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Integration using Salesforce Connect - Part 1 - Cross Org Adapter

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 When we want to access data stored in an external system -  to display, search, or modify within Salesforce, Salesforce Connect is one of the solution options. In the Developer edition, by default, you will have one license available. But for other orgs you need to purchase a license. You can use Salesforce Connect to retrieve data from different types of endpoints:

1. Another Salesforce Org

2. File Connect - To connect to Google Drive, SharePoint site etc.

3.  OData supported Services

4. Simple URL - If chatter is enabled, Salesforce can access another website to display details in Files Tab and Feed

Salesforce Connect is based on 2 key features:

1. External Data Source

Here you are defining details of the service you are going to connect, authentication type, which salesforce connect adaptor we are going to utilize etc.

2. External Object

Once the connection is established with an external endpoint, we can sync objects/tables available in the External system to Salesforce. That objects will be created as External Object in Salesforce. In addition to the fields created from the External table, we can define our own custom fields also.

In addition to this, we can define lookup relationship to other external or internal objects.

Let us see Cross Org Salesforce Adaptor in detail

Salesforce Connect - To connect to Another Salesforce Org

Salesforce uses REST protocol to connect to another Salesforce Org using Salesforce Connect. So all the REST API limits apply to this option also.

You can see how to set up cross-org Adaptor below:

1. Define an External Data source:

When we want to connect to another salesforce Org using Salesforce connect, the settings look like below:

  • Create New External Data Source 
For this from Setup->Search External Data Source and click on New

    

  • Define data source type
Select Type as - Salesforce connect:cross-org


  • Define Parameters
Select Connect to as - Production/Sandbox
And select other parameters like shown below:

Enable Search - Enables this object records to be available as part of SOSL and global search
Writable External Objects - Users will be able to edit records accessed through External objects. But this is possible only if High Data volume is not enabled for the Data source.
  • Define authentication Mechanism
Select options based on the below details:

Sample set up:

Save the settings.

2. Validate and Sync

Once the external data source is saved, we will get an option to validate and sync. 


If the connection is successful, this operation will fetch all objects available in the external org.

We can then select objects that need to be synced from the external system. The selected objects will be created as external objects in your org on sync operation.


External objects will be appended with__x with their name like shown below:


If you associate this external object with a tab, you will be able to see the records from the external system.


And if the edit option is enabled you can see that updates are getting synched to the external system almost in a real-time manner. 

3. Set Object and Field Level Access

Like any other standard or custom object, we can set field Level Security and also Object Level permissions for External Objects also.


Watch below demo to see how edit works from one org to other:



See Next blogpost to understand Salesforce Connect-OData Adaptor.
References:
https://help.salesforce.com/articleView?id=xorg_adapter_about.htm&type=5

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