Component 4: Configuring Secondary and you can Exterior Browse Relationships

Anybody can see outside purchase study during the Salesforce; in this module, you are going to configure look relationships to help you link orders on the line situations, also to membership when you look at the Salesforce.

What you should see

  • Arrange an outward look matchmaking
  • Arrange a secondary look matchmaking
  • Modify the display screen of exterior analysis

Step 1: Configure an external Lookup Dating

In the previous component, you had been able to view an order from inside the Salesforce. Bear in mind whenever your chose the Commands desk to have synchronization, additionally you chose the newest OrderDetails table, that contains range situations for each purchase.

By creating an external browse dating of OrderDetails in order to Purchases your can understand the line circumstances towards the a keen order's webpage for the Sales force.

You can consider exterior look relationships because the modeling a different trick matchmaking anywhere between people target (practical, custom otherwise external) and you will an outward object. You might be informing Sales force you to definitely a field on a single object, in such a case, OrderId with the OrderDetails, corresponds to the outside ID industry to your an outward object, in cases like this, Requests.

When your application diet plan (ideal proper) is not already indicating Exterior Orders, up coming click on the software diet plan and select it.

You can click a column product's Outside ID to access the facts, however, let us tell you range product facts here with the associated number. Find the Push Immediate access Selection by clicking brand new grey triangle on the right of one's page.

Mouse click Help save at the top of the latest web page and you can see order line product information regarding relevant number.

Step 2: Arrange a secondary Look Matchmaking

It's simple to understand the range points with the buy page, the next thing is to configure an indirect search dating between requests and you will account, so you're able to discover and therefore account a given buy is actually associated with, and discover every purchases having confirmed membership.

A secondary browse relationships activities a foreign key relationships ranging from a keen exterior object and you may a custom made otherwise fundamental object. This time you are advising Sales force one to an area towards an external object, in this instance, customerId on Commands, corresponds to an alternative, external ID career into a custom or fundamental target, in such a case, Customer_ID__c into the Membership. It’s an indirect look, whilst records a field apart from the standard ID occupation.

If you are not currently on the order webpage, select the Additional Purchases app (top best), click the Requests loss, and then click an enthusiastic order's Exterior ID about Current Requests record.

Come across Secondary Research Matchmaking and then click Second. An indirect research relationships links an external object, particularly commands, to help you a standard target, eg membership, otherwise a personalized target you composed oneself.

In the event your application diet plan (better right) isn’t already exhibiting Outside Commands, next click the app menu https://datingranking.net/pl/tsdating-recenzja/ and pick it.

Click on the customerID hook up and you will be taken on associated account page. Search for the bottom and you'll select a list of instructions.

Once again, you could modify the UI to show way more useful information during the the fresh new relevant checklist. Discover the Force Quick access Eating plan because of the clicking the gray triangle to the right of your page.

Cure Display screen Url regarding Chose Fields, create orderDate and you can shippedDate. To have Sort By the, click orderDate and choose Descending which means you see the very recent orders very first. Mouse click Ok.

Mouse click Help save towards the top of brand new webpage, search down, and discover buy times in the relevant list.

Today your exterior buy data is included seamlessly having levels. The which is kept is to try to enable Chatter feeds on acquisition records, and determine the complete combination on the Salesforce1 mobile application.