About optimized data sets

This topic refers to functionality that is not available to accounts on the Quick Base Essential plan. If the functionality described here does not match what you're seeing in Quick Base, your account is probably on this plan.

When you create a connected table, you can choose to create the table using a data set that has been optimized for Quick Base or you can select from advanced data, as displayed directly from the data source’s API. In most cases, optimized data sets are the best choice for your connected table.

What are optimized for Quick Base data sets?

What tables does data come from in the optimized data sets?

What are optimized for Quick Base data sets?

Optimized for Quick Base data sets are a ready-to-use collection of the most commonly requested data sets from popular cloud apps, like QuickBooks Online and Salesforce.com. They are created and maintained by Quick Base and designed to provide quick access to the data you need.

For example, you might choose the Accounts data set if you want to connect account names, numbers, balances, and other important fields in Salesforce.com.

This optimized data set contains all the columns you’ll likely need when connecting Salesforce accounts:

What tables does data come from in the optimized data sets?

Data may come from one or multiple joined tables:

Salesforce.com

This Salesforce.com optimized data set... references these tables...
Accounts Account, User
Campaigns Campaign, User
Case with History Case, CaseHistory, Contact, Account, Asset, User
Contacts Contact, Account, User
Contracts Contract, Account, Contact, User
Leads Lead, User
Opportunities Opportunity, Account, Campaign, User

QuickBooks Online

This QuickBooks Online optimized data set... references these tables...
Accounts Account
Customers or Clients Customer
Bills - Line Items Bill
Invoices Invoice
Invoice - Line Items Invoice
Invoices Payments - Line Items Invoice, Payment
JournalEntries - Line Items JournalEntry
Payments - Line Items Payment
Products and Services Item
Purchase Orders - Line Items PurchaseOrder table
Purchases - Line Items Purchase
Time Activities TimeActivity

Sample Data

This Sample Data optimized data set... references these tables...
Call Log calls, customers, employees
Order Log orders, items, employees, products
Order Log by Country orders, items, products, countries
Products by Country orders, items, products, countries
Sales by Employee orders, customers, items, employees, products
Sales by Region orders, items, customers, countries
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