05.02.01 Trailhead: Introduction to Salesforce Connect

Unit: Introduction to Salesforce Connect

Overview of Salesforce Connect

  • Lest Salesforce connect to a wide variety of outside data sources ( SAP, Microsoft Dynamics, …) without any code
  • Salesforce Connect maps external data tables to external objects in the org
  • External object are similar to standard or custom objects except that they map the data to an external source in real time
  • Recommend For:
    • large amount of data you don’t want to copy in Salesforce
    • need small amounts of data at a time. Use ETL for large amounts of data
    • need real time access
    • want to display or process that remote data in Salesforce

 

External Objects vs. Custom Objects

Share much of the same functionality

  • Access external objects via list views, details page, record feeds, custom tabs and page layouts
  • define relationships between external objects and standard and custom objects to integrate data from different sources
  • Enable chatter feed on external objects pages
  • Create, edit and delete operations on external objects
Feature
Custom Objects
External Objects
Read
Yes
Yes
Write
Yes
Limited
Tabs, layouts
Yes
Yes
Visualforce
Yes
Yes
Field-level security
Yes
Yes
Sharing
Yes
No
REST and SOAP API
Yes
Yes
SOQL
Yes
Limited
Search and SOSL
Yes
Pass-trough
Formula fields
Yes
No
Workflow, triggers
Yes
No
Reports and analytics
Yes
Limited
Chatter
Yes
Yes (no field tracking)

 

A Salesforce Connect Example

View product order information, stored in an external database, in the related Salesforce Account. Salesforce connect let you set up the Account as a parent object and the external order information object as a child

Types of External Connections

  • OData 2.0 adapter or OData 4.0 adapter
  • Cross-org adapter – connects to data stored in a different Salesforce org
  • Custom adapter created via Apex – use Apex Connector Framework to connect

Unit: Set up Salesforce Connect

Overview of Setup

  1. Create the external data source
    • Setup > External Data Sources > New External Data Source
  2. Create the external objects and their fields
    • Recommend using sync if allowed to automatically create the related external objects
    • Manually creating external objects allows you to customize the names and which fields to include
    • External objects have a __x suffix rather than __c
  3. Define relationships for external objects
  4. Enable user access to external objects and their fields
  5. Set up user authentication
    • Named Principle – Enable users to authenticate to the external data source using one login
    • Per User – Each user has a personal authentication setting

 

 

Unit: Integrate External Data

Define Relationships for the External Objects

There are three types of relationships for external objects

Type of Relationship
Child Object
Parent Object
Must External Data Contain Salesforce IDs?
Lookup
Standard, Custom, or External
Standard or Custom
Yes
External Lookup
Standard, Custom, or External
External
No.
External Lookup Relationships Field
Indirect Lookup
External
Standard or Custom
No
External ID field

Configure an External Lookup Relationship

Change the field type for the ID of the child object to and External Lookup Relationship and select the external parent object

Add the child object related list to the parent layout

Configure an Indirect Lookup Relationship

Indirect lookup relationship models a foreign key relationship between an external object and a standard or custom objectOn the external child object , change the foreign key field to an Indirect Lookup Relationship. Select the related object and the target field

Edit the layout to show the new relationship

Enable Chatter for External Data

Setup > Feed Tracking >[Object] > Enable Feed Tracking

View External Data in the Salesforce App

It’s on a related list