaces to the data source. They can be used to access other API functionality not surfaced through the views.

Tableau CRM Analytics Connector for CData Sync

Tables

The Sync App models the data in Tableau CRM as a list of tables in a relational database that can be queried using standard SQL statements.

Tableau CRM Analytics Connector for CData Sync Tables

Name Description
Dataset_Account The Tableau CRM dataset Dataset_Account.
Dataset_Activity The Tableau CRM dataset Dataset_Activity.
Dataset_Analytics The Tableau CRM dataset Dataset_Analytics.
Dataset_Case The Tableau CRM dataset Dataset_Case.
Dataset_DTC_Opportunity_SAMPLE The Tableau CRM dataset Dataset_DTC_Opportunity_SAMPLE.
Dataset_Fashion The Tableau CRM dataset Dataset_Fashion.
Dataset_OneMillion The Tableau CRM dataset Dataset_OneMillion.
Dataset_Opportunity The Tableau CRM dataset Dataset_Opportunity.
Dataset_Opportunity_products The Tableau CRM dataset Dataset_Opportunity_products.
Dataset_Pipeline_trending The Tableau CRM dataset Dataset_Pipeline_trending.
Dataset_Plain_quota The Tableau CRM dataset Dataset_Plain_quota.
Dataset_Product The Tableau CRM dataset Dataset_Product.
Dataset_Quota The Tableau CRM dataset Dataset_Quota.
Dataset_User The Tableau CRM dataset Dataset_User.
Dataset_User_role The Tableau CRM dataset Dataset_User_role.

Tableau CRM Analytics Connector for CData Sync

Dataset_Account

The Tableau CRM dataset Dataset_Account.

Columns

Name Type ReadOnly Description
AccountName String False

This field is generated dynamically and corresponds to the AccountName field in the dataset.

AccountSource String False

This field is generated dynamically and corresponds to the AccountSource field in the dataset.

AnnualRevenue Double False

This field is generated dynamically and corresponds to the AnnualRevenue field in the dataset.

BillingCountry String False

This field is generated dynamically and corresponds to the BillingCountry field in the dataset.

BillingState String False

This field is generated dynamically and corresponds to the BillingState field in the dataset.

CreatedDate Datetime False

This field is generated dynamically and corresponds to the CreatedDate field in the dataset.

CreatedDate_Day Double False

This field is generated dynamically and corresponds to the CreatedDate_Day field in the dataset.

CreatedDate_day_epoch Double False

This field is generated dynamically and corresponds to the CreatedDate_day_epoch field in the dataset.

CreatedDate_Hour Double False

This field is generated dynamically and corresponds to the CreatedDate_Hour field in the dataset.

CreatedDate_Minute Double False

This field is generated dynamically and corresponds to the CreatedDate_Minute field in the dataset.

CreatedDate_Month Double False

This field is generated dynamically and corresponds to the CreatedDate_Month field in the dataset.

CreatedDate_Quarter Double False

This field is generated dynamically and corresponds to the CreatedDate_Quarter field in the dataset.

CreatedDate_sec_epoch Double False

This field is generated dynamically and corresponds to the CreatedDate_sec_epoch field in the dataset.

CreatedDate_Second Double False

This field is generated dynamically and corresponds to the CreatedDate_Second field in the dataset.

CreatedDate_Week Double False

This field is generated dynamically and corresponds to the CreatedDate_Week field in the dataset.

CreatedDate_Year Double False

This field is generated dynamically and corresponds to the CreatedDate_Year field in the dataset.

CustomFilter Boolean False

This field is generated dynamically and corresponds to the CustomFilter field in the dataset.

Id String False

This field is generated dynamically and corresponds to the Id field in the dataset.

Industry String False

This field is generated dynamically and corresponds to the Industry field in the dataset.

LastModifiedDate Datetime False

This field is generated dynamically and corresponds to the LastModifiedDate field in the dataset.

LastModifiedDate_Day Double False

This field is generated dynamically and corresponds to the LastModifiedDate_Day field in the dataset.

LastModifiedDate_day_epoch Double False

This field is generated dynamically and corresponds to the LastModifiedDate_day_epoch field in the dataset.

LastModifiedDate_Hour Double False

This field is generated dynamically and corresponds to the LastModifiedDate_Hour field in the dataset.

LastModifiedDate_Minute Double False

This field is generated dynamically and corresponds to the LastModifiedDate_Minute field in the dataset.

LastModifiedDate_Month Double False

This field is generated dynamically and corresponds to the LastModifiedDate_Month field in the dataset.

LastModifiedDate_Quarter Double False

This field is generated dynamically and corresponds to the LastModifiedDate_Quarter field in the dataset.

LastModifiedDate_sec_epoch Double False

This field is generated dynamically and corresponds to the LastModifiedDate_sec_epoch field in the dataset.

LastModifiedDate_Second Double False

This field is generated dynamically and corresponds to the LastModifiedDate_Second field in the dataset.

LastModifiedDate_Week Double False

This field is generated dynamically and corresponds to the LastModifiedDate_Week field in the dataset.

LastModifiedDate_Year Double False

This field is generated dynamically and corresponds to the LastModifiedDate_Year field in the dataset.

Name String False

This field is generated dynamically and corresponds to the Name field in the dataset.

NumberOfEmployees Double False

This field is generated dynamically and corresponds to the NumberOfEmployees field in the dataset.

OwnerFullPhotoUrl String False

This field is generated dynamically and corresponds to the OwnerFullPhotoUrl field in the dataset.

OwnerName String False

This field is generated dynamically and corresponds to the OwnerName field in the dataset.

OwnerRoleDeveloperName String False

This field is generated dynamically and corresponds to the OwnerRoleDeveloperName field in the dataset.

OwnerRoleHierarchy_RoleNames String False

This field is generated dynamically and corresponds to the OwnerRoleHierarchy_RoleNames field in the dataset.

OwnerRoleName String False

This field is generated dynamically and corresponds to the OwnerRoleName field in the dataset.

OwnerRoleParentRoleDeveloperName String False

This field is generated dynamically and corresponds to the OwnerRoleParentRoleDeveloperName field in the dataset.

OwnerRoleParentRoleName String False

This field is generated dynamically and corresponds to the OwnerRoleParentRoleName field in the dataset.

OwnerRoleParentRoleId String False

This field is generated dynamically and corresponds to the OwnerRoleParentRoleId field in the dataset.

OwnerRoleRoleNames String False

This field is generated dynamically and corresponds to the OwnerRoleRoleNames field in the dataset.

OwnerRoleRoleNamesPath String False

This field is generated dynamically and corresponds to the OwnerRoleRoleNamesPath field in the dataset.

OwnerRoleRolePath String False

This field is generated dynamically and corresponds to the OwnerRoleRolePath field in the dataset.

OwnerRoleRoles String False

This field is generated dynamically and corresponds to the OwnerRoleRoles field in the dataset.

OwnerSmallPhotoUrl String False

This field is generated dynamically and corresponds to the OwnerSmallPhotoUrl field in the dataset.

OwnerUniqueUserName String False

This field is generated dynamically and corresponds to the OwnerUniqueUserName field in the dataset.

OwnerUsername String False

This field is generated dynamically and corresponds to the OwnerUsername field in the dataset.

OwnerUserRoleId String False

This field is generated dynamically and corresponds to the OwnerUserRoleId field in the dataset.

OwnerId String False

This field is generated dynamically and corresponds to the OwnerId field in the dataset.

Type String False

This field is generated dynamically and corresponds to the Type field in the dataset.

Tableau CRM Analytics Connector for CData Sync

Dataset_Activity

The Tableau CRM dataset Dataset_Activity.

Columns

Name Type ReadOnly Description
AccountAccountSource String False

This field is generated dynamically and corresponds to the AccountAccountSource field in the dataset.

AccountAnnualRevenue Double False

This field is generated dynamically and corresponds to the AccountAnnualRevenue field in the dataset.

AccountBillingCountry String False

This field is generated dynamically and corresponds to the AccountBillingCountry field in the dataset.

AccountBillingState String False

This field is generated dynamically and corresponds to the AccountBillingState field in the dataset.

AccountIndustry String False

This field is generated dynamically and corresponds to the AccountIndustry field in the dataset.

AccountName String False

This field is generated dynamically and corresponds to the AccountName field in the dataset.

AccountNumberOfEmployees Double False

This field is generated dynamically and corresponds to the AccountNumberOfEmployees field in the dataset.

AccountOwnerName String False

This field is generated dynamically and corresponds to the AccountOwnerName field in the dataset.

AccountOwnerRoleName String False

This field is generated dynamically and corresponds to the AccountOwnerRoleName field in the dataset.

AccountOwnerRoleParentRoleId String False

This field is generated dynamically and corresponds to the AccountOwnerRoleParentRoleId field in the dataset.

AccountOwnerRoleRolePath String False

This field is generated dynamically and corresponds to the AccountOwnerRoleRolePath field in the dataset.

AccountOwnerRoleRoles String False

This field is generated dynamically and corresponds to the AccountOwnerRoleRoles field in the dataset.

AccountOwnerUniqueUserName String False

This field is generated dynamically and corresponds to the AccountOwnerUniqueUserName field in the dataset.

AccountOwnerId String False

This field is generated dynamically and corresponds to the AccountOwnerId field in the dataset.

AccountType String False

This field is generated dynamically and corresponds to the AccountType field in the dataset.

AccountId String False

This field is generated dynamically and corresponds to the AccountId field in the dataset.

ActivityDate Datetime False

This field is generated dynamically and corresponds to the ActivityDate field in the dataset.

ActivityDate_Day Double False

This field is generated dynamically and corresponds to the ActivityDate_Day field in the dataset.

ActivityDate_day_epoch Double False

This field is generated dynamically and corresponds to the ActivityDate_day_epoch field in the dataset.

ActivityDate_Hour Double False

This field is generated dynamically and corresponds to the ActivityDate_Hour field in the dataset.

ActivityDate_Minute Double False

This field is generated dynamically and corresponds to the ActivityDate_Minute field in the dataset.

ActivityDate_Month Double False

This field is generated dynamically and corresponds to the ActivityDate_Month field in the dataset.

ActivityDate_Quarter Double False

This field is generated dynamically and corresponds to the ActivityDate_Quarter field in the dataset.

ActivityDate_sec_epoch Double False

This field is generated dynamically and corresponds to the ActivityDate_sec_epoch field in the dataset.

ActivityDate_Second Double False

This field is generated dynamically and corresponds to the ActivityDate_Second field in the dataset.

ActivityDate_Week Double False

This field is generated dynamically and corresponds to the ActivityDate_Week field in the dataset.

ActivityDate_Year Double False

This field is generated dynamically and corresponds to the ActivityDate_Year field in the dataset.

AssignedToName String False

This field is generated dynamically and corresponds to the AssignedToName field in the dataset.

AssignedToUniqueUserName String False

This field is generated dynamically and corresponds to the AssignedToUniqueUserName field in the dataset.

CallDisposition String False

This field is generated dynamically and corresponds to the CallDisposition field in the dataset.

CallDurationInSeconds Double False

This field is generated dynamically and corresponds to the CallDurationInSeconds field in the dataset.

CallType String False

This field is generated dynamically and corresponds to the CallType field in the dataset.

CreatedDate Datetime False

This field is generated dynamically and corresponds to the CreatedDate field in the dataset.

CreatedDate_Day Double False

This field is generated dynamically and corresponds to the CreatedDate_Day field in the dataset.

CreatedDate_day_epoch Double False

This field is generated dynamically and corresponds to the CreatedDate_day_epoch field in the dataset.

CreatedDate_Hour Double False

This field is generated dynamically and corresponds to the CreatedDate_Hour field in the dataset.

CreatedDate_Minute Double False

This field is generated dynamically and corresponds to the CreatedDate_Minute field in the dataset.

CreatedDate_Month Double False

This field is generated dynamically and corresponds to the CreatedDate_Month field in the dataset.

CreatedDate_Quarter Double False

This field is generated dynamically and corresponds to the CreatedDate_Quarter field in the dataset.

CreatedDate_sec_epoch Double False

This field is generated dynamically and corresponds to the CreatedDate_sec_epoch field in the dataset.

CreatedDate_Second Double False

This field is generated dynamically and corresponds to the CreatedDate_Second field in the dataset.

CreatedDate_Week Double False

This field is generated dynamically and corresponds to the CreatedDate_Week field in the dataset.

CreatedDate_Year Double False

This field is generated dynamically and corresponds to the CreatedDate_Year field in the dataset.

CustomFilter Boolean False

This field is generated dynamically and corresponds to the CustomFilter field in the dataset.

DaysOverdue Double False

This field is generated dynamically and corresponds to the DaysOverdue field in the dataset.

DurationInMinutes Double False

This field is generated dynamically and corresponds to the DurationInMinutes field in the dataset.

EventSubtype String False

This field is generated dynamically and corresponds to the EventSubtype field in the dataset.

Id String False

This field is generated dynamically and corresponds to the Id field in the dataset.

IsClosed Boolean False

This field is generated dynamically and corresponds to the IsClosed field in the dataset.

IsOverdue Boolean False

This field is generated dynamically and corresponds to the IsOverdue field in the dataset.

LastModifiedDate Datetime False

This field is generated dynamically and corresponds to the LastModifiedDate field in the dataset.

LastModifiedDate_Day Double False

This field is generated dynamically and corresponds to the LastModifiedDate_Day field in the dataset.

LastModifiedDate_day_epoch Double False

This field is generated dynamically and corresponds to the LastModifiedDate_day_epoch field in the dataset.

LastModifiedDate_Hour Double False

This field is generated dynamically and corresponds to the LastModifiedDate_Hour field in the dataset.

LastModifiedDate_Minute Double False

This field is generated dynamically and corresponds to the LastModifiedDate_Minute field in the dataset.

LastModifiedDate_Month Double False

This field is generated dynamically and corresponds to the LastModifiedDate_Month field in the dataset.

LastModifiedDate_Quarter Double False

This field is generated dynamically and corresponds to the LastModifiedDate_Quarter field in the dataset.

LastModifiedDate_sec_epoch Double False

This field is generated dynamically and corresponds to the LastModifiedDate_sec_epoch field in the dataset.

LastModifiedDate_Second Double False

This field is generated dynamically and corresponds to the LastModifiedDate_Second field in the dataset.

LastModifiedDate_Week Double False

This field is generated dynamically and corresponds to the LastModifiedDate_Week field in the dataset.

LastModifiedDate_Year Double False

This field is generated dynamically and corresponds to the LastModifiedDate_Year field in the dataset.

OpportunityAccountAccountSource String False

This field is generated dynamically and corresponds to the OpportunityAccountAccountSource field in the dataset.

OpportunityAccountBillingCountry String False

This field is generated dynamically and corresponds to the OpportunityAccountBillingCountry field in the dataset.

OpportunityAccountBillingState String False

This field is generated dynamically and corresponds to the OpportunityAccountBillingState field in the dataset.

OpportunityAccountIndustry String False

This field is generated dynamically and corresponds to the OpportunityAccountIndustry field in the dataset.

OpportunityAccountName String False

This field is generated dynamically and corresponds to the OpportunityAccountName field in the dataset.

OpportunityAccountOwnerId String False

This field is generated dynamically and corresponds to the OpportunityAccountOwnerId field in the dataset.

OpportunityAccountType String False

This field is generated dynamically and corresponds to the OpportunityAccountType field in the dataset.

OpportunityAccountId String False

This field is generated dynamically and corresponds to the OpportunityAccountId field in the dataset.

OpportunityCloseDate String False

This field is generated dynamically and corresponds to the OpportunityCloseDate field in the dataset.

OpportunityCloseDate_Day String False

This field is generated dynamically and corresponds to the OpportunityCloseDate_Day field in the dataset.

OpportunityCloseDate_day_epoch Double False

This field is generated dynamically and corresponds to the OpportunityCloseDate_day_epoch field in the dataset.

OpportunityCloseDate_Hour String False

This field is generated dynamically and corresponds to the OpportunityCloseDate_Hour field in the dataset.

OpportunityCloseDate_Minute String False

This field is generated dynamically and corresponds to the OpportunityCloseDate_Minute field in the dataset.

OpportunityCloseDate_Month String False

This field is generated dynamically and corresponds to the OpportunityCloseDate_Month field in the dataset.

OpportunityCloseDate_Quarter String False

This field is generated dynamically and corresponds to the OpportunityCloseDate_Quarter field in the dataset.

OpportunityCloseDate_sec_epoch Double False

This field is generated dynamically and corresponds to the OpportunityCloseDate_sec_epoch field in the dataset.

OpportunityCloseDate_Second String False

This field is generated dynamically and corresponds to the OpportunityCloseDate_Second field in the dataset.

OpportunityCloseDate_Week String False

This field is generated dynamically and corresponds to the OpportunityCloseDate_Week field in the dataset.

OpportunityCloseDate_Year String False

This field is generated dynamically and corresponds to the OpportunityCloseDate_Year field in the dataset.

OpportunityCreatedDate String False

This field is generated dynamically and corresponds to the OpportunityCreatedDate field in the dataset.

OpportunityCreatedDate_Day String False

This field is generated dynamically and corresponds to the OpportunityCreatedDate_Day field in the dataset.

OpportunityCreatedDate_day_epoch Double False

This field is generated dynamically and corresponds to the OpportunityCreatedDate_day_epoch field in the dataset.

OpportunityCreatedDate_Hour String False

This field is generated dynamically and corresponds to the OpportunityCreatedDate_Hour field in the dataset.

OpportunityCreatedDate_Minute String False

This field is generated dynamically and corresponds to the OpportunityCreatedDate_Minute field in the dataset.

OpportunityCreatedDate_Month String False

This field is generated dynamically and corresponds to the OpportunityCreatedDate_Month field in the dataset.

OpportunityCreatedDate_Quarter String False

This field is generated dynamically and corresponds to the OpportunityCreatedDate_Quarter field in the dataset.

OpportunityCreatedDate_sec_epoch Double False

This field is generated dynamically and corresponds to the OpportunityCreatedDate_sec_epoch field in the dataset.

OpportunityCreatedDate_Second String False

This field is generated dynamically and corresponds to the OpportunityCreatedDate_Second field in the dataset.

OpportunityCreatedDate_Week String False

This field is generated dynamically and corresponds to the OpportunityCreatedDate_Week field in the dataset.

OpportunityCreatedDate_Year String False

This field is generated dynamically and corresponds to the OpportunityCreatedDate_Year field in the dataset.

OpportunityDaysPastDue Double False

This field is generated dynamically and corresponds to the OpportunityDaysPastDue field in the dataset.

OpportunityDaysSinceLastActivity Double False

This field is generated dynamically and corresponds to the OpportunityDaysSinceLastActivity field in the dataset.

OpportunityForecastCategoryName String False

This field is generated dynamically and corresponds to the OpportunityForecastCategoryName field in the dataset.

OpportunityId String False

This field is generated dynamically and corresponds to the OpportunityId field in the dataset.

OpportunityIsClosed String False

This field is generated dynamically and corresponds to the OpportunityIsClosed field in the dataset.

OpportunityIsLost String False

This field is generated dynamically and corresponds to the OpportunityIsLost field in the dataset.

OpportunityIsPastDue String False

This field is generated dynamically and corresponds to the OpportunityIsPastDue field in the dataset.

OpportunityIsWon String False

This field is generated dynamically and corresponds to the OpportunityIsWon field in the dataset.

OpportunityLeadSource String False

This field is generated dynamically and corresponds to the OpportunityLeadSource field in the dataset.

OpportunityName String False

This field is generated dynamically and corresponds to the OpportunityName field in the dataset.

OpportunityNeglected String False

This field is generated dynamically and corresponds to the OpportunityNeglected field in the dataset.

OpportunityOpportunityAge Double False

This field is generated dynamically and corresponds to the OpportunityOpportunityAge field in the dataset.

OpportunityOwnerId String False

This field is generated dynamically and corresponds to the OpportunityOwnerId field in the dataset.

OpportunityProductFamily String False

This field is generated dynamically and corresponds to the OpportunityProductFamily field in the dataset.

OpportunityProductName String False

This field is generated dynamically and corresponds to the OpportunityProductName field in the dataset.

OpportunityRecordTypeName String False

This field is generated dynamically and corresponds to the OpportunityRecordTypeName field in the dataset.

OpportunityRecordTypeId String False

This field is generated dynamically and corresponds to the OpportunityRecordTypeId field in the dataset.

OpportunityStageName String False

This field is generated dynamically and corresponds to the OpportunityStageName field in the dataset.

OpportunityType String False

This field is generated dynamically and corresponds to the OpportunityType field in the dataset.

OwnerFullPhotoUrl String False

This field is generated dynamically and corresponds to the OwnerFullPhotoUrl field in the dataset.

OwnerName String False

This field is generated dynamically and corresponds to the OwnerName field in the dataset.

OwnerRoleDeveloperName String False

This field is generated dynamically and corresponds to the OwnerRoleDeveloperName field in the dataset.

OwnerRoleHierarchy_RoleNames String False

This field is generated dynamically and corresponds to the OwnerRoleHierarchy_RoleNames field in the dataset.

OwnerRoleName String False

This field is generated dynamically and corresponds to the OwnerRoleName field in the dataset.

OwnerRoleParentRoleDeveloperName String False

This field is generated dynamically and corresponds to the OwnerRoleParentRoleDeveloperName field in the dataset.

OwnerRoleParentRoleName String False

This field is generated dynamically and corresponds to the OwnerRoleParentRoleName field in the dataset.

OwnerRoleParentRoleId String False

This field is generated dynamically and corresponds to the OwnerRoleParentRoleId field in the dataset.

OwnerRoleRoleNames String False

This field is generated dynamically and corresponds to the OwnerRoleRoleNames field in the dataset.

OwnerRoleRoleNamesPath String False

This field is generated dynamically and corresponds to the OwnerRoleRoleNamesPath field in the dataset.

OwnerRoleRolePath String False

This field is generated dynamically and corresponds to the OwnerRoleRolePath field in the dataset.

OwnerRoleRoles String False

This field is generated dynamically and corresponds to the OwnerRoleRoles field in the dataset.

OwnerSmallPhotoUrl String False

This field is generated dynamically and corresponds to the OwnerSmallPhotoUrl field in the dataset.

OwnerUniqueUserName String False

This field is generated dynamically and corresponds to the OwnerUniqueUserName field in the dataset.

OwnerUsername String False

This field is generated dynamically and corresponds to the OwnerUsername field in the dataset.

OwnerUserRoleId String False

This field is generated dynamically and corresponds to the OwnerUserRoleId field in the dataset.

OwnerId String False

This field is generated dynamically and corresponds to the OwnerId field in the dataset.

Priority String False

This field is generated dynamically and corresponds to the Priority field in the dataset.

Status String False

This field is generated dynamically and corresponds to the Status field in the dataset.

Subject String False

This field is generated dynamically and corresponds to the Subject field in the dataset.

TaskSubtype String False

This field is generated dynamically and corresponds to the TaskSubtype field in the dataset.

WhatId String False

This field is generated dynamically and corresponds to the WhatId field in the dataset.

Tableau CRM Analytics Connector for CData Sync

Dataset_Analytics

The Tableau CRM dataset Dataset_Analytics.

Columns

Name Type ReadOnly Description
Date Datetime False

This field is generated dynamically and corresponds to the Date field in the dataset.

Date_Day Double False

This field is generated dynamically and corresponds to the Date_Day field in the dataset.

Date_day_epoch Double False

This field is generated dynamically and corresponds to the Date_day_epoch field in the dataset.

Date_Hour Double False

This field is generated dynamically and corresponds to the Date_Hour field in the dataset.

Date_Minute Double False

This field is generated dynamically and corresponds to the Date_Minute field in the dataset.

Date_Month Double False

This field is generated dynamically and corresponds to the Date_Month field in the dataset.

Date_Quarter Double False

This field is generated dynamically and corresponds to the Date_Quarter field in the dataset.

Date_sec_epoch Double False

This field is generated dynamically and corresponds to the Date_sec_epoch field in the dataset.

Date_Second Double False

This field is generated dynamically and corresponds to the Date_Second field in the dataset.

Date_Week Double False

This field is generated dynamically and corresponds to the Date_Week field in the dataset.

Date_Year Double False

This field is generated dynamically and corresponds to the Date_Year field in the dataset.

Name String False

This field is generated dynamically and corresponds to the Name field in the dataset.

Tableau CRM Analytics Connector for CData Sync

Dataset_Case

The Tableau CRM dataset Dataset_Case.

Columns

Name Type ReadOnly Description
AccountAccountSource String False

This field is generated dynamically and corresponds to the AccountAccountSource field in the dataset.

AccountAnnualRevenue Double False

This field is generated dynamically and corresponds to the AccountAnnualRevenue field in the dataset.

AccountBillingCountry String False

This field is generated dynamically and corresponds to the AccountBillingCountry field in the dataset.

AccountBillingState String False

This field is generated dynamically and corresponds to the AccountBillingState field in the dataset.

AccountIndustry String False

This field is generated dynamically and corresponds to the AccountIndustry field in the dataset.

AccountName String False

This field is generated dynamically and corresponds to the AccountName field in the dataset.

AccountNumberOfEmployees Double False

This field is generated dynamically and corresponds to the AccountNumberOfEmployees field in the dataset.

AccountOwnerName String False

This field is generated dynamically and corresponds to the AccountOwnerName field in the dataset.

AccountOwnerRoleName String False

This field is generated dynamically and corresponds to the AccountOwnerRoleName field in the dataset.

AccountOwnerRoleParentRoleId String False

This field is generated dynamically and corresponds to the AccountOwnerRoleParentRoleId field in the dataset.

AccountOwnerRoleRolePath String False

This field is generated dynamically and corresponds to the AccountOwnerRoleRolePath field in the dataset.

AccountOwnerRoleRoles String False

This field is generated dynamically and corresponds to the AccountOwnerRoleRoles field in the dataset.

AccountOwnerUniqueUserName String False

This field is generated dynamically and corresponds to the AccountOwnerUniqueUserName field in the dataset.

AccountOwnerId String False

This field is generated dynamically and corresponds to the AccountOwnerId field in the dataset.

AccountType String False

This field is generated dynamically and corresponds to the AccountType field in the dataset.

AccountId String False

This field is generated dynamically and corresponds to the AccountId field in the dataset.

CaseNumber Double False

This field is generated dynamically and corresponds to the CaseNumber field in the dataset.

ClosedDate Datetime False

This field is generated dynamically and corresponds to the ClosedDate field in the dataset.

ClosedDate_Day Double False

This field is generated dynamically and corresponds to the ClosedDate_Day field in the dataset.

ClosedDate_day_epoch Double False

This field is generated dynamically and corresponds to the ClosedDate_day_epoch field in the dataset.

ClosedDate_Hour Double False

This field is generated dynamically and corresponds to the ClosedDate_Hour field in the dataset.

ClosedDate_Minute Double False

This field is generated dynamically and corresponds to the ClosedDate_Minute field in the dataset.

ClosedDate_Month Double False

This field is generated dynamically and corresponds to the ClosedDate_Month field in the dataset.

ClosedDate_Quarter Double False

This field is generated dynamically and corresponds to the ClosedDate_Quarter field in the dataset.

ClosedDate_sec_epoch Double False

This field is generated dynamically and corresponds to the ClosedDate_sec_epoch field in the dataset.

ClosedDate_Second Double False

This field is generated dynamically and corresponds to the ClosedDate_Second field in the dataset.

ClosedDate_Week Double False

This field is generated dynamically and corresponds to the ClosedDate_Week field in the dataset.

ClosedDate_Year Double False

This field is generated dynamically and corresponds to the ClosedDate_Year field in the dataset.

ContactId String False

This field is generated dynamically and corresponds to the ContactId field in the dataset.

CreatedDate Datetime False

This field is generated dynamically and corresponds to the CreatedDate field in the dataset.

CreatedDate_Day Double False

This field is generated dynamically and corresponds to the CreatedDate_Day field in the dataset.

CreatedDate_day_epoch Double False

This field is generated dynamically and corresponds to the CreatedDate_day_epoch field in the dataset.

CreatedDate_Hour Double False

This field is generated dynamically and corresponds to the CreatedDate_Hour field in the dataset.

CreatedDate_Minute Double False

This field is generated dynamically and corresponds to the CreatedDate_Minute field in the dataset.

CreatedDate_Month Double False

This field is generated dynamically and corresponds to the CreatedDate_Month field in the dataset.

CreatedDate_Quarter Double False

This field is generated dynamically and corresponds to the CreatedDate_Quarter field in the dataset.

CreatedDate_sec_epoch Double False

This field is generated dynamically and corresponds to the CreatedDate_sec_epoch field in the dataset.

CreatedDate_Second Double False

This field is generated dynamically and corresponds to the CreatedDate_Second field in the dataset.

CreatedDate_Week Double False

This field is generated dynamically and corresponds to the CreatedDate_Week field in the dataset.

CreatedDate_Year Double False

This field is generated dynamically and corresponds to the CreatedDate_Year field in the dataset.

CurrentDate Datetime False

This field is generated dynamically and corresponds to the CurrentDate field in the dataset.

CurrentDate_Day Double False

This field is generated dynamically and corresponds to the CurrentDate_Day field in the dataset.

CurrentDate_day_epoch Double False

This field is generated dynamically and corresponds to the CurrentDate_day_epoch field in the dataset.

CurrentDate_Hour Double False

This field is generated dynamically and corresponds to the CurrentDate_Hour field in the dataset.

CurrentDate_Minute Double False

This field is generated dynamically and corresponds to the CurrentDate_Minute field in the dataset.

CurrentDate_Month Double False

This field is generated dynamically and corresponds to the CurrentDate_Month field in the dataset.

CurrentDate_Quarter Double False

This field is generated dynamically and corresponds to the CurrentDate_Quarter field in the dataset.

CurrentDate_sec_epoch Double False

This field is generated dynamically and corresponds to the CurrentDate_sec_epoch field in the dataset.

CurrentDate_Second Double False

This field is generated dynamically and corresponds to the CurrentDate_Second field in the dataset.

CurrentDate_Week Double False

This field is generated dynamically and corresponds to the CurrentDate_Week field in the dataset.

CurrentDate_Year Double False

This field is generated dynamically and corresponds to the CurrentDate_Year field in the dataset.

DurationCalculatedField Double False

This field is generated dynamically and corresponds to the DurationCalculatedField field in the dataset.

Id String False

This field is generated dynamically and corresponds to the Id field in the dataset.

IsClosed Boolean False

This field is generated dynamically and corresponds to the IsClosed field in the dataset.

IsEscalated Boolean False

This field is generated dynamically and corresponds to the IsEscalated field in the dataset.

LastModifiedDate Datetime False

This field is generated dynamically and corresponds to the LastModifiedDate field in the dataset.

LastModifiedDate_Day Double False

This field is generated dynamically and corresponds to the LastModifiedDate_Day field in the dataset.

LastModifiedDate_day_epoch Double False

This field is generated dynamically and corresponds to the LastModifiedDate_day_epoch field in the dataset.

LastModifiedDate_Hour Double False

This field is generated dynamically and corresponds to the LastModifiedDate_Hour field in the dataset.

LastModifiedDate_Minute Double False

This field is generated dynamically and corresponds to the LastModifiedDate_Minute field in the dataset.

LastModifiedDate_Month Double False

This field is generated dynamically and corresponds to the LastModifiedDate_Month field in the dataset.

LastModifiedDate_Quarter Double False

This field is generated dynamically and corresponds to the LastModifiedDate_Quarter field in the dataset.

LastModifiedDate_sec_epoch Double False

This field is generated dynamically and corresponds to the LastModifiedDate_sec_epoch field in the dataset.

LastModifiedDate_Second Double False

This field is generated dynamically and corresponds to the LastModifiedDate_Second field in the dataset.

LastModifiedDate_Week Double False

This field is generated dynamically and corresponds to the LastModifiedDate_Week field in the dataset.

LastModifiedDate_Year Double False

This field is generated dynamically and corresponds to the LastModifiedDate_Year field in the dataset.

OpportunityAmount Double False

This field is generated dynamically and corresponds to the OpportunityAmount field in the dataset.

Origin String False

This field is generated dynamically and corresponds to the Origin field in the dataset.

OwnerId String False

This field is generated dynamically and corresponds to the OwnerId field in the dataset.

Status String False

This field is generated dynamically and corresponds to the Status field in the dataset.

Subject String False

This field is generated dynamically and corresponds to the Subject field in the dataset.

Type String False

This field is generated dynamically and corresponds to the Type field in the dataset.

Tableau CRM Analytics Connector for CData Sync

Dataset_DTC_Opportunity_SAMPLE

The Tableau CRM dataset Dataset_DTC_Opportunity_SAMPLE.

Columns

Name Type ReadOnly Description
Account_Name String False

This field is generated dynamically and corresponds to the Account_Name field in the dataset.

Account_Owner String False

This field is generated dynamically and corresponds to the Account_Owner field in the dataset.

Account_Type String False

This field is generated dynamically and corresponds to the Account_Type field in the dataset.

Amount Double False

This field is generated dynamically and corresponds to the Amount field in the dataset.

Billing_Country String False

This field is generated dynamically and corresponds to the Billing_Country field in the dataset.

Billing_State_Province String False

This field is generated dynamically and corresponds to the Billing_State_Province field in the dataset.

Close_Date Datetime False

This field is generated dynamically and corresponds to the Close_Date field in the dataset.

Close_Date_Day Double False

This field is generated dynamically and corresponds to the Close_Date_Day field in the dataset.

Close_Date_day_epoch Double False

This field is generated dynamically and corresponds to the Close_Date_day_epoch field in the dataset.

Close_Date_Hour Double False

This field is generated dynamically and corresponds to the Close_Date_Hour field in the dataset.

Close_Date_Minute Double False

This field is generated dynamically and corresponds to the Close_Date_Minute field in the dataset.

Close_Date_Month Double False

This field is generated dynamically and corresponds to the Close_Date_Month field in the dataset.

Close_Date_Quarter Double False

This field is generated dynamically and corresponds to the Close_Date_Quarter field in the dataset.

Close_Date_sec_epoch Double False

This field is generated dynamically and corresponds to the Close_Date_sec_epoch field in the dataset.

Close_Date_Second Double False

This field is generated dynamically and corresponds to the Close_Date_Second field in the dataset.

Close_Date_Week Double False

This field is generated dynamically and corresponds to the Close_Date_Week field in the dataset.

Close_Date_Year Double False

This field is generated dynamically and corresponds to the Close_Date_Year field in the dataset.

Closed Boolean False

This field is generated dynamically and corresponds to the Closed field in the dataset.

Column1 Double False

This field is generated dynamically and corresponds to the Column1 field in the dataset.

Created_Date Datetime False

This field is generated dynamically and corresponds to the Created_Date field in the dataset.

Created_Date_Day Double False

This field is generated dynamically and corresponds to the Created_Date_Day field in the dataset.

Created_Date_day_epoch Double False

This field is generated dynamically and corresponds to the Created_Date_day_epoch field in the dataset.

Created_Date_Hour Double False

This field is generated dynamically and corresponds to the Created_Date_Hour field in the dataset.

Created_Date_Minute Double False

This field is generated dynamically and corresponds to the Created_Date_Minute field in the dataset.

Created_Date_Month Double False

This field is generated dynamically and corresponds to the Created_Date_Month field in the dataset.

Created_Date_Quarter Double False

This field is generated dynamically and corresponds to the Created_Date_Quarter field in the dataset.

Created_Date_sec_epoch Double False

This field is generated dynamically and corresponds to the Created_Date_sec_epoch field in the dataset.

Created_Date_Second Double False

This field is generated dynamically and corresponds to the Created_Date_Second field in the dataset.

Created_Date_Week Double False

This field is generated dynamically and corresponds to the Created_Date_Week field in the dataset.

Created_Date_Year Double False

This field is generated dynamically and corresponds to the Created_Date_Year field in the dataset.

Forecast_Category String False

This field is generated dynamically and corresponds to the Forecast_Category field in the dataset.

Industry String False

This field is generated dynamically and corresponds to the Industry field in the dataset.

Opportunity_Name String False

This field is generated dynamically and corresponds to the Opportunity_Name field in the dataset.

Opportunity_Owner String False

This field is generated dynamically and corresponds to the Opportunity_Owner field in the dataset.

Opportunity_Source String False

This field is generated dynamically and corresponds to the Opportunity_Source field in the dataset.

Opportunity_Type String False

This field is generated dynamically and corresponds to the Opportunity_Type field in the dataset.

Owner_Role String False

This field is generated dynamically and corresponds to the Owner_Role field in the dataset.

Product_Family String False

This field is generated dynamically and corresponds to the Product_Family field in the dataset.

Product_Name String False

This field is generated dynamically and corresponds to the Product_Name field in the dataset.

Segment String False

This field is generated dynamically and corresponds to the Segment field in the dataset.

Stage String False

This field is generated dynamically and corresponds to the Stage field in the dataset.

Won Boolean False

This field is generated dynamically and corresponds to the Won field in the dataset.

Tableau CRM Analytics Connector for CData Sync

Dataset_Fashion

The Tableau CRM dataset Dataset_Fashion.

Columns

Name Type ReadOnly Description
Body_HTML String False

This field is generated dynamically and corresponds to the Body_HTML field in the dataset.

Gift_Card Boolean False

This field is generated dynamically and corresponds to the Gift_Card field in the dataset.

Google_Shopping_AdWords_Grouping String False

This field is generated dynamically and corresponds to the Google_Shopping_AdWords_Grouping field in the dataset.

Google_Shopping_AdWords_Labels String False

This field is generated dynamically and corresponds to the Google_Shopping_AdWords_Labels field in the dataset.

Google_Shopping_Age_Group String False

This field is generated dynamically and corresponds to the Google_Shopping_Age_Group field in the dataset.

Google_Shopping_Condition String False

This field is generated dynamically and corresponds to the Google_Shopping_Condition field in the dataset.

Google_Shopping_Custom_Label_0 String False

This field is generated dynamically and corresponds to the Google_Shopping_Custom_Label_0 field in the dataset.

Google_Shopping_Custom_Label_1 String False

This field is generated dynamically and corresponds to the Google_Shopping_Custom_Label_1 field in the dataset.

Google_Shopping_Custom_Label_2 String False

This field is generated dynamically and corresponds to the Google_Shopping_Custom_Label_2 field in the dataset.

Google_Shopping_Custom_Label_3 String False

This field is generated dynamically and corresponds to the Google_Shopping_Custom_Label_3 field in the dataset.

Google_Shopping_Custom_Label_4 String False

This field is generated dynamically and corresponds to the Google_Shopping_Custom_Label_4 field in the dataset.

Google_Shopping_Custom_Product Boolean False

This field is generated dynamically and corresponds to the Google_Shopping_Custom_Product field in the dataset.

Google_Shopping_Gender String False

This field is generated dynamically and corresponds to the Google_Shopping_Gender field in the dataset.

Google_Shopping_Google_Product_Category String False

This field is generated dynamically and corresponds to the Google_Shopping_Google_Product_Category field in the dataset.

Google_Shopping_MPN String False

This field is generated dynamically and corresponds to the Google_Shopping_MPN field in the dataset.

Handle String False

This field is generated dynamically and corresponds to the Handle field in the dataset.

Image_Alt_Text String False

This field is generated dynamically and corresponds to the Image_Alt_Text field in the dataset.

Image_Src String False

This field is generated dynamically and corresponds to the Image_Src field in the dataset.

Option1_Name String False

This field is generated dynamically and corresponds to the Option1_Name field in the dataset.

Option1_Value String False

This field is generated dynamically and corresponds to the Option1_Value field in the dataset.

Option2_Name String False

This field is generated dynamically and corresponds to the Option2_Name field in the dataset.

Option2_Value String False

This field is generated dynamically and corresponds to the Option2_Value field in the dataset.

Option3_Name String False

This field is generated dynamically and corresponds to the Option3_Name field in the dataset.

Option3_Value String False

This field is generated dynamically and corresponds to the Option3_Value field in the dataset.

Published Boolean False

This field is generated dynamically and corresponds to the Published field in the dataset.

SEO_Description String False

This field is generated dynamically and corresponds to the SEO_Description field in the dataset.

SEO_Title String False

This field is generated dynamically and corresponds to the SEO_Title field in the dataset.

Tags String False

This field is generated dynamically and corresponds to the Tags field in the dataset.

Title String False

This field is generated dynamically and corresponds to the Title field in the dataset.

Type String False

This field is generated dynamically and corresponds to the Type field in the dataset.

Variant_Barcode String False

This field is generated dynamically and corresponds to the Variant_Barcode field in the dataset.

Variant_Compare_At_Price String False

This field is generated dynamically and corresponds to the Variant_Compare_At_Price field in the dataset.

Variant_Fulfillment_Service String False

This field is generated dynamically and corresponds to the Variant_Fulfillment_Service field in the dataset.

Variant_Grams Double False

This field is generated dynamically and corresponds to the Variant_Grams field in the dataset.

Variant_Image String False

This field is generated dynamically and corresponds to the Variant_Image field in the dataset.

Variant_Inventory_Policy String False

This field is generated dynamically and corresponds to the Variant_Inventory_Policy field in the dataset.

Variant_Inventory_Qty Double False

This field is generated dynamically and corresponds to the Variant_Inventory_Qty field in the dataset.

Variant_Inventory_Tracker String False

This field is generated dynamically and corresponds to the Variant_Inventory_Tracker field in the dataset.

Variant_Price Double False

This field is generated dynamically and corresponds to the Variant_Price field in the dataset.

Variant_Requires_Shipping Boolean False

This field is generated dynamically and corresponds to the Variant_Requires_Shipping field in the dataset.

Variant_SKU String False

This field is generated dynamically and corresponds to the Variant_SKU field in the dataset.

Variant_Taxable Boolean False

This field is generated dynamically and corresponds to the Variant_Taxable field in the dataset.

Variant_Weight_Unit String False

This field is generated dynamically and corresponds to the Variant_Weight_Unit field in the dataset.

Vendor String False

This field is generated dynamically and corresponds to the Vendor field in the dataset.

Tableau CRM Analytics Connector for CData Sync

Dataset_OneMillion

The Tableau CRM dataset Dataset_OneMillion.

Columns

Name Type ReadOnly Description
Col_1 String False

This field is generated dynamically and corresponds to the Col_1 field in the dataset.

Col_10 String False

This field is generated dynamically and corresponds to the Col_10 field in the dataset.

Col_2 String False

This field is generated dynamically and corresponds to the Col_2 field in the dataset.

Col_3 String False

This field is generated dynamically and corresponds to the Col_3 field in the dataset.

Col_4 String False

This field is generated dynamically and corresponds to the Col_4 field in the dataset.

Col_5 String False

This field is generated dynamically and corresponds to the Col_5 field in the dataset.

Col_6 String False

This field is generated dynamically and corresponds to the Col_6 field in the dataset.

Col_7 String False

This field is generated dynamically and corresponds to the Col_7 field in the dataset.

Col_8 String False

This field is generated dynamically and corresponds to the Col_8 field in the dataset.

Col_9 String False

This field is generated dynamically and corresponds to the Col_9 field in the dataset.

Tableau CRM Analytics Connector for CData Sync

Dataset_Opportunity

The Tableau CRM dataset Dataset_Opportunity.

Columns

Name Type ReadOnly Description
AccountAccountSource String False

This field is generated dynamically and corresponds to the AccountAccountSource field in the dataset.

AccountAnnualRevenue Double False

This field is generated dynamically and corresponds to the AccountAnnualRevenue field in the dataset.

AccountBillingCountry String False

This field is generated dynamically and corresponds to the AccountBillingCountry field in the dataset.

AccountBillingState String False

This field is generated dynamically and corresponds to the AccountBillingState field in the dataset.

AccountIndustry String False

This field is generated dynamically and corresponds to the AccountIndustry field in the dataset.

AccountName String False

This field is generated dynamically and corresponds to the AccountName field in the dataset.

AccountNumberOfEmployees Double False

This field is generated dynamically and corresponds to the AccountNumberOfEmployees field in the dataset.

AccountOwnerName String False

This field is generated dynamically and corresponds to the AccountOwnerName field in the dataset.

AccountOwnerRoleName String False

This field is generated dynamically and corresponds to the AccountOwnerRoleName field in the dataset.

AccountOwnerRoleParentRoleId String False

This field is generated dynamically and corresponds to the AccountOwnerRoleParentRoleId field in the dataset.

AccountOwnerRoleRolePath String False

This field is generated dynamically and corresponds to the AccountOwnerRoleRolePath field in the dataset.

AccountOwnerRoleRoles String False

This field is generated dynamically and corresponds to the AccountOwnerRoleRoles field in the dataset.

AccountOwnerUniqueUserName String False

This field is generated dynamically and corresponds to the AccountOwnerUniqueUserName field in the dataset.

AccountOwnerId String False

This field is generated dynamically and corresponds to the AccountOwnerId field in the dataset.

AccountType String False

This field is generated dynamically and corresponds to the AccountType field in the dataset.

AccountId String False

This field is generated dynamically and corresponds to the AccountId field in the dataset.

Amount Double False

This field is generated dynamically and corresponds to the Amount field in the dataset.

CloseDate Datetime False

This field is generated dynamically and corresponds to the CloseDate field in the dataset.

CloseDate_Day Double False

This field is generated dynamically and corresponds to the CloseDate_Day field in the dataset.

CloseDate_day_epoch Double False

This field is generated dynamically and corresponds to the CloseDate_day_epoch field in the dataset.

CloseDate_Hour Double False

This field is generated dynamically and corresponds to the CloseDate_Hour field in the dataset.

CloseDate_Minute Double False

This field is generated dynamically and corresponds to the CloseDate_Minute field in the dataset.

CloseDate_Month Double False

This field is generated dynamically and corresponds to the CloseDate_Month field in the dataset.

CloseDate_Quarter Double False

This field is generated dynamically and corresponds to the CloseDate_Quarter field in the dataset.

CloseDate_sec_epoch Double False

This field is generated dynamically and corresponds to the CloseDate_sec_epoch field in the dataset.

CloseDate_Second Double False

This field is generated dynamically and corresponds to the CloseDate_Second field in the dataset.

CloseDate_Week Double False

This field is generated dynamically and corresponds to the CloseDate_Week field in the dataset.

CloseDate_Year Double False

This field is generated dynamically and corresponds to the CloseDate_Year field in the dataset.

CreatedById String False

This field is generated dynamically and corresponds to the CreatedById field in the dataset.

CreatedDate Datetime False

This field is generated dynamically and corresponds to the CreatedDate field in the dataset.

CreatedDate_Day Double False

This field is generated dynamically and corresponds to the CreatedDate_Day field in the dataset.

CreatedDate_day_epoch Double False

This field is generated dynamically and corresponds to the CreatedDate_day_epoch field in the dataset.

CreatedDate_Hour Double False

This field is generated dynamically and corresponds to the CreatedDate_Hour field in the dataset.

CreatedDate_Minute Double False

This field is generated dynamically and corresponds to the CreatedDate_Minute field in the dataset.

CreatedDate_Month Double False

This field is generated dynamically and corresponds to the CreatedDate_Month field in the dataset.

CreatedDate_Quarter Double False

This field is generated dynamically and corresponds to the CreatedDate_Quarter field in the dataset.

CreatedDate_sec_epoch Double False

This field is generated dynamically and corresponds to the CreatedDate_sec_epoch field in the dataset.

CreatedDate_Second Double False

This field is generated dynamically and corresponds to the CreatedDate_Second field in the dataset.

CreatedDate_Week Double False

This field is generated dynamically and corresponds to the CreatedDate_Week field in the dataset.

CreatedDate_Year Double False

This field is generated dynamically and corresponds to the CreatedDate_Year field in the dataset.

CustomFilter Boolean False

This field is generated dynamically and corresponds to the CustomFilter field in the dataset.

DaysPastDue Double False

This field is generated dynamically and corresponds to the DaysPastDue field in the dataset.

DaysSinceLastActivity Double False

This field is generated dynamically and corresponds to the DaysSinceLastActivity field in the dataset.

ForecastCategory String False

This field is generated dynamically and corresponds to the ForecastCategory field in the dataset.

ForecastCategoryName String False

This field is generated dynamically and corresponds to the ForecastCategoryName field in the dataset.

HasOpportunityLineItem Boolean False

This field is generated dynamically and corresponds to the HasOpportunityLineItem field in the dataset.

Id String False

This field is generated dynamically and corresponds to the Id field in the dataset.

IsClosed Boolean False

This field is generated dynamically and corresponds to the IsClosed field in the dataset.

IsLost String False

This field is generated dynamically and corresponds to the IsLost field in the dataset.

IsPastDue Boolean False

This field is generated dynamically and corresponds to the IsPastDue field in the dataset.

IsWon Boolean False

This field is generated dynamically and corresponds to the IsWon field in the dataset.

LastActivityDate Datetime False

This field is generated dynamically and corresponds to the LastActivityDate field in the dataset.

LastActivityDate_Day Double False

This field is generated dynamically and corresponds to the LastActivityDate_Day field in the dataset.

LastActivityDate_day_epoch Double False

This field is generated dynamically and corresponds to the LastActivityDate_day_epoch field in the dataset.

LastActivityDate_Hour Double False

This field is generated dynamically and corresponds to the LastActivityDate_Hour field in the dataset.

LastActivityDate_Minute Double False

This field is generated dynamically and corresponds to the LastActivityDate_Minute field in the dataset.

LastActivityDate_Month Double False

This field is generated dynamically and corresponds to the LastActivityDate_Month field in the dataset.

LastActivityDate_Quarter Double False

This field is generated dynamically and corresponds to the LastActivityDate_Quarter field in the dataset.

LastActivityDate_sec_epoch Double False

This field is generated dynamically and corresponds to the LastActivityDate_sec_epoch field in the dataset.

LastActivityDate_Second Double False

This field is generated dynamically and corresponds to the LastActivityDate_Second field in the dataset.

LastActivityDate_Week Double False

This field is generated dynamically and corresponds to the LastActivityDate_Week field in the dataset.

LastActivityDate_Year Double False

This field is generated dynamically and corresponds to the LastActivityDate_Year field in the dataset.

LastModifiedDate Datetime False

This field is generated dynamically and corresponds to the LastModifiedDate field in the dataset.

LastModifiedDate_Day Double False

This field is generated dynamically and corresponds to the LastModifiedDate_Day field in the dataset.

LastModifiedDate_day_epoch Double False

This field is generated dynamically and corresponds to the LastModifiedDate_day_epoch field in the dataset.

LastModifiedDate_Hour Double False

This field is generated dynamically and corresponds to the LastModifiedDate_Hour field in the dataset.

LastModifiedDate_Minute Double False

This field is generated dynamically and corresponds to the LastModifiedDate_Minute field in the dataset.

LastModifiedDate_Month Double False

This field is generated dynamically and corresponds to the LastModifiedDate_Month field in the dataset.

LastModifiedDate_Quarter Double False

This field is generated dynamically and corresponds to the LastModifiedDate_Quarter field in the dataset.

LastModifiedDate_sec_epoch Double False

This field is generated dynamically and corresponds to the LastModifiedDate_sec_epoch field in the dataset.

LastModifiedDate_Second Double False

This field is generated dynamically and corresponds to the LastModifiedDate_Second field in the dataset.

LastModifiedDate_Week Double False

This field is generated dynamically and corresponds to the LastModifiedDate_Week field in the dataset.

LastModifiedDate_Year Double False

This field is generated dynamically and corresponds to the LastModifiedDate_Year field in the dataset.

LeadSource String False

This field is generated dynamically and corresponds to the LeadSource field in the dataset.

Name String False

This field is generated dynamically and corresponds to the Name field in the dataset.

Neglected Boolean False

This field is generated dynamically and corresponds to the Neglected field in the dataset.

OpportunityAge Double False

This field is generated dynamically and corresponds to the OpportunityAge field in the dataset.

OwnerFullPhotoUrl String False

This field is generated dynamically and corresponds to the OwnerFullPhotoUrl field in the dataset.

OwnerName String False

This field is generated dynamically and corresponds to the OwnerName field in the dataset.

OwnerRoleDeveloperName String False

This field is generated dynamically and corresponds to the OwnerRoleDeveloperName field in the dataset.

OwnerRoleHierarchy_RoleNames String False

This field is generated dynamically and corresponds to the OwnerRoleHierarchy_RoleNames field in the dataset.

OwnerRoleName String False

This field is generated dynamically and corresponds to the OwnerRoleName field in the dataset.

OwnerRoleParentRoleDeveloperName String False

This field is generated dynamically and corresponds to the OwnerRoleParentRoleDeveloperName field in the dataset.

OwnerRoleParentRoleName String False

This field is generated dynamically and corresponds to the OwnerRoleParentRoleName field in the dataset.

OwnerRoleParentRoleId String False

This field is generated dynamically and corresponds to the OwnerRoleParentRoleId field in the dataset.

OwnerRoleRoleNames String False

This field is generated dynamically and corresponds to the OwnerRoleRoleNames field in the dataset.

OwnerRoleRoleNamesPath String False

This field is generated dynamically and corresponds to the OwnerRoleRoleNamesPath field in the dataset.

OwnerRoleRolePath String False

This field is generated dynamically and corresponds to the OwnerRoleRolePath field in the dataset.

OwnerRoleRoles String False

This field is generated dynamically and corresponds to the OwnerRoleRoles field in the dataset.

OwnerSmallPhotoUrl String False

This field is generated dynamically and corresponds to the OwnerSmallPhotoUrl field in the dataset.

OwnerUniqueUserName String False

This field is generated dynamically and corresponds to the OwnerUniqueUserName field in the dataset.

OwnerUsername String False

This field is generated dynamically and corresponds to the OwnerUsername field in the dataset.

OwnerUserRoleId String False

This field is generated dynamically and corresponds to the OwnerUserRoleId field in the dataset.

OwnerId String False

This field is generated dynamically and corresponds to the OwnerId field in the dataset.

ProductProductFamily String False

This field is generated dynamically and corresponds to the ProductProductFamily field in the dataset.

ProductProductName String False

This field is generated dynamically and corresponds to the ProductProductName field in the dataset.

RecordTypeName String False

This field is generated dynamically and corresponds to the RecordTypeName field in the dataset.

RecordTypeId String False

This field is generated dynamically and corresponds to the RecordTypeId field in the dataset.

StageDefaultProbability Double False

This field is generated dynamically and corresponds to the StageDefaultProbability field in the dataset.

StageIsPulled Double False

This field is generated dynamically and corresponds to the StageIsPulled field in the dataset.

StageIsPushed Double False

This field is generated dynamically and corresponds to the StageIsPushed field in the dataset.

StageSortOrder Double False

This field is generated dynamically and corresponds to the StageSortOrder field in the dataset.

StageStageName String False

This field is generated dynamically and corresponds to the StageStageName field in the dataset.

StageName String False

This field is generated dynamically and corresponds to the StageName field in the dataset.

Time_In_Current_StageDuration_Seconds Double False

This field is generated dynamically and corresponds to the Time_In_Current_StageDuration_Seconds field in the dataset.

Type String False

This field is generated dynamically and corresponds to the Type field in the dataset.

Tableau CRM Analytics Connector for CData Sync

Dataset_Opportunity_products

The Tableau CRM dataset Dataset_Opportunity_products.

Columns

Name Type ReadOnly Description
AccountName String False

This field is generated dynamically and corresponds to the AccountName field in the dataset.

CustomFilter Boolean False

This field is generated dynamically and corresponds to the CustomFilter field in the dataset.

Discount_Percent Double False

This field is generated dynamically and corresponds to the Discount_Percent field in the dataset.

Id String False

This field is generated dynamically and corresponds to the Id field in the dataset.

ListPrice Double False

This field is generated dynamically and corresponds to the ListPrice field in the dataset.

OpportunityAccountAccountSource String False

This field is generated dynamically and corresponds to the OpportunityAccountAccountSource field in the dataset.

OpportunityAccountAnnualRevenue Double False

This field is generated dynamically and corresponds to the OpportunityAccountAnnualRevenue field in the dataset.

OpportunityAccountBillingCountry String False

This field is generated dynamically and corresponds to the OpportunityAccountBillingCountry field in the dataset.

OpportunityAccountBillingState String False

This field is generated dynamically and corresponds to the OpportunityAccountBillingState field in the dataset.

OpportunityAccountIndustry String False

This field is generated dynamically and corresponds to the OpportunityAccountIndustry field in the dataset.

OpportunityAccountName String False

This field is generated dynamically and corresponds to the OpportunityAccountName field in the dataset.

OpportunityAccountNumberOfEmployees Double False

This field is generated dynamically and corresponds to the OpportunityAccountNumberOfEmployees field in the dataset.

OpportunityAccountOwnerName String False

This field is generated dynamically and corresponds to the OpportunityAccountOwnerName field in the dataset.

OpportunityAccountOwnerRoleName String False

This field is generated dynamically and corresponds to the OpportunityAccountOwnerRoleName field in the dataset.

OpportunityAccountOwnerRoleRolePath String False

This field is generated dynamically and corresponds to the OpportunityAccountOwnerRoleRolePath field in the dataset.

OpportunityAccountOwnerRoleRoles String False

This field is generated dynamically and corresponds to the OpportunityAccountOwnerRoleRoles field in the dataset.

OpportunityAccountOwnerUniqueUserName String False

This field is generated dynamically and corresponds to the OpportunityAccountOwnerUniqueUserName field in the dataset.

OpportunityAccountOwnerId String False

This field is generated dynamically and corresponds to the OpportunityAccountOwnerId field in the dataset.

OpportunityAccountType String False

This field is generated dynamically and corresponds to the OpportunityAccountType field in the dataset.

OpportunityAccountId String False

This field is generated dynamically and corresponds to the OpportunityAccountId field in the dataset.

OpportunityCloseDate Datetime False

This field is generated dynamically and corresponds to the OpportunityCloseDate field in the dataset.

OpportunityCloseDate_Day Double False

This field is generated dynamically and corresponds to the OpportunityCloseDate_Day field in the dataset.

OpportunityCloseDate_day_epoch Double False

This field is generated dynamically and corresponds to the OpportunityCloseDate_day_epoch field in the dataset.

OpportunityCloseDate_Hour Double False

This field is generated dynamically and corresponds to the OpportunityCloseDate_Hour field in the dataset.

OpportunityCloseDate_Minute Double False

This field is generated dynamically and corresponds to the OpportunityCloseDate_Minute field in the dataset.

OpportunityCloseDate_Month Double False

This field is generated dynamically and corresponds to the OpportunityCloseDate_Month field in the dataset.

OpportunityCloseDate_Quarter Double False

This field is generated dynamically and corresponds to the OpportunityCloseDate_Quarter field in the dataset.

OpportunityCloseDate_sec_epoch Double False

This field is generated dynamically and corresponds to the OpportunityCloseDate_sec_epoch field in the dataset.

OpportunityCloseDate_Second Double False

This field is generated dynamically and corresponds to the OpportunityCloseDate_Second field in the dataset.

OpportunityCloseDate_Week Double False

This field is generated dynamically and corresponds to the OpportunityCloseDate_Week field in the dataset.

OpportunityCloseDate_Year Double False

This field is generated dynamically and corresponds to the OpportunityCloseDate_Year field in the dataset.

OpportunityCreatedDate Datetime False

This field is generated dynamically and corresponds to the OpportunityCreatedDate field in the dataset.

OpportunityCreatedDate_Day Double False

This field is generated dynamically and corresponds to the OpportunityCreatedDate_Day field in the dataset.

OpportunityCreatedDate_day_epoch Double False

This field is generated dynamically and corresponds to the OpportunityCreatedDate_day_epoch field in the dataset.

OpportunityCreatedDate_Hour Double False

This field is generated dynamically and corresponds to the OpportunityCreatedDate_Hour field in the dataset.

OpportunityCreatedDate_Minute Double False

This field is generated dynamically and corresponds to the OpportunityCreatedDate_Minute field in the dataset.

OpportunityCreatedDate_Month Double False

This field is generated dynamically and corresponds to the OpportunityCreatedDate_Month field in the dataset.

OpportunityCreatedDate_Quarter Double False

This field is generated dynamically and corresponds to the OpportunityCreatedDate_Quarter field in the dataset.

OpportunityCreatedDate_sec_epoch Double False

This field is generated dynamically and corresponds to the OpportunityCreatedDate_sec_epoch field in the dataset.

OpportunityCreatedDate_Second Double False

This field is generated dynamically and corresponds to the OpportunityCreatedDate_Second field in the dataset.

OpportunityCreatedDate_Week Double False

This field is generated dynamically and corresponds to the OpportunityCreatedDate_Week field in the dataset.

OpportunityCreatedDate_Year Double False

This field is generated dynamically and corresponds to the OpportunityCreatedDate_Year field in the dataset.

OpportunityDaysPastDue Double False

This field is generated dynamically and corresponds to the OpportunityDaysPastDue field in the dataset.

OpportunityDaysSinceLastActivity Double False

This field is generated dynamically and corresponds to the OpportunityDaysSinceLastActivity field in the dataset.

OpportunityForecastCategory String False

This field is generated dynamically and corresponds to the OpportunityForecastCategory field in the dataset.

OpportunityForecastCategoryName String False

This field is generated dynamically and corresponds to the OpportunityForecastCategoryName field in the dataset.

OpportunityIsClosed Boolean False

This field is generated dynamically and corresponds to the OpportunityIsClosed field in the dataset.

OpportunityIsLost String False

This field is generated dynamically and corresponds to the OpportunityIsLost field in the dataset.

OpportunityIsPastDue Boolean False

This field is generated dynamically and corresponds to the OpportunityIsPastDue field in the dataset.

OpportunityIsWon Boolean False

This field is generated dynamically and corresponds to the OpportunityIsWon field in the dataset.

OpportunityLeadSource String False

This field is generated dynamically and corresponds to the OpportunityLeadSource field in the dataset.

OpportunityName String False

This field is generated dynamically and corresponds to the OpportunityName field in the dataset.

OpportunityNeglected Boolean False

This field is generated dynamically and corresponds to the OpportunityNeglected field in the dataset.

OpportunityOpportunityAge Double False

This field is generated dynamically and corresponds to the OpportunityOpportunityAge field in the dataset.

OpportunityOwnerFullPhotoUrl String False

This field is generated dynamically and corresponds to the OpportunityOwnerFullPhotoUrl field in the dataset.

OpportunityOwnerName String False

This field is generated dynamically and corresponds to the OpportunityOwnerName field in the dataset.

OpportunityOwnerRoleDeveloperName String False

This field is generated dynamically and corresponds to the OpportunityOwnerRoleDeveloperName field in the dataset.

OpportunityOwnerRoleHierarchy_RoleNames String False

This field is generated dynamically and corresponds to the OpportunityOwnerRoleHierarchy_RoleNames field in the dataset.

OpportunityOwnerRoleName String False

This field is generated dynamically and corresponds to the OpportunityOwnerRoleName field in the dataset.

OpportunityOwnerRoleParentRoleDeveloperName String False

This field is generated dynamically and corresponds to the OpportunityOwnerRoleParentRoleDeveloperName field in the dataset.

OpportunityOwnerRoleParentRoleId String False

This field is generated dynamically and corresponds to the OpportunityOwnerRoleParentRoleId field in the dataset.

OpportunityOwnerRoleRoleNames String False

This field is generated dynamically and corresponds to the OpportunityOwnerRoleRoleNames field in the dataset.

OpportunityOwnerRoleRolePath String False

This field is generated dynamically and corresponds to the OpportunityOwnerRoleRolePath field in the dataset.

OpportunityOwnerRoleRoles String False

This field is generated dynamically and corresponds to the OpportunityOwnerRoleRoles field in the dataset.

OpportunityOwnerSmallPhotoUrl String False

This field is generated dynamically and corresponds to the OpportunityOwnerSmallPhotoUrl field in the dataset.

OpportunityOwnerUniqueUserName String False

This field is generated dynamically and corresponds to the OpportunityOwnerUniqueUserName field in the dataset.

OpportunityOwnerId String False

This field is generated dynamically and corresponds to the OpportunityOwnerId field in the dataset.

OpportunityRecordTypeName String False

This field is generated dynamically and corresponds to the OpportunityRecordTypeName field in the dataset.

OpportunityRecordTypeId String False

This field is generated dynamically and corresponds to the OpportunityRecordTypeId field in the dataset.

OpportunityStageIsPulled Double False

This field is generated dynamically and corresponds to the OpportunityStageIsPulled field in the dataset.

OpportunityStageIsPushed Double False

This field is generated dynamically and corresponds to the OpportunityStageIsPushed field in the dataset.

OpportunityStageName String False

This field is generated dynamically and corresponds to the OpportunityStageName field in the dataset.

OpportunityType String False

This field is generated dynamically and corresponds to the OpportunityType field in the dataset.

OpportunityId String False

This field is generated dynamically and corresponds to the OpportunityId field in the dataset.

PricebookProduct2Id String False

This field is generated dynamically and corresponds to the PricebookProduct2Id field in the dataset.

PricebookEntryId String False

This field is generated dynamically and corresponds to the PricebookEntryId field in the dataset.

ProductFamily String False

This field is generated dynamically and corresponds to the ProductFamily field in the dataset.

ProductName String False

This field is generated dynamically and corresponds to the ProductName field in the dataset.

ProductProductCode String False

This field is generated dynamically and corresponds to the ProductProductCode field in the dataset.

ProductCode String False

This field is generated dynamically and corresponds to the ProductCode field in the dataset.

Quantity Double False

This field is generated dynamically and corresponds to the Quantity field in the dataset.

Total_ListPrice Double False

This field is generated dynamically and corresponds to the Total_ListPrice field in the dataset.

TotalPrice Double False

This field is generated dynamically and corresponds to the TotalPrice field in the dataset.

Tableau CRM Analytics Connector for CData Sync

Dataset_Pipeline_trending

The Tableau CRM dataset Dataset_Pipeline_trending.

Columns

Name Type ReadOnly Description
Amount Double False

This field is generated dynamically and corresponds to the Amount field in the dataset.

Amount_isUpdated Double False

This field is generated dynamically and corresponds to the Amount_isUpdated field in the dataset.

AmountPrev Double False

This field is generated dynamically and corresponds to the AmountPrev field in the dataset.

CloseDate Datetime False

This field is generated dynamically and corresponds to the CloseDate field in the dataset.

CloseDate_Day Double False

This field is generated dynamically and corresponds to the CloseDate_Day field in the dataset.

CloseDate_day_epoch Double False

This field is generated dynamically and corresponds to the CloseDate_day_epoch field in the dataset.

CloseDate_Hour Double False

This field is generated dynamically and corresponds to the CloseDate_Hour field in the dataset.

CloseDate_isUpdated Double False

This field is generated dynamically and corresponds to the CloseDate_isUpdated field in the dataset.

CloseDate_Minute Double False

This field is generated dynamically and corresponds to the CloseDate_Minute field in the dataset.

CloseDate_Month Double False

This field is generated dynamically and corresponds to the CloseDate_Month field in the dataset.

CloseDate_Quarter Double False

This field is generated dynamically and corresponds to the CloseDate_Quarter field in the dataset.

CloseDate_sec_epoch Double False

This field is generated dynamically and corresponds to the CloseDate_sec_epoch field in the dataset.

CloseDate_Second Double False

This field is generated dynamically and corresponds to the CloseDate_Second field in the dataset.

CloseDate_Week Double False

This field is generated dynamically and corresponds to the CloseDate_Week field in the dataset.

CloseDate_Year Double False

This field is generated dynamically and corresponds to the CloseDate_Year field in the dataset.

CloseDatePrev Datetime False

This field is generated dynamically and corresponds to the CloseDatePrev field in the dataset.

CloseDatePrev_Day Double False

This field is generated dynamically and corresponds to the CloseDatePrev_Day field in the dataset.

CloseDatePrev_day_epoch Double False

This field is generated dynamically and corresponds to the CloseDatePrev_day_epoch field in the dataset.

CloseDatePrev_Hour Double False

This field is generated dynamically and corresponds to the CloseDatePrev_Hour field in the dataset.

CloseDatePrev_Minute Double False

This field is generated dynamically and corresponds to the CloseDatePrev_Minute field in the dataset.

CloseDatePrev_Month Double False

This field is generated dynamically and corresponds to the CloseDatePrev_Month field in the dataset.

CloseDatePrev_Quarter Double False

This field is generated dynamically and corresponds to the CloseDatePrev_Quarter field in the dataset.

CloseDatePrev_sec_epoch Double False

This field is generated dynamically and corresponds to the CloseDatePrev_sec_epoch field in the dataset.

CloseDatePrev_Second Double False

This field is generated dynamically and corresponds to the CloseDatePrev_Second field in the dataset.

CloseDatePrev_Week Double False

This field is generated dynamically and corresponds to the CloseDatePrev_Week field in the dataset.

CloseDatePrev_Year Double False

This field is generated dynamically and corresponds to the CloseDatePrev_Year field in the dataset.

CreatedById String False

This field is generated dynamically and corresponds to the CreatedById field in the dataset.

CreatedDate Datetime False

This field is generated dynamically and corresponds to the CreatedDate field in the dataset.

CreatedDate_Day Double False

This field is generated dynamically and corresponds to the CreatedDate_Day field in the dataset.

CreatedDate_day_epoch Double False

This field is generated dynamically and corresponds to the CreatedDate_day_epoch field in the dataset.

CreatedDate_Hour Double False

This field is generated dynamically and corresponds to the CreatedDate_Hour field in the dataset.

CreatedDate_Minute Double False

This field is generated dynamically and corresponds to the CreatedDate_Minute field in the dataset.

CreatedDate_Month Double False

This field is generated dynamically and corresponds to the CreatedDate_Month field in the dataset.

CreatedDate_Quarter Double False

This field is generated dynamically and corresponds to the CreatedDate_Quarter field in the dataset.

CreatedDate_sec_epoch Double False

This field is generated dynamically and corresponds to the CreatedDate_sec_epoch field in the dataset.

CreatedDate_Second Double False

This field is generated dynamically and corresponds to the CreatedDate_Second field in the dataset.

CreatedDate_Week Double False

This field is generated dynamically and corresponds to the CreatedDate_Week field in the dataset.

CreatedDate_Year Double False

This field is generated dynamically and corresponds to the CreatedDate_Year field in the dataset.

CreatedDatePrev String False

This field is generated dynamically and corresponds to the CreatedDatePrev field in the dataset.

CreatedDatePrev_Day String False

This field is generated dynamically and corresponds to the CreatedDatePrev_Day field in the dataset.

CreatedDatePrev_day_epoch Double False

This field is generated dynamically and corresponds to the CreatedDatePrev_day_epoch field in the dataset.

CreatedDatePrev_Hour String False

This field is generated dynamically and corresponds to the CreatedDatePrev_Hour field in the dataset.

CreatedDatePrev_Minute String False

This field is generated dynamically and corresponds to the CreatedDatePrev_Minute field in the dataset.

CreatedDatePrev_Month String False

This field is generated dynamically and corresponds to the CreatedDatePrev_Month field in the dataset.

CreatedDatePrev_Quarter String False

This field is generated dynamically and corresponds to the CreatedDatePrev_Quarter field in the dataset.

CreatedDatePrev_sec_epoch Double False

This field is generated dynamically and corresponds to the CreatedDatePrev_sec_epoch field in the dataset.

CreatedDatePrev_Second String False

This field is generated dynamically and corresponds to the CreatedDatePrev_Second field in the dataset.

CreatedDatePrev_Week String False

This field is generated dynamically and corresponds to the CreatedDatePrev_Week field in the dataset.

CreatedDatePrev_Year String False

This field is generated dynamically and corresponds to the CreatedDatePrev_Year field in the dataset.

CustomFilter Boolean False

This field is generated dynamically and corresponds to the CustomFilter field in the dataset.

Duration Double False

This field is generated dynamically and corresponds to the Duration field in the dataset.

ForecastCategory String False

This field is generated dynamically and corresponds to the ForecastCategory field in the dataset.

ForecastCategoryForecastCategoryName String False

This field is generated dynamically and corresponds to the ForecastCategoryForecastCategoryName field in the dataset.

ForecastCategoryPrev String False

This field is generated dynamically and corresponds to the ForecastCategoryPrev field in the dataset.

ForecastCategoryPrevForecastCategoryName String False

This field is generated dynamically and corresponds to the ForecastCategoryPrevForecastCategoryName field in the dataset.

Id String False

This field is generated dynamically and corresponds to the Id field in the dataset.

IsDeleted Boolean False

This field is generated dynamically and corresponds to the IsDeleted field in the dataset.

IsLastUpdate Double False

This field is generated dynamically and corresponds to the IsLastUpdate field in the dataset.

IsPulled Double False

This field is generated dynamically and corresponds to the IsPulled field in the dataset.

IsPushed Double False

This field is generated dynamically and corresponds to the IsPushed field in the dataset.

OpportunityAccountAccountSource String False

This field is generated dynamically and corresponds to the OpportunityAccountAccountSource field in the dataset.

OpportunityAccountBillingCountry String False

This field is generated dynamically and corresponds to the OpportunityAccountBillingCountry field in the dataset.

OpportunityAccountBillingState String False

This field is generated dynamically and corresponds to the OpportunityAccountBillingState field in the dataset.

OpportunityAccountIndustry String False

This field is generated dynamically and corresponds to the OpportunityAccountIndustry field in the dataset.

OpportunityAccountName String False

This field is generated dynamically and corresponds to the OpportunityAccountName field in the dataset.

OpportunityAccountOwnerName String False

This field is generated dynamically and corresponds to the OpportunityAccountOwnerName field in the dataset.

OpportunityAccountOwnerId String False

This field is generated dynamically and corresponds to the OpportunityAccountOwnerId field in the dataset.

OpportunityAccountType String False

This field is generated dynamically and corresponds to the OpportunityAccountType field in the dataset.

OpportunityAccountId String False

This field is generated dynamically and corresponds to the OpportunityAccountId field in the dataset.

OpportunityAmount Double False

This field is generated dynamically and corresponds to the OpportunityAmount field in the dataset.

OpportunityCloseDate Datetime False

This field is generated dynamically and corresponds to the OpportunityCloseDate field in the dataset.

OpportunityCloseDate_Day Double False

This field is generated dynamically and corresponds to the OpportunityCloseDate_Day field in the dataset.

OpportunityCloseDate_day_epoch Double False

This field is generated dynamically and corresponds to the OpportunityCloseDate_day_epoch field in the dataset.

OpportunityCloseDate_Hour Double False

This field is generated dynamically and corresponds to the OpportunityCloseDate_Hour field in the dataset.

OpportunityCloseDate_Minute Double False

This field is generated dynamically and corresponds to the OpportunityCloseDate_Minute field in the dataset.

OpportunityCloseDate_Month Double False

This field is generated dynamically and corresponds to the OpportunityCloseDate_Month field in the dataset.

OpportunityCloseDate_Quarter Double False

This field is generated dynamically and corresponds to the OpportunityCloseDate_Quarter field in the dataset.

OpportunityCloseDate_sec_epoch Double False

This field is generated dynamically and corresponds to the OpportunityCloseDate_sec_epoch field in the dataset.

OpportunityCloseDate_Second Double False

This field is generated dynamically and corresponds to the OpportunityCloseDate_Second field in the dataset.

OpportunityCloseDate_Week Double False

This field is generated dynamically and corresponds to the OpportunityCloseDate_Week field in the dataset.

OpportunityCloseDate_Year Double False

This field is generated dynamically and corresponds to the OpportunityCloseDate_Year field in the dataset.

OpportunityForecastCategoryName String False

This field is generated dynamically and corresponds to the OpportunityForecastCategoryName field in the dataset.

OpportunityIsClosed Boolean False

This field is generated dynamically and corresponds to the OpportunityIsClosed field in the dataset.

OpportunityIsLost String False

This field is generated dynamically and corresponds to the OpportunityIsLost field in the dataset.

OpportunityIsWon Boolean False

This field is generated dynamically and corresponds to the OpportunityIsWon field in the dataset.

OpportunityLeadSource String False

This field is generated dynamically and corresponds to the OpportunityLeadSource field in the dataset.

OpportunityName String False

This field is generated dynamically and corresponds to the OpportunityName field in the dataset.

OpportunityOwnerFullPhotoUrl String False

This field is generated dynamically and corresponds to the OpportunityOwnerFullPhotoUrl field in the dataset.

OpportunityOwnerName String False

This field is generated dynamically and corresponds to the OpportunityOwnerName field in the dataset.

OpportunityOwnerRoleDeveloperName String False

This field is generated dynamically and corresponds to the OpportunityOwnerRoleDeveloperName field in the dataset.

OpportunityOwnerRoleHierarchy_RoleNames String False

This field is generated dynamically and corresponds to the OpportunityOwnerRoleHierarchy_RoleNames field in the dataset.

OpportunityOwnerRoleName String False

This field is generated dynamically and corresponds to the OpportunityOwnerRoleName field in the dataset.

OpportunityOwnerRoleParentRoleDeveloperName String False

This field is generated dynamically and corresponds to the OpportunityOwnerRoleParentRoleDeveloperName field in the dataset.

OpportunityOwnerRoleParentRoleName String False

This field is generated dynamically and corresponds to the OpportunityOwnerRoleParentRoleName field in the dataset.

OpportunityOwnerRoleParentRoleId String False

This field is generated dynamically and corresponds to the OpportunityOwnerRoleParentRoleId field in the dataset.

OpportunityOwnerRoleRoleNames String False

This field is generated dynamically and corresponds to the OpportunityOwnerRoleRoleNames field in the dataset.

OpportunityOwnerRoleRolePath String False

This field is generated dynamically and corresponds to the OpportunityOwnerRoleRolePath field in the dataset.

OpportunityOwnerRoleRoles String False

This field is generated dynamically and corresponds to the OpportunityOwnerRoleRoles field in the dataset.

OpportunityOwnerSmallPhotoUrl String False

This field is generated dynamically and corresponds to the OpportunityOwnerSmallPhotoUrl field in the dataset.

OpportunityOwnerUniqueUserName String False

This field is generated dynamically and corresponds to the OpportunityOwnerUniqueUserName field in the dataset.

OpportunityOwnerId String False

This field is generated dynamically and corresponds to the OpportunityOwnerId field in the dataset.

OpportunityProductFamily String False

This field is generated dynamically and corresponds to the OpportunityProductFamily field in the dataset.

OpportunityProductName String False

This field is generated dynamically and corresponds to the OpportunityProductName field in the dataset.

OpportunityRecordTypeName String False

This field is generated dynamically and corresponds to the OpportunityRecordTypeName field in the dataset.

OpportunityRecordTypeId String False

This field is generated dynamically and corresponds to the OpportunityRecordTypeId field in the dataset.

OpportunityStageSortOrder Double False

This field is generated dynamically and corresponds to the OpportunityStageSortOrder field in the dataset.

OpportunityStageName String False

This field is generated dynamically and corresponds to the OpportunityStageName field in the dataset.

OpportunityType String False

This field is generated dynamically and corresponds to the OpportunityType field in the dataset.

OpportunityCreatedDate Datetime False

This field is generated dynamically and corresponds to the OpportunityCreatedDate field in the dataset.

OpportunityCreatedDate_Day Double False

This field is generated dynamically and corresponds to the OpportunityCreatedDate_Day field in the dataset.

OpportunityCreatedDate_day_epoch Double False

This field is generated dynamically and corresponds to the OpportunityCreatedDate_day_epoch field in the dataset.

OpportunityCreatedDate_Hour Double False

This field is generated dynamically and corresponds to the OpportunityCreatedDate_Hour field in the dataset.

OpportunityCreatedDate_Minute Double False

This field is generated dynamically and corresponds to the OpportunityCreatedDate_Minute field in the dataset.

OpportunityCreatedDate_Month Double False

This field is generated dynamically and corresponds to the OpportunityCreatedDate_Month field in the dataset.

OpportunityCreatedDate_Quarter Double False

This field is generated dynamically and corresponds to the OpportunityCreatedDate_Quarter field in the dataset.

OpportunityCreatedDate_sec_epoch Double False

This field is generated dynamically and corresponds to the OpportunityCreatedDate_sec_epoch field in the dataset.

OpportunityCreatedDate_Second Double False

This field is generated dynamically and corresponds to the OpportunityCreatedDate_Second field in the dataset.

OpportunityCreatedDate_Week Double False

This field is generated dynamically and corresponds to the OpportunityCreatedDate_Week field in the dataset.

OpportunityCreatedDate_Year Double False

This field is generated dynamically and corresponds to the OpportunityCreatedDate_Year field in the dataset.

OpportunityId String False

This field is generated dynamically and corresponds to the OpportunityId field in the dataset.

StageIsClosed Boolean False

This field is generated dynamically and corresponds to the StageIsClosed field in the dataset.

StageIsWon Boolean False

This field is generated dynamically and corresponds to the StageIsWon field in the dataset.

StageSortOrder Double False

This field is generated dynamically and corresponds to the StageSortOrder field in the dataset.

Stage_IsAdvanced Boolean False

This field is generated dynamically and corresponds to the Stage_IsAdvanced field in the dataset.

Stage_isUpdated Double False

This field is generated dynamically and corresponds to the Stage_isUpdated field in the dataset.

StageName String False

This field is generated dynamically and corresponds to the StageName field in the dataset.

StageNamePrev String False

This field is generated dynamically and corresponds to the StageNamePrev field in the dataset.

StagePrevIsClosed String False

This field is generated dynamically and corresponds to the StagePrevIsClosed field in the dataset.

StagePrevIsWon String False

This field is generated dynamically and corresponds to the StagePrevIsWon field in the dataset.

StagePrevSortOrder Double False

This field is generated dynamically and corresponds to the StagePrevSortOrder field in the dataset.

Time_In_Current_StageDuration_Seconds Double False

This field is generated dynamically and corresponds to the Time_In_Current_StageDuration_Seconds field in the dataset.

Unique_Sort_Key String False

This field is generated dynamically and corresponds to the Unique_Sort_Key field in the dataset.

ValidFromDate Datetime False

This field is generated dynamically and corresponds to the ValidFromDate field in the dataset.

ValidFromDate_Day Double False

This field is generated dynamically and corresponds to the ValidFromDate_Day field in the dataset.

ValidFromDate_day_epoch Double False

This field is generated dynamically and corresponds to the ValidFromDate_day_epoch field in the dataset.

ValidFromDate_Hour Double False

This field is generated dynamically and corresponds to the ValidFromDate_Hour field in the dataset.

ValidFromDate_Minute Double False

This field is generated dynamically and corresponds to the ValidFromDate_Minute field in the dataset.

ValidFromDate_Month Double False

This field is generated dynamically and corresponds to the ValidFromDate_Month field in the dataset.

ValidFromDate_Quarter Double False

This field is generated dynamically and corresponds to the ValidFromDate_Quarter field in the dataset.

ValidFromDate_sec_epoch Double False

This field is generated dynamically and corresponds to the ValidFromDate_sec_epoch field in the dataset.

ValidFromDate_Second Double False

This field is generated dynamically and corresponds to the ValidFromDate_Second field in the dataset.

ValidFromDate_Week Double False

This field is generated dynamically and corresponds to the ValidFromDate_Week field in the dataset.

ValidFromDate_Year Double False

This field is generated dynamically and corresponds to the ValidFromDate_Year field in the dataset.

ValidToDate Datetime False

This field is generated dynamically and corresponds to the ValidToDate field in the dataset.

ValidToDate_Day Double False

This field is generated dynamically and corresponds to the ValidToDate_Day field in the dataset.

ValidToDate_day_epoch Double False

This field is generated dynamically and corresponds to the ValidToDate_day_epoch field in the dataset.

ValidToDate_Hour Double False

This field is generated dynamically and corresponds to the ValidToDate_Hour field in the dataset.

ValidToDate_Minute Double False

This field is generated dynamically and corresponds to the ValidToDate_Minute field in the dataset.

ValidToDate_Month Double False

This field is generated dynamically and corresponds to the ValidToDate_Month field in the dataset.

ValidToDate_Quarter Double False

This field is generated dynamically and corresponds to the ValidToDate_Quarter field in the dataset.

ValidToDate_sec_epoch Int64 False

This field is generated dynamically and corresponds to the ValidToDate_sec_epoch field in the dataset.

ValidToDate_Second Double False

This field is generated dynamically and corresponds to the ValidToDate_Second field in the dataset.

ValidToDate_Week Double False

This field is generated dynamically and corresponds to the ValidToDate_Week field in the dataset.

ValidToDate_Year Double False

This field is generated dynamically and corresponds to the ValidToDate_Year field in the dataset.

Tableau CRM Analytics Connector for CData Sync

Dataset_Plain_quota

The Tableau CRM dataset Dataset_Plain_quota.

Columns

Name Type ReadOnly Description
OwnerName String False

This field is generated dynamically and corresponds to the OwnerName field in the dataset.

QuotaAmount Double False

This field is generated dynamically and corresponds to the QuotaAmount field in the dataset.

StartDate Datetime False

This field is generated dynamically and corresponds to the StartDate field in the dataset.

StartDate_Day Double False

This field is generated dynamically and corresponds to the StartDate_Day field in the dataset.

StartDate_day_epoch Double False

This field is generated dynamically and corresponds to the StartDate_day_epoch field in the dataset.

StartDate_Hour Double False

This field is generated dynamically and corresponds to the StartDate_Hour field in the dataset.

StartDate_Minute Double False

This field is generated dynamically and corresponds to the StartDate_Minute field in the dataset.

StartDate_Month Double False

This field is generated dynamically and corresponds to the StartDate_Month field in the dataset.

StartDate_Quarter Double False

This field is generated dynamically and corresponds to the StartDate_Quarter field in the dataset.

StartDate_sec_epoch Double False

This field is generated dynamically and corresponds to the StartDate_sec_epoch field in the dataset.

StartDate_Second Double False

This field is generated dynamically and corresponds to the StartDate_Second field in the dataset.

StartDate_Week Double False

This field is generated dynamically and corresponds to the StartDate_Week field in the dataset.

StartDate_Year Double False

This field is generated dynamically and corresponds to the StartDate_Year field in the dataset.

Username String False

This field is generated dynamically and corresponds to the Username field in the dataset.

Tableau CRM Analytics Connector for CData Sync

Dataset_Product

The Tableau CRM dataset Dataset_Product.

Columns

Name Type ReadOnly Description
Family String False

This field is generated dynamically and corresponds to the Family field in the dataset.

Id String False

This field is generated dynamically and corresponds to the Id field in the dataset.

Name String False

This field is generated dynamically and corresponds to the Name field in the dataset.

ProductCode String False

This field is generated dynamically and corresponds to the ProductCode field in the dataset.

Tableau CRM Analytics Connector for CData Sync

Dataset_Quota

The Tableau CRM dataset Dataset_Quota.

Columns

Name Type ReadOnly Description
OwnerName String False

This field is generated dynamically and corresponds to the OwnerName field in the dataset.

QuotaAmount String False

This field is generated dynamically and corresponds to the QuotaAmount field in the dataset.

StartDate String False

This field is generated dynamically and corresponds to the StartDate field in the dataset.

StartDate_Day String False

This field is generated dynamically and corresponds to the StartDate_Day field in the dataset.

StartDate_day_epoch String False

This field is generated dynamically and corresponds to the StartDate_day_epoch field in the dataset.

StartDate_Hour String False

This field is generated dynamically and corresponds to the StartDate_Hour field in the dataset.

StartDate_Minute String False

This field is generated dynamically and corresponds to the StartDate_Minute field in the dataset.

StartDate_Month String False

This field is generated dynamically and corresponds to the StartDate_Month field in the dataset.

StartDate_Quarter String False

This field is generated dynamically and corresponds to the StartDate_Quarter field in the dataset.

StartDate_sec_epoch String False

This field is generated dynamically and corresponds to the StartDate_sec_epoch field in the dataset.

StartDate_Second String False

This field is generated dynamically and corresponds to the StartDate_Second field in the dataset.

StartDate_Week String False

This field is generated dynamically and corresponds to the StartDate_Week field in the dataset.

StartDate_Year String False

This field is generated dynamically and corresponds to the StartDate_Year field in the dataset.

UserFullPhotoUrl String False

This field is generated dynamically and corresponds to the UserFullPhotoUrl field in the dataset.

UserId String False

This field is generated dynamically and corresponds to the UserId field in the dataset.

UserName String False

This field is generated dynamically and corresponds to the UserName field in the dataset.

UserRoleDeveloperName String False

This field is generated dynamically and corresponds to the UserRoleDeveloperName field in the dataset.

UserRoleHierarchy_RoleNames String False

This field is generated dynamically and corresponds to the UserRoleHierarchy_RoleNames field in the dataset.

UserRoleName String False

This field is generated dynamically and corresponds to the UserRoleName field in the dataset.

UserRoleParentRoleDeveloperName String False

This field is generated dynamically and corresponds to the UserRoleParentRoleDeveloperName field in the dataset.

UserRoleParentRoleName String False

This field is generated dynamically and corresponds to the UserRoleParentRoleName field in the dataset.

UserRoleParentRoleId String False

This field is generated dynamically and corresponds to the UserRoleParentRoleId field in the dataset.

UserRoleRoleNames String False

This field is generated dynamically and corresponds to the UserRoleRoleNames field in the dataset.

UserRoleRoleNamesPath String False

This field is generated dynamically and corresponds to the UserRoleRoleNamesPath field in the dataset.

UserRoleRolePath String False

This field is generated dynamically and corresponds to the UserRoleRolePath field in the dataset.

UserRoleRoles String False

This field is generated dynamically and corresponds to the UserRoleRoles field in the dataset.

UserSmallPhotoUrl String False

This field is generated dynamically and corresponds to the UserSmallPhotoUrl field in the dataset.

UserUniqueUserName String False

This field is generated dynamically and corresponds to the UserUniqueUserName field in the dataset.

UserUsername String False

This field is generated dynamically and corresponds to the UserUsername field in the dataset.

UserUserRoleId String False

This field is generated dynamically and corresponds to the UserUserRoleId field in the dataset.

Username String False

This field is generated dynamically and corresponds to the Username field in the dataset.

Tableau CRM Analytics Connector for CData Sync

Dataset_User

The Tableau CRM dataset Dataset_User.

Columns

Name Type ReadOnly Description
CustomFilter Boolean False

This field is generated dynamically and corresponds to the CustomFilter field in the dataset.

FirstName String False

This field is generated dynamically and corresponds to the FirstName field in the dataset.

FullPhotoUrl String False

This field is generated dynamically and corresponds to the FullPhotoUrl field in the dataset.

hasOpportunity Boolean False

This field is generated dynamically and corresponds to the hasOpportunity field in the dataset.

Id String False

This field is generated dynamically and corresponds to the Id field in the dataset.

IsActive Boolean False

This field is generated dynamically and corresponds to the IsActive field in the dataset.

isDuplicate String False

This field is generated dynamically and corresponds to the isDuplicate field in the dataset.

LastName String False

This field is generated dynamically and corresponds to the LastName field in the dataset.

ManagerId String False

This field is generated dynamically and corresponds to the ManagerId field in the dataset.

Name String False

This field is generated dynamically and corresponds to the Name field in the dataset.

OpportunityName String False

This field is generated dynamically and corresponds to the OpportunityName field in the dataset.

RoleDeveloperName String False

This field is generated dynamically and corresponds to the RoleDeveloperName field in the dataset.

RoleHierarchy_RoleNames String False

This field is generated dynamically and corresponds to the RoleHierarchy_RoleNames field in the dataset.

RoleName String False

This field is generated dynamically and corresponds to the RoleName field in the dataset.

RoleParentRoleDeveloperName String False

This field is generated dynamically and corresponds to the RoleParentRoleDeveloperName field in the dataset.

RoleParentRoleName String False

This field is generated dynamically and corresponds to the RoleParentRoleName field in the dataset.

RoleParentRoleId String False

This field is generated dynamically and corresponds to the RoleParentRoleId field in the dataset.

RoleRoleNames String False

This field is generated dynamically and corresponds to the RoleRoleNames field in the dataset.

RoleRoleNamesPath String False

This field is generated dynamically and corresponds to the RoleRoleNamesPath field in the dataset.

RoleRolePath String False

This field is generated dynamically and corresponds to the RoleRolePath field in the dataset.

RoleRoles String False

This field is generated dynamically and corresponds to the RoleRoles field in the dataset.

SmallPhotoUrl String False

This field is generated dynamically and corresponds to the SmallPhotoUrl field in the dataset.

UniqueUserName String False

This field is generated dynamically and corresponds to the UniqueUserName field in the dataset.

Username String False

This field is generated dynamically and corresponds to the Username field in the dataset.

UserRoleId String False

This field is generated dynamically and corresponds to the UserRoleId field in the dataset.

UserType String False

This field is generated dynamically and corresponds to the UserType field in the dataset.

Tableau CRM Analytics Connector for CData Sync

Dataset_User_role

The Tableau CRM dataset Dataset_User_role.

Columns

Name Type ReadOnly Description
DeveloperName String False

This field is generated dynamically and corresponds to the DeveloperName field in the dataset.

Hierarchy_RoleNames String False

This field is generated dynamically and corresponds to the Hierarchy_RoleNames field in the dataset.

Hierarchy_RoleNamesPath String False

This field is generated dynamically and corresponds to the Hierarchy_RoleNamesPath field in the dataset.

Id String False

This field is generated dynamically and corresponds to the Id field in the dataset.

LastModifiedById String False

This field is generated dynamically and corresponds to the LastModifiedById field in the dataset.

LastModifiedDate Datetime False

This field is generated dynamically and corresponds to the LastModifiedDate field in the dataset.

LastModifiedDate_Day Double False

This field is generated dynamically and corresponds to the LastModifiedDate_Day field in the dataset.

LastModifiedDate_day_epoch Double False

This field is generated dynamically and corresponds to the LastModifiedDate_day_epoch field in the dataset.

LastModifiedDate_Hour Double False

This field is generated dynamically and corresponds to the LastModifiedDate_Hour field in the dataset.

LastModifiedDate_Minute Double False

This field is generated dynamically and corresponds to the LastModifiedDate_Minute field in the dataset.

LastModifiedDate_Month Double False

This field is generated dynamically and corresponds to the LastModifiedDate_Month field in the dataset.

LastModifiedDate_Quarter Double False

This field is generated dynamically and corresponds to the LastModifiedDate_Quarter field in the dataset.

LastModifiedDate_sec_epoch Double False

This field is generated dynamically and corresponds to the LastModifiedDate_sec_epoch field in the dataset.

LastModifiedDate_Second Double False

This field is generated dynamically and corresponds to the LastModifiedDate_Second field in the dataset.

LastModifiedDate_Week Double False

This field is generated dynamically and corresponds to the LastModifiedDate_Week field in the dataset.

LastModifiedDate_Year Double False

This field is generated dynamically and corresponds to the LastModifiedDate_Year field in the dataset.

Name String False

This field is generated dynamically and corresponds to the Name field in the dataset.

ParentRoleDeveloperName String False

This field is generated dynamically and corresponds to the ParentRoleDeveloperName field in the dataset.

ParentRoleName String False

This field is generated dynamically and corresponds to the ParentRoleName field in the dataset.

ParentRoleParentRoleId String False

This field is generated dynamically and corresponds to the ParentRoleParentRoleId field in the dataset.

ParentRoleId String False

This field is generated dynamically and corresponds to the ParentRoleId field in the dataset.

RoleNames String False

This field is generated dynamically and corresponds to the RoleNames field in the dataset.

RoleNamesPath String False

This field is generated dynamically and corresponds to the RoleNamesPath field in the dataset.

RolePath String False

This field is generated dynamically and corresponds to the RolePath field in the dataset.

Roles String False

This field is generated dynamically and corresponds to the Roles field in the dataset.

SystemModstamp Datetime False

This field is generated dynamically and corresponds to the SystemModstamp field in the dataset.

SystemModstamp_Day Double False

This field is generated dynamically and corresponds to the SystemModstamp_Day field in the dataset.

SystemModstamp_day_epoch Double False

This field is generated dynamically and corresponds to the SystemModstamp_day_epoch field in the dataset.

SystemModstamp_Hour Double False

This field is generated dynamically and corresponds to the SystemModstamp_Hour field in the dataset.

SystemModstamp_Minute Double False

This field is generated dynamically and corresponds to the SystemModstamp_Minute field in the dataset.

SystemModstamp_Month Double False

This field is generated dynamically and corresponds to the SystemModstamp_Month field in the dataset.

SystemModstamp_Quarter Double False

This field is generated dynamically and corresponds to the SystemModstamp_Quarter field in the dataset.

SystemModstamp_sec_epoch Double False

This field is generated dynamically and corresponds to the SystemModstamp_sec_epoch field in the dataset.

SystemModstamp_Second Double False

This field is generated dynamically and corresponds to the SystemModstamp_Second field in the dataset.

SystemModstamp_Week Double False

This field is generated dynamically and corresponds to the SystemModstamp_Week field in the dataset.

SystemModstamp_Year Double False

This field is generated dynamically and corresponds to the SystemModstamp_Year field in the dataset.

Tableau CRM Analytics Connector for CData Sync

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.

Tableau CRM Analytics Connector for CData Sync Views

Name Description
Lens_Explore_Opportunities The Tableau CRM lens Lens_Explore_Opportunities.
Lens_Historical_Pipeline_By_Forecast The Tableau CRM lens Lens_Historical_Pipeline_By_Forecast.
Lens_Historical_Pipeline_By_Stage The Tableau CRM lens Lens_Historical_Pipeline_By_Stage.
Lens_Historical_Pipeline_Forecast_By_Quarter The Tableau CRM lens Lens_Historical_Pipeline_Forecast_By_Quarter.
Lens_Historical_Pipeline_Stage_By_Quarter The Tableau CRM lens Lens_Historical_Pipeline_Stage_By_Quarter.
Lens_Sales_Stage_Details The Tableau CRM lens Lens_Sales_Stage_Details.
Lens_X100KLens The Tableau CRM lens Lens_X100KLens.

Tableau CRM Analytics Connector for CData Sync

Lens_Explore_Opportunities

The Tableau CRM lens Lens_Explore_Opportunities.

Columns

Name Type Description
AccountAccountSource String This field is generated dynamically and corresponds to the AccountAccountSource field in the lens.
AccountAnnualRevenue Double This field is generated dynamically and corresponds to the AccountAnnualRevenue field in the lens.
AccountBillingCountry String This field is generated dynamically and corresponds to the AccountBillingCountry field in the lens.
AccountBillingState String This field is generated dynamically and corresponds to the AccountBillingState field in the lens.
AccountIndustry String This field is generated dynamically and corresponds to the AccountIndustry field in the lens.
AccountName String This field is generated dynamically and corresponds to the AccountName field in the lens.
AccountNumberOfEmployees Double This field is generated dynamically and corresponds to the AccountNumberOfEmployees field in the lens.
AccountOwnerName String This field is generated dynamically and corresponds to the AccountOwnerName field in the lens.
AccountOwnerRoleName String This field is generated dynamically and corresponds to the AccountOwnerRoleName field in the lens.
AccountOwnerRoleParentRoleId String This field is generated dynamically and corresponds to the AccountOwnerRoleParentRoleId field in the lens.
AccountOwnerRoleRolePath String This field is generated dynamically and corresponds to the AccountOwnerRoleRolePath field in the lens.
AccountOwnerRoleRoles String This field is generated dynamically and corresponds to the AccountOwnerRoleRoles field in the lens.
AccountOwnerUniqueUserName String This field is generated dynamically and corresponds to the AccountOwnerUniqueUserName field in the lens.
AccountOwnerId String This field is generated dynamically and corresponds to the AccountOwnerId field in the lens.
AccountType String This field is generated dynamically and corresponds to the AccountType field in the lens.
AccountId String This field is generated dynamically and corresponds to the AccountId field in the lens.
Amount Double This field is generated dynamically and corresponds to the Amount field in the lens.
CloseDate Datetime This field is generated dynamically and corresponds to the CloseDate field in the lens.
CloseDate_Day Double This field is generated dynamically and corresponds to the CloseDate_Day field in the lens.
CloseDate_day_epoch Double This field is generated dynamically and corresponds to the CloseDate_day_epoch field in the lens.
CloseDate_Hour Double This field is generated dynamically and corresponds to the CloseDate_Hour field in the lens.
CloseDate_Minute Double This field is generated dynamically and corresponds to the CloseDate_Minute field in the lens.
CloseDate_Month Double This field is generated dynamically and corresponds to the CloseDate_Month field in the lens.
CloseDate_Quarter Double This field is generated dynamically and corresponds to the CloseDate_Quarter field in the lens.
CloseDate_sec_epoch Double This field is generated dynamically and corresponds to the CloseDate_sec_epoch field in the lens.
CloseDate_Second Double This field is generated dynamically and corresponds to the CloseDate_Second field in the lens.
CloseDate_Week Double This field is generated dynamically and corresponds to the CloseDate_Week field in the lens.
CloseDate_Year Double This field is generated dynamically and corresponds to the CloseDate_Year field in the lens.
CreatedById String This field is generated dynamically and corresponds to the CreatedById field in the lens.
CreatedDate Datetime This field is generated dynamically and corresponds to the CreatedDate field in the lens.
CreatedDate_Day Double This field is generated dynamically and corresponds to the CreatedDate_Day field in the lens.
CreatedDate_day_epoch Double This field is generated dynamically and corresponds to the CreatedDate_day_epoch field in the lens.
CreatedDate_Hour Double This field is generated dynamically and corresponds to the CreatedDate_Hour field in the lens.
CreatedDate_Minute Double This field is generated dynamically and corresponds to the CreatedDate_Minute field in the lens.
CreatedDate_Month Double This field is generated dynamically and corresponds to the CreatedDate_Month field in the lens.
CreatedDate_Quarter Double This field is generated dynamically and corresponds to the CreatedDate_Quarter field in the lens.
CreatedDate_sec_epoch Double This field is generated dynamically and corresponds to the CreatedDate_sec_epoch field in the lens.
CreatedDate_Second Double This field is generated dynamically and corresponds to the CreatedDate_Second field in the lens.
CreatedDate_Week Double This field is generated dynamically and corresponds to the CreatedDate_Week field in the lens.
CreatedDate_Year Double This field is generated dynamically and corresponds to the CreatedDate_Year field in the lens.
CustomFilter Boolean This field is generated dynamically and corresponds to the CustomFilter field in the lens.
DaysPastDue Double This field is generated dynamically and corresponds to the DaysPastDue field in the lens.
DaysSinceLastActivity Double This field is generated dynamically and corresponds to the DaysSinceLastActivity field in the lens.
ForecastCategory String This field is generated dynamically and corresponds to the ForecastCategory field in the lens.
ForecastCategoryName String This field is generated dynamically and corresponds to the ForecastCategoryName field in the lens.
HasOpportunityLineItem Boolean This field is generated dynamically and corresponds to the HasOpportunityLineItem field in the lens.
Id String This field is generated dynamically and corresponds to the Id field in the lens.
IsClosed Boolean This field is generated dynamically and corresponds to the IsClosed field in the lens.
IsLost String This field is generated dynamically and corresponds to the IsLost field in the lens.
IsPastDue Boolean This field is generated dynamically and corresponds to the IsPastDue field in the lens.
IsWon Boolean This field is generated dynamically and corresponds to the IsWon field in the lens.
LastActivityDate Datetime This field is generated dynamically and corresponds to the LastActivityDate field in the lens.
LastActivityDate_Day Double This field is generated dynamically and corresponds to the LastActivityDate_Day field in the lens.
LastActivityDate_day_epoch Double This field is generated dynamically and corresponds to the LastActivityDate_day_epoch field in the lens.
LastActivityDate_Hour Double This field is generated dynamically and corresponds to the LastActivityDate_Hour field in the lens.
LastActivityDate_Minute Double This field is generated dynamically and corresponds to the LastActivityDate_Minute field in the lens.
LastActivityDate_Month Double This field is generated dynamically and corresponds to the LastActivityDate_Month field in the lens.
LastActivityDate_Quarter Double This field is generated dynamically and corresponds to the LastActivityDate_Quarter field in the lens.
LastActivityDate_sec_epoch Double This field is generated dynamically and corresponds to the LastActivityDate_sec_epoch field in the lens.
LastActivityDate_Second Double This field is generated dynamically and corresponds to the LastActivityDate_Second field in the lens.
LastActivityDate_Week Double This field is generated dynamically and corresponds to the LastActivityDate_Week field in the lens.
LastActivityDate_Year Double This field is generated dynamically and corresponds to the LastActivityDate_Year field in the lens.
LastModifiedDate Datetime This field is generated dynamically and corresponds to the LastModifiedDate field in the lens.
LastModifiedDate_Day Double This field is generated dynamically and corresponds to the LastModifiedDate_Day field in the lens.
LastModifiedDate_day_epoch Double This field is generated dynamically and corresponds to the LastModifiedDate_day_epoch field in the lens.
LastModifiedDate_Hour Double This field is generated dynamically and corresponds to the LastModifiedDate_Hour field in the lens.
LastModifiedDate_Minute Double This field is generated dynamically and corresponds to the LastModifiedDate_Minute field in the lens.
LastModifiedDate_Month Double This field is generated dynamically and corresponds to the LastModifiedDate_Month field in the lens.
LastModifiedDate_Quarter Double This field is generated dynamically and corresponds to the LastModifiedDate_Quarter field in the lens.
LastModifiedDate_sec_epoch Double This field is generated dynamically and corresponds to the LastModifiedDate_sec_epoch field in the lens.
LastModifiedDate_Second Double This field is generated dynamically and corresponds to the LastModifiedDate_Second field in the lens.
LastModifiedDate_Week Double This field is generated dynamically and corresponds to the LastModifiedDate_Week field in the lens.
LastModifiedDate_Year Double This field is generated dynamically and corresponds to the LastModifiedDate_Year field in the lens.
LeadSource String This field is generated dynamically and corresponds to the LeadSource field in the lens.
Name String This field is generated dynamically and corresponds to the Name field in the lens.
Neglected Boolean This field is generated dynamically and corresponds to the Neglected field in the lens.
OpportunityAge Double This field is generated dynamically and corresponds to the OpportunityAge field in the lens.
OwnerFullPhotoUrl String This field is generated dynamically and corresponds to the OwnerFullPhotoUrl field in the lens.
OwnerName String This field is generated dynamically and corresponds to the OwnerName field in the lens.
OwnerRoleDeveloperName String This field is generated dynamically and corresponds to the OwnerRoleDeveloperName field in the lens.
OwnerRoleHierarchy_RoleNames String This field is generated dynamically and corresponds to the OwnerRoleHierarchy_RoleNames field in the lens.
OwnerRoleName String This field is generated dynamically and corresponds to the OwnerRoleName field in the lens.
OwnerRoleParentRoleDeveloperName String This field is generated dynamically and corresponds to the OwnerRoleParentRoleDeveloperName field in the lens.
OwnerRoleParentRoleName String This field is generated dynamically and corresponds to the OwnerRoleParentRoleName field in the lens.
OwnerRoleParentRoleId String This field is generated dynamically and corresponds to the OwnerRoleParentRoleId field in the lens.
OwnerRoleRoleNames String This field is generated dynamically and corresponds to the OwnerRoleRoleNames field in the lens.
OwnerRoleRoleNamesPath String This field is generated dynamically and corresponds to the OwnerRoleRoleNamesPath field in the lens.
OwnerRoleRolePath String This field is generated dynamically and corresponds to the OwnerRoleRolePath field in the lens.
OwnerRoleRoles String This field is generated dynamically and corresponds to the OwnerRoleRoles field in the lens.
OwnerSmallPhotoUrl String This field is generated dynamically and corresponds to the OwnerSmallPhotoUrl field in the lens.
OwnerUniqueUserName String This field is generated dynamically and corresponds to the OwnerUniqueUserName field in the lens.
OwnerUsername String This field is generated dynamically and corresponds to the OwnerUsername field in the lens.
OwnerUserRoleId String This field is generated dynamically and corresponds to the OwnerUserRoleId field in the lens.
OwnerId String This field is generated dynamically and corresponds to the OwnerId field in the lens.
ProductProductFamily String This field is generated dynamically and corresponds to the ProductProductFamily field in the lens.
ProductProductName String This field is generated dynamically and corresponds to the ProductProductName field in the lens.
RecordTypeName String This field is generated dynamically and corresponds to the RecordTypeName field in the lens.
RecordTypeId String This field is generated dynamically and corresponds to the RecordTypeId field in the lens.
StageDefaultProbability Double This field is generated dynamically and corresponds to the StageDefaultProbability field in the lens.
StageIsPulled Double This field is generated dynamically and corresponds to the StageIsPulled field in the lens.
StageIsPushed Double This field is generated dynamically and corresponds to the StageIsPushed field in the lens.
StageSortOrder Double This field is generated dynamically and corresponds to the StageSortOrder field in the lens.
StageStageName String This field is generated dynamically and corresponds to the StageStageName field in the lens.
StageName String This field is generated dynamically and corresponds to the StageName field in the lens.
Time_In_Current_StageDuration_Seconds Double This field is generated dynamically and corresponds to the Time_In_Current_StageDuration_Seconds field in the lens.
Type String This field is generated dynamically and corresponds to the Type field in the lens.

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Lens_Historical_Pipeline_By_Forecast

The Tableau CRM lens Lens_Historical_Pipeline_By_Forecast.

Columns

Name Type Description
ForecastCategoryForecastCategoryName String This field is generated dynamically and corresponds to the ForecastCategoryForecastCategoryName field in the lens.
Month String This field is generated dynamically and corresponds to the Month field in the lens.
stage_sort Double This field is generated dynamically and corresponds to the stage_sort field in the lens.
sum_Amount Double This field is generated dynamically and corresponds to the sum_Amount field in the lens.
time_sort Double This field is generated dynamically and corresponds to the time_sort field in the lens.

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Lens_Historical_Pipeline_By_Stage

The Tableau CRM lens Lens_Historical_Pipeline_By_Stage.

Columns

Name Type Description
Month String This field is generated dynamically and corresponds to the Month field in the lens.
stage_sort Double This field is generated dynamically and corresponds to the stage_sort field in the lens.
StageNameTest String This field is generated dynamically and corresponds to the StageNameTest field in the lens.
sum_Amount Double This field is generated dynamically and corresponds to the sum_Amount field in the lens.
time_sort Double This field is generated dynamically and corresponds to the time_sort field in the lens.

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Lens_Historical_Pipeline_Forecast_By_Quarter

The Tableau CRM lens Lens_Historical_Pipeline_Forecast_By_Quarter.

Columns

Name Type Description
ForecastCategoryForecastCategoryName String This field is generated dynamically and corresponds to the ForecastCategoryForecastCategoryName field in the lens.
Quarter String This field is generated dynamically and corresponds to the Quarter field in the lens.
stage_sort Double This field is generated dynamically and corresponds to the stage_sort field in the lens.
sum_Amount Double This field is generated dynamically and corresponds to the sum_Amount field in the lens.
time_sort Double This field is generated dynamically and corresponds to the time_sort field in the lens.

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Lens_Historical_Pipeline_Stage_By_Quarter

The Tableau CRM lens Lens_Historical_Pipeline_Stage_By_Quarter.

Columns

Name Type Description
Quarter String This field is generated dynamically and corresponds to the Quarter field in the lens.
stage_sort Double This field is generated dynamically and corresponds to the stage_sort field in the lens.
StageName String This field is generated dynamically and corresponds to the StageName field in the lens.
sum_Amount Double This field is generated dynamically and corresponds to the sum_Amount field in the lens.
time_sort Double This field is generated dynamically and corresponds to the time_sort field in the lens.

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Lens_Sales_Stage_Details

The Tableau CRM lens Lens_Sales_Stage_Details.

Columns

Name Type Description
Amount Double This field is generated dynamically and corresponds to the Amount field in the lens.
CloseDate Datetime This field is generated dynamically and corresponds to the CloseDate field in the lens.
CreatedDate Datetime This field is generated dynamically and corresponds to the CreatedDate field in the lens.
OpportunityAccountName String This field is generated dynamically and corresponds to the OpportunityAccountName field in the lens.
OpportunityName String This field is generated dynamically and corresponds to the OpportunityName field in the lens.
StageName String This field is generated dynamically and corresponds to the StageName field in the lens.

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Lens_X100KLens

The Tableau CRM lens Lens_X100KLens.

Columns

Name Type Description
Col_3 String This field is generated dynamically and corresponds to the Col_3 field in the lens.
Col_4 String This field is generated dynamically and corresponds to the Col_4 field in the lens.
Col_5 String This field is generated dynamically and corresponds to the Col_5 field in the lens.
Col_6 String This field is generated dynamically and corresponds to the Col_6 field in the lens.
limit String This field is generated dynamically and corresponds to the limit field in the lens.

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Stored Procedures

Stored procedures are function-like interfaces that extend the functionality of the Sync App beyond simple SELECT/INSERT/UPDATE/DELETE operations with Tableau CRM.

Stored procedures accept a list of parameters, perform their intended function, and then return any relevant response data from Tableau CRM, along with an indication of whether the procedure succeeded or failed.

Tableau CRM Analytics Connector for CData Sync Stored Procedures

Name Description
CreateMetadataFile Creates a metadata file for the specified dataset.
GetJobStatus Create a dataset from a CSV file.

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CreateMetadataFile

Creates a metadata file for the specified dataset.

Input

Name Type Description
Charset String The charset of the table.

The default value is UTF-8.

FieldsDelimitedBy String The delimiter of the table columns.

The default value is ,.

LinesTerminatedBy String The delimiter of the table lines.

The default value is \r\n.

TableName String The name of the table or view. Ex : 'Dataset_Title
FileName String The full file path and name of the metadata file to generate. Ex : 'C:\\Users\\User\\Desktop\\SFTableauCRM\\DataSetTest.json'

Result Set Columns

Name Type Description
Result String Returns Success or Failure.
FileData String File data that will be outputted encoded in Base64 if the FileName and FileStream inputs are not set.

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CreateSchema

Creates a schema file for the specified table or view.

CreateSchema

Creates a local schema file (.rsd) from an existing table or view in the data model.

The schema file is created in the directory set in the Location connection property when this procedure is executed. You can edit the file to include or exclude columns, rename columns, or adjust column datatypes.

The Sync App checks the Location to determine if the names of any .rsd files match a table or view in the data model. If there is a duplicate, the schema file will take precedence over the default instance of this table in the data model. If a schema file is present in Location that does not match an existing table or view, a new table or view entry is added to the data model of the Sync App.

Input

Name Type Description
TableName String The name of the table or view.
FileName String The full file path and name of the schema to generate. Ex : 'C:\\Users\\User\\Desktop\\SFTableauCRM\\DataSetTest.rsd'

Result Set Columns

Name Type Description
Result String Returns Success or Failure.
FileData String File data that will be outputted encoded in Base64 if the FileName and FileStream inputs are not set.

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GetJobStatus

Create a dataset from a CSV file.

Input

Name Type Description
JobId String The id of the job.

Result Set Columns

Name Type Description
Status String Indicates the status of the job.
StatusMessage String The message of the status. Empty unless something went wrong with the upload.

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GetOAuthAccessToken

Gets the OAuth access token from Tableau CRM.

Input

Name Type Description
AuthMode String The type of authentication mode to use. The allowed values are APP, WEB.
Verifier String The verifier token returned by Tableau CRM after using the URL obtained with GetOAuthAuthorizationURL. Required for only the Web AuthMode.
CallbackUrl String The URL the user will be redirected to after authorizing your application.
State String Indicates any state which may be useful to your application upon receipt of the response. Your application receives the same value it sent, as this parameter makes a round-trip to the TableauCRM authorization server and back. Uses include redirecting the user to the correct resource in your site, using nonces, and mitigating cross-site request forgery.
PKCEVerifier String The PKCEVerifier returned by GetOAuthAuthorizationURL. Only required when AuthScheme=OAuthPKCE.

Result Set Columns

Name Type Description
OAuthAccessToken String The authentication token returned from Tableau CRM.
OAuthRefreshToken String A token that may be used to obtain a new access token.
ExpiresIn String The remaining lifetime for the access token in seconds.
InstanceUrl String The URL of the Salesforce instance.

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GetOAuthAuthorizationURL

Gets the Tableau CRM authorization URL. Access the URL returned in the output in a Web browser. This requests the access token that can be used as part of the connection string to Tableau CRM.

Input

Name Type Description
CallbackUrl String The URL that the data provider will return to after the user has authorized your app.
State String Indicates any state which may be useful to your application upon receipt of the response. Your application receives the same value it sent, as this parameter makes a round-trip to the TableauCRM authorization server and back. Uses include redirecting the user to the correct resource in your site, using nonces, and mitigating cross-site request forgery.

Result Set Columns

Name Type Description
URL String The URL to be entered into a Web browser to obtain the verifier token and authorize the data provider with.
PKCEVerifier String A random value used as input for GetOAuthAccessToken. Only provided when AuthScheme=OAuthPKCE.

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RefreshOAuthAccessToken

Refreshes the OAuth access token used for authentication with Tableau CRM.

Input

Name Type Description
OAuthRefreshToken String The old token to be refreshed.

Result Set Columns

Name Type Description
OAuthAccessToken String The authentication token returned from Tableau CRM.
ExpiresIn String The remaining lifetime on the access token.
SalesforceInstanceUrl String The instance URL being used by the app.

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UploadCSVToDataSet

Create a dataset from a CSV file.

Input

Name Type Description
DataSetName String The name of the dataset you want to create or update.
CSVFileLocation String The location of the CSV file you want to upload.
CSVContent String The Base64 encoded content of the CSV file you want to upload. If CSVFileLocation is specified you should not use this input.
Operation String The operation you want to use when you're loading data into the dataset. If set to Overwrite, a dataset with the given data will be created, and replaced if it exists.If set to Append, the given data will be added to an exisiting dataset or a new dataset will be created if it does not exist. A metadata file is required for Append operations. The data and metadata for the Append operations must exactly match the dataset on which the operation is happening.

The allowed values are Overwrite, Append, Delete, Upsert.

The default value is Append.

MetadataFilesLocation String The location of the metadata file. Set this to the path of the folder where your metadata files are stored, or the specific path of your file. If you specify only the folder, than your metadata files should have specific names. For example: datasetName.json.
AppName String The name of the app that contains the dataset. If the name is ommitted for when you're creating a dataset, the name of the user's private app is used. If the name is omitted for an existing dataset, the system resolves the app name. If the name is specified for an existing dataset, the name is required to match the name of the current app that contains the dataset.
CSVFileCharset String Set this to the actual charset of the CSV file you want to upload. You do not need to set this parameter if the charset is UTF-8.

Result Set Columns

Name Type Description
Id String The Id of the upload job.
Success Boolean Indicates if the data was upload to Salesforce.

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Connection String Options

The connection string properties are the various options that can be used to establish a connection. This section provides a complete list of the options you can configure in the connection string for this provider. Click the links for further details.

For more information on establishing a connection, see Establishing a Connection.

Authentication

PropertyDescription
AuthSchemeThe type of authentication to use when connecting to Tableau CRM.
InstanceURLThe URL of the Salesforce instance you want to use.
SubdomainThe instance of the Tableau CRM API used.
UseSandboxA boolean determining if the connection should be made to a Tableau CRM sandbox account.

Connection

PropertyDescription
ApiVersionThe API version being used. This can be specified to access a new version of the API once it is released.

OAuth

PropertyDescription
OAuthClientIdSpecifies the client ID (also known as the consumer key) assigned to your custom OAuth application. This ID is required to identify the application to the OAuth authorization server during authentication.
OAuthClientSecretSpecifies the client secret assigned to your custom OAuth application. This confidential value is used to authenticate the application to the OAuth authorization server. (Custom OAuth applications only.).

JWT OAuth

PropertyDescription
OAuthJWTCertSupplies the name of the client certificate's JWT Certificate store.
OAuthJWTCertTypeIdentifies the type of key store containing the JWT Certificate.
OAuthJWTCertPasswordProvides the password for the OAuth JWT certificate used to access a password-protected certificate store. If the certificate store does not require a password, leave this property blank.
OAuthJWTCertSubjectIdentifies the subject of the OAuth JWT certificate used to locate a matching certificate in the store. Supports partial matches and the wildcard '*' to select the first certificate.
OAuthJWTIssuerThe issuer of the Java Web Token.
OAuthJWTSubjectThe user subject for which the application is requesting delegated access.

SSL

PropertyDescription
SSLServerCertSpecifies the certificate to be accepted from the server when connecting using TLS/SSL.

Firewall

PropertyDescription
FirewallTypeSpecifies the protocol the provider uses to tunnel traffic through a proxy-based firewall.
FirewallServerIdentifies the IP address, DNS name, or host name of a proxy used to traverse a firewall and relay user queries to network resources.
FirewallPortSpecifies the TCP port to be used for a proxy-based firewall.
FirewallUserIdentifies the user ID of the account authenticating to a proxy-based firewall.
FirewallPasswordSpecifies the password of the user account authenticating to a proxy-based firewall.

Proxy

PropertyDescription
ProxyAutoDetectSpecifies whether the provider checks your system proxy settings for existing proxy server configurations, rather than using a manually specified proxy server.
ProxyServerIdentifies the hostname or IP address of the proxy server through which you want to route HTTP traffic.
ProxyPortIdentifies the TCP port on your specified proxy server that has been reserved for routing HTTP traffic to and from the client.
ProxyAuthSchemeSpecifies the authentication method the provider uses when authenticating to the proxy server specified in the ProxyServer connection property.
ProxyUserProvides the username of a user account registered with the proxy server specified in the ProxyServer connection property.
ProxyPasswordSpecifies the password of the user specified in the ProxyUser connection property.
ProxySSLTypeSpecifies the SSL type to use when connecting to the proxy server specified in the ProxyServer connection property.
ProxyExceptionsSpecifies a semicolon-separated list of destination hostnames or IPs that are exempt from connecting through the proxy server set in the ProxyServer connection property.

Logging

PropertyDescription
LogModulesSpecifies the core modules to include in the log file. Use a semicolon-separated list of module names. By default, all modules are logged.

Schema

PropertyDescription
LocationSpecifies the location of a directory containing schema files that define tables, views, and stored procedures. Depending on your service's requirements, this may be expressed as either an absolute path or a relative path.
BrowsableSchemasOptional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC .
TablesOptional setting that restricts the tables reported to a subset of all available tables. For example, Tables=TableA,TableB,TableC .
ViewsOptional setting that restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC .
MetadataFilesLocationThe location of the metadata files. Set this to the path of the folder where your metadata files are stored, or the specific path of your file.
TypeDetectionSchemeDetermines how to determine the data types of columns.
RowScanDepthThe maximum number of rows to scan to look for the columns available in a table.
PrimaryKeyIdentifierSet this property to control the name of the primary key.

Miscellaneous

PropertyDescription
AsyncBulkOperationA boolean indicating if you would like to use asynchronous services when inserting, updating, and deleting.
HandleAPINullIssuesA boolean indicating if the provider should handle known issues with Tableau CRM nulls.
MaxRowsSpecifies the maximum number of rows returned for queries that do not include either aggregation or GROUP BY.
OtherSpecifies advanced connection properties for specialized scenarios. Use this property only under the guidance of our Support team to address specific issues.
PagesizeSpecifies the maximum number of records per page the provider returns when requesting data from Tableau CRM.
PseudoColumnsSpecifies the pseudocolumns to expose as table columns, expressed as a string in the format 'TableName=ColumnName;TableName=ColumnName'.
QueryLanguageSpecifies the query language to use with Tableau CRM.
QueryPassthroughThis option passes the query to the Tableau CRM server as is.
TimeoutSpecifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error.
UseDisplayNamesBoolean determining if the display names for the columns should be used instead of the API names.
UserDefinedViewsSpecifies a filepath to a JSON configuration file that defines custom views. The provider automatically detects and uses the views specified in this file.
UseSimpleNamesSpecifies whether or not simple names should be used for tables and columns.
ValidationModeThe validation mode to use during schema discovery. Options are None, Basic, and Enhanced (default: Basic).
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Authentication

This section provides a complete list of the Authentication properties you can configure in the connection string for this provider.

PropertyDescription
AuthSchemeThe type of authentication to use when connecting to Tableau CRM.
InstanceURLThe URL of the Salesforce instance you want to use.
SubdomainThe instance of the Tableau CRM API used.
UseSandboxA boolean determining if the connection should be made to a Tableau CRM sandbox account.
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AuthScheme

The type of authentication to use when connecting to Tableau CRM.

Remarks

  • OAuth: Set this to perform OAuth authentication.
  • OAuthPKCE: Uses OAuth2 with the authorization code grant type and PKCE extension. OAuthClientId is the credential.
  • OAuthJWT: Set this to perform OAuth authentication with a certificate.

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InstanceURL

The URL of the Salesforce instance you want to use.

Remarks

The URL of the Salesforce instance you want to use. This connection property must be set when InitiateOAuth is set to OFF; the value is returned by GetOAuthAccessToken.

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Subdomain

The instance of the Tableau CRM API used.

Remarks

The instance of the Tableau CRM API used. Used to connect via a branded login page. Applicable only in authentication.

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UseSandbox

A boolean determining if the connection should be made to a Tableau CRM sandbox account.

Remarks

In order to connect to a Tableau CRM sandbox account, set UseSandbox to TRUE and append the sandbox name to the end of the username when asked in the UI. For instance, if your username is "user", and sandbox name in Tableau CRM is "sandbox", the username you should be entering should be "user.sandbox".

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Connection

This section provides a complete list of the Connection properties you can configure in the connection string for this provider.

PropertyDescription
ApiVersionThe API version being used. This can be specified to access a new version of the API once it is released.
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ApiVersion

The API version being used. This can be specified to access a new version of the API once it is released.

Remarks

The API version being used. This can be specified to access a new version of the API once it is released. Otherwise, you can use the default.

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OAuth

This section provides a complete list of the OAuth properties you can configure in the connection string for this provider.

PropertyDescription
OAuthClientIdSpecifies the client ID (also known as the consumer key) assigned to your custom OAuth application. This ID is required to identify the application to the OAuth authorization server during authentication.
OAuthClientSecretSpecifies the client secret assigned to your custom OAuth application. This confidential value is used to authenticate the application to the OAuth authorization server. (Custom OAuth applications only.).
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OAuthClientId

Specifies the client ID (also known as the consumer key) assigned to your custom OAuth application. This ID is required to identify the application to the OAuth authorization server during authentication.

Remarks

This property is required in two cases:

  • When using a custom OAuth application, such as in web-based authentication flows, service-based authentication, or certificate-based flows that require application registration.
  • If the driver does not provide embedded OAuth credentials.

(When the driver provides embedded OAuth credentials, this value may already be provided by the Sync App and thus not require manual entry.)

OAuthClientId is generally used alongside other OAuth-related properties such as OAuthClientSecret and OAuthSettingsLocation when configuring an authenticated connection.

OAuthClientId is one of the key connection parameters that need to be set before users can authenticate via OAuth. You can usually find this value in your identity provider’s application registration settings. Look for a field labeled Client ID, Application ID, or Consumer Key.

While the client ID is not considered a confidential value like a client secret, it is still part of your application's identity and should be handled carefully. Avoid exposing it in public repositories or shared configuration files.

For more information on how this property is used when configuring a connection, see Establishing a Connection.

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OAuthClientSecret

Specifies the client secret assigned to your custom OAuth application. This confidential value is used to authenticate the application to the OAuth authorization server. (Custom OAuth applications only.).

Remarks

This property (sometimes called the application secret or consumer secret) is required when using a custom OAuth application in any flow that requires secure client authentication, such as web-based OAuth, service-based connections, or certificate-based authorization flows. It is not required when using an embedded OAuth application.

The client secret is used during the token exchange step of the OAuth flow, when the driver requests an access token from the authorization server. If this value is missing or incorrect, authentication fails with either an invalid_client or an unauthorized_client error.

OAuthClientSecret is one of the key connection parameters that need to be set before users can authenticate via OAuth. You can obtain this value from your identity provider when registering the OAuth application.

Notes:

  • This value should be stored securely and never exposed in public repositories, scripts, or unsecured environments.
  • Client secrets may also expire after a set period. Be sure to monitor expiration dates and rotate secrets as needed to maintain uninterrupted access.

For more information on how this property is used when configuring a connection, see Establishing a Connection

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JWT OAuth

This section provides a complete list of the JWT OAuth properties you can configure in the connection string for this provider.

PropertyDescription
OAuthJWTCertSupplies the name of the client certificate's JWT Certificate store.
OAuthJWTCertTypeIdentifies the type of key store containing the JWT Certificate.
OAuthJWTCertPasswordProvides the password for the OAuth JWT certificate used to access a password-protected certificate store. If the certificate store does not require a password, leave this property blank.
OAuthJWTCertSubjectIdentifies the subject of the OAuth JWT certificate used to locate a matching certificate in the store. Supports partial matches and the wildcard '*' to select the first certificate.
OAuthJWTIssuerThe issuer of the Java Web Token.
OAuthJWTSubjectThe user subject for which the application is requesting delegated access.
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OAuthJWTCert

Supplies the name of the client certificate's JWT Certificate store.

Remarks

The OAuthJWTCertType field specifies the type of the certificate store specified in OAuthJWTCert. If the store is password-protected, use OAuthJWTCertPassword to supply the password..

OAuthJWTCert is used in conjunction with the OAuthJWTCertSubject field in order to specify client certificates. If OAuthJWTCert has a value, and OAuthJWTCertSubject is set, the CData Sync App initiates a search for a certificate. For further information, see OAuthJWTCertSubject.

Designations of certificate stores are platform-dependent.

Notes

  • The most common User and Machine certificate stores in Windows include:
    • MY: A certificate store holding personal certificates with their associated private keys.
    • CA: Certifying authority certificates.
    • ROOT: Root certificates.
    • SPC: Software publisher certificates.
  • In Java, the certificate store normally is a file containing certificates and optional private keys.
  • When the certificate store type is PFXFile, this property must be set to the name of the file.
  • When the type is PFXBlob, the property must be set to the binary contents of a PFX file (i.e. PKCS12 certificate store).

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OAuthJWTCertType

Identifies the type of key store containing the JWT Certificate.

Remarks

ValueDescriptionNotes
USERA certificate store owned by the current user. Only available in Windows.
MACHINEA machine store.Not available in Java or other non-Windows environments.
PFXFILEA PFX (PKCS12) file containing certificates.
PFXBLOBA string (base-64-encoded) representing a certificate store in PFX (PKCS12) format.
JKSFILEA Java key store (JKS) file containing certificates.Only available in Java.
JKSBLOBA string (base-64-encoded) representing a certificate store in Java key store (JKS) format. Only available in Java.
PEMKEY_FILEA PEM-encoded file that contains a private key and an optional certificate.
PEMKEY_BLOBA string (base64-encoded) that contains a private key and an optional certificate.
PUBLIC_KEY_FILEA file that contains a PEM- or DER-encoded public key certificate.
PUBLIC_KEY_BLOBA string (base-64-encoded) that contains a PEM- or DER-encoded public key certificate.
SSHPUBLIC_KEY_FILEA file that contains an SSH-style public key.
SSHPUBLIC_KEY_BLOBA string (base-64-encoded) that contains an SSH-style public key.
P7BFILEA PKCS7 file containing certificates.
PPKFILEA file that contains a PPK (PuTTY Private Key).
XMLFILEA file that contains a certificate in XML format.
XMLBLOBAstring that contains a certificate in XML format.
BCFKSFILEA file that contains an Bouncy Castle keystore.
BCFKSBLOBA string (base-64-encoded) that contains a Bouncy Castle keystore.

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OAuthJWTCertPassword

Provides the password for the OAuth JWT certificate used to access a password-protected certificate store. If the certificate store does not require a password, leave this property blank.

Remarks

This property specifies the password needed to open a password-protected certificate store. To determine if a password is necessary, refer to the documentation or configuration for your specific certificate store.

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OAuthJWTCertSubject

Identifies the subject of the OAuth JWT certificate used to locate a matching certificate in the store. Supports partial matches and the wildcard '*' to select the first certificate.

Remarks

The value of this property is used to locate a matching certificate in the store. The search process works as follows:

  • If an exact match for the subject is found, the corresponding certificate is selected.
  • If no exact match is found, the store is searched for certificates whose subjects contain the property value.
  • If no match is found, no certificate is selected.

You can set the value to '*' to automatically select the first certificate in the store. The certificate subject is a comma-separated list of distinguished name fields and values. For example: CN=www.server.com, OU=test, C=US, [email protected].

Common fields include:

FieldMeaning
CNCommon Name. This is commonly a host name like www.server.com.
OOrganization
OUOrganizational Unit
LLocality
SState
CCountry
EEmail Address

If a field value contains a comma, enclose it in quotes. For example: "O=ACME, Inc.".

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OAuthJWTIssuer

The issuer of the Java Web Token.

Remarks

The issuer of the Java Web Token. This is typically either the Client Id or Email Address of the OAuth Application.

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OAuthJWTSubject

The user subject for which the application is requesting delegated access.

Remarks

The user subject for which the application is requesting delegated access. Typically, the user account name or email address.

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SSL

This section provides a complete list of the SSL properties you can configure in the connection string for this provider.

PropertyDescription
SSLServerCertSpecifies the certificate to be accepted from the server when connecting using TLS/SSL.
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SSLServerCert

Specifies the certificate to be accepted from the server when connecting using TLS/SSL.

Remarks

If you are using a TLS/SSL connection, use this property to specify the TLS/SSL certificate to be accepted from the server. If you specify a value for this property, all other certificates that are not trusted by the machine are rejected.

This property can take the following forms:

Description Example
A full PEM Certificate (example shortened for brevity) -----BEGIN CERTIFICATE-----
MIIChTCCAe4CAQAwDQYJKoZIhv......Qw==
-----END CERTIFICATE-----
A path to a local file containing the certificate C:\cert.cer
The public key (example shortened for brevity) -----BEGIN RSA PUBLIC KEY-----
MIGfMA0GCSq......AQAB
-----END RSA PUBLIC KEY-----
The MD5 Thumbprint (hex values can also be either space- or colon-separated) ecadbdda5a1529c58a1e9e09828d70e4
The SHA1 Thumbprint (hex values can also be either space- or colon-separated) 34a929226ae0819f2ec14b4a3d904f801cbb150d

Note: It is possible to use '*' to signify that all certificates should be accepted, but due to security concerns this is not recommended.

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Firewall

This section provides a complete list of the Firewall properties you can configure in the connection string for this provider.

PropertyDescription
FirewallTypeSpecifies the protocol the provider uses to tunnel traffic through a proxy-based firewall.
FirewallServerIdentifies the IP address, DNS name, or host name of a proxy used to traverse a firewall and relay user queries to network resources.
FirewallPortSpecifies the TCP port to be used for a proxy-based firewall.
FirewallUserIdentifies the user ID of the account authenticating to a proxy-based firewall.
FirewallPasswordSpecifies the password of the user account authenticating to a proxy-based firewall.
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FirewallType

Specifies the protocol the provider uses to tunnel traffic through a proxy-based firewall.

Remarks

A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.

Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.

Note: By default, the Sync App connects to the system proxy. To disable this behavior and connect to one of the following proxy types, set ProxyAutoDetect to false.

The following table provides port number information for each of the supported protocols.

Protocol Default Port Description
TUNNEL 80 The port where the Sync App opens a connection to Tableau CRM. Traffic flows back and forth via the proxy at this location.
SOCKS4 1080 The port where the Sync App opens a connection to Tableau CRM. SOCKS 4 then passes theFirewallUser value to the proxy, which determines whether the connection request should be granted.
SOCKS5 1080 The port where the Sync App sends data to Tableau CRM. If the SOCKS 5 proxy requires authentication, set FirewallUser and FirewallPassword to credentials the proxy recognizes.

To connect to HTTP proxies, use ProxyServer and ProxyPort. To authenticate to HTTP proxies, use ProxyAuthScheme, ProxyUser, and ProxyPassword.

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FirewallServer

Identifies the IP address, DNS name, or host name of a proxy used to traverse a firewall and relay user queries to network resources.

Remarks

A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.

Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.

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FirewallPort

Specifies the TCP port to be used for a proxy-based firewall.

Remarks

A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.

Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.

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FirewallUser

Identifies the user ID of the account authenticating to a proxy-based firewall.

Remarks

A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.

Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.

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FirewallPassword

Specifies the password of the user account authenticating to a proxy-based firewall.

Remarks

A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.

Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.

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Proxy

This section provides a complete list of the Proxy properties you can configure in the connection string for this provider.

PropertyDescription
ProxyAutoDetectSpecifies whether the provider checks your system proxy settings for existing proxy server configurations, rather than using a manually specified proxy server.
ProxyServerIdentifies the hostname or IP address of the proxy server through which you want to route HTTP traffic.
ProxyPortIdentifies the TCP port on your specified proxy server that has been reserved for routing HTTP traffic to and from the client.
ProxyAuthSchemeSpecifies the authentication method the provider uses when authenticating to the proxy server specified in the ProxyServer connection property.
ProxyUserProvides the username of a user account registered with the proxy server specified in the ProxyServer connection property.
ProxyPasswordSpecifies the password of the user specified in the ProxyUser connection property.
ProxySSLTypeSpecifies the SSL type to use when connecting to the proxy server specified in the ProxyServer connection property.
ProxyExceptionsSpecifies a semicolon-separated list of destination hostnames or IPs that are exempt from connecting through the proxy server set in the ProxyServer connection property.
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ProxyAutoDetect

Specifies whether the provider checks your system proxy settings for existing proxy server configurations, rather than using a manually specified proxy server.

Remarks

When this connection property is set to True, the Sync App checks your system proxy settings for existing proxy server configurations (no need to manually supply proxy server details).

This connection property takes precedence over other proxy settings. If you want to configure the Sync App to connect to a specific proxy server, set ProxyAutoDetect to False.

To connect to an HTTP proxy, see ProxyServer. For other proxies, such as SOCKS or tunneling, see FirewallType.

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ProxyServer

Identifies the hostname or IP address of the proxy server through which you want to route HTTP traffic.

Remarks

The Sync App only routes HTTP traffic through the proxy server specified in this connection property when ProxyAutoDetect is set to False.

If ProxyAutoDetect is set to True (the default), the Sync App instead routes HTTP traffic through the proxy server specified in your system proxy settings.

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ProxyPort

Identifies the TCP port on your specified proxy server that has been reserved for routing HTTP traffic to and from the client.

Remarks

The Sync App only routes HTTP traffic through the ProxyServer port specified in this connection property when ProxyAutoDetect is set to False.

If ProxyAutoDetect is set to True (the default), the Sync App instead routes HTTP traffic through the proxy server port specified in your system proxy settings.

For other proxy types, see FirewallType.

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ProxyAuthScheme

Specifies the authentication method the provider uses when authenticating to the proxy server specified in the ProxyServer connection property.

Remarks

Supported authentication types :

  • BASIC: The Sync App performs HTTP basic authentication.
  • DIGEST: The Sync App performs HTTP digest authentication.
  • NTLM: The Sync App retrieves an NTLM token.
  • NEGOTIATE: The Sync App retrieves an NTLM or Kerberos token based on the applicable protocol for authentication.
  • NONE: Signifies that the ProxyServer does not require authentication.

For all values other than NONE, you must also set the ProxyUser and ProxyPassword connection properties.

If you need to use another authentication type, such as SOCKS 5 authentication, see FirewallType.

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ProxyUser

Provides the username of a user account registered with the proxy server specified in the ProxyServer connection property.

Remarks

The ProxyUser and ProxyPassword connection properties are used to connect and authenticate against the HTTP proxy specified in ProxyServer.

After selecting one of the available authentication types in ProxyAuthScheme, set this property as follows:

ProxyAuthScheme Value Value to set for ProxyUser
BASIC The username of a user registered with the proxy server.
DIGEST The username of a user registered with the proxy server.
NEGOTIATE The username of a Windows user who is a valid user in the domain or trusted domain that the proxy server is part of, in the format user@domain or domain\user.
NTLM The username of a Windows user who is a valid user in the domain or trusted domain that the proxy server is part of, in the format user@domain or domain\user.
NONE Do not set the ProxyPassword connection property.

Note: The Sync App only uses this username if ProxyAutoDetect is set to False. If ProxyAutoDetect is set to True (the default), the Sync App instead uses the username specified in your system proxy settings.

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ProxyPassword

Specifies the password of the user specified in the ProxyUser connection property.

Remarks

The ProxyUser and ProxyPassword connection properties are used to connect and authenticate against the HTTP proxy specified in ProxyServer.

After selecting one of the available authentication types in ProxyAuthScheme, set this property as follows:

ProxyAuthScheme Value Value to set for ProxyPassword
BASIC The password associated with the proxy server user specified in ProxyUser.
DIGEST The password associated with the proxy server user specified in ProxyUser.
NEGOTIATE The password associated with the Windows user account specified in ProxyUser.
NTLM The password associated with the Windows user account specified in ProxyUser.
NONE Do not set the ProxyPassword connection property.

For SOCKS 5 authentication or tunneling, see FirewallType.

Note: The Sync App only uses this password if ProxyAutoDetect is set to False. If ProxyAutoDetect is set to True (the default), the Sync App instead uses the password specified in your system proxy settings.

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ProxySSLType

Specifies the SSL type to use when connecting to the proxy server specified in the ProxyServer connection property.

Remarks

This property determines when to use SSL for the connection to the HTTP proxy specified by ProxyServer. You can set this connection property to the following values :

AUTODefault setting. If ProxyServer is set to an HTTPS URL, the Sync App uses the TUNNEL option. If ProxyServer is set to an HTTP URL, the component uses the NEVER option.
ALWAYSThe connection is always SSL enabled.
NEVERThe connection is not SSL enabled.
TUNNELThe connection is made through a tunneling proxy. The proxy server opens a connection to the remote host and traffic flows back and forth through the proxy.

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ProxyExceptions

Specifies a semicolon-separated list of destination hostnames or IPs that are exempt from connecting through the proxy server set in the ProxyServer connection property.

Remarks

The ProxyServer is used for all addresses, except for addresses defined in this property. Use semicolons to separate entries.

Note: The Sync App uses the system proxy settings by default, without further configuration needed. If you want to explicitly configure proxy exceptions for this connection, set ProxyAutoDetect to False.

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Logging

This section provides a complete list of the Logging properties you can configure in the connection string for this provider.

PropertyDescription
LogModulesSpecifies the core modules to include in the log file. Use a semicolon-separated list of module names. By default, all modules are logged.
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LogModules

Specifies the core modules to include in the log file. Use a semicolon-separated list of module names. By default, all modules are logged.

Remarks

The Sync App writes details about each operation it performs into the logfile specified by the Logfile connection property.

Each of these logged operations are assigned to a themed category called a module, and each module has a corresponding short code used to labels individual Sync App operations as belonging to that module.

When this connection property is set to a semicolon-separated list of module codes, only operations belonging to the specified modules are written to the logfile. Note that this only affects which operations are logged moving forward and doesn't retroactively alter the existing contents of the logfile. For example: INFO;EXEC;SSL;META;

By default, logged operations from all modules are included.

You can explicitly exclude a module by prefixing it with a "-". For example: -HTTP

To apply filters to submodules, identify them with the syntax <module name>.<submodule name>. For example, the following value causes the Sync App to only log actions belonging to the HTTP module, and further refines it to exclude actions belonging to the Res submodule of the HTTP module: HTTP;-HTTP.Res

Note that the logfile filtering triggered by the Verbosity connection property takes precedence over the filtering imposed by this connection property. This means that operations of a higher verbosity level than the level specified in the Verbosity connection property are not printed in the logfile, even if they belong to one of the modules specified in this connection property.

The available modules and submodules are:

Module Name Module Description Submodules
INFO General Information. Includes the connection string, product version (build number), and initial connection messages.
  • Connec – Information related to creating or destroying connections.
  • Messag – Generic label for messages pertaining to connections, the connection string, and product version. These messages are typically specific to the Sync App, rather than being received and passed along directly from the service.
EXEC Query Execution. Includes execution messages for user-written SQL queries, parsed SQL queries, and normalized SQL queries. Success/failure messages for queries and query pages appear here as well.
  • Messag – Messages pertaining to query execution. These messages are typically specific to the Sync App, rather than being received and passed along directly from the service.
  • Normlz – Query normalization steps. Query normalization is when the product takes the user-submitted query and rewrites the query to get the same results with optimal performance.
  • Origin – This label applies to any messages recording a user's original query (the exact, unaltered, non-normalized query executed by the user).
  • Page – Messages related to query paging.
  • Parsed – Query parsing steps. Parsing is the process of converting the user-submitted query into a standardized format for easier processing.
HTTP HTTP protocol messages. Includes HTTP requests/responses (including POST messages), as well as Kerberos related messages.
  • KERB – HTTP requests related to Kerberos.
  • Messag – Messages pertaining to HTTP protocols. These messages are typically specific to the Sync App, rather than being received and passed along directly from the service.
  • Unpack – This label applies to messages about zipped data being returned from the service API and unpacked by the product.
  • Res – Messages containing HTTP responses.
  • Req – Messages containing HTTP requests.
WSDL Messages pertaining to the generation of WSDL/XSD files. —
SSL SSL certificate messages.
  • Certif – Messages pertaining to SSL certificates.
AUTH Authentication related failure/success messages.
  • Messag – Messages pertaining to authentication. These messages are typically specific to the Sync App, rather than being received and passed along directly from the service.
  • OAuth – Messages related to OAuth authentication.
  • Krbros – Kerberos-related authentication messages.
SQL Includes SQL transactions, SQL bulk transfer messages, and SQL result set messages.
  • Bulk – Messages pertaining to bulk query execution.
  • Cache – Messages related to reading row data from and writing row data to the product's cache for better performance.
  • Messag – Messages pertaining to SQL transactions. These messages are typically specific to the Sync App, rather than being received and passed along directly from the service.
  • ResSet – Query resultsets.
  • Transc – Messages related to handling transactions, including information about the number of jobs executed and backup table handling.
META Metadata cache and schema messages.
  • Cache – Messages related to reading from and modifying column and table definitions in the product's cache for better performance.
  • Schema – Messages related to retrieving metadata from or modifying the service schema.
  • MemSto – Messages related to writing to or reading from in-memory metadata cache.
  • Storag – Messages relating to storing metadata on disk or in an external data store, rather than in memory.
FUNC Information related to executing SQL functions.
  • Errmsg – Error messages related to executing SQL functions.
TCP Incoming and outgoing raw bytes on TCP transport layer messages.
  • Send – Raw data sent via the TCP protocol.
  • Receiv – Raw data received via the TCP protocol.
FTP Messages pertaining to the File Transfer Protocol.
  • Info – Status messages related to communication in the FTP protocol.
  • Client – Messages related to actions taken by the FTP client (the product) during FTP communication.
  • Server – Messages related to actions taken by the FTP server during FTP communication.
SFTP Messages pertaining to the Secure File Transfer Protocol.
  • Info – Status messages related to communication in the SFTP protocol.
  • To_Server – Messages related to actions taken by the SFTP client (the product) during SFTP communication.
  • From_Server – Messages related to actions taken by the SFTP server during SFTP communication.
POP Messages pertaining to data transferred via the Post Office Protocol.
  • Client – Messages related to actions taken by the POP client (the product) during POP communication.
  • Server – Messages related to actions taken by the POP server during POP communication.
  • Status – Status messages related to communication in the POP protocol.
SMTP Messages pertaining to data transferred via the Simple Mail Transfer Protocol.
  • Client – Messages related to actions taken by the SMTP client (the product) during SMTP communication.
  • Server – Messages related to actions taken by the SMTP server during SMTP communication.
  • Status – Status messages related to communication in the SMTP protocol.
CORE Messages relating to various internal product operations not covered by other modules. —
DEMN Messages related to SQL remoting. —
CLJB Messages about bulk data uploads (cloud job).
  • Commit – Submissions for bulk data uploads.
SRCE Miscellaneous messages produced by the product that don't belong in any other module. —
TRANCE Advanced messages concerning low-level product operations. —

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Schema

This section provides a complete list of the Schema properties you can configure in the connection string for this provider.

PropertyDescription
LocationSpecifies the location of a directory containing schema files that define tables, views, and stored procedures. Depending on your service's requirements, this may be expressed as either an absolute path or a relative path.
BrowsableSchemasOptional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC .
TablesOptional setting that restricts the tables reported to a subset of all available tables. For example, Tables=TableA,TableB,TableC .
ViewsOptional setting that restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC .
MetadataFilesLocationThe location of the metadata files. Set this to the path of the folder where your metadata files are stored, or the specific path of your file.
TypeDetectionSchemeDetermines how to determine the data types of columns.
RowScanDepthThe maximum number of rows to scan to look for the columns available in a table.
PrimaryKeyIdentifierSet this property to control the name of the primary key.
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Location

Specifies the location of a directory containing schema files that define tables, views, and stored procedures. Depending on your service's requirements, this may be expressed as either an absolute path or a relative path.

Remarks

The Location property is only needed if you want to either customize definitions (for example, change a column name, ignore a column, etc.) or extend the data model with new tables, views, or stored procedures.

If left unspecified, the default location is %APPDATA%\\CData\\TableauCRM Data Provider\\Schema, where %APPDATA% is set to the user's configuration directory:

Platform %APPDATA%
Windows The value of the APPDATA environment variable
Linux ~/.config

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BrowsableSchemas

Optional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC .

Remarks

Listing all available database schemas can take extra time, thus degrading performance. Providing a list of schemas in the connection string saves time and improves performance.

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Tables

Optional setting that restricts the tables reported to a subset of all available tables. For example, Tables=TableA,TableB,TableC .

Remarks

Listing all available tables from some databases can take extra time, thus degrading performance. Providing a list of tables in the connection string saves time and improves performance.

If there are lots of tables available and you already know which ones you want to work with, you can use this property to restrict your viewing to only those tables. To do this, specify the tables you want in a comma-separated list. Each table should be a valid SQL identifier with any special characters escaped using square brackets, double-quotes or backticks. For example, Tables=TableA,[TableB/WithSlash],WithCatalog.WithSchema.`TableC With Space`.

Note: If you are connecting to a data source with multiple schemas or catalogs, you must specify each table you want to view by its fully qualified name. This avoids ambiguity between tables that may exist in multiple catalogs or schemas.

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Views

Optional setting that restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC .

Remarks

Listing all available views from some databases can take extra time, thus degrading performance. Providing a list of views in the connection string saves time and improves performance.

If there are lots of views available and you already know which ones you want to work with, you can use this property to restrict your viewing to only those views. To do this, specify the views you want in a comma-separated list. Each view should be a valid SQL identifier with any special characters escaped using square brackets, double-quotes or backticks. For example, Views=ViewA,[ViewB/WithSlash],WithCatalog.WithSchema.`ViewC With Space`.

Note: If you are connecting to a data source with multiple schemas or catalogs, you must specify each view you want to examine by its fully qualified name. This avoids ambiguity between views that may exist in multiple catalogs or schemas.

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MetadataFilesLocation

The location of the metadata files. Set this to the path of the folder where your metadata files are stored, or the specific path of your file.

Remarks

Set this to the path of the folder where your metadata files are stored, or the specific path of your file. If you specify only the folder, than your metadata files should have specific names. For example: datasetName.json.

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TypeDetectionScheme

Determines how to determine the data types of columns.

Remarks

NoneSetting TypeDetectionScheme to None will return all columns as the string type. Note: Even when set to None, the column names will still be scanned when Header is set to True.
RowScanSetting TypeDetectionScheme to RowScan will scan rows to heuristically determine the data type. The RowScanDepth determines the number of rows to be scanned.

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RowScanDepth

The maximum number of rows to scan to look for the columns available in a table.

Remarks

Since Tableau CRM is schemaless, the columns in a table must be determined by scanning table rows. This value determines the maximum number of documents that will be scanned.

Setting a high value may decrease performance. Setting a low value may prevent the data type from being determined properly, especially when there is null data.

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PrimaryKeyIdentifier

Set this property to control the name of the primary key.

Remarks

Determines the name of the primary key column. Set this to the primary key column of the table you are querying.

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Miscellaneous

This section provides a complete list of the Miscellaneous properties you can configure in the connection string for this provider.

PropertyDescription
AsyncBulkOperationA boolean indicating if you would like to use asynchronous services when inserting, updating, and deleting.
HandleAPINullIssuesA boolean indicating if the provider should handle known issues with Tableau CRM nulls.
MaxRowsSpecifies the maximum number of rows returned for queries that do not include either aggregation or GROUP BY.
OtherSpecifies advanced connection properties for specialized scenarios. Use this property only under the guidance of our Support team to address specific issues.
PagesizeSpecifies the maximum number of records per page the provider returns when requesting data from Tableau CRM.
PseudoColumnsSpecifies the pseudocolumns to expose as table columns, expressed as a string in the format 'TableName=ColumnName;TableName=ColumnName'.
QueryLanguageSpecifies the query language to use with Tableau CRM.
QueryPassthroughThis option passes the query to the Tableau CRM server as is.
TimeoutSpecifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error.
UseDisplayNamesBoolean determining if the display names for the columns should be used instead of the API names.
UserDefinedViewsSpecifies a filepath to a JSON configuration file that defines custom views. The provider automatically detects and uses the views specified in this file.
UseSimpleNamesSpecifies whether or not simple names should be used for tables and columns.
ValidationModeThe validation mode to use during schema discovery. Options are None, Basic, and Enhanced (default: Basic).
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AsyncBulkOperation

A boolean indicating if you would like to use asynchronous services when inserting, updating, and deleting.

Remarks

Tableau CRM responses can be fairly slow when inserting data. In these situations it is best to use asynchronous services to submit the data. Asynchronous services allow Tableau CRM to process the data while your application continues executing. The downside of using asynchronous services is that you will need to check the status of the insert manually to see if Salesforce has finished processing the request and see if there were any issues.

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HandleAPINullIssues

A boolean indicating if the provider should handle known issues with Tableau CRM nulls.

Remarks

Tableau CRM has documented some known issues with nulls. This includes rows being excluded from results when there would be nulls on a columns used in both Order By and Group By. For instance: 

SELECT Product_Name FROM Dataset_DTC_Opportunity_SAMPLE GROUP BY Product_Name

Will normally not return the entries that are null. This causes issues for aggregations especially. To handle this, CData Sync App will instead handle operations that would normally cause a problem with nulls internally instead of having the Tableau CRM execute them. This will cause worse performance, but results will be accurate. Set HandleAPINullIssues to false if null entries are not a problem for you, or if in cases where performance is more important.

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MaxRows

Specifies the maximum number of rows returned for queries that do not include either aggregation or GROUP BY.

Remarks

The default value for this property, -1, means that no row limit is enforced unless the query explicitly includes a LIMIT clause. (When a query includes a LIMIT clause, the value specified in the query takes precedence over the MaxRows setting.)

Setting MaxRows to a whole number greater than 0 ensures that queries do not return excessively large result sets by default.

This property is useful for optimizing performance and preventing excessive resource consumption when executing queries that could otherwise return very large datasets.

Tableau CRM Analytics Connector for CData Sync

Other

Specifies advanced connection properties for specialized scenarios. Use this property only under the guidance of our Support team to address specific issues.

Remarks

This property allows advanced users to configure hidden properties for specialized situations, with the advice of our Support team. These settings are not required for normal use cases but can address unique requirements or provide additional functionality. To define multiple properties, use a semicolon-separated list.

Note: It is strongly recommended to set these properties only when advised by the Support team to address specific scenarios or issues.

Integration and Formatting

PropertyDescription
DefaultColumnSizeSets the default length of string fields when the data source does not provide column length in the metadata. The default value is 2000.
ConvertDateTimeToGMT=TrueConverts date-time values to GMT, instead of the local time of the machine. The default value is False (use local time).
RecordToFile=filenameRecords the underlying socket data transfer to the specified file.

Tableau CRM Analytics Connector for CData Sync

Pagesize

Specifies the maximum number of records per page the provider returns when requesting data from Tableau CRM.

Remarks

When processing a query, instead of requesting all of the queried data at once from Tableau CRM, the Sync App can request the queried data in pieces called pages.

This connection property determines the maximum number of results that the Sync App requests per page.

Note: Setting large page sizes may improve overall query execution time, but doing so causes the Sync App to use more memory when executing queries and risks triggering a timeout.

Tableau CRM Analytics Connector for CData Sync

PseudoColumns

Specifies the pseudocolumns to expose as table columns, expressed as a string in the format 'TableName=ColumnName;TableName=ColumnName'.

Remarks

This property allows you to define which pseudocolumns the Sync App exposes as table columns.

To specify individual pseudocolumns, use the following format: 

Table1=Column1;Table1=Column2;Table2=Column3

To include all pseudocolumns for all tables use: 

*=*

Tableau CRM Analytics Connector for CData Sync

QueryLanguage

Specifies the query language to use with Tableau CRM.

Remarks

Tableau CRM supports both SAQL and SQL as query languages, each with distinct behaviors.

SQL mode uses standard relational syntax, but some features available in SAQL are not supported. For example, SQL returns a group for null values in grouped queries, while SAQL does not.

If your datasets include date fields, enable the the Index Date Fields in SQL setting in the Tableau CRM UI under Setup > Analytics > Settings > SQL Settings. This setting allows SQL queries to access derived date fields such as year, month, and day components. Datasets must be recreated after enabling the setting for the changes to take effect.

Tableau CRM Analytics Connector for CData Sync

QueryPassthrough

This option passes the query to the Tableau CRM server as is.

Remarks

When this is set, queries are passed through directly to Tableau CRM.

Tableau CRM Analytics Connector for CData Sync

Timeout

Specifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error.

Remarks

The timeout applies to each individual communication with the server rather than the entire query or operation. For example, a query could continue running beyond 60 seconds if each paging call completes within the timeout limit.

Timeout is set to 60 seconds by default. To disable timeouts, set this property to 0.

Disabling the timeout allows operations to run indefinitely until they succeed or fail due to other conditions such as server-side timeouts, network interruptions, or resource limits on the server.

Note: Use this property cautiously to avoid long-running operations that could degrade performance or result in unresponsive behavior.

Tableau CRM Analytics Connector for CData Sync

UseDisplayNames

Boolean determining if the display names for the columns should be used instead of the API names.

Remarks

Boolean determining if the display names for the columns should be used instead of the API names.

Tableau CRM Analytics Connector for CData Sync

UserDefinedViews

Specifies a filepath to a JSON configuration file that defines custom views. The provider automatically detects and uses the views specified in this file.

Remarks

UserDefinedViews allows you to define and manage custom views through a JSON-formatted configuration file called UserDefinedViews.json. These views are automatically recognized by the Sync App and enable you to execute custom SQL queries as if they were standard database views. The JSON file defines each view as a root element with a child element called "query", which contains the SQL query for the view.

For example: 

{
	"MyView": {
		"query": "SELECT * FROM Dataset_Opportunity WHERE MyColumn = 'value'"
	},
	"MyView2": {
		"query": "SELECT * FROM MyTable WHERE Id IN (1,2,3)"
	}
}

You can use this property to define multiple views in a single file and specify the filepath. For example: 

UserDefinedViews=C:\Path\To\UserDefinedViews.json
When you specify a view in UserDefinedViews, the Sync App only sees that view.

For further information, see User Defined Views.

Tableau CRM Analytics Connector for CData Sync

UseSimpleNames

Specifies whether or not simple names should be used for tables and columns.

Remarks

Tableau CRM tables can include special characters in their names that are typically not allowed in standard databases. This property makes the Sync App easier to use with traditional database tools.

Setting UseSimpleNames to True simplifies the names of the columns that are returned. It enforces a naming scheme where only alphanumeric characters and underscores are valid for displayed column names.

Notes:

  • Any non-alphanumeric characters are converted to underscores.
  • If the column or table names exceed 128 characters in length they are truncated to 128 characters to comply with SQL Server standards.

Tableau CRM Analytics Connector for CData Sync

ValidationMode

The validation mode to use during schema discovery. Options are None, Basic, and Enhanced (default: Basic).

Remarks

  • None: No checks will be performed when pushing tables and views.
  • Basic: Each view will be checked to ensure its query is properly configured.
  • Enhanced: Each pushed view will also be checked for the presence of records.

Tableau CRM Analytics Connector for CData Sync

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LZMA from 7Zip LZMA SDK

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Xamarin SDK

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