I have been requested to attend a meeting tomorrow here is the brief beklow, what jumps out as to discovery questions to ask etc... any help welcome im not expereienced with external objects or person accounts...
"We were able to create OData server and create external objects in Salesforce. Reading, saving and creating new objects works.
Here are some questions and topics for the meeting.
What are the possibilities to link external objects and Salesforce internal objects? We know that it is possible to create relation between objects.
For example at the moment we have Client external object which have some relations to internal objects. Is it possible to “merge” somehow the Client object and internal “Person Accounts”. We would like to see our clients as Person Accounts in salesforce where data is saved externally. The “merge” should be done somehow at the attribute level not between objects.
If that kind of merge is not possible then we need to create client object, page layout etc. from scratch. Is that correct? Do we lose some of the SF functionalities when we are not using Person Accounts?
Our idea is to store client data externally (we can and want to store non sensitive data into SF if possible) and at the same time use all SF functionalities like Cases, Files, Notes, etc.
We were able to create OData server and create external objects in Salesforce. Reading, saving and creating new objects works.
Here are some questions and topics for the meeting.
What are the possibilities to link external objects and Salesforce internal objects? We know that it is possible to create relation between objects.
For example at the moment we have Client external object which have some relations to internal objects. Is it possible to “merge” somehow the Client object and internal “Person Accounts”. We would like to see our clients as Person Accounts in salesforce where data is saved externally. The “merge” should be done somehow at the attribute level not between objects.
If that kind of merge is not possible then we need to create client object, page layout etc. from scratch. Is that correct? Do we lose some of the SF functionalities when we are not using Person Accounts?
Our idea is to store client data externally (we can and want to store non sensitive data into SF if possible) and at the same time use all SF functionalities like Cases, Files, Notes, etc."
답변 3개
Karen,
I can't really advise you as to what discover questions you can ask - that will likely be driven by your specific business knowledge.
I can, however, give you direction toward an excellent resource for external data sources, and external objects in Salesforce. By reviewing this material you should be much better prepared for your meeting, and will likely be able to answer many of your questions.
Please check out this trailhead and set aside a little time to complete it. It shouldn't take too long. If you have other questions after that let me know.
Resource: https://trailhead.salesforce.com/en/modules/lightning_connect/units/lightning_connect_integrate
If this was helpful please consider marking it "best answer". Cheers!
J.
