Tableau Connector for Act! CRM

Build 24.0.9062

テーブル

connector はAct! CRM のデータを、標準のSQL ステートメントを使用してクエリできるリレーショナルデータベースのテーブルのリストとしてモデル化します。

CData Tableau Connector for Act! CRM テーブル

Name Description
Activities Create, update, delete and query the Activities in your Act! CRM database.
Companies Create, update, delete and query the Companies created in your Act! CRM database.
CompanyContacts Query the Contacts belonging to a Company.
ContactNotes Query and delete the Notes for a given Act! CRM Contact.
Contacts Create, update, delete and query the Contacts in your Act! CRM database.
GroupContacts Query and delete the Contacts belonging to a Group.
Groups Create, update, delete and query the Groups participating in your Act! CRM database.
Histories Get, Create, Update or Delete all history items.
Notes Create, update, delete and query the Notes in your Act! CRM database.
Opportunities Create, update, delete and query the Opportunities in your Act! CRM database.
OpportunityCompanies Query and delete the Companies related to an Act! CRM opportunity.
OpportunityContacts Query and delete the Contacts associated with an Opportunity.
OpportunityGroups Query and delete the Act! CRM Groups associated with an Opportunity.
OpportunityProducts Update, delete and query the Products associated with an Opportunity.
Products Create, update, delete and query the Products in your Act! CRM database.

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Build 24.0.9062