CRM Tasks
Method Name | Purpose |
Create Record | To create a new record |
Fetch Records | To fetch records from a module |
Get Record By ID | To fetch a specific record using its record ID |
Get Related Records | To fetch related information (Notes, Tasks, Contacts, etc.) about a record using its ID |
Search Records | To search records based on a given criteria |
Search Records By PDC (deprecated) | To search records based on pre defined colulmns |
Update Records | To update a record using its record ID |
Delete Records | To delete a record using its record ID |
Get User Data | Fetch the information about the users of an extension or vertical solution |
Invoke connector task | To invoke a connector associated with an extension or vertical solution |
Set Organization Variable | To assign value to a custom variable |
Get Organization Variable | To obtain the value of a custom variable |
Get Module Metadata | To get a particular module's meta data |
Get All Module Metadata | To obtain the meta data of all the different modules |
Get Organization Information | To retrieve organization information |