Overview
Use this example to create a custom database entity in Quantive Results. This example entity holds data for the monthly sales and has three fields - Sales opportunities, Status of deal, and Revenue.
Procedure
Perform the following:
In the navigation pane, click on Settings then under the Integrations section select Data sources.
On the top right of the page click on Select data source, a drop down menu will appear, select Create custom entity.
In Title, enter Monthly sale opportunities
In Name, enter sales_monthly
In Description, enter List of sales opportunities with their revenue
In the Fields section, in the first field, enter sale
In the second field, enter Sales opportunities
In the dropdown box, select String.
Click + Add field.
In the first field, enter sale_stage
In the second field, enter Status of deal
In the third field, select String.
Click + Add field.
In the first field, enter sale_rev
In the second field, enter Revenue
In the third field, select Integer.
Delete the index.
Click Create custom entity.
Refresh the Data sources page.
Result
The new entity appears under Not connected entities.
Next steps
After you have created the entity, you populate its field with data.
Perform the next steps in the Help article - Example: Map a custom entity to a data source.