SSIS Components for Act! CRM

Build 24.0.8963

ForecastByRepDetails

Generates forecasted opportunity data by a given user.

Table Specific Information

Select

The component will use the Act! CRM API to process WHERE clause conditions built with the following column and operator. UserId is required to make a request and the rest of the filter is executed client-side within the component.

  • UserId supports the '=' operator.

The component processes other filters client-side within the component. For example, the following queries are processed server side:

SELECT * FROM ForecastByRepDetails where UserID = 'b7c23fa5-6cd3-4bcd-a036-f8bbb85ba760'

Columns

Name Type Description
EstCloseDate Datetime Est Close Date
OppName String Opp Name
ProbabilityPct Integer Probablity Pct
RepName String Rep Name
Status String Status
WeightedValue Decimal Weighted Value
UserId String User ID
OppId String Opp Id

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Build 24.0.8963