You can now select additional order studies inside Sales team; inside module, might arrange browse relationship so you can link sales on the range points, in order to profile in the Salesforce.
What you should learn
- Configure an external research dating
- Configure an indirect browse dating
- Modify the display of exterior data
1: Arrange an outward Lookup Matchmaking
In the previous component, you’re able to examine an order for the Salesforce. Recall that when you chose the new Purchases dining table for synchronization, in addition selected this new OrderDetails dining table, which contains range situations each buy. By creating an external research dating of OrderDetails in order to Sales you can understand the line items to the an enthusiastic order’s web page from inside the Salesforce.
You can think about outside look dating as model a foreign key matchmaking between one target (practical, custom or external) and you can an outward target. You will be telling Salesforce one an area on one target, in this case, OrderId for the OrderDetails, represents new external ID profession to your an outward target, in cases like this, Orders.
In the event the software menu (ideal right) is not currently proving Additional Sales, following click the app eating plan and select it.
You could potentially mouse click a line item’s Exterior ID to access the facts, however, let us tell you line items details right here for the relevant record. Discover the Force Immediate access Eating plan by clicking the new gray triangle to the right of the webpage.
Click Save yourself towards the top of new page and you may select purchase range goods facts about associated listing.
2: Arrange an indirect Lookup Relationships
It’s simple to understand the line items on purchase page, the next step is in order to configure a secondary research matchmaking between commands and you can levels, in order to get a hold of and therefore account certain purchase is related having, to see the commands to have confirmed account.
A secondary research matchmaking models a different secret relationships between an outside object and a personalized otherwise important target. Now you are advising Sales team one to an industry to the an external target, in this instance, customerId towards the Commands, represents an alternate, outside ID career into a personalized or basic object, in cases like this, Customer_ID__c into the Account. It’s an indirect browse, as it recommendations an industry other than the standard ID community.
If you’re not already towards the acquisition web page, discover the External Instructions software (ideal correct), click the Instructions loss, and click a keen order’s Additional ID on the Recent Commands checklist.
Find Secondary Research Dating and then click Second. A secondary browse relationships backlinks an outward target, instance sales, so you’re able to a simple object, for example membership, if you don’t a customized object you written your self.
In the event your application selection (most readily useful proper) isn’t currently showing Exterior Requests, next click the app eating plan and choose they.
Click on the customerID link and you should be taken toward associated membership page. Search into base and you might find a summary of requests.
Again, you could potentially modify the UI to display a whole lot more tips when you look at the the new related listing. Get the Force Fast access Diet plan by the pressing new grey triangle to the right of the page.
Clean out Monitor Hyperlink regarding the Picked Areas, create orderDate and shippedDate. To own Types Because of the recenzja whatsyourprice, click orderDate and choose Descending so you comprehend the very recent purchases first. Simply click Ok.
Simply click Cut towards the top of brand new webpage, browse down, and select acquisition dates throughout the associated list.
Today the additional buy data is provided seamlessly with account. All the which is leftover will be to allow Chatter nourishes into order information, and watch the complete consolidation on the Salesforce1 cellular application.