phx user group salesforce connect
TRANSCRIPT
Integrate at Lightning Speed withSalesforce Connect!
Phoenix Developer User GroupFebruary 15, 2017
Adam OlshanskySalesforce Developer at YouTube,Salesforce MVP, 13X [email protected]
Overview
● Salesforce Connect empowers Admins to Integrate
● Setup and Demo
● Considerations & Road Map
Salesforce Connect empowers Admins
Common Integration Problems
● Duplicated / Inconsistent data
● Storage Issues
● Connectivity breaking
● Too intimidating – scope/budget/developers
● …No more!
Have you seen these?
The Point:
Allows anyone to integrate Salesforce with other systems…
without a line of code!!!
What is Salesforce Connect?
● Add-on integration feature
● Declarative integration
● Gives users access to external data
○ Real-time Access
○ CRUD permissions to records in external
data sources
○ No copy/paste or double entry
● Allows external databases to be accessed
via Mobile devices
How does it work?Data Synchronization vs. Data Virtualization
How does it work?Architecture
How does it work?
● Uses industry standard Open Data (OData) 2.0 or 4.0 protocol
● SAP, Microsoft SQL Server, Azure, IBM Websphere, Heroku Connect
● Dell Boomi, Informatica, Jitterbit, MuleSoft, Progressive
Communication
External Objects vs. Custom Objects
● __c vs. __x
● Tabs
● List views
● Record detail pages
● Chatter feeds
● Search
● Authentication
● API Access
● SOQL and SOSL
● Visualforce
Security Considerations
● Authentication Options
○ Named Principal
○ Per user (based on source)
● Record Level Security based on source
○ Salesforce sharing rules unavailable
● Still need to grant users object- and field-level access to the
Salesforce External Objects
Setup and Demo
Setup and Demo
● Setup
● External Data Sources
● New External Data Source
● Choose Your Label
● Choose Connection Type
● Enter URL
● Check box for External Objects
● Configure Authentication
What You Just Saw
● Created a successful connection
● Added 2 external objects
● Displayed and manipulated external data in Salesforce in real time
● Created and modified data in an external system FROM Salesforce
● Created a report on the external data
● No code required!
New Lookup Options
External Lookup
● Links any Salesforce object to an external object
● Field on a Salesforce object corresponds to external ID field (not standard ID field) on an external object
Indirect Lookup
● Links an external object to any Salesforce object
● Field on an external object corresponds to external ID field (not standard ID field) on a Salesforce object
DEMO #2!
What You Just Saw
● Linked Payments external object to external Customers object via External Lookup
Relationship
● Linked external Customers object to standard Account object via Indirect Lookup Relationship
○ External ID field on Account needed first (Store ID)
● Was able to edit page layouts like any normal object
● Minimal difference between objects not in Salesforce and normal custom objects
● No code required!
Considerations
Software Integrations: Dollars and Sense
● Integrations are expensive for a reason
● Generally extra costs associated with building on multiple devices
○ No extra cost for Salesforce1 with Salesforce Connect
● Costs for development, maintenance, updates
○ Salesforce Connect is developed and maintained by Salesforce!
○ Managed by admin
○ CLICKS, NOT CODE
Software Integrations: Dollars and Sense
● Salesforce Connect is a paid add-on feature
○ Talk to your Account Executive for more information
Use Cases
Extending the Capabilities
Custom Adapters● For connections other than OData
● Open to sources other than OData
● Source needs an API
● Developers can program custom adapters
● Apex Connector Framework
● Admins manage the connection
Salesforce Cross-Org Adapter● Connect to another Salesforce org
● Data virtualization
○ Salesforce to Salesforce is a classic sync,
data sharing
Limitations (for now)
● 200 external object limit
● Approval processes
● Validation rules
● Workflow rules
● Record types
● Triggers
● Formula fields
● Picklists
Summary
Summary
● Allows Admins to fully set up real-time integrations to other systems
● Access external data on any device for no additional cost
● CRUD functionality on external data
● No code required
Awesome! How do I get started???
● Do the Trailhead modules on Salesforce Connect!
● Do a Proof of Concept for your Decision Makers
○ Connect a Developer Org to one of your business end points
● Join the Official Success Group on the Success Community to learn more
○ bit.ly/sfconnectchatter (SF Connect Chatter)
Thank Y u