Create external data group in Intrexx application

Requirements

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

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

• Expert mode

  The "Options for experts" option must be enabled for applications.

Below you will find a description of how to create an external data group that references the Intrexx Salesforce Connector.

Step-by-step guide

Proceed as follows to create an external data group in an Intrexx application:

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

2. Select the application and right-click on it.

3. Select the "External data group" item in the context menu.

   The "Properties - External data group" dialog box is displayed with the "General" tab.

   

   Title

   Enter the title of the external data group.

   Database connection

   Select "salesforce_<Name of the connector>" here (e.g. "salesforce_salesforce").

   Datahandler

   Select "Connector Api - Data handler" here.

   Table / View

   1. Click on the icon.

      The "Table/view selection" dialog box opens.

      

   2. Click on Search.

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

      

   3. Select the desired table or data group.

   4. Click on "OK".

4. Go to the "Data fields" tab.

   

5. Click on the icon.

   The "Select data field" dialog will open.

   

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

7. Click on "OK".

   You are 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	en.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 corresponding values.

9. Click on Settings.

   

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

11. Click on the icon.

    The "Edit setting" dialog box opens.

    

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

13. Click on "OK".

    You are taken back to the "External data group properties" dialog box.

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

15. Click on the icon.

    The "Edit setting" dialog box opens.

16. Enter the Salesforce Root URI in the "Value" selection field (e.g.: https://example.salesforce.com).

    "Service Uri" and "Root Uri" correspond.

17. Click on "OK".

More information

More detailed information about external data groups in Intrexx can be found in the following section: External data group.

Next steps

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

You can write data to Salesforce by creating edit fields that reference the data fields in the external data group.

Detailed information on this can be found in the following sections:

• View table

• Edit field