![]() ![]() Scroll down to the OrderDetails related list, and click the wrench icon. Select the Quick Access Menu by clicking the gray triangle on the right of the page. You can click a line item's External ID to view its details, but let's show line item details right here on the related list. You should see a list of line items for the order. If the app menu (top right) is not already showing External Orders, then click the app menu and select it.Ĭlick the External ID of an order in the Recent Orders list. In a real production deployment, you would carefully analyze which profile should have access to order line items.Ĭlick Save to accept the defaults - you definitely want an 'OrderDetails' related list on the Orders page layout! Select Orders as the value of Related To and click Next.Įnter 18 as the value for Length and click Next.Įnable the Visible checkbox to make the relationship visible to all profiles, and click Next. An external lookup relationship can link any object to an external object. Select External Lookup Relationship and click Next. Login to your Salesforce Developer EditionĬlick Develop > External Objects (left navigation) You're telling Salesforce that a field on one object, in this case, OrderId on OrderDetails, corresponds to the external ID field on an external object, in this case, Orders. You can think of external lookup relationship as modelling a foreign key relationship between any object (standard, custom or external) and an external object. By creating an external lookup relationship from OrderDetails to Orders you will be able to see the line items on an order's page in Salesforce. Recall that when you selected the Orders table for synchronization, you also selected the OrderDetails table, which contains line items for each order. In the previous module, you were able to view an order in Salesforce. Step 1: Configure an External Lookup Relationship Configure an indirect lookup relationship.Configure an external lookup relationship.Now you can see external order data in Salesforce in this module, you will configure lookup relationships to link orders to their line items, and to accounts in Salesforce. ![]() Module 4: Configuring Indirect and External Lookup Relationships
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