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Brandon Nelson On demand data sync with external system
We are trying to integrate one of our systems with Salesforce and need some advice on where to go with this. We would like to have Salesforce gather the info from our third party system on demand.
Example: Someone clicks on an account. This would trigger an event to request and get the data from our external system.
We are aware of API governing limits and we will not hit these, but I just dont know where to start.
Any advice?
Example: Someone clicks on an account. This would trigger an event to request and get the data from our external system.
We are aware of API governing limits and we will not hit these, but I just dont know where to start.
Any advice?
Greetings to you!
You can use Salesforce Connect, you can display external data in Salesforce without physically creating a record.
Please refer to the below links which might help you further with the above requirement.
https://www.absi.digital/en/articles/dev-zone/how-to-connect-external-data-salesforce-connector
https://trailhead.salesforce.com/en/content/learn/modules/lightning_connect
https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/platform_connect_about.htm
https://www.jitendrazaa.com/blog/salesforce/implementing-custom-apex-adapter-for-salesforce-connect/
https://www.mstsolutions.com/technical/apex-callouts-to-display-external-data-in-salesforce/
I hope it helps you.
Kindly let me know if it helps you and close your query by marking it as solved so that it can help others in the future. It will help to keep this community clean.
Thanks and Regards,
Khan Anas