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.
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:
Data may come from one or multiple joined tables:
|This Salesforce.com optimized data set...||references these tables...|
|Case with History||Case, CaseHistory, Contact, Account, Asset, User|
|Contacts||Contact, Account, User|
|Contracts||Contract, Account, Contact, User|
|Opportunities||Opportunity, Account, Campaign, User|
|This QuickBooks Online optimized data set...||references these tables...|
|Customers or Clients||Customer|
|Bills - Line Items||Bill|
|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|
|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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