An external lookup relationship is another new field type introduced with Salesforce Connect. This type links an object to an external object. In this task, you link an external object to another external object! You link Order Detail to Order based on the Order ID field in both objects, resulting in a new related list on the Order page.
Table of Contents
What is external lookup relationship in Salesforce?
External Lookup Relationships are used when you want to connect a child object to a parent External object. The child object can either be a Standard, Custom, or an External object. This type of relationship uses an External ID to correctly map the child object with the parent External object.
What is the difference between external ID and external lookup relationship?
The External ID field values are matched against the external lookup relationship field values. You can use External Lookup Relationships if you want to use external data not stored within your Salesforce system but are related to the ones already existing in your Salesforce database.
What are the external objects in Salesforce connect?
Writable External Objects in Salesforce Connect Salesforce Connect Adapters Included per Add-On License Sync an External Data Source for Salesforce Connect Salesforce Platform Features Supported by Salesforce Connect Record Feed Named Credential as Callouts for Salesforce Connect OData 2.0 or 4.0… Salesforce App
How to work with external data sources in Salesforce classic?
Find Object Management Settings in Salesforce Classic Set Up the External Data Source and the External Object Validate External Object Connections Grant Access to Authentication Settings for External Data Sources Use External Change Data Capture to Track Data Changes on External… Using the Schema Examples Work with External Data Sources
What is the difference between external lookup and indirect lookup?
In External lookup relationship, External Object will be the parent. Indirect lookup relationship links a child external object to a parent standard or custom object.
What is indirect lookup in Salesforce?
An indirect lookup relationship is a new field type introduced with Salesforce Connect. It links an external object to a standard or custom object in the same way that a regular lookup relationship links standard or custom objects.
What is external object in Salesforce?
External objects are similar to custom objects, except that they map to data that’s stored outside your Salesforce org. Each external object relies on an external data source definition to connect with the external system’s data. Each external object definition maps to a data table on the external system.
What is the difference between look up and external look up relationship?
Difference between Indirect Lookup and External Lookup In simple terms, an indirect lookup relationship utilizes either a standard or custom object as a parent, and an external object as a child. Now, in an external lookup, the situation is reversed: the external object becomes the parent record.
What is external object relationship in Salesforce?
External objects support standard lookup relationships, which use the 18-character Salesforce record IDs to associate related records with each other. However, data that’s stored outside your Salesforce org often doesn’t contain those record IDs.
What is an indirect lookup?
An indirect lookup relationship is a new field type introduced with Salesforce Connect. It links an external object to a standard or custom object in the same way that a regular lookup relationship links standard or custom objects.
What is external source of data?
An external data source is a connection to an external database. External data sources usually contain data that does not change very much or data that is too large to bring into the Active Data Cache.
What are Salesforce external services?
Use External Services for outbound integrations from Salesforce using low code. External Services is a process-based integration that facilitates functional flows across two or more applications. The examples in this section demonstrate typical External Services workflows.
Can we report on external object Salesforce?
How Reporting works with External Objects. Salesforce users can now run reports that access external data from cloud and on-premise sources including warehouses, data marts, data lakes and more.
What is difference between lookup and master-detail in Salesforce?
The Salesforce lookup relationship has no relation with other records. It does not depend on any other objects, whereas a master-detail relationship has an association with other records. On the other hand, the lookup relationship is just a reference. It can be even blank or NULL.
What is difference between master-detail and lookup?
A typical use of a Master-Detail would be the classic Sales Order and Sales Order Items objects. Lookups are generally for use where you may or may need to have a relationship between two objects (but not always). Lookups are generally used to reference commonly shared data, such as reference data.
How many types of relationships are there in Salesforce?
In salesforce there are basically 2 types of relationship fields: Master-Detail Relationship. Lookup Relationship.
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Add an External Lookup Field
An external lookup relationship is another new field type introduced with Salesforce Connect. This type links an object to an external object. In this task, you link an external object to another external object! You link Order Detail to Order based on the Order ID field in both objects, resulting in a new related list on the Order page.
Summary
Congratulations! In just a few minutes time, you integrated external data by configuring an external data source in Salesforce, linked external objects with standard Salesforce account data, and brought it all together in the Salesforce user interface, all without writing a single line of code! Now that’s data integration, lightning fast!
Verify Step
You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
External Lookup Relationships Defined
Salesforce’s external lookup relationship connects one child object to an external parent object. Types of objects that are allowed to link to the external parent object include either standard, custom, or another external object.
Why is this Relationship Type Used?
Creating external lookup relationships allows users a fast and easy way of integrating various kinds of data into one seamless list. That way, users can navigate through related data at one quick glance without having to go through different data sources scattered throughout the interface.
How is it Done?
Carry out these steps to link two external objects together in an external lookup field relationship:
