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Use Salesforce Object as Data Source

Learn how to use Salesforce objects as data sources in the CRMA runtime.

Required Editions

View supported editions.
User Permissions Needed
To configure a datasource node: View permissions information.
  1. In the Configuration section, select Object as the data source.
    [Data source node configuration section in CRMA runtime]
  2. In the Source Object field, select an object, and then click Select Fields to add fields to be used from the source object. The aliases of the selected fields are automatically filled. The field is then referred to by its alias in the nodes that reference the field.
    Data source node with Salesforce object selected as the source type.
  3. Click Add Related Object to select a related object and then click Select Fields to add its fields as data sources.
    The objects listed as related objects have a lookup relationship with the data source object. For related object fields, always specify an alias.
    Tip
    Tip An alternative to adding related objects from a data source in a single Data Source node is to create separate Data Source nodes for each related object. After you've created nodes for all the objects, use Join nodes to join their records using lookup ID fields.
  4. Save your node configuration.
Example
Example If you select Account as a data source and want the data source to contain information about contacts, select Contact as the related object. Or, create a separate data source with Contact as the source object.