Excel Add-In for Salesloft

Build 24.0.9060

Tables

The add-in models the data in Salesloft as a list of tables in a relational database that can be queried using standard SQL statements.

CData Excel Add-In for Salesloft Tables

Name Description
Accounts Create, update, and query the available accounts in SalesLoft.
CadenceMemberships Returns multiple cadence membership records. The records can be filtered, paged, and sorted according to the respective parameters. A cadence membership is the association between a person and their current and historical time on a cadence. Cadence membership records are mutable and change over time. If a person is added to a cadence and re-added to the same cadence in the future, there is a single membership record.
CalendarEvents Returns all calendar events, paginated and filtered by the date.
Calls Returns multiple call records. The records can be filtered, paged, and sorted according to the respective parameters.
CustomFields Fetches multiple custom field records. The records can be filtered, paged, and sorted according to the respective parameters.
Imports Create, update, and query the available Imports in SalesLoft.
Meetings Fetches multiple meeting records. The records can be filtered, paged, and sorted according to the respective parameters. Meetings resource is responsible for events created via the Salesloft platform using calendaring features. These events can relate to cadences, people, and accounts..
MeetingSettings Fetches multiple meeting setting records. The records can be filtered, paged, and sorted according to the respective parameters.
Notes Returns multiple note records. The records can be filtered, paged, and sorted according to the respective parameters.
PendingEmails Fetches a list of emails ready to be sent by an external email service.
People Create, update, and query the available people in SalesLoft.
PersonStages Returns multiple person stage records. The records can be filtered, paged, and sorted according to the respective parameters.
SavedListViews Create, update, and query the available saved list views in SalesLoft.
Tasks Create, update, and query the available task records in SalesLoft.
WebhookSubscriptions Fetches all of the customer webhook subscriptions for your application.

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Build 24.0.9060