Excel Add-In for Salesloft

Build 24.0.9062

Tasks

Create, update, and query the available task records in SalesLoft.

Select

The 本製品 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 本製品.

  • Id supports the following operators: =,IN
  • CurrentState supports the following operators: =,IN. Valid CurrentState values are: 'scheduled' and 'completed'
  • PersonId supports the following operators: =,IN
  • TaskType supports the following operators: =,IN. Valid TaskType values are: 'call' and 'email'
  • TimeInterval supports the following operator: =
  • IdempotencyKey supports the following operator: =
The following queries are processed server side:
    SELECT * FROM Tasks WHERE Id = 123
    SELECT * FROM Tasks WHERE CurrentState IN ('scheduled', 'completed')
    SELECT * FROM Tasks WHERE PersonId IN (123, 321)
    SELECT * FROM Tasks WHERE TaskType IN ('call', 'email')
    SELECT * FROM Tasks WHERE TimeInterval = 'interval'
    SELECT * FROM Tasks WHERE IdempotencyKey = 'key'

Insert

To add a Task, at least the Subject, PersonId, UserId, TaskType, DueDate and CurrentState need to be specified.

  INSERT INTO Tasks (Subject, PersonId, UserId, TaskType, DueDate, CurrentState)
    VALUES ('Subject Task Test', 123, 123, 'email', '2022-12-30', 'scheduled')

Update

Similarly, to the Insert operation we can update a Task by specifying the field and the new value.

UPDATE Tasks SET Subject = 'new Subject', CurrentState = 'completed' WHERE ID = 123

Delete

In order to delete a Task the Id needs to be specified, for ex.

DELETE FROM Tasks WHERE Id = 100

Columns

Name Type ReadOnly Description
Id [KEY] Integer False

The Id of the Task.

CompletedAt Datetime False

The CompletedAt of the Task.

CompletedById Integer False

The CompletedById of the Task.

CreatedAt Datetime True

The CreatedAt of the Task.

CreatedByUserId Integer False

The CreatedByUserId of the Task.

CurrentState String False

The CurrentState of the Task.

DueAt Datetime False

The DueAt of the Task.

DueDate Date False

The DueDate of the Task.

PersonId Integer False

The PersonId of the Task.

RemindAt Datetime False

The RemindAt of the Task.

Subject String False

The Subject of the Task.

TaskType String False

The TaskType of the Task.

UpdatedAt Datetime True

The UpdatedAt date of the Task.

UserId Integer False

The UserId of the Task.

TimeInterval String False

The TimeInterval property of the Task table.

IdempotencyKey String False

The IdempotencyKey property of the Task table.

Copyright (c) 2024 CData Software, Inc. - All rights reserved.
Build 24.0.9062