Tableau Connector for Salesloft

Build 24.0.9062

SavedListViews

Create, update, and query the available saved list views in SalesLoft.

Select

The connector will use the Salesloft API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the connector.

  • Id supports the following operators: =, IN
  • View supports the following operator: =. Value must be one of: people, companies, or recordings
The following queries are processed server side:
    SELECT * FROM SavedListViews WHERE Id = 123
    SELECT * FROM SavedListViews WHERE View = 'people'

Insert

To add an entry into SavedListViews, at least the Name and View need to be specified.

  INSERT INTO SavedListViews (Name, View, IsDefault) VALUES ('SampleView', 'people', true)

Update

Similarly to the Insert operation, update a SavedListView by specifying the field and the new value.

UPDATE SavedListViews SET Name = 'NewName', View = 'companies', IsDefault = false WHERE Id = 123

Delete

In order to delete a SavedListViews the Id needs to be specified.

DELETE FROM SavedListViews WHERE Id = 123

Columns

Name Type ReadOnly Description
Id [KEY] Integer False

The Id of the Stage.

View String False

The View of the Stage.

使用できる値は次のとおりです。people, companies, recordings

Name String False

The Name of the Stage.

ViewParams String False

The ViewParams of the Stage.

IsDefault Boolean False

The IsDefault of the Stage.

UpdatedAt Datetime True

The UpdatedAt date of the Stage.

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Build 24.0.9062