销售人员
对于已启用SFDC同步或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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