Define External Objects
- From Setup, enter External Objects in the Quick Find box, then select External Objects.
- Click New External Object, or click Edit to modify an existing external object.
- Enter the following:FieldDescriptionLabelA user-friendly name for the external object. The label is displayed in the Salesforce user interface, such as in list views.We recommend that you make object labels unique across all standard, custom, and external objects in the org.Plural LabelThe plural name of the external object. If you create a tab for this object, this name is used for the tab.Starts with vowel soundIf it is appropriate for your org’s default language, select to precede your label with “an” instead of “a” for any automated messages.Object NameA unique identifier used to refer to this external object definition when using the API. Object names must be unique across allstandard, custom, and external objects in the org.The Object Name field can contain only underscores and alphanumeric characters. It must be unique, begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores.DescriptionAn optional description of the external object. A meaningful description helps you distinguish among your external objects when you view them in a list.Context-Sensitive Help SettingDefines what appears when users click Help for this Page from the external object record home (overview) and detail pages, as well as list views and related lists.We recommend that you select Open a window using a Visualforce page to display custom help that you create for your users. See Getting Started with Object-Level Help.If you instead keep the default value, your users only see the Salesforce Help, which doesn’t provide any information about your external data.This setting doesn’t affect the Help & Training link at the top of each page, which always opens the Salesforce Help.Content NameSelect the Visualforce page that best describes the data that’s provided by this external object.This field is available only when you select Open a window using a Visualforce page.External Data SourceThe external data source definition that contains the connection details you want to use for this external object.Table NameTable in the external system that the external object maps to.For SharePoint, the table name must match the related scope name.Display URL ReferenceFieldAvailable only for SalesforceConnect. The external object’s Display URL standard field values are automatically generated from the external system. For example, with the OData 2.0 adapter for SalesforceConnect, the value is based on the link href that’s defined on the OData producer.You can override the default values with the values of a custom field on the same external object. Select the field name, and make sure that the custom field’s values are valid URLs.Allow ReportsAvailable only for SalesforceConnect.Deployment StatusIndicates whether the external object is visible to other users. Launch New Custom Tab Wizard after saving this external objectIf selected, the custom tab wizard starts after you save the external object.Allow SearchIf search is also enabledon the external data source, selecting this option lets usersfind the external object’s records via SOSL and Salesforceglobal searches.By default, search is disabled for new external objects. However, you can validate and sync an external data source to automatically create external objects. Syncing always enables search on the external object when search is enabled on the external data source, and vice versa.See Search Considerations for Salesforce Connect—All Adapters.
- Click Save.
- On the external object detail page, view and modify the external object’s custom fields and relationships, page layouts, field sets, search layouts, and buttons and links.To create field mappings or add fields to an external object, click New on the Custom Fields & Relationships related list.To assign different page layouts by user profile, click Page Layout Assignments.
- To create field mappings or add fields to an external object, click New on the Custom Fields & Relationships related list.
- To assign different page layouts by user profile, click Page Layout Assignments.