New Data Source screen (Salesforce)
Configures a Salesforce entity as your data source.
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Background and Setup
Prerequisites
How to Start
- Open the Data Model screen.
For information about how to open this screen, refer to Data Model screen.
- On the Data Model screen, click Add Data Source
.
- On the Select Data Source screen, select Salesforce.
- Click Next.
Salesforce Configuration screen > Configuration tab
Configures how to collect data from Salesforce for your application or process.
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Fields
Field Name | Definition |
---|---|
Data Source Name |
|
Salesforce |
|
Create |
|
Custom Entities Only |
|
Primary Entity Name |
|
Save Data In Salesforce |
|
Save A Copy Of Data In NX |
|
Use Runtime App User Credentials |
|
Salesforce Configuration screen > Fields tab
Specifies the fields from your Salesforce entity to use in your application or process.
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Prerequisites
- Complete the Salesforce Configuration screen > Configuration tab.
Fields
Field Name | Definition |
---|---|
Check box | |
Display Name | |
Data Type | |
Lookup Key |
|
Required |
|
Unique |
|
Salesforce Configuration screen > Related Entity
Specifies related entity to use on your application or process for Salesforce.
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Prerequisites
- Complete the Salesforce Configuration screen > Configuration tab.
- The Related Entity tab is available if the primary entity has a related entity.
Fields
Field Name | Definition |
---|---|
Check box |
|
Primary Entity Name |
|
Primary Entity Key Field |
|
Related Entity |
|
Dependent Field |
|
Field |
|