Act! CRM¶
The Act! CRM connector is a Palantir-provided driver for Act! CRM.
To create a new Act! CRM source, follow the standard setup flow for Palantir-provided drivers, then use the sections below for Act! CRM-specific configuration and networking. For the complete property reference, see the official Act! CRM driver documentation ↗.
Configuration¶
The properties below are mandatory or recommended.
| Property | Required? | Description | Default |
|---|---|---|---|
ActDatabase ↗ |
Mandatory | The Act! Database to connect to. | — |
ActEdition ↗ |
Mandatory | The edition of ActCRM being used. Set either Act CRM or Act Premium Cloud. | Act CRM |
Password ↗ |
Mandatory | Specifies the password of the authenticating user account. | — |
User ↗ |
Mandatory | Specifies the user ID of the authenticating Act! CRM user account. | — |
IncludeCustomFields ↗ |
Recommended | A boolean indicating if you would like to include custom fields in the column listing. | TRUE |
URL ↗ |
Recommended | The URL of the ActCRM account. | https://apius.act.com |
Networking¶
The table below lists the domains that the source needs to be able to access in order to successfully run.
For each domain, add a corresponding egress policy. If the source is hosted on-premises and not directly reachable from Foundry, use an agent proxy egress policy instead; the agent host itself must also be able to reach the listed domains. See using an agent as a proxy for details.
| Domain | Required |
|---|---|
| \ |
When ActEdition='Act CRM' (default) - URL connection property |
| apius.act.com | When ActEdition='Act Premium Cloud' and ActCloudRegion='US' |
| apiuk.act.com | When ActEdition='Act Premium Cloud' and ActCloudRegion='UK' |
| apiau.act.com | When ActEdition='Act Premium Cloud' and ActCloudRegion='AUS' or 'NZ' |
| apieu.act.com | When ActEdition='Act Premium Cloud' and ActCloudRegion='EU' or 'InternationalEnglish' |
中文翻译¶
Act! CRM¶
Act! CRM 连接器是 Palantir 提供的用于 Act! CRM 的驱动程序。
要创建新的 Act! CRM 数据源，请遵循 Palantir 提供驱动程序的标准设置流程，然后使用以下各节进行 Act! CRM 特定的配置和网络设置。有关完整的属性参考，请参阅官方 Act! CRM 驱动程序文档 ↗。
配置¶
以下属性为必填或推荐设置。
| 属性 | 是否必填 | 描述 | 默认值 |
|---|---|---|---|
ActDatabase ↗ |
必填 | 要连接的 Act! 数据库。 | — |
ActEdition ↗ |
必填 | 所使用的 ActCRM 版本。设置为 Act CRM 或 Act Premium Cloud。 | Act CRM |
Password ↗ |
必填 | 指定验证用户账户的密码。 | — |
User ↗ |
必填 | 指定验证的 Act! CRM 用户账户的用户 ID。 | — |
IncludeCustomFields ↗ |
推荐 | 布尔值，指示是否在列列表中包含自定义字段。 | TRUE |
URL ↗ |
推荐 | ActCRM 账户的 URL。 | https://apius.act.com |
网络设置¶
下表列出了数据源为成功运行而需要能够访问的域名。
对于每个域名，请添加相应的出站策略。如果数据源部署在本地且无法直接从 Foundry 访问，请改用代理出站策略；代理主机本身也必须能够访问所列出的域名。有关详细信息，请参阅使用代理作为代理。
| 域名 | 必需条件 |
|---|---|
| \ |
当 ActEdition='Act CRM'（默认）时 - URL 连接属性 |
| apius.act.com | 当 ActEdition='Act Premium Cloud' 且 ActCloudRegion='US' 时 |
| apiuk.act.com | 当 ActEdition='Act Premium Cloud' 且 ActCloudRegion='UK' 时 |
| apiau.act.com | 当 ActEdition='Act Premium Cloud' 且 ActCloudRegion='AUS' 或 'NZ' 时 |
| apieu.act.com | 当 ActEdition='Act Premium Cloud' 且 ActCloudRegion='EU' 或 'InternationalEnglish' 时 |