Get all setup tasks

get

/crmRestApi/resources/11.13.18.05/setupAssistants

Request

Query Parameters
  • When this parameter is provided, the specified children are included in the resource payload (instead of just a link). The value of this query parameter is "all" or "". More than one child can be specified using comma as a separator. Example: ?expand=Employees,Localizations. Nested children can also be provided following the format "Child.NestedChild" (Example: ?expand=Employees.Managers). If a nested child is provided (Example: Employees.Managers), the missing children will be processed implicitly. For example, "?expand=Employees.Managers" is the same as "?expand=Employees,Employees.Managers" (which will expand Employees and Managers).
  • This parameter filters the resource fields. Only the specified fields are returned, which means that if no fields are specified, no fields are returned (useful to get only the links). If an indirect child resource is provided (Example: Employees.Managers), the missing children will be processed implicitly. For example, "?fields=Employees.Managers:Empname" is the same as "?fields=;Employees:;Employees.Managers:Empname" (which will only return the "Empname" field for Managers). the value of this query parameter is a list of resource fields. The attribute can be a direct (Example: Employees) or indirect (Example: Employees.Managers) child. It cannot be combined with expand query parameter. If both are provided, only fields will be considered.

    Format: ?fields=Attribute1,Attribute2

    Format for fields in child resource: ?fields=Accessor1:Attribute1,Attribute2
  • Used as a predefined finder to search the collection.

    Format ?finder=<finderName>;<variableName>=<variableValue>,<variableName2>=<variableValue2>

    The following are the available finder names and corresponding finder variables

    • DataPopulatedRowFinder Finds the setup task details with the specified task name.
      Finder Variables
      • bindName; string; The setup task name to get details.
    • PrimaryKey Finds the setup task details with the specified primary key.
      Finder Variables
      • Name; string; The unique identifier of the setup task.
  • This parameter restricts the number of resources returned inside the resource collection. If the limit exceeds the resource count then the framework will only return the available resources.
  • This parameter can be used to show only certain links while accessing a singular resource or a resource collection. The parameter value format is a comma-separated list of : <link_relation>

    Example:
    self,canonical
  • Used to define the starting position of the resource collection. If offset exceeds the resource count then no resources are returned. Default value is 0.
  • The resource item payload will be filtered in order to contain only data (no links section, for example).
  • This parameter orders a resource collection based on the specified fields. The parameter value is a comma-separated string of attribute names, each optionally followed by a colon and "asc" or "desc". Specify "asc" for ascending and "desc" for descending. The default value is "asc". For example, ?orderBy=field1:asc,field2:desc
  • This query parameter defines the where clause. The resource collection will be queried using the provided expressions. The value of this query parameter is one or more expressions. Example: ?q=Deptno>=10 and <= 30;Loc!=NY

    Format: ?q=expression1;expression2

    You can use these queryable attributes to filter this collection resource using the q query parameter:
    • Data; string; The data required to complete the setup task.
    • Id; string; The unique identifier of a setup task.
    • Name; string; A unique name for the setup task.
    • Status; string; The status of the setup task.
  • The resource collection representation will include the "estimated row count" when "?totalResults=true", otherwise the count is not included. The default value is "false".
Header Parameters
  • If the REST API supports runtime customizations, the shape of the service may change during runtime. The REST client may isolate itself from these changes or choose to interact with the latest version of the API by specifying this header. For example: Metadata-Context:sandbox="TrackEmployeeFeature".
  • The protocol version between a REST client and service. If the client does not specify this header in the request the server will pick a default version for the API.

There's no request body for this operation.

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Response

Supported Media Types

Default Response

The following table describes the default response for this task.
Headers
  • If the REST API supports runtime customizations, the shape of the service may change during runtime. The REST client may isolate itself from these changes or choose to interact with the latest version of the API by specifying this header. For example: Metadata-Context:sandbox="TrackEmployeeFeature".
  • The protocol version between a REST client and service. If the client does not specify this header in the request the server will pick a default version for the API.
Body ()
Root Schema : setupAssistants
Type: object
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Nested Schema : Items
Type: array
Title: Items
The items in the collection.
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Nested Schema : setupAssistants-item-response
Type: object
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Nested Schema : Accounting Calendars
Type: array
Title: Accounting Calendars
The Accounting Calendar resource is used to create accounting calendar.
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Nested Schema : Adaptive Searches
Type: array
Title: Adaptive Searches
The adaptive search resource is used to view, create and update configuration for adaptive search. This configuration will be used to submit the adaptive search publish task.
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Nested Schema : Company Profiles
Type: array
Title: Company Profiles
The Company Profile resource is used to create the enterprise information.
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Nested Schema : Competitors
Type: array
Title: Competitors
The Competitors resource is used to create competitors.
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Nested Schema : Geographies
Type: array
Title: Geographies
The Geographies resource is used to import geographies and enable geocoding.
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Nested Schema : Opportunities
Type: array
Title: Opportunities
The Opportunities resource is used to create, view and update opportunity setup.
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Nested Schema : Product Groups
Type: array
Title: Product Groups
The Product Group resource is used to create the root product group.
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Nested Schema : Role Mappings
Type: array
Title: Role Mappings
The Resource Role Mapping resource is used to create resource roles and role mappings.
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Nested Schema : Sales Forecasts
Type: array
Title: Sales Forecasts
The Sales Forecasting resource is used to setup owner based sales forecasting.
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Nested Schema : Sales Stages
Type: array
Title: Sales Stages
The Sales Stages resource is used to create, view and update sales stages for the selected sales method.
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Nested Schema : Setup Histories
Type: array
Title: Setup Histories
The setup history resource is used to view setup data captured by the Setup Assistant.
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Nested Schema : Setup Progress
Type: array
Title: Setup Progress
The Setup Progress resource is used to monitor the progress of the setup tasks started by the Setup Assistant.
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Nested Schema : Setup Users
Type: array
Title: Setup Users
The Setup Users resource is used to create setup users.
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Nested Schema : Top Sales Users
Type: array
Title: Top Sales Users
The Top Sales User resource is used to create the top sales user and set the user at the top of the sales hierarchy.
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Nested Schema : setupAssistants-AccountingCalendars-item-response
Type: object
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Nested Schema : setupAssistants-AdaptiveSearch-item-response
Type: object
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  • Maximum Length: 80
    Default Value: Y
    Indicates whether the account has been selected for adaptive search publish.
  • Maximum Length: 80
    Default Value: Y
    Indicates whether the activity has been selected for adaptive search publish.
  • Maximum Length: 80
    Default Value: Y
    Indicates whether the Revenue Lines object has been selected for inclusion in the Adaptive Search Publish process. If true, then revenue lines are included in the process. By default, the value is true.
  • Maximum Length: 80
    Default Value: Y
    Indicates whether the contact has been selected for adaptive search publish.
  • Maximum Length: 80
    The unique identifier of the adaptive search setup task.
  • Maximum Length: 80
    Default Value: Y
    Indicates whether the Asset object has been selected for inclusion in the Adaptive Search Publish process. If true, then assets are included in the process. By default, the value is true.
  • Links
  • Maximum Length: 80
    Default Value: Y
    Indicates whether the opportunity has been selected for adaptive search publish.
  • Maximum Length: 80
    Default Value: N
    Indicates whether the partner has been selected for adaptive search publish.
  • Maximum Length: 80
    Default Value: N
    Indicates whether the partner contact has been selected for adaptive search publish.
  • Maximum Length: 80
    Default Value: Y
    Indicates whether Product has been selected for the adaptive search publish.
  • Maximum Length: 80
    Default Value: Y
    Indicates whether Product Group has been selected for the adaptive search publish.
  • Maximum Length: 80
    Default Value: Y
    Indicates whether the lead has been selected for adaptive search publish.
  • Maximum Length: 80
    Default Value: N
    Indicates whether the service request has been selected for adaptive search publish.
Nested Schema : setupAssistants-CompanyProfiles-item-response
Type: object
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Nested Schema : setupAssistants-Competitors-item-response
Type: object
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Nested Schema : setupAssistants-Geographies-item-response
Type: object
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Nested Schema : setupAssistants-Opportunities-item-response
Type: object
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Nested Schema : Sales Stages
Type: array
Title: Sales Stages
The Sales Stages resource is used to create, view and update sales stages for the selected sales method.
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Nested Schema : setupAssistants-Opportunities-SalesStages-item-response
Type: object
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Nested Schema : setupAssistants-ProductGroups-item-response
Type: object
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Nested Schema : setupAssistants-RoleMappings-item-response
Type: object
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Nested Schema : setupAssistants-SalesForecastings-item-response
Type: object
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Nested Schema : setupAssistants-SalesStages-item-response
Type: object
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Nested Schema : setupAssistants-SetupHistory-item-response
Type: object
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Nested Schema : setupAssistants-SetupProgress-item-response
Type: object
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Nested Schema : setupAssistants-SetupUsers-item-response
Type: object
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Nested Schema : setupAssistants-TopSalesUsers-item-response
Type: object
Show Source
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