Create data group in the Salesforce Connector

Requirements

To create a data group in the Salesforce Connector, you should have the following information from Salesforce:

  • API name of the object (e.g. "Account")

  • Field name and data type of the fields you want to access.

Step-by-step guide

To create a data group in the Salesforce Connector, proceed as follows:

  1. Start the "Integration" module.

  2. Under "Consume data", select the "Connector for Connector API" entry.

    The created Salesforce Connector is displayed.

  3. Select the Salesforce Connector and right-click on it.

  4. Select "Edit" in the context menu.

    The "Edit data source" dialog box is displayed.

  5. Click on the menu item "Data groups".

    The "Account" data group already created as an example is displayed.

  6. Click on the icon (add data group).

    The "Data group settings - Data groups" dialog box is displayed.

    Data group name

    The data group name can be freely assigned.

    The name of the data group will be used (later) when creating the external data groupCreate external data group in Intrexx application).

    Data group adapter

    You must enter the following class here:

    en.uplanet.lucy.server.odata.consumer.salesforce.SalesForceDataGroupAdapter

  7. Click on the icon () in the Data fields area.

    The "Data group settings - Data field" dialog box is displayed.

    Field name

    Enter the field name here. The field name entered here must correspond to the field name in Salesforce.

    Field type

    Select the field type here. The field type must correspond to the data type in Salesforce.

    Primary key

    You must define a field as the primary key.

    Id

    In Salesforce, each object contains a field with the name "Id". This field is not displayed in Salesforce under "Fields & Relationships". You must still include this field in the data group in Intrexx. At the same time, it makes sense to use the "Id" field as the primary key.

  8. Click on "Finish".

  9. Enter the other data fields that you want to access in Salesforce.

  10. Click on the icon () in the Data group settings area.

    You can now edit the Data group settings area.

    Enter the following attributes and the corresponding values:

    Attribute Value
    salesforce.data.group.name [ObjectName]
    salesforce.service.uri [ServiceUri]

  11. Click on "Finish".

    The newly created data group is displayed.