Create an External Data Group in an Intrexx Application

Requirement

• API name of the object in Salesforce (e.g., IntrexxSalesforceObject__c)

• Salesforce Root URI (e.g., https://example.salesforce.com)

• Expert Mode

  "Expert Options" must be enabled for applications.

Below is a description of how to create a third-party data group that references the Intrexx Salesforce Connector.

Step-by-Step

To create an external data group in an Intrexx application, follow these steps:

1. Start the application in which you want to create the external data group.

2. Select the application and right-click it.

3. From the context menu, select "External Data Group."

   The "Properties - External Data Group" dialog box, "General" tab, appears.

   

   Title

   Enter the title of the external data group here.

   Database Connection

   Select "salesforce_<connector name>" here (for example, "salesforce_salesforce").

   Data Handler

   Select "Connector API - Data Handler" here.

   Table / View

   1. Click the " " icon.

      The "Find Tables / Views" dialog box appears.

      

   2. Click Search.

      The data groups created in the Intrexx Salesforce Connector are displayed.

      

   3. Select the desired table or data group.

   4. Click "OK."

4. Switch to the "Data Fields" tab.

   

5. Click the " " icon.

   The "Select Data Field" dialog box appears.

   

6. Select the data fields you want to add to the external data group.

7. Click "OK."

   You will be taken back to the "Data Fields" tab.

   The data fields are displayed.

   

8. Switch to the "Expert" tab.

   The following keys and values are displayed here:

   Attribute	Value
   connector.dataGroup.adapter.class	de.uplanet.lucy.server.odata.consumer.salesforce.SalesForceDataGroupAdapter
   salesforce.data.group.name	[ObjectName]
   salesforce.service.uri	[ServiceUri]

   In the next steps, you must replace the variables [ObjectName] and [ServiceUri] with the appropriate values.

9. Click Settings.

   

10. Select the "salesforce.data.group.name" key.

11. Click the " " icon.

    The "Edit Settings" dialog box appears.

    

12. In the "Value" drop-down field, enter the API name (!) of the object in Salesforce (e.g., IntrexxSalesforceObject__c).

13. Click "OK."

    You will return to the "External Data Group Properties dialogg box.

14. Select the "salesforce.service.uri" key.

15. Click the " " icon.

    The "Edit Settings" dialog box appears.

16. In the "Value" drop-down field, enter the Salesforce root URI (e.g., https://example.salesforce.com).

    "Service Uri" and "Root Uri" are the same.

17. Click "OK."

More Information

For more information about external data groups in Intrexx, see the following section, "External Data External Data Group."

Next Steps

You can now display the data fields added to the external data group, for example, in a view table in your portal.

You can write data to Salesforce by creating input fields that are linked to the data fields in the external data group.

You can find detailed information on this topic in the following sections, among others:

• View Table

• Input field