Create a 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")

  

• The field names and data types of the fields you want to access.

  

Step-by-Step

To create a data group in the Salesforce Connector, follow these steps:

1. Launch the "Integration" module.

2. Under "Consume Data," select "Connector for Connector API."

   The created Salesforce Connector is displayed.

   

3. Select the Salesforce Connector and right-click.

4. Select "Edit" from the context menu.

   The "Edit Data Source" dialog box appears.

5. Click the "Data Groups" menu item.

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

   

6. Click the " " icon.

   The "Data Groups Settings - Data Groups" dialog box appears.

   

   Data Group Name

   You can choose any name you like for the data group.

   The name of the data group will be used (later) when creating the external data group (Create an External Data Group in an Intrexx Application).

   Data Group Adapter

   Here, you must define the following class:

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

7. In the Data Fields section, click the " " icon ().

   The "Data Groups Settings - Data Field" dialog box appears.

   

   Field Name

   Enter the field name here. The field name entered here must match the field name in Salesforce.

   

   Field Type

   Select the field type here. The field type must match the data type in Salesforce.

   Primary Key

   You must designate a field as the primary key.

   Id

   In Salesforce, every object contains a field named "Id." This field does not appear under "Fields & Relationships" in Salesforce. 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 "Finish."

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

10. In the Data Group Settings section, click the " " icon ().

    You can now edit the Data Groups Settings section.

    Enter the following attributes and their corresponding values:

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

    

11. Click "Finish."

    The newly created data group is displayed.