SSIS Components for Act! CRM

Build 24.0.8963

SalesByRep

Generates opportunity sales by user data for given users.

Table Specific Information

Select

The component will use the Act! CRM API to process WHERE clause conditions built with the following column and operator.

  • Date supports the '=,>,<,>=,<=' operators.
  • 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 SalesByRep

Columns

Name Type Description
CountPercent Decimal Count Percent
OppCount Integer Opp Count
Revenue Decimal Revenue
RevenuePercent Decimal Revenue Percent
SalesRep String Sales Rep
UserId String User Id

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Name Type Description
Date Datetime Date Range of Activities By User

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Build 24.0.8963