Establishing a Connection

Adding a Connection to Salesloft

To add a connection to Salesloft:

In the application console, navigate to the Connections page.
At the Add Connections panel, select the icon for the connection you want to add.
If the Salesloft icon is not available, click the Add More icon to download and install the Salesloft connector from the CData site.

For required properties, see the Settings tab.

For connection properties that are not typically required, see the Advanced tab.

Connecting to Salesloft

Salesloft permits users to connect and authenticate via either APIKey or OAuth credentials.

API Key

To authenticate with an APIKey, provision an API key from the Salesloft user interface. (See https://accounts.salesloft.com/oauth/applications/.) Once obtained, the Key is used whenever you issue a request.

OAuth

Salesloft provides embedded OAuth credentials that simplify connection from a Desktop application or a Headless machine. (To connect via the Web, you must create a custom OAuth application, as described in Creating a Custom OAuth Application.)

To enable OAuth authentication from either embedded or custom OAuth credentials, you must set AuthScheme to OAuth.

The following subsections describe how to authenticate to Salesloft from:

Desktop: a connection to a server on the user's local machine, frequently used for testing and prototyping. Authenticated via either embedded OAuth or custom OAuth.
Web: access to data via a shared website. Authenticated via custom OAuth only.
Headless Server: a dedicated computer that provides services to other computers and their users, which is configured to operate without a monitor and keyboard. Authenticated via embedded OAuth or custom OAuth.

For information about how to create a custom OAuth application for connecting over the Web, and why you might want to create one even for auth flows that have embedded OAuth credentials, see Creating a Custom OAuth Application.

For a complete list of connection string properties available in Salesloft, see Connection.

When the access token expires, the Sync App refreshes it automatically.

Automatic refresh of the OAuth access token:

To have the Sync App automatically refresh the OAuth access token, do the following:

The first time you connect to data, set these connection parameters:
- InitiateOAuth: REFRESH.
- OAuthClientId: The client Id in your custom OAuth application settings.
- OAuthClientSecret: The client secret in your custom OAuth application settings.
- OAuthAccessToken: The access token returned by GetOAuthAccessToken.
- OAuthSettingsLocation: The path where you want the Sync App to save the OAuth values, which persist across connections.
On subsequent data connections, set:
- InitiateOAuth
- OAuthSettingsLocation

Manual refresh of the OAuth access token:

The only value needed to manually refresh the OAUth access token is the OAuth refresh token.

To manually refresh the OAuthAccessToken after the ExpiresIn period (returned by GetOAuthAccessToken) has elapsed, call the RefreshOAuthAccessToken stored procedure.
Set these connection properties:
- OAuthClientId: The Client Id in your custom OAuth application settings.
- OAuthClientSecret: The Client Secret in your custom OAuth application settings.
Call RefreshOAuthAccessToken with OAuthRefreshToken set to the OAuth refresh token returned by GetOAuthAccessToken.
After the new tokens have been retrieved, set the OAuthAccessToken property to the value returned by RefreshOAuthAccessToken. This opens a new connection.

Store the OAuth refresh token so that you can use it to manually refresh the OAuth access token after it has expired.

Data Model

Overview

This section shows the available API objects and provides more information on executing SQL to Salesloft APIs.

Key Features

The Sync App models Salesloft entities like accounts, people, and tasks as relational views, allowing you to write SQL to query Salesloft data.
Stored procedures allow you to execute operations to Salesloft
Live connectivity to these objects means any changes to your Salesloft account are immediately reflected when using the Sync App.

Views

Views describes the available views. Views are statically defined to model AccountStages, AccountTiers,Actions, etc.

Tables

Tables describes the available tables. Tables are statically defined to model Accounts, People, Imports, Tasks, etc.

Stored Procedures

Stored Procedures are function-like interfaces to Salesloft. Stored procedures allow you to execute operations to Salesloft, including downloading documents and moving envelopes.

Tables

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

Salesloft Connector for CData Sync 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.
EmailTemplates	Returns multiple email template records. The records can be filtered, paged, and sorted according to the respective parameters.
ExternalIdConfigurations	Creates, deletes and lists all configurations for a team.
ExternalIdMappings	Creates, deletes and lists all mappings for a team.
Groups	Returns multiple group records. The records can be filtered, 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.
OpportunityPeople	Creates, deletes and lists associations between Salesloft people and opportunities that have been created by Salesloft or created via API.
OpportunityStages	Creates, Updates, deletes and lists Opportunity Stages synced from the CRM and created via API.
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.
PlayRegistrations	Creates, Updates, deletes and lists all Play Registrations created by owner of associated integration.
SavedListViews	Create, update, and query the available saved list views in SalesLoft.
SignalRegistrations	Create, update, and query all the Signal Registrations for all Integrations.
Tasks	Create, update, and query the available task records in SalesLoft.
Users	Returns Non Admin: Lists only your user, or all on team depending on group visibility policy Team Admin: Lists users associated with your team.
WebhookSubscriptions	Fetches all of the customer webhook subscriptions for your application.

Accounts

Create, update, and query the available accounts in SalesLoft.

Table Specific Information

Select

The Sync App uses 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 Sync App.

ID supports the following operators: =, IN
AccountTierId supports the following operators: =, IN, IS NULL
CreatedAt supports the following operators: >, >=, <, <=
CrmId supports the following operators: =, IN
Domain supports the following operators: =, IN
LastContactedAt supports the following operators: >, >=, <, <=
OwnerId supports the following operators: =, IN, IS NULL
Tags supports the following operators: =, IN
UpdatedAt supports the following operators: >, >=, <, <=
Website supports the following operators: =, IN, IS NULL
Archived supports the following operator: =
TagId supports the following operators: =, IN
AccountStageId supports the following operators: =, IN, IS NULL
OwnerIsActive supports the following operator: =
CustomFields supports the following operator: =. NOTE: The Custom fields created by the Salesloft Admin can be filtered by specifying their names as they appear in the UI.

The following queries are processed server-side:

    SELECT * FROM Accounts WHERE ID = 123
    SELECT * FROM Accounts WHERE AccountTierId IN ('123', '1234')
    SELECT * FROM Accounts WHERE CreatedAt >= '2022-12-01'
    SELECT * FROM Accounts WHERE CrmId IN ('123', '1234')
    SELECT * FROM Accounts WHERE Domain IN ('domainA', 'domainB')
	SELECT * FROM Accounts WHERE MyCustomField = 'customValue'

Insert

To add an Account, you must specify at least the Domain and Name. The Sync App can perform an insert in two ways.

  INSERT INTO Accounts (Domain, Name, Description)
    VALUES ('DomainTest.com', 'TestAccount', 'Description of test account' )

You can also use Bulk Insert:

INSERT INTO Accounts#TEMP (Domain, Name, Description) VALUES ('DomainTest.com', 'TestAccount', 'Description of test account' )
INSERT INTO Accounts#TEMP (Domain, Name, Description) VALUES ('DomainTest1.com', 'TestAccount1', 'Description of test account1' )

INSERT INTO Accounts (Domain, Name, Description)
SELECT Domain, Name, Description FROM Accounts#TEMP

Update

In a similar way to the Insert operation, you can update an item by specifying the field along with the new value.

UPDATE Accounts SET Description = 'Updated Description', Phone = '123', Country = 'US', State = 'CA'
       WHERE ID = 13391259

Upsert

To perform an upsert operation, the upsert key must be provided. Valid options are: ID, CrmId, and Domain. Additionally, the Salesloft can perform a batch Upsert for multiple records.

UPSERT INTO Accounts (name, id, domain, description, Tags, OwnerId)
		VALUES ('AccountN' ,10917448, 'AccountDom.com', 'This is an upsert', 'tag1Upsert,tag2Upsert', 16081 )

Delete

To delete an account, you must specify the account Id. For example:

DELETE FROM Accounts WHERE ID = 100

Columns


Name	Type	ReadOnly	Description
Id [KEY]	Integer	True	The Id property of the Account table.
AccountTierId	Integer	False	The AccountTierId property of the Account table.
ArchivedAt	Datetime	True	The ArchivedAt property of the Account table.
City	String	False	The City property of the Account table.
CompanyStageId	Integer	False	The CompanyStageId property of the Account table.
CompanyType	String	False	The CompanyType property of the Account table.
ConversationalName	String	False	The ConversationalName property of the Account table.
Country	String	False	The Country property of the Account table.
CountsPeople	Integer	False	The CountsPeople property of the Account table.
CreatedAt	Datetime	True	The CreatedAt property of the Account table.
CreatorId	Integer	False	The CreatorId property of the Account table.
CrmId	String	False	The CrmId property of the Account table.
CrmObjectType	String	False	The CrmObjectType property of the Account table.
CrmUrl	String	False	The CrmUrl property of the Account table.
Description	String	False	The Description property of the Account table.
DoNotContact	Boolean	False	The DoNotContact property of the Account table.
Domain	String	False	The Domain property of the Account table.
Founded	String	False	The Founded property of the Account table.
Industry	String	False	The Industry property of the Account table.
LastContactedAt	Datetime	True	The LastContactedAt property of the Account table.
LastContactedById	Integer	False	The LastContactedById property of the Account table.
LastContactedPersonId	Integer	False	The LastContactedPersonId property of the Account table.
LastContactedType	String	False	The LastContactedType property of the Account table.
LinkedinUrl	String	False	The LinkedinUrl property of the Account table.
Locale	String	False	The Locale property of the Account table.
Name	String	False	The Name property of the Account table.
OwnerId	Integer	False	The OwnerId property of the Account table.
OwnerCrmId	String	False	The OwnerCrmId property of the Account table.
Phone	String	False	The Phone property of the Account table.
PostalCode	String	False	The PostalCode property of the Account table.
RevenueRange	String	False	The RevenueRange property of the Account table.
Size	String	False	The Size property of the Account table.
State	String	False	The State property of the Account table.
Street	String	False	The Street property of the Account table.
Tags	String	False	The Tags property of the Account table.
TwitterHandle	String	False	The TwitterHandle property of the Account table.
UpdatedAt	Datetime	True	The UpdatedAt property of the Account table.
Website	String	False	The Website property of the Account table.
CustomFields	String	False	Custom fields are defined by the user's team. Only fields with values are presented in the API.
UserRelationships	String	False	Filters by accounts matching all given user relationship fields, _is_null or _unmapped can be passed to filter accounts with null or unmapped user relationship values.
Archived	Boolean	False	The Archived property of the Account table.
TagId	String	False	The TagId property of the Account table.
AccountStageId	Integer	False	The AccountStageId property of the Account table.
OwnerIsActive	Boolean	False	The OwnerIsActive property of the Account table.

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.

Columns


Name	Type	ReadOnly	Description
Id [KEY]	Integer	True	The Id of the CadenceMembership.
AddedAt	Datetime	True	The AddedAt property of the CadenceMembership table.
CadenceId	Integer	False	The CadenceId property of the CadenceMembership table.
CountsBounces	Integer	True	The CountsBounces property of the CadenceMembership table.
CountsCalls	Integer	True	The CountsCalls property of the CadenceMembership table.
CountsClicks	Integer	True	The CountsClicks property of the CadenceMembership table.
CountsReplies	Integer	True	The CountsReplies property of the CadenceMembership table.
CountsSentEmails	Integer	True	The CountsSentEmails property of the CadenceMembership table.
CountsViews	Integer	True	The CountsViews property of the CadenceMembership table.
CreatedAt	Datetime	True	The CreatedAt property of the CadenceMembership table.
CurrentState	String	True	The CurrentState property of the CadenceMembership table.
CurrentlyOnCadence	Boolean	True	The CurrentlyOnCadence property of the CadenceMembership table.
LatestActionId	Integer	True	The LatestActionId property of the CadenceMembership table.
PersonId	Integer	False	The PersonId property of the CadenceMembership table.
PersonDeleted	Boolean	True	The PersonDeleted property of the CadenceMembership table.
UpdatedAt	Datetime	True	The UpdatedAt property of the CadenceMembership table.
UserId	Integer	False	The UserId property of the CadenceMembership table.
StepId	Integer	False	ID of the step on which the person should start the cadence. Start on first step is the default behavior without this parameter. This is an Insert-only field.
TaskId	Integer	False	ID of the task that causes the requested action. The task will be completed automatically upon success. This is an Insert-only field.

CalendarEvents

Returns all calendar events, paginated and filtered by the date.

Columns


Name	Type	ReadOnly	Description
Id [KEY]	String	False	The Id of the CalendarEvent.
UpdatedAt	Datetime	False	Last modification time of the calendar event.
UserGuid	String	False	The UUID of the user this activity is for.
Title	String	False	Title of the calendar event.
TenantId	Integer	False	The Tenant ID of the user calendar.
Status	String	False	The Status of the Email. The allowed values are confirmed, tentative, cancelled.
StartTime	Datetime	False	Start time of the meeting.
Recurring	Boolean	False	Whether the calendar event is a recurring event.
Provider	String	False	The provider of the calendar event.
Organizer	String	False	The organizer email of the calendar event.
Location	String	False	The Location of the calendar event.
ICalUid [KEY]	String	False	The Calendar event unique identifier (iCalUID).
HtmlLink	String	False	Raw body content from Microsoft calendar events.
BodyHtml	String	False	An absolute link to this calendar event in the Google Calendar Web UI.
ExtendedProperties	String	False	Extended properties of the calendar event.
EndTime	Datetime	False	The (exclusive) end time of the calendar event.
Description	String	False	Description of the calendar event.
Creator	String	False	The creator email of the calendar event.
CreatedAt	Datetime	False	The CreatedAt of the Email.
ConferenceData	String	False	The conference-related information, such as details of a Google Meet conference.
CanceledAt	Datetime	False	The canceled date of the calendar event.
CalendarId [KEY]	String	False	Calendar ID of the user calendar.
Busy	Boolean	False	Busy/free status of the calendar event.
Attendees	String	False	The attendees of the calendar event.
AllDay	Boolean	False	Whether the calendar event is an all-day event.

Calls

Returns multiple call records. The records can be filtered, paged, and sorted according to the respective parameters.

Columns


Name	Type	ReadOnly	Description
Id [KEY]	Integer	False	The Id of the Call.
ActionId	Integer	False	The ActionId of the Call.
CadenceId	Integer	False	The CadenceId of the Call.
CalledPersonId	Integer	False	The CalledPersonId of the Call.
CreatedAt	Datetime	False	The CreatedAt of the Call.
CrmActivityId	Integer	False	The CrmActivityId of the Call.
Disposition	String	False	The Disposition of the Call.
Duration	Integer	False	The Duration of the Call.
NoteId	Integer	False	The NoteId of the Call.
Recordings	String	False	The Recordings of the Call.
Sentiment	String	False	The Sentiment of the Call.
StepId	Integer	False	The StepId of the Call.
To	String	False	The To of the Call.
UpdatedAt	Datetime	False	The UpdatedAt of the Call.
UserId	Integer	False	The UserId of the Call.
Positive	Boolean	False	Indicates if the call is positive (according to current Positive Calls metric configuration).
Connected	Boolean	False	Indicates if the call is connected (according to current Connected Calls metric configuration).
PersonId	String	False	The PersonId property of the Calls table.
LinkedCallDataRecordIds	String	False	CallDataRecord associations that will become linked to the created call. It is possible to pass multiple CallDataRecord ids in this field; this can be used to represent multiple phone calls that made up a single call.Any call data record that is used must not already be linked to a call. It is not possible to link a call data record to multiple calls, and it is not possible to re-assign a call data record to a different call.* Only single values are supported with our
UserGuid	String	False	The UserGuid property of the Calls table.

CustomFields

Fetches multiple custom field records. The records can be filtered, paged, and sorted according to the respective parameters.

Columns


Name	Type	ReadOnly	Description
Id [KEY]	Integer	True	The ID of Custom Field.
Name	String	False	The Name of the Custom Field.
FieldType	String	False	Type of the Custom Field. Value must be one of: person, company, opportunity. The allowed values are person, company, opportunity.
ValueType	String	True	Value Type of the Custom Field. Value must be one of: text, date. The allowed values are text.
CreatedAt	Datetime	True	The Datetime of when the Custom Field was created
UpdatedAt	Datetime	True	The Datetime of when the Custom Field was last updated.

EmailTemplates

Returns multiple email template records. The records can be filtered, paged, and sorted according to the respective parameters.

Columns


Name	Type	ReadOnly	Description
Id [KEY]	Integer	False	The Id of the EmailTemplate.
LinksAttachments	String	False	The LinksAttachments of the EmailTemplate.
ArchivedAt	Datetime	False	The ArchivedAt of the EmailTemplate.
Body	String	False	The Body of the EmailTemplate.
BodyPreview	String	False	The BodyPreview of the EmailTemplate.
CadenceTemplate	Boolean	False	The CadenceTemplate of the EmailTemplate.
ClickTrackingEnabled	Boolean	False	The ClickTrackingEnabled of the EmailTemplate.
CountsBounces	Integer	False	The CountsBounces of the EmailTemplate.
CountsClicks	Integer	False	The CountsClicks of the EmailTemplate.
CountsReplies	Integer	False	The CountsReplies of the EmailTemplate.
CountsSentEmails	Integer	False	The CountsSentEmails of the EmailTemplate.
CountsViews	Integer	False	The CountsViews of the EmailTemplate.
CreatedAt	Datetime	False	The CreatedAt of the EmailTemplate.
GroupsId	String	False	The GroupsId of the EmailTemplate.
LastUsedAt	Datetime	False	The LastUsedAt of the EmailTemplate.
OpenTrackingEnabled	Boolean	False	The OpenTrackingEnabled of the EmailTemplate.
Shared	Boolean	False	The Shared of the EmailTemplate.
Subject	String	False	The Subject of the EmailTemplate.
Tags	String	False	The Tags of the EmailTemplate.
TeamTemplateId	String	False	The TeamTemplateId of the EmailTemplate.
TemplateOwnerId	Integer	False	The TemplateOwnerId of the EmailTemplate.
Title	String	False	The Title of the EmailTemplate.
UpdatedAt	Datetime	False	The UpdatedAt of the EmailTemplate.
LinkedToTeamTemplate	Boolean	False	The LinkedToTeamTemplate property of the EmailTemplates table.
TagIDs	String	False	The TagIDs property of the EmailTemplates table.
Search	String	False	The Search property of the EmailTemplates table.
FilterByOwner	Boolean	False	The FilterByOwner property of the EmailTemplates table.
IncludeCadenceTemplates	Boolean	False	The IncludeCadenceTemplates property of the EmailTemplates table.
IncludeArchivedTemplates	Boolean	False	The IncludeArchivedTemplates property of the EmailTemplates table.

ExternalIdConfigurations

Creates, deletes and lists all configurations for a team.

Columns


Name	Type	ReadOnly	Description
Id [KEY]	Integer	False	ID of the configuration.
SourceType	String	False	The type of source that owns the configuration if applicable.
SourceId	Integer	False	The ID of the source integration if applicable.
ObjectType	String	False	The Salesloft object that should be associated with the external type.
ExternalType	String	False	The type of external.
Deleted	Boolean	False	Whether or not the configuration is deleted. The allowed values are true, false.

ExternalIdMappings

Creates, deletes and lists all mappings for a team.

Columns


Name	Type	ReadOnly	Description
Id [KEY]	Integer	False	ID of the mapping.
ObjectType	String	False	The type of object in SalesLoft.
ObjectId	Integer	False	The id of the object in SalesLoft.
InsertedAt	Datetime	False	When this mapping was inserted.
TenantId	Integer	False	The ID of tenant.
ExternalType	String	False	The type of external.
ExternalId	String	False	The External ID.
Deleted	Boolean	False	Whether or not the mapping is deleted. The allowed values are true, false.

Groups

Returns multiple group records. The records can be filtered, and sorted according to the respective parameters.

Columns


Name	Type	ReadOnly	Description
Id [KEY]	Integer	False	The Id of the Group.
Name	String	False	The Name of the Group.
ParentId	Integer	False	The ParentId of the Group.

Imports

Create, update, and query the available Imports in SalesLoft.

Select

The Sync App 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 Sync App.

Id supports the following operators: =,IN
UserIDs supports the following operators: =,IN

The following queries are processed server side:

    SELECT * FROM Imports WHERE Id IN (1234, 4321)
    SELECT * FROM Imports WHERE UserIDs IN (123, 321)

Insert

To add an Import UserId and Name need to be specified.

  INSERT INTO Imports (UserId, Name)
    VALUES (123, 'ImportTest')

Update

Similarly to the Insert operation, update an Import by specifying the field and the new value.

UPDATE Imports SET Name = 'new test'
        WHERE Id = 123

Delete

In order to delete an Import the Id needs to be specified, for ex.

DELETE FROM Imports WHERE Id = 100

Columns


Name	Type	ReadOnly	Description
Id [KEY]	Integer	False	The Id of the Import.
CreatedAt	Datetime	True	The CreatedAt of the Import.
UpdatedAt	Datetime	True	The UpdatedAt of the Import.
Name	String	False	The Name of the Import.
CurrentPeopleCount	Integer	False	The CurrentPeopleCount of the Import.
ImportedPeopleCount	Integer	False	The ImportedPeopleCount of the Import.
UserID	Integer	False	The ID of the user who created the import.
ErrorsList	String	False	Array of the errors.
ImportType	String	False	Type of import.

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.

Columns


Name	Type	ReadOnly	Description
Id [KEY]	Integer	False	The Id of the meeting.
Title	String	False	Title of the meeting.
StartTime	Datetime	False	Start time of the meeting.
EndTime	Datetime	False	End time of the meeting.
CalendarId	String	False	Calendar ID of the meeting owner.
CalendarType	String	False	Calendar type of the meeting owner. Possible values are: gmail, azure, nylas, linkedin_azure, cerebro, external. The allowed values are gmail, azure, nylas, linkedin_azure, cerebro, external.
MeetingType	String	False	Meeting type.
RecipientName	String	False	Name of the meeting invite recipient.
RecipientEmail	String	False	Email of the meeting invite recipient.
Location	String	False	Location of the meeting.
Description	String	False	Description of the meeting.
EventId	String	False	ID of the meeting created by target calendar.
AccountId	String	False	ID of the account the recipient associated to.
TaskId	String	False	ID of the created task.
CreatedAt	Datetime	False	Datetime of when the meeting was created.
UpdatedAt	Datetime	False	Datetime of when the meeting was last updated.
Guests	String	False	The list of attendees emails of the meeting.
Attendees	String	False	The attendees of the meeting. Each attendee includes the following fields: status, email, name, organizer.
PersonId	Integer	False	The Salesloft Person Id for the recipient.
CadenceId	Integer	False	The Salesloft Cadence Id associated with meeting.
StepId	Integer	False	The Salesloft Step Id associated with meeting.
BookedByUser	String	False	The User who booked the meeting.
CrmReferences	String	False	The List of crm references associated with the meeting.
EventSource	String	False	Source of the meeting. Possible values are: 'external' - The event was synced to Salesloft platform via Calendar Sync, 'internal' - The event was created via Salesloft platform.
CanceledAt	Datetime	False	Datetime of when the meeting was canceled.
AllDay	Boolean	False	Whether the meeting is an all-day meeting.
NoShow	Boolean	False	Whether the meeting is a No Show meeting.
CrmCustomFields	String	False	The List of crm custom fields which will be logged to SFDC.
StrictAttribution	Boolean	False	Strict attribution means that we 100% sure which cadence generate the meeting.
ICalUid	String	False	The UID of the meeting provided by target calendar provider.
Status	String	False	The Status of the meeting. Possible values are: pending, booked, failed, retry. The allowed values are pending, booked, failed, retry.
RescheduleStatus	String	False	The Status of the meeting rescheduling progress. Possible values are: pending, booked, failed, retry.
OwnedByMeetingsSettings	String	False	The Owner meetings settings.
BookedByMeetingsSettings	String	False	The Organizer meetings settings.
OwnedByUserId	String	False	The Id of the meeting Owner.
BookedByUserId	String	False	The Id of the User who booked the meeting.
CRM	String	False	Crm fields mapping from intake form.
RescheduleGUID	String	False	Unique identifier (GUID) for the reschedule meeting link. Use this GUID as a parameter in the API endpoint to retrieve a meeting link.
Recurrence	String	False	List of RRULE for a recurring event, as specified in RFC5545. This field is omitted for single events or instances of recurring events.
RecurringInterval	String	False	Specifies how often a recurring event repeats (Daily, Weekly, Monthly, Yearly). This field is omitted for single events or instances of recurring events.
LastOccurenceAt	Datetime	False	The timestamp of the last occurrence in a series of recurring events.
UndoCompletionCount	Integer	False	The number of times a meeting has been rescheduled after completion.
CountTowardsMeetingAttendedMetric	Boolean	False	Whether the meeting counts towards the Meetings Attended configurable metric.
CountTowadsMeetingsBookedMetric	Boolean	False	Whether the meeting counts towards the Meetings Booked configurable metric.
ShowDeleted	Boolean	False	Whether to include deleted events in the result.

MeetingSettings

Fetches multiple meeting setting records. The records can be filtered, paged, and sorted according to the respective parameters.

Columns


Name	Type	ReadOnly	Description
Id [KEY]	Integer	False	The Id of the meeting.
UserId	String	False	The Id of the User of the meeting.
UserSlug	String	False	The User slug generated with a full name of the user.
PrimaryCalendarId	String	False	The ID of the primary calendar.
PrimaryCalendarName	String	False	The Display name of the primary calendar.
EmailAddress	String	False	The Calendar owner's email address.
UserDetails	String	False	The User details.
CalendarType	String	False	Calendar type of the meeting owner. Possible values are: gmail, azure, nylas, linkedin_azure, cerebro, external. The allowed values are gmail, azure, nylas, linkedin_azure, cerebro, external.
Title	String	False	Title of the meeting.
Description	String	False	Description of the meeting.
Location	String	False	Location of the meeting.
DefaultMeetingLength	Integer	False	Default meeting length in minutes set by the user.
AvailabilityLimitEnabled	Boolean	False	If Availability Limits have been turned on.
AvailabilityLimit	Integer	False	The number of days out the user allows a prospect to schedule a meeting.
ScheduleDelay	Integer	False	The number of hours in advance a user requires someone to a book a meeting with them.
BufferTimeDuration	Integer	False	Default buffer duration in minutes set by a user.
ScheduleBufferEnabled	Boolean	False	Determines if meetings are scheduled with a 15 minute buffer between them.
TimesAvailable	String	False	Times available set by a user that can be used to book meetings.
AllowBookingOnBehalf	Boolean	False	Allow other team members to schedule on you behalf.
AllowBookingOvertime	Boolean	False	Allow team members to insert available time outside your working hours.
AllowEventOverlap	Boolean	False	Allow team members to double book events on your calendar.
ShareEventDetail	Boolean	False	Allow team members to see the details of events on your calendar.
EnableDynamicLocation	Boolean	False	Determines if location will be filled via third-party service (Zoom, GoToMeeting, etc.).
CreatedAt	Datetime	False	Datetime of when the meeting was created.
UpdatedAt	Datetime	False	Datetime of when the meeting was last updated.
TimeZone	String	False	Time zone for current calendar.
PrimaryCalendarConnectionFailed	Boolean	False	Gets true when any issue with fetching calendar occurs.
EnableCalendarSync	Boolean	False	Determines if a user enabled Calendar Sync feature.
RescheduleMeetingsEnabled	Boolean	False	Determines if a user enabled reschedule meetings feature.
ActiveMeetingUrl	String	False	The ActiveMeetingUrl of the meeting.

Notes

Returns multiple note records. The records can be filtered, paged, and sorted according to the respective parameters.

Columns


Name	Type	ReadOnly	Description
Id [KEY]	Integer	False	The Id of the Note.
Content	String	False	The Content of the Note.
CreatedAt	Datetime	False	The CreatedAt of the Note.
UpdatedAt	Datetime	False	The UpdatedAt of the Note.
UserId	Integer	False	The UserId of the Note.
AssociatedWithId	Integer	False	The AssociatedWithId of the Note.
CallId	Integer	False	The CallId of the Note.
AssociatedWithType	String	False	The AssociatedWithType property of the Note table.
SkipCRMSync	Boolean	False	Boolean indicating if the CRM sync should be skipped. No syncing will occur if true.
Subject	String	False	The subject of the note's crm activity, defaults to 'Note'.

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
UserGUID	String	The user to create the note for. Only team admins may create notes on behalf of other users. Defaults to the requesting user.

OpportunityPeople

Creates, deletes and lists associations between Salesloft people and opportunities that have been created by Salesloft or created via API.

Columns


Name	Type	ReadOnly	Description
Id [KEY]	Integer	False	ID of OpportunityPerson record.
PersonId	Integer	False	The ID of the Salesloft Person.
OpportunityId	Integer	False	The ID of the Salesloft Opportunity.
OpportunityCrmId	Integer	False	The Opportunity CRM ID.
PersonCrmId	String	False	The Person CRM ID.
CreatedAt	Datetime	False	Datetime of when the OpportunityPerson was created.
UpdatedAt	Datetime	False	Datetime of when the OpportunityPerson was updated.

OpportunityStages

Creates, Updates, deletes and lists Opportunity Stages synced from the CRM and created via API.

Columns


Name	Type	ReadOnly	Description
Id [KEY]	Integer	False	ID of Opportunity Stage record.
Name	String	False	Name of Opportunity Stage.
CreatedAt	Datetime	False	Datetime of when the Opportunity Stage was created.
UpdatedAt	Datetime	False	Datetime of when the Opportunity Stage was updated.
Order	Integer	False	Sortable value of Opportunity Stage order.
Active	Boolean	False	Flag signalizing whether the Opportunity Stage is active.

PendingEmails

Fetches a list of emails ready to be sent by an external email service.

Columns


Name	Type	ReadOnly	Description
Id [KEY]	Integer	False	ID of the email.
Mailbox	String	False	Email Address of the pending email.
MIMEEmailPayload	String	False	The email MIME payload.
MessageId	String	False	The message id of the email that was sent.
Status	String	False	Delivery status of the email. Valid statuses are 'sent' and 'failed'.
ErrorMessage	String	False	The error message indicating why the email failed to send.
SentAt	String	False	The time that the email was actually sent in iso8601 format.

People

Create, update, and query the available people in SalesLoft.

Table Specific Information

Select

The Sync App uses 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 Sync App.

Id supports the following operators: =, IN
AccountId supports the following operators: =, IN
CreatedAt supports the following operators: >, >=, <, <=
CrmId supports the following operators: =, IN
DoNotContact supports the following operator: =
EmailAddress supports the following operators: =, IN, IS NULL
ImportId supports the following operators: =, IN, IS NULL
JobSeniority supports the following operators: =, IN, IS NULL
LastContactedAt supports the following operators: >, >=, <, <=
PersonStageId supports the following operators: =, IN, IS NULL
Tags supports the following operator: =, IN
Title supports the following operator: =
UpdatedAt supports the following operators: >, >=, <, <=
OwnedByGuid supports the following operators: =, IN
CanEmail supports the following operator: =
CanCall supports the following operator: =
TagId supports the following operators: =, IN
OwnerIsActive supports the following operator: =
CadenceId supports the following operators: =, IN, IS NULL
CustomFields* supports the following operator: =. NOTE: The Custom fields created by the Salesloft Admin can be filtered by specifying their names as they appear in the UI.

The following queries are processed server-side:

    SELECT * FROM People WHERE Id = 123
    SELECT * FROM People WHERE AccountId IN (123, 1234)
    SELECT * FROM People WHERE EmailAddress IS NULL
    SELECT * FROM People WHERE MyCustomField = 'customValue'

Insert

To insert a Person, you must specify the EmailAddress, FirstName, and LastName need to be specified. You can execute the insert in one of two ways.

  INSERT INTO People (EmailAddress, Phone, FirstName, LastName) VALUES ('[email protected]', '123456', 'FirstNameTest', 'LastNameTest')

You can also use Bulk Insert:

INSERT INTO People#TEMP (EmailAddress, Phone, FirstName, LastName) VALUES ('[email protected]', '123456', 'FirstNameTest', 'LastNameTest')
INSERT INTO People#TEMP (EmailAddress, Phone, FirstName, LastName) VALUES ('[email protected]', '1234567', 'FirstNameTest1', 'LastNameTest1')

INSERT INTO People (EmailAddress, Phone, FirstName, LastName)
SELECT EmailAddress, Phone, FirstName, LastName FROM People#TEMP

Update

In a similar manner to the insert operation, you can update a Person by specifying the field and the new value.

UPDATE People SET Phone = '123456', Tags = 'tag1,tag2', WorkCity = 'NewCity'
	WHERE Id = 123

Upsert

To perform an upsert operation, you must provide an upsert key. The valid options are: ID, CrmId, and EmailAddress. Additionally, the Sync App can execute a batch upsert for multiple records.

UPSERT INTO People (FirstName, Id, Phone)
		VALUES ('AccountN', 10917448, '123')

Delete

In order to delete a Person, the Id needs to be specified.

DELETE FROM People WHERE Id = 100

Columns


Name	Type	ReadOnly	Description
Id [KEY]	Integer	True	The Id property of the People table.
AccountId	Integer	False	The AccountId property of the People table.
Bouncing	Boolean	False	The Bouncing property of the People table.
City	String	False	The City property of the People table.
ContactRestrictions	String	False	The ContactRestrictions property of the People table.
Country	String	False	The Country property of the People table.
CountsCalls	Integer	False	The CountsCalls property of the People table.
CountsEmailsBounced	Integer	True	The CountsEmailsBounced property of the People table.
CountsEmailsClicked	Integer	False	The CountsEmailsClicked property of the People table.
CountsEmailsRepliedTo	Integer	False	The CountsEmailsRepliedTo property of the People table.
CountsEmailsSent	Integer	False	The CountsEmailsSent property of the People table.
CountsEmailsViewed	Integer	False	The CountsEmailsViewed property of the People table.
CreatedAt	Datetime	True	The CreatedAt property of the People table.
CrmId	String	False	The CrmId property of the People table.
CrmObjectType	String	False	The CrmObjectType property of the People table.
CrmUrl	String	False	The CrmUrl property of the People table.
DisplayName	String	False	The DisplayName property of the People table.
DoNotContact	Boolean	False	The DoNotContact property of the People table.
EmailAddress	String	False	The EmailAddress property of the People table.
FirstName	String	False	The FirstName property of the People table.
FullEmailAddress	String	False	The FullEmailAddress property of the People table.
HomePhone	String	False	The HomePhone property of the People table.
ImportId	Integer	False	The ImportId property of the People table.
JobSeniority	String	False	The JobSeniority property of the People table.
LastCompletedStepId	Integer	False	The LastCompletedStepId property of the People table.
LastCompletedStepCadenceId	Integer	False	The LastCompletedStepCadenceId property of the People table.
LastContactedAt	Datetime	True	The LastContactedAt property of the People table.
LastContactedById	Integer	False	The LastContactedById property of the People table.
LastContactedType	String	False	The LastContactedType property of the People table.
LastName	String	False	The LastName property of the People table.
LastRepliedAt	Datetime	True	The LastRepliedAt property of the People table.
LinkedinUrl	String	False	The LinkedinUrl property of the People table.
Locale	String	False	The Locale property of the People table.
MobilePhone	String	False	The MobilePhone property of the People table.
MostRecentCadenceId	Integer	False	The MostRecentCadenceId property of the People table.
OwnerId	Integer	False	The OwnerId property of the People table.
OwnerCrmId	String	False	The OwnerCrmId property of the People table.
PersonCompanyIndustry	String	False	The PersonCompanyIndustry property of the People table.
PersonCompanyName	String	False	The PersonCompanyName property of the People table.
PersonCompanyWebsite	String	False	The PersonCompanyWebsite property of the People table.
PersonStageId	Integer	False	The PersonStageId property of the People table.
PersonalEmailAddress	String	False	The PersonalEmailAddress property of the People table.
PersonalWebsite	String	False	The PersonalWebsite property of the People table.
Phone	String	False	The Phone property of the People table.
PhoneExtension	String	False	The PhoneExtension property of the People table.
SecondaryEmailAddress	String	False	The SecondaryEmailAddress property of the People table.
State	String	False	The State property of the People table.
Tags	String	False	The Tags property of the People table.
Title	String	False	The Title property of the People table.
TwitterHandle	String	False	The TwitterHandle property of the People table.
UpdatedAt	Datetime	True	The UpdatedAt property of the People table.
WorkCity	String	False	The WorkCity property of the People table.
WorkCountry	String	False	The WorkCountry property of the People table.
WorkState	String	False	The WorkState property of the People table.
AccountCRMId	String	False	Account CRM ID.
LocaleUTCOffset	Integer	False	The locale's timezone offset from UTC in minutes.
EUResident	Boolean	False	Whether this person is marked as a European Union Resident or not.
CustomFields	String	False	Custom fields are defined by the user's team. Only fields with values are presented in the API.
SuccessCount	Integer	False	The person's success count. 1 if person has any active successes, 0 otherwise.
Starred	Boolean	False	Whether this person is starred by the current user.
Untouched	Boolean	False	The person's untouched status.
HotLead	Boolean	False	Whether this person is marked as a hot lead.
CadenceIds	String	False	The list of active cadence ids (comma-separated) person is added to.
OwnedByGuid	String	False	The OwnedByGuid property of the People table.
CanEmail	Boolean	False	The CanEmail property of the People table.
CanCall	Boolean	False	The CanCall property of the People table.
TagId	String	False	The TagId property of the People table.
OwnerIsActive	Boolean	False	The OwnerIsActive property of the People table.
CadenceId	Integer	False	The cadenceid property of the People table.

PersonStages

Returns multiple person stage records. The records can be filtered, paged, and sorted according to the respective parameters.

Columns


Name	Type	ReadOnly	Description
Id [KEY]	Integer	False	The Id of the AccountStage.
Name	String	False	The Name of the Account.
CreatedAt	Datetime	False	The CreatedAt date of the Account.
UpdatedAt	Datetime	False	The UpdatedAt date of the AccountStage.
Order	Integer	False	The Order of the Account.
Active	Boolean	False	Flag signalizing whether the Person Stage is active.

PlayRegistrations

Creates, Updates, deletes and lists all Play Registrations created by owner of associated integration.

Columns


Name	Type	ReadOnly	Description
Id [KEY]	Integer	False	ID of Play Registration.
State	String	False	State of play registration, either 'draft' or 'enabled'. 'draft' means Play is only available to your team and Play can be updated as needed. 'enabled' means Play is available to all teams, and only certain properties of the Play (name, label, etc.) can be updated.
SignalType	String	False	The Signal Type.
SignalRegistrationId	Integer	False	The Associated signal registration Id.
OwnerUserGuid	String	False	The User GUID of Play Registration owner.
OwnerTenantId	Integer	False	The Tenant ID of Play Registration owner.
Name	String	False	Localized mapping of the Play Registration's name, which is displayed as a title for the Play.
Label	String	False	The Localized mapping of the Play Registration's label, which provides a short description used to explain the signal action combination.
Integration	String	False	Associated integration.
Indicators	String	False	List of Play Indicators. Come from Signal Registration Indicators. An Indicator set by a Play must be a part of its Signal Registration i.e. if this Indicator is present, then that Play will execute.
Identifier	String	False	Play Identifier.
EnabledAt	Datetime	False	ISO8601 timestamp of when play registration was enabled.
Description	String	False	Localized mapping of the Play Registration's description, which provides a more detailed description of the signal action combination.
CreatedAt	Datetime	False	ISO8601 timestamp of when play registration was created.
Attributes	String	False	Describe the Task that will get generated, when it will be due, and instructions/template provided to the seller at execution time. (If task_type is email, then you can optionally set an email_subject and email_body.)

SavedListViews

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

Select

The Sync App 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 Sync App.

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. The allowed values are 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.
Shared	Boolean	False	Whether the view is public to the team or not.

SignalRegistrations

Create, update, and query all the Signal Registrations for all Integrations.

Columns


Name	Type	ReadOnly	Description
Id [KEY]	Integer	False	The Id of the Registration.
Type	String	False	Signal registration type.
SignalName	String	False	Signal name.
OwnerUserGuid	String	False	User GUID of the Registration owner.
IntegrationSlug	String	False	Integration Slug linked to the signal registration.
IntegrationId	Integer	False	IntegrationId linked to signal registration.
Indicators	String	False	Array of signal indicators registrations.
GloballyInstalledAt	Datetime	False	ISO8601 timestamp of when the registration was globally installed.
Description	String	False	Localized signal description.
DataShape	String	False	JSON schema of the signal data.
Attribution	String	False	Array of possible attributions.
CreatedAt	Datetime	True	ISO8601 timestamp of when the signal registration was created.

Tasks

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

Select

The Sync App 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 Sync App.

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. The allowed values are scheduled, completed.
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. The allowed values are call, email, general, integration.
UpdatedAt	Datetime	True	The UpdatedAt date of the Task.
UserId	Integer	False	The UserId of the Task.
Description	String	False	A description of the task recorded for person at completion time.
OpportunityId	Integer	False	The opportunity id associated with task.
ExpiresAfter	Datetime	False	Datetime of when the the task will expire, ISO-8601 datetime format required.
TimeInterval	String	False	The TimeInterval property of the Task table. The allowed values are overdue, today, tomorrow, this_week, next_week.
IdempotencyKey	String	False	The IdempotencyKey property of the Task table.
IntegrationId	Long	False	The IntegrationId property of the Task table.
IntegrationName	String	False	The IntegrationName property of the Task table.
IntegrationStepId	String	False	The IntegrationStepId property of the Task table.
IntegrationTaskId	String	False	The IntegrationTaskId property of the Task table.
IntegrationTaskTypeLabel	String	False	The IntegrationTaskTypeLabel property of the Task table.

Users

Returns Non Admin: Lists only your user, or all on team depending on group visibility policy Team Admin: Lists users associated with your team.

Columns


Name	Type	ReadOnly	Description
Id [KEY]	Integer	True	The Id of the User.
Active	Boolean	False	The Active property of the User.
BCCEmailAddress	String	True	The BCCEmailAddress property of the User.
ClickToCallEnabled	Boolean	True	The ClickToCallEnabled property of the User.
CreatedAt	Datetime	True	The CreatedAt property of the User.
CrmConnected	Boolean	True	The CrmConnected property of the User.
Email	String	True	The Email property of the User.
EmailClientConfigured	Boolean	True	The EmailClientConfigured property of the User.
EmailClientEmailAddress	String	True	The EmailClientConfigured property of the User.
EmailSignature	String	True	The EmailSignature property of the User.
EmailSignatureClickTrackingDisabled	Boolean	True	The EmailSignatureClickTrackingDisabled property of the User.
EmailSignatureType	String	True	The EmailSignatureType property of the User.
FirstName	String	True	The FirstName property of the User.
FromAddress	String	True	The FromAddress property of the User.
FullEmailAddress	String	True	The FullEmailAddress property of the User.
GroupId	Integer	False	The GroupId property of the User.
Guid	String	True	The Guid of the User.
JobRole	String	True	The JobRole property of the User.
LastName	String	True	The LastName property of the User.
LocalDialEnabled	Boolean	True	The LocalDialEnabled property of the User.
Name	String	True	The Name of the User.
PhoneClientId	Integer	True	The PhoneClientId property of the User.
PhoneNumberAssignmentId	Integer	True	The PhoneNumberAssignmentId property of the User.
RoleId	String	False	The RoleId property of the User.
SendingEmailAddress	String	True	The SendingEmailAddress property of the User.
SlackUsername	String	True	The SlackUsername property of the User.
TeamId	Integer	True	The TeamId property of the User.
TeamAdmin	Boolean	True	The TeamAdmin property of the User.
TimeZone	String	True	The TimeZone of the User.
TwitterHandle	String	True	The TwitterHandle of the User.
UpdatedAt	Datetime	True	The UpdatedAt date of the User.
WorkCountry	String	False	The user's work country (alpha-2 code)
SeatPackage	String	False	The user's work country (alpha-2 code)
ManagedUserGuid	String	False	The user's work country (alpha-2 code)
Search	String	True	The Search property of the Users table.
VisibleOnly	Boolean	True	The VisibleOnly property of the Users table.

WebhookSubscriptions

Fetches all of the customer webhook subscriptions for your application.

Columns


Name	Type	ReadOnly	Description
Id [KEY]	Integer	False	ID for the Webhook Subscription.
UserGUID	String	False	UUID of the user the token is associated with.
TenantId	Integer	False	ID for the tenant to which user is assigned.
EventType	String	False	Type of event the subscription is for.
Enabled	Boolean	False	Is the Webhook Subscription enabled or not.
CallbackUrl	String	False	URL for your callback handler.
CallbackToken	String	False	SalesLoft will include this token in the webhook event payload when calling your callback_url. It is strongly encouraged for your handler to verify this value in order to ensure the request came from SalesLoft.

Views

Views are similar to tables in the way that data is represented; however, views are read-only.

Queries can be executed against a view as if it were a normal table.

Salesloft Connector for CData Sync Views


Name	Description
AccountStages	Returns multiple account stage records. The records can be filtered, paged, and sorted according to the respective parameters.
AccountTiers	Returns multiple account tier records. The records can be filtered, paged, and sorted according to the respective parameters.
ActionDetails	Returns multiple call instruction records. The records can be filtered, paged, and sorted according to the respective parameters.
Actions	Returns multiple action records. The records can be filtered, paged, and sorted according to the respective parameters. Only actions that are currently 'in_progess' will be returned by this endpoint. If the requester is not an admin, this endpoint will only return actions belonging to the requester. If the request is an admin, this endpoint will return actions for the entire team. Additionally, an admin may use the user_guid parameter to request actions that belong to specific users on the team.
ActivityHistories	Fetches all of the customer's past activities for your application. Returns all the Activities that are found on the Salesloft Activity Feed.
Cadences	Returns multiple cadence records. The records can be filtered, paged, and sorted according to the respective parameters.
CadenceStats	Fetches stats for a cadence, by ID only.
CallDataRecords	Returns multiple call data records. The records can be filtered, paged, and sorted according to the respective parameters. Call data records are records of all inbound and outbound calls through SalesLoft. A call data record may be associated with a call, but does not have to be.
CallDispositions	Returns multiple call disposition records. The records can be sorted according to the respective parameters. Call dispositions must be configured in application. This will change in the future, but please contact us if you have a pressing use case.
CallSentiments	Returns multiple call sentiment records. The records can be sorted according to the respective parameters. Call sentiments must be configured in application. This will change in the future, but please contact us if you have a pressing use case.
CallsInstructions	Fetches multiple call instruction records.
Conversations	Fetches multiple conversations.
CRMAccountTeamMemberRoles	Fetches multiple CRM Account Team Member Role records.
CRMAccountTeamMembers	Fetches multiple CRM Account Team Member records.
CRMActivities	Returns multiple crm activity records. The records can be filtered, paged, and sorted according to the respective parameters.
CRMActivityFields	Returns multiple crm activity field records. The records can be filtered, paged, and sorted according to the respective parameters.
CRMUsers	Returns multiple crm user records.
Emails	Returns multiple email records. The records can be filtered, paged, and sorted according to the respective parameters.
EmailTemplateAttachments	Returns multiple email template attachment records. The records can be filtered and paged according to the respective parameters.
MIMEEmailPayloads	Returns the MIME content for email.
Opportunities	Lists multiple Opportunity records. Returns Opportunity records synced from the CRM and created via API. The records can be filtered, paged, and sorted using the parameters below and external ID parameters.
PhoneNumberAssignments	Fetches multiple phone number assignment records. The records can be filtered, paged, and sorted according to the respective parameters.
Profiles	Authenticated user's integrations authorization data.
Requests	Query Requests by some given filters.
Roles	Fetches multiple custom role records. The records can be filtered, and sorted according to the respective parameters. A custom role is any role that is not Admin or User.
Steps	Returns multiple step records. The records can be filtered, paged, and sorted according to the respective parameters.
Successes	Returns multiple success records. The records can be filtered, paged, and sorted according to the respective parameters.
Tags	Fetches a list of the tags used for a team. The records can be filtered, paged, and sorted according to the respective parameters. Tags can be applied to multiple resource types.
TasksStatistics	Fetches task counts data grouped by the task type.
Team	Returns the team of the authenticated user.
TeamTemplateAttachments	Returns multiple team template attachment records. The records can be filtered and paged according to the respective parameters.
TeamTemplates	Fetches multiple team template records, which can be filtered, paged, and sorted according to specified parameters. Team templates are available across the entire team, allowing admins to create content, manage version control, and track performance. All metrics apply to the entire team. Individual template metrics can be accessed through the email_templates API endpoint.
Transcriptions	List Conversation Transcriptions.
TranscriptionsArtifact	Fetches a Conversation Transcription Artifact.
TranscriptionsSentences	Fetches a Conversation Transcription's sentence data.

AccountStages

Returns multiple account stage records. The records can be filtered, paged, and sorted according to the respective parameters.

Columns


Name	Type	Description
Id [KEY]	Integer	The Id of the AccountStage.
CreatedAt	Datetime	The CreatedAt date of the AccountStage.
Name	String	The Name of the AccountStage.
Order	Integer	The Order of the AccountStage.
UpdatedAt	Datetime	The UpdatedAt property of the AccountStage table.
Active	Boolean	Flag signalizing whether the Account Stage is active.

AccountTiers

Returns multiple account tier records. The records can be filtered, paged, and sorted according to the respective parameters.

Columns


Name	Type	Description
Id [KEY]	Integer	The Id of the AccountTier.
CreatedAt	Datetime	The CreatedAt date of the AccountTier.
Name	String	The Name of the AccountTier.
Order	Integer	The Order of the AccountTier.
UpdatedAt	Datetime	The UpdatedAt property of the AccountTier table.
Active	Boolean	Flag signalizing whether the Person Stage is active.

ActionDetails

Returns multiple call instruction records. The records can be filtered, paged, and sorted according to the respective parameters.

Columns


Name	Type	Description
Id [KEY]	Integer	The Id of the ActionDetail.
CreatedAt	Datetime	The CreatedAt date of the ActionDetail.
UpdatedAt	Datetime	The UpdatedAt date of the ActionDetail.
Instructions	String	The Instructions of the ActionDetail.

Actions

Returns multiple action records. The records can be filtered, paged, and sorted according to the respective parameters. Only actions that are currently 'in_progess' will be returned by this endpoint. If the requester is not an admin, this endpoint will only return actions belonging to the requester. If the request is an admin, this endpoint will return actions for the entire team. Additionally, an admin may use the user_guid parameter to request actions that belong to specific users on the team.

Columns


Name	Type	Description
Id [KEY]	Integer	The Id of the Action.
ActionDetailsId	Integer	The ActionDetailsId of the Action.
CadenceId	Integer	The CadenceId of the Action.
CreatedAt	Datetime	The CreatedAt date of the Action.
Due	Boolean	Returns if the Action is on Due.
DueOn	Datetime	The DueOn date of the Action.
MultitouchGroupId	Integer	The MultitouchGroupId of the Action.
PersonId	Integer	The PersonId of the Action.
Status	String	The Status of the Action.
StepId	Integer	The StepId of the Action.
Type	String	The Type of the Action.
UpdatedAt	Datetime	The UpdatedAt date of the Action.
UserId	Integer	The UserId of the Action.
TaskId	Integer	The TaskId associated with an action.

ActivityHistories

Fetches all of the customer's past activities for your application. Returns all the Activities that are found on the Salesloft Activity Feed.

Columns


Name	Type	Description
Id [KEY]	String	The Id of the Action.
UserGuid	String	The UUID of the user this activity is for.
UpdatedAt	Datetime	When this record was updated.
Type	String	The Type of the Activity. Filter by the type of activity. Must be one of: added_to_cadence, completed_action, call, requested_email, sent_email, received_email, email_reply, note, success, dnc_event, residency_change, meeting, meeting_held, message_conversation, task, voicemail, opportunity_stage_change, opportunity_amount_change, opportunity_close_date_change.
StaticData	String	The static data for this activity.
DynamicData	String	Attributes from associated records. This is specific to the type of activity and may change over time. Not returned for create requests.
FailedDynamicResources	String	A list of remote resource names that failed to load. This is specific to the type of activity and may change over time. Not returned for create requests.
ResourceType	String	Type of the resource this activity is for. One of: account, person.
ResourceId	Integer	ID of the resource this activity is for. It will be a string for the following resource types: crm_opportunity.
PinnedAt	Datetime	When this record was pinned.
OccurredAt	Datetime	When this activity occurred.
CreatedAt	Datetime	When this record was created.
Tags	String	A list of tags for this activity.
Pinned	Boolean	Filter by the pinned status of activity. Must be 'true' or 'false'.

Cadences

Returns multiple cadence records. The records can be filtered, paged, and sorted according to the respective parameters.

Columns


Name	Type	Description
Id [KEY]	Integer	The Id of the Cadence.
AddedStageId	Integer	The AddedStageId of the Cadence.
ArchivedAt	Datetime	The ArchivedAt of the Cadence.
BouncedStageId	Integer	The BouncedStageId of the Cadence.
CountsCadencePeople	Integer	The CountsCadencePeople of the Cadence.
CountsTargetDailyPeople	Integer	The CountsTargetDailyPeople of the Cadence.
CreatedAt	Datetime	The CreatedAt of the Cadence.
CreatorId	Integer	The CreatorId of the Cadence.
FinishedStageId	Integer	The FinishedStageId of the Cadence.
Name	String	The Name of the Cadence.
OptOutLinkIncluded	Boolean	The OptOutLinkIncluded of the Cadence.
OwnerId	Integer	The OwnerId of the Cadence.
RemoveBouncesEnabled	Boolean	The RemoveBouncesEnabled of the Cadence.
RemoveRepliesEnabled	Boolean	The RemoveRepliesEnabled of the Cadence.
RepliedStageId	Integer	The RepliedStageId of the Cadence.
Shared	Boolean	The Shared of the Cadence.
Tags	String	The Tags of the Cadence.
TeamCadence	Boolean	The TeamCadence of the Cadence.
UpdatedAt	Datetime	The UpdatedAt of the Cadence.
PeopleAddable	Boolean	The PeopleAddable property of the Cadence table.
OwnedByGuid	String	The OwnedByGuid property of the Cadence table.
LatestActiveDate	Date	Date of when the cadence was last used.
Archived	Boolean	Whether this cadence is archived.
Draft	Boolean	Whether this cadence is in draft mode.
OverrideContactRestrictions	Boolean	Whether this cadence is an Operational Cadence. An operational cadence is only created by an admin and accounts with the correct permission.
CadenceFrameworkId	Integer	ID of the cadence framework used to create steps for the cadence.
ArchivedBy	String	Name or email of the user who archived the cadence.
CadenceFunction	String	The use case of the cadence. Possible values are: outbound: Denotes an outbound cadence, typically for sales purposes inbound: Denotes an inbound sales cadence event: Denotes a cadence used for an upcoming event other: Denotes a cadence outside of the standard process.
ExternalIdentifier	String	Cadence External ID.
CurrentState	String	The state of the Cadence. Read Only. Valid states are: draft, active, archived, expired, deleted.
CreatorId	Integer	The Id of the User that created this cadence.
CadencePriorityId	Integer	The Priority Id of the cadence.
GroupIds	String	GroupIds (comma-separated) to which this cadence is assigned, if any.
CountsCadencePeople	Integer	The number of people that have ever been added to the cadence.
CountsPeopleActedOnCount	Integer	The number of people that have been skipped, scheduled, or advanced in a cadence.
CountsTargetDailyPeople	Integer	The user defined target for number of people to add to the cadence each day.
CountsOpportunitiesCreated	Integer	The number of opportunities created and attributed to the cadence.
CountsMettingsBooked	Integer	The number of meetings booked and attributed to the cadence.
PendingActionsAssignedTo	String	Filters by whether the Cadence has at least one pending cadence action assigned to any of the provided accounts.

CadenceStats

Fetches stats for a cadence, by ID only.

Columns


Name	Type	Description
Id [KEY]	Integer	The ID of the Cadence.
CreatedAt	Datetime	The datetime of when the cadence was created.
UpdatedAt	Datetime	The datetime of when the cadence was updated.
ArchivedAt	Datetime	The datetime of when the cadence was archived.
LatestActiveDate	Datetime	The Date of when the cadence was last used.
TeamCadence	Boolean	Whether this cadence is a team cadence. A team cadence is created by an admin and can be run by all users.
Shared	Boolean	Whether this cadence is visible to team members (shared).
Archived	Boolean	Whether this cadence is archived.
RemoveBouncesEnabled	Boolean	Whether this cadence is configured to automatically remove people who have bounced.
RemoveRepliesEnabled	Boolean	Whether this cadence is configured to automatically remove people who have replied.
OptOutLinkIncluded	Boolean	Whether this cadence is configured to include an opt-out link by default.
Draft	Boolean	Whether this cadence is in draft mode.
OverrideContactRestrictions	Boolean	Whether this cadence is an Operational Cadence. An operational cadence is only created by an admin and accounts with the correct permission.
CadenceFrameworkId	Integer	ID of the cadence framework used to create steps for the cadence.
ArchivedBy	String	Name or email of the user who archived the cadence.
CadenceFunction	String	The use case of the cadence. Possible values are: outbound - Denotes an outbound cadence, typically for sales purposes; inbound - Denotes an inbound sales cadence; event - Denotes a cadence used for an upcoming event; other - Denotes a cadence outside of the standard process.
Name	String	The Cadence name.
ExternalIdentifier	String	The Cadence External ID.
Tags	String	All tags applied to this cadence.
CurrentState	String	The state of the Cadence. Read Only. Valid states are: draft, active, archived, expired, deleted.
CreatorId	Integer	The User that created this cadence.
OwnerId	Integer	The User that is marked as the owner of this cadence.
BouncedStage	Integer	The Stage set when person on cadence bounces.
BouncedCount	Integer	The BouncedCount of the Cadence.
RepliedStage	Integer	The Stage set when person on cadence replies.
AddedStage	Integer	The Stage set when person is added to cadence.
FinishedStage	Integer	The Stage set when person is finished with cadence.
CadencePriority	Integer	The Priority of the cadence.
CadencePeopleCounts	Integer	The number of people that have ever been added to the cadence.
CadenceDuration	Integer	The CadenceDuration of the Cadence.
PeopleActedOnCountCounts	Integer	The number of people that have been skipped, scheduled, or advanced in a cadence.
TargetDailyPeopleCounts	Integer	The user defined target for number of people to add to the cadence each day.
OpportunitiesCreatedCounts	Integer	The number of opportunities created and attributed to the cadence.
OpportunitiesCreatedRate	String	The rate of opportunities created and attributed to the cadence.
MeetingsBookedCounts	Integer	The number of meetings booked and attributed to the cadence.
MeetingsBookedRate	String	The rate of meetings booked and attributed to the cadence.
OutcomeAttributionEnabled	Integer	The OutcomeAttributionEnabled of the Cadence.
PeopleActedOnCount	Integer	The PeopleActedOnCount of the Cadence.
RepliedCount	Integer	The RepliedCount of the Cadence.
RepliedRate	String	The RepliedRate of the Cadence.
SentEmailsCount	Integer	The SentEmailsCount of the Cadence.
StepGroupCount	Integer	The StepGroupCount of the Cadence.
ViewedCount	Integer	The ViewedCount of the Cadence.
ViewedRate	String	The ViewedRate of the Cadence.
InProgressPeopleCount	Integer	The InProgressPeopleCount of the Cadence.
DueActionCount	Integer	The DueActionCount of the Cadence.
DeliveredCount	Integer	The DeliveredCount of the Cadence.
ClickedCount	Integer	The ClickedCount of the Cadence.
ClickedRate	String	The ClickedRate of the Cadence.
CallsCount	Integer	The CallsCount of the Cadence.
Groups	String	The Groups to which this cadence is assigned, if any.

CallDataRecords

Returns multiple call data records. The records can be filtered, paged, and sorted according to the respective parameters. Call data records are records of all inbound and outbound calls through SalesLoft. A call data record may be associated with a call, but does not have to be.

Columns


Name	Type	Description
Id [KEY]	Integer	The Id of the CallDataRecord.
CallId	Integer	The CallId of the CallDataRecord.
CallType	String	The CallType of the CallDataRecord.
CallUuid	String	The CallUuid of the CallDataRecord.
CalledPersonId	Integer	The CalledPersonId of the CallDataRecord.
CreatedAt	Datetime	The CreatedAt of the CallDataRecord.
Direction	String	The Direction of the CallDataRecord.
Duration	Integer	The Duration of the CallDataRecord.
From	String	The From of the CallDataRecord.
RecordingStatus	String	The RecordingStatus of the CallDataRecord.
RecordingUrl	String	The RecordingUrl of the CallDataRecord.
Status	String	The Status of the CallDataRecord.
To	String	The To of the CallDataRecord.
UpdatedAt	Datetime	The UpdatedAt of the CallDataRecord.
UserId	Integer	The UserId of the CallDataRecord.
StartedAt	Datetime	Datetime of when the call started.
EndedAt	Datetime	Datetime of when the call ended.
DialerRecordingUUID	String	The dialer recording uuid resource for the call recording.
HasCall	Boolean	The HasCall property of the CallDataRecords table.
UserGuid	String	The UserGuid property of the CallDataRecords table.

CallDispositions

Returns multiple call disposition records. The records can be sorted according to the respective parameters. Call dispositions must be configured in application. This will change in the future, but please contact us if you have a pressing use case.

Columns


Name	Type	Description
Id [KEY]	Integer	The Id of the CallDisposition.
CreatedAt	Datetime	The CreatedAt of the CallDisposition.
Name	String	The Name of the CallDisposition.
UpdatedAt	Datetime	The UpdatedAt of the CallDisposition.

CallSentiments

Returns multiple call sentiment records. The records can be sorted according to the respective parameters. Call sentiments must be configured in application. This will change in the future, but please contact us if you have a pressing use case.

Columns


Name	Type	Description
Id [KEY]	Integer	The Id of the CallSentiment.
CreatedAt	Datetime	The CreatedAt of the CallSentiment.
Name	String	The Name of the CallSentiment.
UpdatedAt	Datetime	The UpdatedAt of the CallSentiment.

CallsInstructions

Fetches multiple call instruction records.

Columns


Name	Type	Description
Id [KEY]	Integer	ID of call instructions.
CreatedAt	Datetime	The datetime of when the cadence was created.
UpdatedAt	Datetime	The datetime of when the cadence was updated.
Instructions	String	The instructions.

Conversations

Fetches multiple conversations.

Columns


Name	Type	Description
Id [KEY]	String	UUID of the Conversation.
Duration	Integer	Duration of the Conversation in milliseconds.
IsApi	Boolean	Determines if the channel of through this Conversation was processed.
Platform	String	Source of the Conversation. The allowed values are bluejeans, gotomeeting, joinme, manual_upload, ms_teams, salesloft, uberconference, webex, zoom, google_meet, external_audio.
MediaType	String	Determines if conversation is video or audio. The allowed values are audio, video.
OrganizationId	String	ID of the Organization.
Title	String	Title of the Conversation.
OwnerId	String	ID of the owner.
OwnerGUID	String	GUID of the user.
StartedRecordingAt	Integer	Starts of the recording in milliseconds.
EventEndDate	Datetime	Datetime of when the Conversation ended. The date time ISO-8601 format.
EventStartDate	Datetime	Datetime of when the Conversation started. The date time ISO-8601 format.
LanguageCode	String	The text's BCP-47 language code, such as The allowed values are en-AU, en-AB, en-GB, en-IN, en-IE, en-NZ, en-ZA, en-US, en-WL, es-ES, es-US, nl-NL, it-IT, fr-FR, fr-CA, de-DE, de-CH.
CreatedAt	Datetime	Datetime of Conversation creation. The date time ISO-8601 format.
UpdatedAt	Datetime	Datetime of the last Conversation update. The date time ISO-8601 format
CallId	String	Id of the call data record.
AccountId	String	Reference to the Account.
PersonId	String	Reference to the People.
RecordingId	String	Reference to the Recording artifact.
TranscriptionId	String	Reference to the Transcription.
TranscriptionSentencesId	String	Reference to the Transcription sentences.
TranscriptionArtifactId	String	Reference to the Transcription artifact.

CRMAccountTeamMemberRoles

Fetches multiple CRM Account Team Member Role records.

Columns


Name	Type	Description
Id [KEY]	Integer	ID of CRM Account Team Member Role.
Name	String	Name of CRM Account Team Member Role.

CRMAccountTeamMembers

Fetches multiple CRM Account Team Member records.

Columns


Name	Type	Description
Id [KEY]	Integer	ID of CRM Account Team Member.
CrmId	String	ID of CRM Account Team Member.
AccountCrmId	String	ID of CRM Account.
UserCrmId	String	ID of CRM User.
TeamMemberRole	String	Role of CRM Account Team Member.
AccountAccessLevel	String	Access level for Account.
UserCrmName	String	Name of CRM User.

CRMActivities

Returns multiple crm activity records. The records can be filtered, paged, and sorted according to the respective parameters.

Columns


Name	Type	Description
Id [KEY]	Integer	The Id of the CRMActivity.
CreatedAt	Datetime	The CreatedAt of the CRMActivity.
UpdatedAt	Datetime	The UpdatedAt of the CRMActivity.
Subject	String	The Subject of the CRMActivity.
Description	String	The Description of the CRMActivity.
CrmId	String	The CrmId of the CRMActivity.
ActivityType	String	The ActivityType of the CRMActivity.
CustomCrmFieldsAggr	String	The CustomCrmFieldsAggr of the CRMActivity.
PersonId	Integer	The PersonId of the CRMActivity.
UserId	Integer	The UserId of the CRMActivity.

CRMActivityFields

Returns multiple crm activity field records. The records can be filtered, paged, and sorted according to the respective parameters.

Columns


Name	Type	Description
Id [KEY]	Integer	The Id of the CRMActivityField.
CreatedAt	Datetime	The CreatedAt of the CRMActivityField.
CrmObjectType	String	The CrmObjectType of the CRMActivityField.
Field	String	The Field of the CRMActivityField.
FieldType	String	The FieldType of the CRMActivityField.
PicklistValuesHigh	String	The PicklistValuesHigh of the CRMActivityField.
PicklistValuesLow	String	The PicklistValuesLow of the CRMActivityField.
SalesforceObjectType	String	The SalesforceObjectType of the CRMActivityField.
Source	String	The Source of the CRMActivityField.
Title	String	The Title of the CRMActivityField.
UpdatedAt	Datetime	The UpdatedAt of the CRMActivityField.
Value	String	The Value of the CRMActivityField.

CRMUsers

Returns multiple crm user records.

Columns


Name	Type	Description
Id [KEY]	Integer	The Id of the CRMUser.
CrmId	String	The CrmId of the CRMUser.
CreatedAt	Datetime	The CreatedAt of the CRMUser.
UpdatedAt	Datetime	The UpdatedAt of the CRMUser.
UserId	Integer	The UserId of the CRMUser.
FirstName	String	Account first name.
LastName	String	Account last name.
Name	String	Account name.
CRMUsername	String	CRM Username.

Emails

Returns multiple email records. The records can be filtered, paged, and sorted according to the respective parameters.

Table Specific Information

The Salesloft API returns multiple email records. The Subject and Body fields return NULL if the access token does not include the required privileged scopes.

To access the content of the Body field, the email_bodies privileged scope must be granted. To access the Subject field, the email_contents privileged scope is required.

These privileged scopes can be granted when creating the API key or when configuring a custom OAuth application.

Columns


Name	Type	Description
Id [KEY]	Integer	The Id of the Email.
ActionId	Integer	The ActionId of the Email.
Bounced	Boolean	The Bounced of the Email.
CadenceId	Integer	The CadenceId of the Email.
ClickTracking	Boolean	The ClickTracking of the Email.
CountsAttachments	Integer	The CountsAttachments of the Email.
CountsClicks	Integer	The CountsClicks of the Email.
CountsReplies	Integer	The CountsReplies of the Email.
CountsUniqueDevices	Integer	The CountsUniqueDevices of the Email.
CountsUniqueLocations	Integer	The CountsUniqueLocations of the Email.
CountsViews	Integer	The CountsViews of the Email.
CreatedAt	Datetime	The CreatedAt of the Email.
CrmActivityId	Integer	The CrmActivityId of the Email.
HeadersBCC	String	The HeadersBCC of the Email.
HeadersCC	String	The HeadersCC of the Email.
MailingId	Integer	The MailingId of the Email.
Personalization	String	The Personalization of the Email.
RecipientId	Integer	The RecipientId of the Email.
RecipientEmailAddress	String	The RecipientEmailAddress of the Email.
SendAfter	Datetime	The SendAfter of the Email.
SentAt	Datetime	The SentAt of the Email.
Status	String	The Status of the Email. The allowed values are sent, sent_from_gmail, sent_from_external, pending, pending_reply_check, scheduled, sending, delivering, failed, cancelled, pending_through_gmail, pending_through_external.
StepId	Integer	The StepId of the Email.
UpdatedAt	Datetime	The UpdatedAt of the Email.
UserId	Integer	The UserId of the Email.
ViewTracking	Boolean	The ViewTracking of the Email.
Subject	String	Subject of the email.
Body	String	Email Body.
ErrorMessage	String	Error message of the email.
DraftWithAI	Boolean	Whether this email body was drafted with AI assistance.
TaskId	Integer	Task Id that this email was sent from, or null if not sent through a cadence.
EmailTemplateId	Integer	Template Id used for this email.
AdditionalRecipientsIds	String	The comma-separated list of people ids, other than the (primary) recipient, who received this email via TO and CC.

EmailTemplateAttachments

Returns multiple email template attachment records. The records can be filtered and paged according to the respective parameters.

Columns


Name	Type	Description
Id [KEY]	Integer	The Id of the EmailTemplateAttachments.
AttachmentId	Integer	The AttachmentId of the EmailTemplateAttachments.
EmailTemplateId	Integer	The EmailTemplateId of the EmailTemplateAttachments.
Name	String	The Name of the EmailTemplateAttachments.
DownloadURL	String	The DownloadURL of the EmailTemplateAttachments.
AttachmentFileSize	Integer	The AttachmentFileSize of the EmailTemplateAttachments.
Scanned	Boolean	Checks if attachment has been scanned.
AttachmentContentType	String	Content type of the attachment.
AttachmentFingerprint	Integer	Unique attachment Identifier.

MIMEEmailPayloads

Returns the MIME content for email.

Columns


Name	Type	Description
Id [KEY]	Integer	The Id of the Email.
MailBox	String	Email Address of Sender's mailbox.
MessageId	String	The Unique Message ID.
Raw	String	The Base64 encoded MIME email content.
UpdatedAt	Datetime	The UpdatedAt of the Email.

Opportunities

Lists multiple Opportunity records. Returns Opportunity records synced from the CRM and created via API. The records can be filtered, paged, and sorted using the parameters below and external ID parameters.

Columns


Name	Type	Description
Id [KEY]	Integer	ID of the Opportunity.
Name	String	The Opportunity Name.
Amount	String	The Estimated total sale amount.
StageName	String	The Stage name.
Probability	String	The Probability.
CrmId	String	The identifier for this record in the CRM.
CrmType	String	The CRM type.
AccountCrmId	String	The Account CRM id.
OwnerCrmId	String	The Owner CRM id.
AccountName	String	The Account Full Name.
CreatedByCrmId	String	The Created By CRM id.
OpportunityType	String	The OpportunityType.
OwnerCrmName	String	The Owner Crm Name.
CrmLastUpdatedDate	Datetime	The Datetime of when the Opportunity was most recently updated in CRM.
CloseDate	Datetime	The Date when the opportunity is expected to close.
IsClosed	Boolean	Whether the opportunity is closed.
IsWon	Boolean	Whether the opportunity is closed won.
CrmUrl	String	CRM url, currently Salesforce.com only.
CreatedAt	Datetime	The Datetime of when the Opportunity was created.
UpdatedAt	Datetime	The Datetime of when the Opportunity was last updated.
CreatedDate	Datetime	The Datetime of when the Opportunity was created in CRM.
OpportunityWindowPersonId	Integer	ID of when the attributed person was created in Salesloft.
OpportunityWindowStartedAt	Datetime	Datetime of when the attributed person was created in Salesloft.
CustomFields	String	Custom fields are defined by the user's team. Only fields with values are presented in the API.
CurrencyIsoCode	String	Currency ISO Code.
Tags	String	All tags applied to this Opportunities.
MostRecentCadenceId	Integer	The most recent cadence associated with the Opportunity.
MostRecentStepId	Integer	The most recent step associated with the Opportunity.
MostRecentStepNumber	Integer	The most recent step number associated with the Opportunity.
MostRecentStepAccountId	Integer	The most recent step account id associated with the Opportunity.
OwnerId	Integer	The owner associated with the Opportunity.
CreatorId	Integer	The creator associated with the Opportunity.
AccountId	Integer	The account that this opportunity is associated to.

PhoneNumberAssignments

Fetches multiple phone number assignment records. The records can be filtered, paged, and sorted according to the respective parameters.

Columns


Name	Type	Description
Id [KEY]	Integer	PhoneNumberAssignment ID.
Number	String	The phone number associated with this assignment.
User	String	User associated with this phone number assignment.

Profiles

Authenticated user's integrations authorization data.

Columns


Name	Type	Description
GoogleDriveEmail	String	Google Meet V1 Email.
GoogleMeetEmail	String	Google Meet V2 Email.
MsTeamsEmail	String	Microsoft Teams V1 Email.
MsTeamsV2Email	String	Microsoft Teams V2 Email.
TwitterHandle	String	Twitter Handle.
WebexEmail	String	Webex Email.
ZoomEmail	String	Zoom V1 Email.
ZoomV2Email	String	Zoom V2 Email.
ConversationsZoomAdminEmail	String	Zoom Admin Email.

Requests

Query Requests by some given filters.

Columns


Name	Type	Description
Id [KEY]	Integer	ID of the Request.
TeamId	Integer	ID of the Request's target team.
UserGuid	String	GUID of the user who created the Request.
RequestType	String	Standardized type of the Request.
Metadata	String	Data that varies across Request types.
Events	String	Data that varies across Request types.
DryRun	Boolean	Whether or not to change data.

Roles

Fetches multiple custom role records. The records can be filtered, and sorted according to the respective parameters. A custom role is any role that is not Admin or User.

Columns


Name	Type	Description
Id [KEY]	Integer	ID of the custom role.
Name	String	Name of the custom role.

Steps

Returns multiple step records. The records can be filtered, paged, and sorted according to the respective parameters.

Columns


Name	Type	Description
Id [KEY]	Integer	The Id of the Stage.
CadenceId	Integer	The CadenceId of the Stage.
CreatedAt	Datetime	The CreatedAt date of the Stage.
Day	Integer	The Day of the Stage.
DetailsId	Integer	The DetailsId of the Stage.
Disabled	Boolean	The Disabled of the Stage.
DisplayName	String	The DisplayName of the Stage.
StepNumber	Integer	The StepNumber of the Stage.
Type	String	The Type of the Stage.
UpdatedAt	Datetime	The UpdatedAt date of the Stage.
HasDueActions	Boolean	The HasDueActions property of the Steps table.
MultitouchEnabled	Boolean	Whether this step is a multitouch cadence step.
Name	String	Name of the step.

Successes

Returns multiple success records. The records can be filtered, paged, and sorted according to the respective parameters.

Columns


Name	Type	Description
Id [KEY]	Integer	The Id of the Success.
TotalCalls	Integer	The TotalCalls of the Success.
TotalEmails	Integer	The TotalEmails of the Success.
TotalOtherTouches	Integer	The TotalOtherTouches of the Success.
CreatedAt	Datetime	The CreatedAt of the Success.
LatestActionId	Integer	The LatestActionId of the Success.
LatestCadenceId	Integer	The LatestCadenceId of the Success.
LatestCallId	Integer	The LatestCallId of the Success.
LatestEmailId	Integer	The LatestEmailId of the Success.
PersonId	Integer	The PersonId of the Success.
SucceededAt	Datetime	The SucceededAt of the Success.
SuccessWindowStartedAt	Datetime	The SuccessWindowStartedAt of the Success.
UpdatedAt	Datetime	The UpdatedAt of the Success.
UserId	Integer	The UserId of the Success.

TasksStatistics

Fetches task counts data grouped by the task type.

Columns


Name	Type	Description
TotalCallTasks	Integer	Number of tasks with type: call.
TotalEmailTasks	Integer	Number of tasks with type: email.
TotalGeneralTasks	Integer	Number of tasks with type: general.
TotalIntegrationTasks	Integer	Number of tasks with type: integration.
TotalOtherTasks	Integer	Number of tasks with type: other.
TotalTasks	Integer	Number of tasks with type: total.
Id	Integer	IDs of tasks to fetch.
UserId	Integer	Filters tasks by the user to which they are assigned.
PersonId	Integer	Filters tasks by the person to which they are associated.
AccountId	Integer	Filters tasks by the account to which they are associated.
CurrentState	String	Filters tasks by the account to which they are associated.
TimeIntervalFilter	String	Filters tasks by time interval. Valid time_intervals include: ['overdue', 'today', 'tomorrow', 'this_week', 'next_week']. The allowed values are overdue, today, tomorrow, this_week, next_week.
CompletedTimeInterval	String	Filters tasks by time interval. Valid time_intervals include: ['today', 'yesterday', 'this_week', 'previous_week', 'this_month']. The allowed values are today, yesterday, this_week, previous_week, this_month.
IdempotencyKey	String	Filters tasks by idempotency key.
Locale	String	Filters tasks by locale of the person to which they are associated.
Source	String	Filters tasks by source.

Team

Returns the team of the authenticated user.

Columns


Name	Type	Description
Id [KEY]	Integer	The Id of the Team.
AllowAutomatedEmailSteps	Boolean	The AllowAutomatedEmailSteps setting of the Team.
CallRecordingDisabled	Boolean	The CallRecordingDisabled setting of the Team.
ClickTrackingDefault	Boolean	The ClickTrackingDefault setting of the Team.
CreatedAt	Datetime	The CreatedAt date of the Team.
CustomTrackingDomain	String	The CustomTrackingDomain setting of the Team.
DispositionsRequired	Boolean	The DispositionsRequired setting of the Team.
EmailDailyLimit	Integer	The EmailDailyLimit setting of the Team.
GroupPrivacySetting	String	The GroupPrivacySetting setting of the Team.
LicenseLimit	Integer	The LicenseLimit setting of the Team.
LocalDialEnabled	Boolean	The LocalDialEnabled setting of the Team.
Name	String	The Name of the Team.
Plan	String	The Plan of the Team.
RecordByDefault	Boolean	The RecordByDefault setting of the Team.
SentimentsRequired	Boolean	The SentimentsRequired setting of the Team.
TeamVisibilityDefault	String	The TeamVisibilityDefault setting of the Team.
UpdatedAt	Datetime	The UpdatedAt date of the Team.
PlanFeatures	String	Add on features for this team.
Deactivated	Booelan	Indicates if the team has been deactivated.

TeamTemplateAttachments

Returns multiple team template attachment records. The records can be filtered and paged according to the respective parameters.

Columns


Name	Type	Description
Id [KEY]	Integer	The Id of the Team Template Attachments.
AttachmentFileSize	Integer	The Attachment File Size of a Team Template Attachments.
AttachmentId	Integer	The AttachmentId of a Team Template Attachments.
DownloadUrl	String	The DownloadUrl of a Team Template Attachments.
Name	String	The Name of a Team Template Attachments.
TeamTemplateId	String	The Team Template Id of a Team Template Attachments.

TeamTemplates

Fetches multiple team template records, which can be filtered, paged, and sorted according to specified parameters. Team templates are available across the entire team, allowing admins to create content, manage version control, and track performance. All metrics apply to the entire team. Individual template metrics can be accessed through the email_templates API endpoint.

Columns


Name	Type	Description
Id [KEY]	String	The Id of the AccountStage.
Attachments	String	The Attachments of the TeamTemplate.
ArchivedAt	Datetime	The ArchivedAt of the TeamTemplate.
Body	String	The Body of the TeamTemplate.
BodyPreview	String	The BodyPreview of the TeamTemplate.
ClickTrackingEnabled	Boolean	The ClickTrackingEnabled of the TeamTemplate.
Bounces	Integer	The Bounces of the TeamTemplate.
Clicks	Integer	The Clicks of the TeamTemplate.
Replies	Integer	The Replies of the TeamTemplate.
SentEmails	Integer	The SentEmails of the TeamTemplate.
Views	Integer	The Views of the TeamTemplate.
CreatedAt	Datetime	The CreatedAt of the TeamTemplate.
LastModifiedAt	Datetime	The LastModifiedAt of the TeamTemplate.
LastModifiedUserId	Integer	The LastModifiedUserId of the TeamTemplate.
LastUsedAt	Datetime	The LastUsedAt of the TeamTemplate.
OpenTrackingEnabled	Boolean	The OpenTrackingEnabled of the TeamTemplate.
Subject	String	The Subject of the TeamTemplate.
Tags	String	The Tags of the TeamTemplate.
Title	String	The Title of the TeamTemplate.
UpdatedAt	Datetime	The UpdatedAt date of the TeamTemplate.
TagId	String	The TagId property of the TeamTemplate table.
IncludeArchivedTemplates	Boolean	The IncludeArchivedTemplates property of the TeamTemplate table.
Search	String	The Search property of the TeamTemplate table.

Transcriptions

List Conversation Transcriptions.

Columns


Name	Type	Description
Id [KEY]	String	Transcription Id.
LanguageCode	String	The text's BCP-47 language code, such as en-US or sr-Latn. The allowed values are en-AU, en-AB, en-GB, en-IN, en-IE, en-NZ, en-ZA, en-US, en-WL, es-ES, es-US, nl-NL, it-IT, fr-FR, fr-CA, de-DE, de-CH.
CreatedAt	Datetime	Date transcription was created.
UpdatedAt	Datetime	Date transcription was updated.
ConversationId	String	Reference to the Conversation.
TranscriptionSentencesId	String	Reference to the transcription sentences.
TranscriptionArtifactId	String	Reference to the transcription artifact.

TranscriptionsArtifact

Fetches a Conversation Transcription Artifact.

Columns


Name	Type	Description
Id [KEY]	String	Transcription Id.
LanguageCode	String	The text's BCP-47 language code, such as en-US or sr-Latn.
Url	String	Signed Url to transcription artifact.
ContentType	String	Content type of transcription file. Possible values: application/json.
CreatedAt	Datetime	Date transcription was created.
UpdatedAt	Datetime	Date transcription was updated.
ConversationId	String	Reference to the Conversation.

TranscriptionsSentences

Fetches a Conversation Transcription's sentence data.

Columns


Name	Type	Description
Id [KEY]	String	Transcription Id.
StartTime	Integer	Sentence start time.
EndTime	Integer	Sentence end time.
OrderNumber	Integer	Sentence order number.
RecordingAttendeeId	String	Attendee id.
Text	String	Sentence text.
ConversationId	String	Reference to the Conversation.
UpdatedAt	Datetime	The UpdatedAt of the Transcription.

Stored Procedures

Stored procedures are function-like interfaces that extend the functionality of the Sync App beyond simple SELECT/INSERT/UPDATE/DELETE operations with Salesloft.

Stored procedures accept a list of parameters, perform their intended function, and then return any relevant response data from Salesloft, along with an indication of whether the procedure succeeded or failed.

Salesloft Connector for CData Sync Stored Procedures


Name	Description
CadenceExport	New cadences can be created or steps can be imported onto existing cadences which do not have steps.
CadenceImport	New cadences can be created or steps can be imported onto existing cadences which do not have steps.
CreateActivity	Creates an activity. The creation of an activity marks the associated action as completed. Currently, only certain action types can have an activity explicitly created for them.
CreateConversationCall	Creates an activity. An activity will mark the associated action as completed. Currently, only certain action types can have an activity explicitly created for them.
CreateExternalEmail	Creates an external email object. Note: The external emails create endpoint requires special scopes that have to be enabled by the Salesloft engineering team. To enable the Scopes, please contact the Salesloft support center.
CreateOngoingAction	Creates an activity. An activity will mark the associated action as completed. Currently, only certain action types can have an activity explicitly created for them.
GetCallerIds	Returns each entry that is a possible caller ID match for the number. Multiple entries may be returned if the phone number is present on more than one person in the system. Phone number should be in E.164 format.
GetRecordingSettings	Fetches the recording status for a given phone number, based on Do Not Record and Recording Governance for your team. Phone number should be in E.164 format.

CadenceExport

New cadences can be created or steps can be imported onto existing cadences which do not have steps.

Input


Name	Type	Required	Description
Id	String	True	Id of a cadence.

Result Set Columns


Name	Type	Description
CadenceContent	String	The content of the cadence.

CadenceImport

New cadences can be created or steps can be imported onto existing cadences which do not have steps.

Input


Name	Type	Required	Description
Settings	String	False	Settings for a cadence.
SharingSettings	String	False	The shared settings for a cadence.
CadenceContent	String	False	Import data for cadence.

Result Set Columns


Name	Type	Description
CadenceId	String	Datetime of when the Activity was last updated.

CreateActivity

Creates an activity. The creation of an activity marks the associated action as completed. Currently, only certain action types can have an activity explicitly created for them.

Input


Name	Type	Required	Description
ActionId	Integer	False	The action that is being completed. An action with the specified Id must exist. The action must be of the type: 'integration'.
TaskId	Integer	False	The task that is being completed. A task with the specified Id must exist. The task must be of the type: 'integration'.

Result Set Columns


Name	Type	Description
UpdatedAt	Datetime	The time at which the Activity was last updated.

CreateConversationCall

Creates an activity. An activity will mark the associated action as completed. Currently, only certain action types can have an activity explicitly created for them.

Input


Name	Type	Required	Description
To	String	True	Phone number that was called.
From	String	True	Phone number that call was made from.
Duration	Integer	True	Duration of call in seconds.
Recording	String	True	Object containing recording info including the audio file (.mp3, .wav, .ogg, .m4a).
CallCreatedAt	String	False	Timestamp for when the call started. If not provided, will default to the time the request was received.
Direction	String	False	Call directions.
UserGuid	String	True	Guid of the Salesloft User to assign the call to. If not provided, will default to the user within the authentication token.

Result Set Columns


Name	Type	Description
To	String	Phone number that was called.
From	String	Phone number that call was made from.
Duration	Integer	Duration of call in seconds.
Recording	String	Object containing recording info including the audio file (.mp3, .wav, .ogg, .m4a).
CallCreatedAt	String	Timestamp for when the call started. If not provided, will default to the time the request was received.
UserGuid	String	Guid of the Salesloft User to assign the call to. If not provided, will default to the user within the authentication token.
Direction	String	Call directions.

CreateExternalEmail

Creates an external email object. Note: The external emails create endpoint requires special scopes that have to be enabled by the Salesloft engineering team. To enable the Scopes, please contact the Salesloft support center.

Input


Name	Type	Required	Description
Mailbox	String	True	Email address of mailbox email was sent to.
Raw	String	True	Base64 encoded MIME email content.

Result Set Columns


Name	Type	Description
MessageId	String	Message id present in the External Email header.

CreateOngoingAction

Creates an activity. An activity will mark the associated action as completed. Currently, only certain action types can have an activity explicitly created for them.

Input


Name	Type	Required	Description
ActionId	Integer	True	Action that is being marked ongoing. This will validate that the action is still valid before modifying it. Ongoing actions can not be marked ongoing.

Result Set Columns


Name	Type	Description
Id	String	ID of Action.
Due	Boolean	Whether this step is due.
CreatedAt	Datetime	Datetime of when the Action was created.
UpdatedAt	Datetime	Datetime of when the Action was last updated.
Type	String	The type of this action. Valid types are: email, phone, other. New types may be added in the future.
Status	String	The current state of the person on the cadence. Possible values are: in_progress, pending_activity.
DueOn	Datetime	When action is due.
MultitouchGroupId	Integer	ID of the multitouch group.
ActionDetailsId	String	The type specific action details.
UserId	String	User assigned to action.
PersonId	String	The subject of an action.
CadenceId	String	The cadence of an action.
StepId	String	The step of an action.

CreateSchema

Creates a schema file for the specified table or view.

CreateSchema

Creates a local schema file (.rsd) from an existing table or view in the data model.

The schema file is created in the directory set in the Location connection property when this procedure is executed. You can edit the file to include or exclude columns, rename columns, or adjust column datatypes.

The Sync App checks the Location to determine if the names of any .rsd files match a table or view in the data model. If there is a duplicate, the schema file will take precedence over the default instance of this table in the data model. If a schema file is present in Location that does not match an existing table or view, a new table or view entry is added to the data model of the Sync App.

Input


Name	Type	Required	Description
TableName	String	True	The name of the table or view.
FileName	String	False	The full file path and name of the schema to generate. Ex : 'C:\\Users\\User\\Desktop\\SalesLoft\\People.rsd'

Result Set Columns


Name	Type	Description
Result	String	Returns Success or Failure.
FileData	String	File data that will be outputted encoded in Base64 if the FileName and FileStream inputs are not set.

GetCallerIds

Returns each entry that is a possible caller ID match for the number. Multiple entries may be returned if the phone number is present on more than one person in the system. Phone number should be in E.164 format.

Input


Name	Type	Required	Description
PhoneNumber	String	True	The PhoneNumber property of the CallerIDs table.

Result Set Columns


Name	Type	Description
DisplayName	String	The DisplayName of the CallerID.
Title	String	The Title of the CallerID.
AccountName	String	The AccountName of the CallerID.
PersonId	Integer	The PersonId of the CallerID.

GetOAuthAccessToken

Gets an authentication token from SalesLoft.

Input


Name	Type	Required	Description
AuthMode	String	False	The type of authentication mode to use. Select App for getting authentication tokens via a desktop app. Select Web for getting authentication tokens via a Web app. The allowed values are APP, WEB. The default value is APP.
Scope	String	False	A comma-separated list of permissions to request from the user. Please check the SalesLoft API for a list of available permissions.
CallbackUrl	String	False	The URL the user will be redirected to after authorizing your application. This value must match the Redirect URL you have specified in the SalesLoft app settings. Only needed when the Authmode parameter is Web.
Verifier	String	False	The verifier returned from SalesLoft after the user has authorized your app to have access to their data. This value will be returned as a parameter to the callback URL.
State	String	False	Indicates any state which may be useful to your application upon receipt of the response. Your application receives the same value it sent, as this parameter makes a round-trip to the SalesLoft authorization server and back. Uses include redirecting the user to the correct resource in your site, nonces, and cross-site-request-forgery mitigations.

Result Set Columns


Name	Type	Description
OAuthAccessToken	String	The access token used for communication with SalesLoft.
OAuthRefreshToken	String	The OAuth refresh token. This is the same as the access token in the case of SalesLoft.
ExpiresIn	String	The remaining lifetime on the access token. A -1 denotes that it will not expire.

GetOAuthAuthorizationURL

Gets the authorization URL that must be opened separately by the user to grant access to your application. Only needed when developing Web apps. You will request the OAuthAccessToken from this URL.

Input


Name	Type	Required	Description
CallbackUrl	String	False	The URL the user will be redirected to after authorizing your application. This value must match the Redirect URL in the SalesLoft app settings.
Scope	String	False	A comma-separated list of scopes to request from the user. Please check the SalesLoft API documentation for a list of available permissions.
State	String	False	Indicates any state which may be useful to your application upon receipt of the response. Your application receives the same value it sent, as this parameter makes a round-trip to the SalesLoft authorization server and back. Uses include redirecting the user to the correct resource in your site, nonces, and cross-site-request-forgery mitigations.

Result Set Columns


Name	Type	Description
URL	String	The authorization URL, entered into a Web browser to obtain the verifier token and authorize your app.

GetRecordingSettings

Fetches the recording status for a given phone number, based on Do Not Record and Recording Governance for your team. Phone number should be in E.164 format.

Input


Name	Type	Required	Description
Id	String	True	The id of the RecordingSettings. E.164 Phone Number.

Result Set Columns


Name	Type	Description
RecordingDefault	Boolean	Whether this phone number should record by default.
PartiesToRecord	String	How many parties to record. Can be one of: none, both, one

RefreshOAuthAccessToken

Refreshes the OAuth access token used for authentication with SalesLoft.

Input


Name	Type	Required	Description
OAuthRefreshToken	String	True	Set this to the token value that expired.

Result Set Columns


Name	Type	Description
OAuthAccessToken	String	The authentication token returned from SalesLoft. This can be used in subsequent calls to other operations for this particular service.
OAuthRefreshToken	String	This is the same as the access token.
ExpiresIn	String	The remaining lifetime on the access token.

Connection String Options

The connection string properties are the various options that can be used to establish a connection. This section provides a complete list of the options you can configure in the connection string for this provider. Click the links for further details.

For more information on establishing a connection, see Establishing a Connection.

Authentication

Property	Description
AuthScheme	Whether to use APIKey Authentication or OAuth Authentication when connecting to SalesLoft.
APIKey	The API key used for accessing your SalesLoft account.

OAuth

Property	Description
OAuthClientId	Specifies the client ID (also known as the consumer key) assigned to your custom OAuth application. This ID is required to identify the application to the OAuth authorization server during authentication.
OAuthClientSecret	Specifies the client secret assigned to your custom OAuth application. This confidential value is used to authenticate the application to the OAuth authorization server. (Custom OAuth applications only.).
Scope	Specifies the scope of the authenticating user's access to the application, to ensure they get appropriate access to data. If a custom OAuth application is needed, this is generally specified at the time the application is created.

SSL

Property	Description
SSLServerCert	Specifies the certificate to be accepted from the server when connecting using TLS/SSL.

Firewall

Property	Description
FirewallType	Specifies the protocol the provider uses to tunnel traffic through a proxy-based firewall.
FirewallServer	Identifies the IP address, DNS name, or host name of a proxy used to traverse a firewall and relay user queries to network resources.
FirewallPort	Specifies the TCP port to be used for a proxy-based firewall.
FirewallUser	Identifies the user ID of the account authenticating to a proxy-based firewall.
FirewallPassword	Specifies the password of the user account authenticating to a proxy-based firewall.

Proxy

Property	Description
ProxyAutoDetect	Specifies whether the provider checks your system proxy settings for existing proxy server configurations, rather than using a manually specified proxy server.
ProxyServer	Identifies the hostname or IP address of the proxy server through which you want to route HTTP traffic.
ProxyPort	Identifies the TCP port on your specified proxy server that has been reserved for routing HTTP traffic to and from the client.
ProxyAuthScheme	Specifies the authentication method the provider uses when authenticating to the proxy server specified in the ProxyServer connection property.
ProxyUser	Provides the username of a user account registered with the proxy server specified in the ProxyServer connection property.
ProxyPassword	Specifies the password of the user specified in the ProxyUser connection property.
ProxySSLType	Specifies the SSL type to use when connecting to the proxy server specified in the ProxyServer connection property.
ProxyExceptions	Specifies a semicolon-separated list of destination hostnames or IPs that are exempt from connecting through the proxy server set in the ProxyServer connection property.

Logging

Property	Description
LogModules	Specifies the core modules to include in the log file. Use a semicolon-separated list of module names. By default, all modules are logged.

Schema

Property	Description
Location	Specifies the location of a directory containing schema files that define tables, views, and stored procedures. Depending on your service's requirements, this may be expressed as either an absolute path or a relative path.
BrowsableSchemas	Optional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC .
Tables	Optional setting that restricts the tables reported to a subset of all available tables. For example, Tables=TableA,TableB,TableC .
Views	Optional setting that restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC .

Miscellaneous

Property	Description
IncludeFiltersAsViews	Set this to true if you want to expose filters for the modules as views.(Also konwn as Saved List Views).
ImpersonatedUserId	User Impersonation allows Administrators to access and operate as if they were logged in as that User. The ImpersonatedUserId property defines the Id of the user you are trying to impersonate. The impact this has in the system is the value of the ownerId send in the insert/update statements as well as in Filters Views where the filter contains OwnerId or OwnerGUID.
MaxRows	Specifies the maximum number of rows returned for queries that do not include either aggregation or GROUP BY.
Other	Specifies advanced connection properties for specialized scenarios. Use this property only under the guidance of our Support team to address specific issues.
PseudoColumns	Specifies the pseudocolumns to expose as table columns, expressed as a string in the format 'TableName=ColumnName;TableName=ColumnName'.
Timeout	Specifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error.
UserDefinedViews	Specifies a filepath to a JSON configuration file that defines custom views. The provider automatically detects and uses the views specified in this file.

Authentication

This section provides a complete list of the Authentication properties you can configure in the connection string for this provider.

Property	Description
AuthScheme	Whether to use APIKey Authentication or OAuth Authentication when connecting to SalesLoft.
APIKey	The API key used for accessing your SalesLoft account.

AuthScheme

Whether to use APIKey Authentication or OAuth Authentication when connecting to SalesLoft.

Remarks

OAuth: Set this to perform OAuth authentication.
APIKey: Set this to perform Token Based Authentication via the APIKey property.

APIKey

The API key used for accessing your SalesLoft account.

Remarks

The API key used for accessing your SalesLoft account.

OAuth

This section provides a complete list of the OAuth properties you can configure in the connection string for this provider.

Property	Description
OAuthClientId	Specifies the client ID (also known as the consumer key) assigned to your custom OAuth application. This ID is required to identify the application to the OAuth authorization server during authentication.
OAuthClientSecret	Specifies the client secret assigned to your custom OAuth application. This confidential value is used to authenticate the application to the OAuth authorization server. (Custom OAuth applications only.).
Scope	Specifies the scope of the authenticating user's access to the application, to ensure they get appropriate access to data. If a custom OAuth application is needed, this is generally specified at the time the application is created.

OAuthClientId

Specifies the client ID (also known as the consumer key) assigned to your custom OAuth application. This ID is required to identify the application to the OAuth authorization server during authentication.

Remarks

This property is required in two cases:

When using a custom OAuth application, such as in web-based authentication flows, service-based authentication, or certificate-based flows that require application registration.
If the driver does not provide embedded OAuth credentials.

(When the driver provides embedded OAuth credentials, this value may already be provided by the Sync App and thus not require manual entry.)

OAuthClientId is generally used alongside other OAuth-related properties such as OAuthClientSecret and OAuthSettingsLocation when configuring an authenticated connection.

OAuthClientId is one of the key connection parameters that need to be set before users can authenticate via OAuth. You can usually find this value in your identity provider’s application registration settings. Look for a field labeled Client ID, Application ID, or Consumer Key.

While the client ID is not considered a confidential value like a client secret, it is still part of your application's identity and should be handled carefully. Avoid exposing it in public repositories or shared configuration files.

For more information on how this property is used when configuring a connection, see Establishing a Connection.

OAuthClientSecret

Specifies the client secret assigned to your custom OAuth application. This confidential value is used to authenticate the application to the OAuth authorization server. (Custom OAuth applications only.).

Remarks

This property (sometimes called the application secret or consumer secret) is required when using a custom OAuth application in any flow that requires secure client authentication, such as web-based OAuth, service-based connections, or certificate-based authorization flows. It is not required when using an embedded OAuth application.

The client secret is used during the token exchange step of the OAuth flow, when the driver requests an access token from the authorization server. If this value is missing or incorrect, authentication fails with either an invalid_client or an unauthorized_client error.

OAuthClientSecret is one of the key connection parameters that need to be set before users can authenticate via OAuth. You can obtain this value from your identity provider when registering the OAuth application.

Notes:

This value should be stored securely and never exposed in public repositories, scripts, or unsecured environments.
Client secrets may also expire after a set period. Be sure to monitor expiration dates and rotate secrets as needed to maintain uninterrupted access.

For more information on how this property is used when configuring a connection, see Establishing a Connection

Scope

Specifies the scope of the authenticating user's access to the application, to ensure they get appropriate access to data. If a custom OAuth application is needed, this is generally specified at the time the application is created.

Remarks

Scopes are set to define what kind of access the authenticating user will have; for example, read, read and write, restricted access to sensitive information. System administrators can use scopes to selectively enable access by functionality or security clearance.

When InitiateOAuth is set to GETANDREFRESH, you must use this property if you want to change which scopes are requested.

When InitiateOAuth is set to either REFRESH or OFF, you can change which scopes are requested using either this property or the Scope input.

SSL

This section provides a complete list of the SSL properties you can configure in the connection string for this provider.

Property	Description
SSLServerCert	Specifies the certificate to be accepted from the server when connecting using TLS/SSL.

SSLServerCert

Specifies the certificate to be accepted from the server when connecting using TLS/SSL.

Remarks

If you are using a TLS/SSL connection, use this property to specify the TLS/SSL certificate to be accepted from the server. If you specify a value for this property, all other certificates that are not trusted by the machine are rejected.

This property can take the following forms:


Description	Example
A full PEM Certificate (example shortened for brevity)	`-----BEGIN CERTIFICATE----- MIIChTCCAe4CAQAwDQYJKoZIhv......Qw== -----END CERTIFICATE-----`
A path to a local file containing the certificate	C:\cert.cer
The public key (example shortened for brevity)	`-----BEGIN RSA PUBLIC KEY----- MIGfMA0GCSq......AQAB -----END RSA PUBLIC KEY-----`
The MD5 Thumbprint (hex values can also be either space- or colon-separated)	`ecadbdda5a1529c58a1e9e09828d70e4`
The SHA1 Thumbprint (hex values can also be either space- or colon-separated)	`34a929226ae0819f2ec14b4a3d904f801cbb150d`

Note: It is possible to use '*' to signify that all certificates should be accepted, but due to security concerns this is not recommended.

Firewall

This section provides a complete list of the Firewall properties you can configure in the connection string for this provider.

Property	Description
FirewallType	Specifies the protocol the provider uses to tunnel traffic through a proxy-based firewall.
FirewallServer	Identifies the IP address, DNS name, or host name of a proxy used to traverse a firewall and relay user queries to network resources.
FirewallPort	Specifies the TCP port to be used for a proxy-based firewall.
FirewallUser	Identifies the user ID of the account authenticating to a proxy-based firewall.
FirewallPassword	Specifies the password of the user account authenticating to a proxy-based firewall.

FirewallType

Specifies the protocol the provider uses to tunnel traffic through a proxy-based firewall.

Remarks

A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.

Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.

Note: By default, the Sync App connects to the system proxy. To disable this behavior and connect to one of the following proxy types, set ProxyAutoDetect to false.

The following table provides port number information for each of the supported protocols.


Protocol	Default Port	Description
TUNNEL	80	The port where the Sync App opens a connection to Salesloft. Traffic flows back and forth via the proxy at this location.
SOCKS4	1080	The port where the Sync App opens a connection to Salesloft. SOCKS 4 then passes theFirewallUser value to the proxy, which determines whether the connection request should be granted.
SOCKS5	1080	The port where the Sync App sends data to Salesloft. If the SOCKS 5 proxy requires authentication, set FirewallUser and FirewallPassword to credentials the proxy recognizes.

To connect to HTTP proxies, use ProxyServer and ProxyPort. To authenticate to HTTP proxies, use ProxyAuthScheme, ProxyUser, and ProxyPassword.

FirewallServer

Identifies the IP address, DNS name, or host name of a proxy used to traverse a firewall and relay user queries to network resources.

Remarks

A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.

Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.

FirewallPort

Specifies the TCP port to be used for a proxy-based firewall.

Remarks

A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.

Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.

FirewallUser

Identifies the user ID of the account authenticating to a proxy-based firewall.

Remarks

A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.

Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.

FirewallPassword

Specifies the password of the user account authenticating to a proxy-based firewall.

Remarks

A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.

Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.

Proxy

This section provides a complete list of the Proxy properties you can configure in the connection string for this provider.

Property	Description
ProxyAutoDetect	Specifies whether the provider checks your system proxy settings for existing proxy server configurations, rather than using a manually specified proxy server.
ProxyServer	Identifies the hostname or IP address of the proxy server through which you want to route HTTP traffic.
ProxyPort	Identifies the TCP port on your specified proxy server that has been reserved for routing HTTP traffic to and from the client.
ProxyAuthScheme	Specifies the authentication method the provider uses when authenticating to the proxy server specified in the ProxyServer connection property.
ProxyUser	Provides the username of a user account registered with the proxy server specified in the ProxyServer connection property.
ProxyPassword	Specifies the password of the user specified in the ProxyUser connection property.
ProxySSLType	Specifies the SSL type to use when connecting to the proxy server specified in the ProxyServer connection property.
ProxyExceptions	Specifies a semicolon-separated list of destination hostnames or IPs that are exempt from connecting through the proxy server set in the ProxyServer connection property.

ProxyAutoDetect

Specifies whether the provider checks your system proxy settings for existing proxy server configurations, rather than using a manually specified proxy server.

Remarks

When this connection property is set to True, the Sync App checks your system proxy settings for existing proxy server configurations (no need to manually supply proxy server details).

This connection property takes precedence over other proxy settings. If you want to configure the Sync App to connect to a specific proxy server, set ProxyAutoDetect to False.

To connect to an HTTP proxy, see ProxyServer. For other proxies, such as SOCKS or tunneling, see FirewallType.

ProxyServer

Identifies the hostname or IP address of the proxy server through which you want to route HTTP traffic.

Remarks

The Sync App only routes HTTP traffic through the proxy server specified in this connection property when ProxyAutoDetect is set to False.

If ProxyAutoDetect is set to True (the default), the Sync App instead routes HTTP traffic through the proxy server specified in your system proxy settings.

ProxyPort

Identifies the TCP port on your specified proxy server that has been reserved for routing HTTP traffic to and from the client.

Remarks

The Sync App only routes HTTP traffic through the ProxyServer port specified in this connection property when ProxyAutoDetect is set to False.

If ProxyAutoDetect is set to True (the default), the Sync App instead routes HTTP traffic through the proxy server port specified in your system proxy settings.

For other proxy types, see FirewallType.

ProxyAuthScheme

Specifies the authentication method the provider uses when authenticating to the proxy server specified in the ProxyServer connection property.

Remarks

Supported authentication types :

BASIC: The Sync App performs HTTP basic authentication.
DIGEST: The Sync App performs HTTP digest authentication.
NTLM: The Sync App retrieves an NTLM token.
NEGOTIATE: The Sync App retrieves an NTLM or Kerberos token based on the applicable protocol for authentication.
NONE: Signifies that the ProxyServer does not require authentication.

For all values other than NONE, you must also set the ProxyUser and ProxyPassword connection properties.

If you need to use another authentication type, such as SOCKS 5 authentication, see FirewallType.

ProxyUser

Provides the username of a user account registered with the proxy server specified in the ProxyServer connection property.

Remarks

The ProxyUser and ProxyPassword connection properties are used to connect and authenticate against the HTTP proxy specified in ProxyServer.

After selecting one of the available authentication types in ProxyAuthScheme, set this property as follows:


ProxyAuthScheme Value	Value to set for ProxyUser
BASIC	The username of a user registered with the proxy server.
DIGEST	The username of a user registered with the proxy server.
NEGOTIATE	The username of a Windows user who is a valid user in the domain or trusted domain that the proxy server is part of, in the format `user@domain` or `domain\user`.
NTLM	The username of a Windows user who is a valid user in the domain or trusted domain that the proxy server is part of, in the format `user@domain` or `domain\user`.
NONE	Do not set the ProxyPassword connection property.

Note: The Sync App only uses this username if ProxyAutoDetect is set to False. If ProxyAutoDetect is set to True (the default), the Sync App instead uses the username specified in your system proxy settings.

ProxyPassword

Specifies the password of the user specified in the ProxyUser connection property.

Remarks

The ProxyUser and ProxyPassword connection properties are used to connect and authenticate against the HTTP proxy specified in ProxyServer.

After selecting one of the available authentication types in ProxyAuthScheme, set this property as follows:


ProxyAuthScheme Value	Value to set for ProxyPassword
BASIC	The password associated with the proxy server user specified in ProxyUser.
DIGEST	The password associated with the proxy server user specified in ProxyUser.
NEGOTIATE	The password associated with the Windows user account specified in ProxyUser.
NTLM	The password associated with the Windows user account specified in ProxyUser.
NONE	Do not set the ProxyPassword connection property.

For SOCKS 5 authentication or tunneling, see FirewallType.

Note: The Sync App only uses this password if ProxyAutoDetect is set to False. If ProxyAutoDetect is set to True (the default), the Sync App instead uses the password specified in your system proxy settings.

ProxySSLType

Specifies the SSL type to use when connecting to the proxy server specified in the ProxyServer connection property.

Remarks

This property determines when to use SSL for the connection to the HTTP proxy specified by ProxyServer. You can set this connection property to the following values :


AUTO	Default setting. If ProxyServer is set to an HTTPS URL, the Sync App uses the TUNNEL option. If ProxyServer is set to an HTTP URL, the component uses the NEVER option.
ALWAYS	The connection is always SSL enabled.
NEVER	The connection is not SSL enabled.
TUNNEL	The connection is made through a tunneling proxy. The proxy server opens a connection to the remote host and traffic flows back and forth through the proxy.

ProxyExceptions

Specifies a semicolon-separated list of destination hostnames or IPs that are exempt from connecting through the proxy server set in the ProxyServer connection property.

Remarks

The ProxyServer is used for all addresses, except for addresses defined in this property. Use semicolons to separate entries.

Note: The Sync App uses the system proxy settings by default, without further configuration needed. If you want to explicitly configure proxy exceptions for this connection, set ProxyAutoDetect to False.

Logging

This section provides a complete list of the Logging properties you can configure in the connection string for this provider.

Property	Description
LogModules	Specifies the core modules to include in the log file. Use a semicolon-separated list of module names. By default, all modules are logged.

LogModules

Specifies the core modules to include in the log file. Use a semicolon-separated list of module names. By default, all modules are logged.

Remarks

The Sync App writes details about each operation it performs into the logfile specified by the Logfile connection property.

Each of these logged operations are assigned to a themed category called a module, and each module has a corresponding short code used to labels individual Sync App operations as belonging to that module.

When this connection property is set to a semicolon-separated list of module codes, only operations belonging to the specified modules are written to the logfile. Note that this only affects which operations are logged moving forward and doesn't retroactively alter the existing contents of the logfile. For example: INFO;EXEC;SSL;META;

By default, logged operations from all modules are included.

You can explicitly exclude a module by prefixing it with a "-". For example: -HTTP

To apply filters to submodules, identify them with the syntax <module name>.<submodule name>. For example, the following value causes the Sync App to only log actions belonging to the HTTP module, and further refines it to exclude actions belonging to the Res submodule of the HTTP module: HTTP;-HTTP.Res

Note that the logfile filtering triggered by the Verbosity connection property takes precedence over the filtering imposed by this connection property. This means that operations of a higher verbosity level than the level specified in the Verbosity connection property are not printed in the logfile, even if they belong to one of the modules specified in this connection property.

The available modules and submodules are:


Module Name	Module Description	Submodules
INFO	General Information. Includes the connection string, product version (build number), and initial connection messages.	Connec – Information related to creating or destroying connections. Messag – Generic label for messages pertaining to connections, the connection string, and product version. These messages are typically specific to the Sync App, rather than being received and passed along directly from the service.
EXEC	Query Execution. Includes execution messages for user-written SQL queries, parsed SQL queries, and normalized SQL queries. Success/failure messages for queries and query pages appear here as well.	Messag – Messages pertaining to query execution. These messages are typically specific to the Sync App, rather than being received and passed along directly from the service. Normlz – Query normalization steps. Query normalization is when the product takes the user-submitted query and rewrites the query to get the same results with optimal performance. Origin – This label applies to any messages recording a user's original query (the exact, unaltered, non-normalized query executed by the user). Page – Messages related to query paging. Parsed – Query parsing steps. Parsing is the process of converting the user-submitted query into a standardized format for easier processing.
HTTP	HTTP protocol messages. Includes HTTP requests/responses (including POST messages), as well as Kerberos related messages.	KERB – HTTP requests related to Kerberos. Messag – Messages pertaining to HTTP protocols. These messages are typically specific to the Sync App, rather than being received and passed along directly from the service. Unpack – This label applies to messages about zipped data being returned from the service API and unpacked by the product. Res – Messages containing HTTP responses. Req – Messages containing HTTP requests.
WSDL	Messages pertaining to the generation of WSDL/XSD files.	—
SSL	SSL certificate messages.	Certif – Messages pertaining to SSL certificates.
AUTH	Authentication related failure/success messages.	Messag – Messages pertaining to authentication. These messages are typically specific to the Sync App, rather than being received and passed along directly from the service. OAuth – Messages related to OAuth authentication. Krbros – Kerberos-related authentication messages.
SQL	Includes SQL transactions, SQL bulk transfer messages, and SQL result set messages.	Bulk – Messages pertaining to bulk query execution. Cache – Messages related to reading row data from and writing row data to the product's cache for better performance. Messag – Messages pertaining to SQL transactions. These messages are typically specific to the Sync App, rather than being received and passed along directly from the service. ResSet – Query resultsets. Transc – Messages related to handling transactions, including information about the number of jobs executed and backup table handling.
META	Metadata cache and schema messages.	Cache – Messages related to reading from and modifying column and table definitions in the product's cache for better performance. Schema – Messages related to retrieving metadata from or modifying the service schema. MemSto – Messages related to writing to or reading from in-memory metadata cache. Storag – Messages relating to storing metadata on disk or in an external data store, rather than in memory.
FUNC	Information related to executing SQL functions.	Errmsg – Error messages related to executing SQL functions.
TCP	Incoming and outgoing raw bytes on TCP transport layer messages.	Send – Raw data sent via the TCP protocol. Receiv – Raw data received via the TCP protocol.
FTP	Messages pertaining to the File Transfer Protocol.	Info – Status messages related to communication in the FTP protocol. Client – Messages related to actions taken by the FTP client (the product) during FTP communication. Server – Messages related to actions taken by the FTP server during FTP communication.
SFTP	Messages pertaining to the Secure File Transfer Protocol.	Info – Status messages related to communication in the SFTP protocol. To_Server – Messages related to actions taken by the SFTP client (the product) during SFTP communication. From_Server – Messages related to actions taken by the SFTP server during SFTP communication.
POP	Messages pertaining to data transferred via the Post Office Protocol.	Client – Messages related to actions taken by the POP client (the product) during POP communication. Server – Messages related to actions taken by the POP server during POP communication. Status – Status messages related to communication in the POP protocol.
SMTP	Messages pertaining to data transferred via the Simple Mail Transfer Protocol.	Client – Messages related to actions taken by the SMTP client (the product) during SMTP communication. Server – Messages related to actions taken by the SMTP server during SMTP communication. Status – Status messages related to communication in the SMTP protocol.
CORE	Messages relating to various internal product operations not covered by other modules.	—
DEMN	Messages related to SQL remoting.	—
CLJB	Messages about bulk data uploads (cloud job).	Commit – Submissions for bulk data uploads.
SRCE	Miscellaneous messages produced by the product that don't belong in any other module.	—
TRANCE	Advanced messages concerning low-level product operations.	—

Schema

This section provides a complete list of the Schema properties you can configure in the connection string for this provider.

Property	Description
Location	Specifies the location of a directory containing schema files that define tables, views, and stored procedures. Depending on your service's requirements, this may be expressed as either an absolute path or a relative path.
BrowsableSchemas	Optional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC .
Tables	Optional setting that restricts the tables reported to a subset of all available tables. For example, Tables=TableA,TableB,TableC .
Views	Optional setting that restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC .

Location

Specifies the location of a directory containing schema files that define tables, views, and stored procedures. Depending on your service's requirements, this may be expressed as either an absolute path or a relative path.

Remarks

The Location property is only needed if you want to either customize definitions (for example, change a column name, ignore a column, etc.) or extend the data model with new tables, views, or stored procedures.

If left unspecified, the default location is %APPDATA%\\CData\\SalesLoft Data Provider\\Schema, where %APPDATA% is set to the user's configuration directory:


Platform	%APPDATA%
Windows	The value of the APPDATA environment variable
Linux	~/.config

BrowsableSchemas

Optional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC .

Remarks

Listing all available database schemas can take extra time, thus degrading performance. Providing a list of schemas in the connection string saves time and improves performance.

Tables

Optional setting that restricts the tables reported to a subset of all available tables. For example, Tables=TableA,TableB,TableC .

Remarks

Listing all available tables from some databases can take extra time, thus degrading performance. Providing a list of tables in the connection string saves time and improves performance.

If there are lots of tables available and you already know which ones you want to work with, you can use this property to restrict your viewing to only those tables. To do this, specify the tables you want in a comma-separated list. Each table should be a valid SQL identifier with any special characters escaped using square brackets, double-quotes or backticks. For example, Tables=TableA,[TableB/WithSlash],WithCatalog.WithSchema.`TableC With Space`.

Note: If you are connecting to a data source with multiple schemas or catalogs, you must specify each table you want to view by its fully qualified name. This avoids ambiguity between tables that may exist in multiple catalogs or schemas.

Views

Optional setting that restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC .

Remarks

Listing all available views from some databases can take extra time, thus degrading performance. Providing a list of views in the connection string saves time and improves performance.

If there are lots of views available and you already know which ones you want to work with, you can use this property to restrict your viewing to only those views. To do this, specify the views you want in a comma-separated list. Each view should be a valid SQL identifier with any special characters escaped using square brackets, double-quotes or backticks. For example, Views=ViewA,[ViewB/WithSlash],WithCatalog.WithSchema.`ViewC With Space`.

Note: If you are connecting to a data source with multiple schemas or catalogs, you must specify each view you want to examine by its fully qualified name. This avoids ambiguity between views that may exist in multiple catalogs or schemas.

Miscellaneous

This section provides a complete list of the Miscellaneous properties you can configure in the connection string for this provider.

Property	Description
IncludeFiltersAsViews	Set this to true if you want to expose filters for the modules as views.(Also konwn as Saved List Views).
ImpersonatedUserId	User Impersonation allows Administrators to access and operate as if they were logged in as that User. The ImpersonatedUserId property defines the Id of the user you are trying to impersonate. The impact this has in the system is the value of the ownerId send in the insert/update statements as well as in Filters Views where the filter contains OwnerId or OwnerGUID.
MaxRows	Specifies the maximum number of rows returned for queries that do not include either aggregation or GROUP BY.
Other	Specifies advanced connection properties for specialized scenarios. Use this property only under the guidance of our Support team to address specific issues.
PseudoColumns	Specifies the pseudocolumns to expose as table columns, expressed as a string in the format 'TableName=ColumnName;TableName=ColumnName'.
Timeout	Specifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error.
UserDefinedViews	Specifies a filepath to a JSON configuration file that defines custom views. The provider automatically detects and uses the views specified in this file.

IncludeFiltersAsViews

Set this to true if you want to expose filters for the modules as views.(Also konwn as Saved List Views).

Remarks

You can query the filtered modules like you would query the views:

SELECT * FROM [Filter_People_CadenceTest]

where "People" is the name of the module and "CadenceTest" is the name of the filter applied to that module.

ImpersonatedUserId

User Impersonation allows Administrators to access and operate as if they were logged in as that User. The ImpersonatedUserId property defines the Id of the user you are trying to impersonate. The impact this has in the system is the value of the ownerId send in the insert/update statements as well as in Filters Views where the filter contains OwnerId or OwnerGUID.

Remarks

User Impersonation allows Administrators to access and operate as if they were logged in as that User. The ImpersonatedUserId property defines the Id of the user you are trying to impersonate. The impact this has in the system is the value of the ownerId send in the insert/update statements as well as in Filters Views where the filter contains OwnerId or OwnerGUID.

MaxRows

Specifies the maximum number of rows returned for queries that do not include either aggregation or GROUP BY.

Remarks

The default value for this property, -1, means that no row limit is enforced unless the query explicitly includes a LIMIT clause. (When a query includes a LIMIT clause, the value specified in the query takes precedence over the MaxRows setting.)

Setting MaxRows to a whole number greater than 0 ensures that queries do not return excessively large result sets by default.

This property is useful for optimizing performance and preventing excessive resource consumption when executing queries that could otherwise return very large datasets.

Other

Specifies advanced connection properties for specialized scenarios. Use this property only under the guidance of our Support team to address specific issues.

Remarks

This property allows advanced users to configure hidden properties for specialized situations, with the advice of our Support team. These settings are not required for normal use cases but can address unique requirements or provide additional functionality. To define multiple properties, use a semicolon-separated list.

Note: It is strongly recommended to set these properties only when advised by the Support team to address specific scenarios or issues.

Integration and Formatting


Property	Description
DefaultColumnSize	Sets the default length of string fields when the data source does not provide column length in the metadata. The default value is 2000.
ConvertDateTimeToGMT=True	Converts date-time values to GMT, instead of the local time of the machine. The default value is False (use local time).
RecordToFile=filename	Records the underlying socket data transfer to the specified file.

PseudoColumns

Specifies the pseudocolumns to expose as table columns, expressed as a string in the format 'TableName=ColumnName;TableName=ColumnName'.

Remarks

This property allows you to define which pseudocolumns the Sync App exposes as table columns.

To specify individual pseudocolumns, use the following format:

Table1=Column1;Table1=Column2;Table2=Column3

To include all pseudocolumns for all tables use:

*=*

Timeout

Specifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error.

Remarks

The timeout applies to each individual communication with the server rather than the entire query or operation. For example, a query could continue running beyond 60 seconds if each paging call completes within the timeout limit.

Timeout is set to 60 seconds by default. To disable timeouts, set this property to 0.

Disabling the timeout allows operations to run indefinitely until they succeed or fail due to other conditions such as server-side timeouts, network interruptions, or resource limits on the server.

Note: Use this property cautiously to avoid long-running operations that could degrade performance or result in unresponsive behavior.

UserDefinedViews

Specifies a filepath to a JSON configuration file that defines custom views. The provider automatically detects and uses the views specified in this file.

Remarks

UserDefinedViews allows you to define and manage custom views through a JSON-formatted configuration file called UserDefinedViews.json. These views are automatically recognized by the Sync App and enable you to execute custom SQL queries as if they were standard database views. The JSON file defines each view as a root element with a child element called "query", which contains the SQL query for the view.

For example:

{
	"MyView": {
		"query": "SELECT * FROM Accounts WHERE MyColumn = 'value'"
	},
	"MyView2": {
		"query": "SELECT * FROM MyTable WHERE Id IN (1,2,3)"
	}
}

You can use this property to define multiple views in a single file and specify the filepath. For example:

UserDefinedViews=C:\Path\To\UserDefinedViews.json

When you specify a view in UserDefinedViews, the Sync App only sees that view.

For further information, see User Defined Views.

Third Party Copyrights

LZMA from 7Zip LZMA SDK

LZMA SDK is placed in the public domain.

Anyone is free to copy, modify, publish, use, compile, sell, or distribute the original LZMA SDK code, either in source code form or as a compiled binary, for any purpose, commercial or non-commercial, and by any means.

LZMA2 from XZ SDK

Version 1.9 and older are in the public domain.

Xamarin.Forms

Xamarin SDK

The MIT License (MIT)

Copyright (c) .NET Foundation Contributors

Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.

NSIS 3.10

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Salesloft Connector for CData Sync

Salesloft Connector for CData Sync

Overview

Salesloft Version Support

Establishing a Connection

Adding a Connection to Salesloft

Connecting to Salesloft

API Key

OAuth

Data Model

Overview

Key Features

Views

Tables

Stored Procedures

Tables

Salesloft Connector for CData Sync Tables

Accounts

Table Specific Information

Select

Insert

Update

Upsert

Delete

Columns

CadenceMemberships

Columns

CalendarEvents

Columns

Calls

Columns

CustomFields

Columns

EmailTemplates

Columns

ExternalIdConfigurations

Columns

ExternalIdMappings

Columns

Groups

Columns

Imports

Select

Insert

Update

Delete

Columns

Meetings

Columns

MeetingSettings

Columns

Notes

Columns

Pseudo-Columns

OpportunityPeople

Columns

OpportunityStages

Columns

PendingEmails

Columns

People

Table Specific Information

Select

Insert

Update

Upsert

Delete

Columns

PersonStages

Columns

PlayRegistrations

Columns

SavedListViews

Select

Insert

Update

Delete

Columns

SignalRegistrations

Columns