Create an External Lookup Relationship
Add an External Lookup Field
An external lookup relationship is another new field type introduced with Salesforce Connect. This type links an object to an external object. In this task, you link an external object to another external object! You link Order Details to Orders based on the Order ID field in both objects, resulting in a new related list on the Orders page.
- From Setup, type
External Objectsinto the Quick Find text box. Click External Objects and select OrderDetails.
- Next to the orderID field in Custom Fields & Relationships, click Edit and then click Change Field Type.
- Select External Lookup Relationship as the data type, and click Next.
- For the Related To value, select Orders and then click Next.
- Enter 18 as the field length. Leave the other options with their defaults. Click Next.
- To make the field visible to all profiles, select the checkbox next to Visible and click Next.
- Leave all the checkboxes in their default state and click Save. A new OrderDetails related list is added to the Order page layouts.
- Check your work! Navigate back to the account that you were looking at before. Click an order number to view a new related list below the order data.
- Click an External ID to see the line item’s data.
Congratulations! In just a few minutes time, you integrated external data by configuring an external data source in Salesforce, linked external objects with standard Salesforce account data, and brought it all together in the Salesforce user interface, all without writing a single line of code! Now that's data integration, lightning fast!