Schema Reference

The application schema is used to configure the objects returned from a connector.

Note

The Account Schema tab is used to define the attributes for each object type in the application being configured. The schema attributes can be defined as Entitlement or Multi-Valued. Refer to Managing Source Account Schemas for more information.
The schema attributes that are not present by default must be defined as strings if not specified.

The Pipeliner CRM connector uses the following default correlation and object configurations.

Default Account Schema

Each source supports a variety of details, or attributes, about each user who has an account, such as their name, email address, manager name, and location.

The set of account attributes each source stores and how they're organized is known as the account's schema. To best represent your data, you can configure sources to use an account schema matching the one you use in the external connector. Refer to Managing Source Account Schemas for more information.

Default Account ID

SailPoint requires that certain attributes remain in your configuration. These attributes are referred to as account IDs.

Caution

Changing the attribute marked as the account ID after aggregating accounts can result in duplicate accounts being created. To avoid this, either reset the accounts on this source before editing the account ID attribute or edit the account ID attribute before aggregating accounts.

To resolve issues caused by changing account IDs, reconfigure them to their default values.

The following table lists the default account IDs for this connector:

Account ID	Schema Object Type
Id	Account

Default Account Attributes

The Pipeliner CRM connector supports the following default account schema attributes and customer configurable attributes. The attributes must be defined as strings if not specified.

Attribute Name	Description
modified_date	Date and time when the user was last modified
phone	Phone number of the user
name	Full name of the user
id	Unique identifier for the user in Pipeliner CRM
created_date	Date and time when the user was created
email	Email address of the user
is_delete_protected	Indicates if the record is protected from deletion
is_deleted	Indicates whether the record is marked as deleted
default_unit_id	User’s primary assigned sales unit (Entitlement)
master_right_id	Role or permission set assigned to the user (Entitlement)
middle_name	User’s middle name
first_name	User’s first name
last_active	Timestamp of user’s last activity
last_name	User’s last name
position	User’s job title or position
region	User’s assigned geographic region
timezone	User’s configured time zone
type	Type of user account
revision	Record’s version or revision number
default_idp	User’s default identity provider
user_profile_id	Linked user profile identifier
timezone_name	Name of the user’s time zone
unit_manager_ids	IDs of managers for the user’s sales unit
formatted_name	User's formatted display name
user_recalculation_state	Status of user’s recalculation process
unit_member_ids	IDs of users in the same sales unit

Default Entitlement Attributes

Entitlement attributes define the entitlements, such as groups or roles, that can be assigned to the managed system's user accounts. Refer to Managing Entitlements for more information.

Caution

Changing the attribute marked as the Entitlement ID after aggregating accounts or entitlements can result in duplicate entitlements being created, or access profiles and roles breaking. To avoid this, edit the entitlement schema before performing any aggregations.

Default MasterRights Attributes

The Pipeliner CRM connector also supports groups. The following attributes must be configured on the managed system and in the SailPoint source schema to manage groups.

Attribute Name	Description
id	Unique identifier for the role.
name	Role name.
revision	Role revision number.
custom_entities	Custom entity permissions blob.
is_delete_protected	Record protected from deletion.
is_deleted	Indicates if record is deleted.
modified	Last modified timestamp.
created	Record creation timestamp.
access_account_relation_types	Access to account relation types.
access_accounts	Access to Accounts module.
access_appointment_scheduler	Access appointment scheduler.
access_appointment_scheduler_management	Manage appointment scheduler.
access_approval_processes	Access approval processes.
access_approval_processes_management	Manage approval processes.
access_approvals	Access approval items.
access_archive	Access archived items.
access_audit	Access audit section.
access_audit_log	Access audit logs.
access_bulk_update	Use bulk update actions.
access_calling	Access calling features.
access_calling_company_phone	Calling permissions for company phone.
access_calling_purchase_phone	Permission to purchase phone numbers.
access_company_emails	Rights for company emails.
access_contacts	Access Contacts module.
access_document_management	Access document management.
access_document_management_company	Access company-level documents.
access_document_management_record	Access record-level documents.
access_duplicate_checker	Use duplicate checker.
access_entity_account	Account entity access level.
access_entity_account_copy	Copy account records.
access_entity_account_delete	Delete account records.
access_entity_account_direction	Account visibility direction.
access_entity_account_private	Mark accounts private.
access_entity_account_tag_create	Create account tags.
access_entity_account_types	Allowed account types.
access_entity_appointment	Appointment entity access.
access_entity_appointment_delete	Delete appointments.
access_entity_appointment_direction	Appointment visibility direction.
access_entity_appointment_tag_create	Create appointment tags.
access_entity_better_navigator	Access Navigator entity.
access_entity_better_navigator_delete_not_owned	Delete unowned navigator items.
access_entity_better_navigator_delete_owned	Delete owned navigator items.
access_entity_better_navigator_sharing_custom	Use custom navigator sharing.
access_entity_better_navigator_sharing_public	Use public navigator sharing.
access_entity_contact	Contact entity access.
access_entity_contact_copy	Copy contacts.
access_entity_contact_delete	Delete contacts.
access_entity_contact_direction	Contact visibility direction.
access_entity_contact_private	Mark contacts private.
access_entity_contact_tag_create	Create contact tags.
access_entity_contact_types	Allowed contact types.
access_entity_dashboard	Dashboard entity access.
access_entity_dashboard_delete_not_owned	Delete unowned dashboards.
access_entity_dashboard_delete_owned	Delete owned dashboards.
access_entity_dashboard_sharing_custom	Custom dashboard sharing.
access_entity_dashboard_sharing_public	Public dashboard sharing.
access_entity_email_content_share_mode	Email content sharing mode.
access_entity_email_delete_not_owned	Delete unowned emails.
access_entity_email_sequence	Access email sequences.
access_entity_email_template	Email template access.
access_entity_email_template_create_delete_folder	Manage template folders.
access_entity_email_template_delete_not_owned	Delete unowned templates.
access_entity_email_template_delete_owned	Delete owned templates.
access_entity_email_template_sharing_custom	Custom template sharing.
access_entity_email_template_sharing_public	Public template sharing.
access_entity_forecast	Forecast access level.
access_entity_forecast_delete_not_owned	Delete forecasts not owned.
access_entity_forecast_delete_owned	Delete owned forecasts.
access_entity_forecast_edit_not_owned	Edit forecasts not owned.
access_entity_forecast_sharing_custom	Custom forecast sharing.
access_entity_forecast_sharing_public	Public forecast sharing.
access_entity_form_view	Form view access level.
access_entity_form_view_delete_not_owned	Delete non-owned form views.
access_entity_form_view_delete_owned	Delete owned form views.
access_entity_form_view_sharing_custom	Custom form view sharing.
access_entity_form_view_sharing_public	Public form view sharing.
access_entity_lead	Lead access level.
access_entity_lead_copy	Copy leads.
access_entity_lead_delete	Delete leads.
access_entity_lead_direction	Lead visibility direction.
access_entity_lead_private	Mark lead private.
access_entity_lead_tag_create	Create lead tags.
access_entity_lead_types	Accessible lead types.
access_entity_message_tag_create	Create message tags.
access_entity_oppty	Opportunity access level.
access_entity_oppty_copy	Copy opportunities.
access_entity_oppty_delete	Delete opportunities.
access_entity_oppty_direction	Opportunity visibility direction.
access_entity_oppty_private	Mark opportunity private.
access_entity_oppty_tag_create	Create opportunity tags.
access_entity_pipeline	Pipeline access level.
access_entity_process	Process access level.
access_entity_profile	Profile access level.
access_entity_profile_delete_not_owned	Delete non-owned profiles.
access_entity_profile_delete_owned	Delete owned profiles.
access_entity_profile_sharing_custom	Custom profile sharing.
access_entity_profile_sharing_public	Public profile sharing.
access_entity_project	Project access level.
access_entity_project_copy	Copy projects.
access_entity_project_delete	Delete projects.
access_entity_project_direction	Project visibility direction.
access_entity_project_private	Mark project private.
access_entity_project_tag_create	Create project tags.
access_entity_quote	Quote access level.
access_entity_quote_copy	Copy quotes.
access_entity_quote_delete	Delete quotes.
access_entity_quote_direction	Quote visibility direction.
access_entity_quote_types	Accessible quote types.
access_entity_report	Report access level.
access_entity_report_create_delete_folder	Manage report folders.
access_entity_report_delete_not_owned	Delete non-owned reports.
access_entity_report_delete_owned	Delete owned reports.
access_entity_report_sharing_custom	Custom report sharing.
access_entity_report_sharing_public	Public report sharing.
access_entity_target	Target access level.
access_entity_target_delete_not_owned	Delete non-owned targets.
access_entity_target_delete_owned	Delete owned targets.
access_entity_task	Task access level.
access_entity_task_delete	Delete tasks.
access_entity_task_direction	Task visibility direction.
access_entity_task_tag_create	Create task tags.
access_entity_task_unassigned	Access unassigned tasks.
access_export	Allow export.
access_feeds	Access feeds.
access_foreign_currencies	Manage currencies.
access_form_and_fields	Manage forms and fields.
access_global_settings	Access global settings.
access_home_screen	Access home screen.
access_import	Allow import.
access_insights	Access insights.
access_leads	Access leads.
access_online_forms	Access online forms.
access_online_forms_management	Manage online forms.
access_opportunity	Access opportunities.
access_pipeline_configuration	Configure pipelines.
access_print	Use print features.
access_products_services	Manage products/services.
access_projects	Access projects.
access_quotes	Access quotes.
access_sales_roles	Manage sales roles.
access_security	Access security options.
access_units	Manage sales units.
access_user_and_roles	Manage users and roles.
access_whats_app_company_phone	WhatsApp company phone access.

Default SalesUnit Attributes

Attribute Name	Description
id	Unique ID of the sales unit.
name	Sales unit name.
parent_id	ID of the parent sales unit.
revision	Version number of this record.
is_delete_protected	Indicates if unit is protected from deletion.
is_deleted	Marks whether the unit is deleted.
modified	Timestamp when the unit was last updated.
created	Timestamp when the unit was created.