Connecting external data sources from salesforce.com

Hello Readers, Connecting external data sources from salesforce.com. We will discuss about the data connector from salesforce, which can help us to connect other, on premises data sources. This is a kind of integration we will deal with. But without any heavy lifting done for integrations we will do it right away.

Here we will  use external data sources. Go to Setup menu and search for External Data sources.

Connecting external data sources from salesforce.com
Connecting external data sources from salesforce.com

 

Connecting external data sources from salesforce.com
Connecting external data sources from salesforce.com

Setup the type as OData 2.0 or 4.0 or also you can select Salesforce connector as well.  Here we will go through the Odata protocol and use Northwind data base. To access this data base we do not need any authentications so we will select Authentication as “No Authentication”.

Data source used in this article is : http://services.odata.org/V4/Northwind/Northwind.svc

Once the connection is good you can see something similar screen as shown below. It’s a list of tables available for our integration.

Connection tables
Connection tables

 

Once connected and synced you will see the list of connected tables as below:

 

Data tables
Data tables

 

As normal objects you can edit the object properties. You can rename the object name /Table name as per your desire, without affecting anything in the source data base, which is Northwind database in this case. You can add more fields as you need without any structural changes at the source table.

We can have tabs for these external objects / tables. You can make adjustments to Field Level Securities as well. Almost like a normal native Salesforce Object.

Unfortunately we cannot write triggers on these objects as of now. Also  you can differentiate the object as an External Object by looking at the API name of the object/Table. Native Salesforce objects will have  __c (double underscores c) but external objects will have __x (double underscores x).

You see how easily and quickly we could connect to an external database without a single line of code.

Keep reading and sharing…

connect to you soon with some other article….till then bye bye….


Comments

2 responses to “Connecting external data sources from salesforce.com”

  1. You Know Me :-) Avatar
    You Know Me 🙂

    Thanks Amit, This is exactly what we need on my current project. Can you please explain how we can sync data between the standard Accounts object and the external customer project? If we enable insert/update/delete at the time of configuring external source, does it automatically sync data between the two systems?

    1. Yes I know 🙂 .. to answer yes the new updates or new records created in salesforce will automatically synced based on the configuration. The example database we used in this article doesn’t allow that.

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