Salesforce Connect

Salesforce Connect provides seamless integration of data across system boundaries by letting your users view, search, and modify data that’s stored outside your Salesforce org. For example, perhaps you have data that’s stored on premises in an enterprise resource planning (ERP) system. Instead of copying the data into your org, you can use external objects to access the data in real time via web service callouts.

Available in: both Salesforce Classic and Lightning Experience

Available in: Developer Edition Available for an extra cost in: Enterprise, Performance, and Unlimited Editions

Traditionally, we’ve recommended importing or copying data into your Salesforce org to let your users access that data. For example, extract, transform, and load (ETL) tools can integrate third-party systems with Salesforce. However, doing so copies data into your org that you don’t need or that quickly becomes stale.

In contrast, Salesforce Connect maps Salesforce external objects to data tables in external systems. Instead of copying the data into your org, Salesforce Connect accesses the data on demand and in real time. The data is never stale, and we access only what you need. We recommend that you use Salesforce Connect when:

• You have a large amount of data that you don’t want to copy into your Salesforce org.
• You need small amounts of data at any one time.
• You want real-time access to the latest data.

Even though the data is stored outside your org, Salesforce Connect provides seamless integration with the Lightning Platform. External objects are available to Salesforce tools, such as global search, lookup relationships, record feeds, and the Salesforce app. External objects are also available to Apex, SOSL, SOQL queries, Salesforce APIs, and deployment via the Metadata API, change sets, and packages.

For example, suppose that you store product order information in a back-office ERP system. You want to view those orders as a related list on each customer record in your Salesforce org. Salesforce Connect enables you to set up a lookup relationship between the customer object (parent) and the external object (child) for orders. Then you can set up the page layouts for the parent object to include a related list that displays child records.

Going a step further, you can update the orders directly from the related list on the customer record. By default, external object records are read only. But you can define the external data source to enable writable external objects.

For information about using Apex DML write operations on external object records, see theLightning Platform Apex Code Developer's Guide.

Example

This screenshot shows how Salesforce Connect can provide a seamless view of data across system boundaries. A record detail page for the Business_Partner external object includes two related lists of child objects. The external lookup relationships and page layouts enable users to view related data from inside and from outside the Salesforce org on a single page.

• Account standard object (1)
• Sales_Order external object (2)

• Salesforce Connect Adapters
  Salesforce Connect uses a protocol-specific adapter to connect to an external system and access its data. When you define an external data source in your organization, you specify the adapter in the Type field.
• Identity Type for External Data Sources
  On the external data source, the Identity Type field specifies whether your organization uses one set or multiple sets of credentials to access the external system. Each set of credentials corresponds to a login account on the external system.
• Record IDs for Salesforce Connect External Objects
  The first time a data row is retrieved from an external system, the external object record is assigned a Salesforce ID. Each record ID remains associated with the same external data row, unless the external object is deleted from the org.

External Objects:

Add an External Data Source

When you create an external data source, you can connect to another Salesforce org or a third-party database or content system. After you create the external data source, you can create an external object and add the external data source to the permission set.

Available in: both Salesforce Classic and Lightning Experience

User Permissions Needed
To create an external data source:	Customize Application
To create an external object:	Customize Application
To add the external data source to the permission set:	Customize Application

1. From Setup, enter External Data Sources in the Quick Find box, and select External Data Sources.
2. Click New External Data Source.
3. Complete the following fields, and click Save:
   1. Under External Data Source, enter a label and press Tab.
   2. Under Type, select Files Connect: Quip.
   3. Under Identity Type, select Per User or Named Principal, depending on your org or admin requirement.
   4. Under Authentication Protocol, select OAuth 2.0.
   5. Under Authentication Provider, click the Search icon and choose the Auth provider that you created earlier.
   6. Select Start Authentication Flow on Save.
   
4. On the permissions page that appears, click Allow to give the Connector offline access.
   The Administration Authentication Status on the External Data Source page changes from Pending to Authenticated.
5. Create the external object.
   1. On the External Data Source page that you created, click Validate and Sync.
   1. Select the checkbox next to the item in the table, and click Sync.
6. Add the external data source to the permission set.
   1. From Setup, enter Permission Sets in the Quick Find box, and select Permission Sets.
   2. Click the permission set that you created, click External Data Source Access, and click edit.
   3. Select the external data source from the Available External Data Sources field, add it to the Enabled External Data Sources field, and click Save.