销售人员

销售人员终结点引用

对于已启用SFDC同步Microsoft Dynamics同步的订阅,销售人员API是只读访问权限。 销售人员是销售线索记录的销售负责人的人员记录类型。 它们按每个Lead记录上的externalSalesPersonId字段与Lead记录相关。 当Lead通过填充的externalSalesPersonId字段与Sales Person关联时,将在Marketo中为该商机记录填充相应的Lead Owner查找字段,从而允许使用相应的过滤器和令牌。

通过使用同步潜在客户终结点并传递externalSalesPersonId属性,销售人员与潜在客户记录相关联。

通过使用Sync Opportunities端点并传递externalSalesPersonId属性,销售人员与机会记录相关联。

通过使用同步公司端点并传递externalSalesPersonId属性,销售人员与公司记录相关联。

销售人员记录只能通过API进行编辑。

描述

描述销售人员记录遵循销售线索数据库对象的标准模式。

GET /rest/v1/salespersons/describe.json
{
   "requestId":"185d6#14b51985ff0",
   "success":true,
   "result":[
      {
         "name":"SalesPerson",
         "createdAt":"2015-02-03T22:36:23Z",
         "updatedAt":"2015-02-03T22:36:24Z",
         "idField":"id",
         "dedupeFields":[
            "externalSalesPersonId"
         ],
         "searchableFields":[
            [
               "email"
            ],
            [
               "id"
            ],
            [
               "externalSalesPersonId"
            ]
         ],
         "fields":[
            {
               "name":"id",
               "displayName":"Marketo Id",
               "dataType":"integer",
               "updateable":false
            },
            {
               "name":"createdAt",
               "displayName":"Created At",
               "dataType":"datetime",
               "updateable":false
            },
            {
               "name":"updatedAt",
               "displayName":"Updated At",
               "dataType":"datetime",
               "updateable":false
            },
            {
               "name":"email",
               "displayName":"Email",
               "dataType":"string",
               "length":255,
               "updateable":false
            },
            {
               "name":"externalSalesPersonId",
               "displayName":"External Sales Person Id",
               "dataType":"string",
               "length":255,
               "updateable":false
            }
         ]
      }
   ]
}

默认情况下,销售人员的idField是“id”,dedupeFields只是“externalSalesPersonId”。

查询

使用简单键的标准查询模式的销售人员。 此示例显示用户电子邮件用作externalSalesPersonId。 默认情况下,查询会返回为返回记录填充的所有字段。

GET /rest/v1/salespersons.json?filterType=dedupeFields&filterValues=david@test.com,sam@test.com
 {
   "requestId":"e42b#14272d07d78",
   "success":true,
   "result":[
      {
         "seq":0,
         "id":53453,
         "externalSalesPersonId":"sam@test.com",
         "createdAt":"2015-02-03T22:36:23Z",
         "updatedAt":"2015-02-03T22:36:23Z"
      },
      {
         "seq":1,
         "id":53454,
         "externalSalesPersonId":"david@test.com",
         "createdAt":"2015-02-03T22:36:23Z",
         "updatedAt":"2015-02-03T22:36:23Z"
      }
   ]
}

创建和更新

更新模式是标准模式。

POST /rest/v1/salespersons.json
{
   "action":"createOrUpdate",
   "dedupeBy":"dedupeFields",
   "input":[
      {
         "externalSalesPersonId":"sam@test.com",
         "email":"sam@test.com",
         "firstName":"Sam",
         "lastName":"Sanosin"
      },
      {
         "externalSalesPersonId":"david@test.com",
         "email":"david@test.com",
         "firstName":"David",
         "lastName":"Aulassak"
      }
   ]
}
{
   "requestId":"e42b#14272d07d78",
   "success":true,
   "result":[
      {
         "seq":0,
         "status": "updated",
         "id":45232
      },
      {
         "seq":1,
         "status": "created",
         "id":45236
      }
   ]
}

删除

删除的模式是标准的。

“使用中”时不允许删除销售人员。 在这种情况下,将跳过Sales Person。 示例:

  • 当销售人员与有效潜在客户关联时
  • 当销售人员与已删除的公司关联时
POST /rest/v1/salespersons/delete.json
{
   "deleteBy":"dedupeFields",
   "input":[
      {
         "externalSalesPersonId":"sam@test.com"
      },
      {
         "externalSalesPersonId":"david@test.com"
      },
      {
         "externalSalesPersonId":"raj@test.com"
      }
   ]
}
{
   "requestId":"e42b#14272d07d78",
   "success":true,
   "result":[
      {
         "seq":0,
         "id":56343,
         "status": "deleted"
      },
      {
         "seq":1,
         "id":53453,
         "status": "deleted"
      },
      {
         "seq":2,
         "status": "skipped"
         "reasons":[
            {
               "code":"1013",
               "message":"Record not found"
            }
         ]
      }
   ]
}

超时

  • 除非下面说明,否则销售人员端点的超时为30秒

    • 同步销售人员:60多岁
    • 删除销售人员:60岁
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