Kaizen #1 - Fields in CRM #API
Hey everyone, welcome to the Zoho CRM Developer Community series. The series is named 'Kaizen', meaning continuous improvement. Through these series of posts, we aim at resolving all the frequently asked questions, common hurdles, and discuss the best practices to be followed by the CRM developer community. We have five different streams under kaizen. Each one is related to a different stream of CRM development—API v2.0, Functions, SDK, Mobile Development, and Widgets. Every post will be tagged under
Kaizen #6 - Environments and Domains in Zoho CRM [Part2/2]
Hello Everyone! Welcome to another week of Kaizen. This post is a continuation of Kaizen #5 - Environments and Domains in Zoho CRM [Part1/2]. What you will learn from this post? If you want to integrate your web application with Zoho CRM, this post will help you understand how to handle multiple domains for your application. 1. Handling multiple domains for web-based clients 1a. Web-Based Clients As we all know, in a web-based client, your application is used by multiple users from different domains
Kaizen #11 - The $Properties in Zoho CRM #API
Hello everyone! Welcome back to yet another post in the Kaizen series! This week, we will discuss the $Properties in Zoho CRM . What will you learn from this post? What are $properties? $properties common to all the modules Module-specific $properties 1. What are the $properties? The $properties represent the derived properties of a record in Zoho CRM. They are not available as fields in Zoho CRM. For instance, $converted —It represents the state of a lead or a quote. If you convert a lead or
Kaizen #7 - URL Encoding while making API Calls
Welcome to another week of Kaizen. In this post, we will discuss things you need to handle in your code before you start making API calls to Zoho CRM. If you have an application that is integrated with Zoho CRM, it will contain the code for making API calls with different request methods—GET, POST, PUT, and DELETE. We will explain the things you need to handle for each of these methods, before you use it to make API calls to Zoho CRM. a. GET method A GET method is used to retrieve data/resource
Kaizen #5 - Environments and Domains in Zoho CRM [Part 1/2]
Hello everyone! Welcome to another week of Kaizen. In the last Kaizen post, we discussed Troubleshooting OAuth2.0. By now, you must have got a hold on OAuth2.0 authorization. Now let us dive deep into other details related to OAuth2.0. What you will learn from this post? If you want to integrate your application with Zoho CRM, this post will help you understand the different environments available, and how to handle different domains for your application. In this post, we discuss handling domains
Kaizen #3 - Scopes in OAuth2.0 Authorization #API
Hello Everyone! Welcome to another week of Kaizen. We hope you find this series of posts useful. Please share your feedback in the comments section and keep the discussion going. In the last kaizen post, we discussed the OAuth2.0 protocol and Self Client. There are two types of clients in OAuth 2.0—self client and web-based applications. What you will learn from this post? In this post, we are going to explore different facets of "Scopes in OAuth2.0 Authorization" in detail. Towards the end of