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Install the Schema Package

Introduction

Salesforce Connect lets you seamlessly access data from legacy systems such as SAP, Microsoft and Oracle in real time, without making a copy of the data in Salesforce. In this Quick Start, you'll integrate data from a sample external data source into Salesforce using Salesforce Connect. You'll start by setting up an external data source and creating some external objects. You'll then create relationships between the external objects and the Account standard object.

Install the Schema Package

Your Trailhead Playground needs the custom field Customer ID on the Account object. This field allows you to link orders from an external data source to accounts in Salesforce. This package configures the new field and populates it with data.

To install the package, launch your playground by scrolling to the bottom of this page and clicking Launch. If you see a tab in your org labeled Install a Package, great! Follow the steps below.

If not, click App Launcher to launch the App Launcher, then click Playground Starter and follow the steps. If you don’t see the Playground Starter app, copy this package installation link and check out Install a Package or App to Complete a Trailhead Challenge on Trailhead Help.

  1. Click the Install a Package tab.
  2. Paste 04tE00000001aqG into the field.
  3. Click Install.
  4. Select Install for Admins Only, then click Install.

When the package is finished installing, you see a confirmation page and get an email to the address associated with your playground. Once the package is installed, go back to your Trailhead Playground and initialize the data you'll need for this project.

  1. From the app menu in the top right, select the External Orders app.
  2. Click Set Customer IDs to assign customer IDs to account records in your hands-on org. Return to the Sales app via the app menu.

Remember, this project is meant for Salesforce Classic. When you launch your hands-on org, switch to Salesforce Classic to complete this challenge.