Use related lists to view the external objects that you synced with your Privacy Center retention store.
Required Editions
| Available in: Developer, Enterprise, Performance, and Unlimited Editions. Requires the Privacy Center license. |
To display an external object in a related list:
- From Setup, in the Quick Find box, enter External Data Sources, and then select External Data Sources.
- Select the data source associated with your Privacy Center retention store.
- Under External Objects, find the object that you want to configure as a related list, and then click Edit.
- Click Fields and Relationships.
-
Select a field relating to an object within Salesforce where you want the external object
to be visible.
For example, say that you have an external object for retained Cases, and you want it to appear as a related list on the Account object. In this step, you select the Account ID field because it relates Cases with Accounts.
- Click Edit, and then click Change Field Type.
- Click Lookup Relationship, then Next.
-
From the Related To dropdown menu, select the corresponding object in Salesforce.
For example, if you selected the Account ID field in Step 5, then select Account.
- Optionally, update the label for the field, and then click Next.
- Choose which user profiles have field visibility, and then click Next.
- Enter a name in the Related List Label field.
-
Select the page layouts that you want to display the list in.
To prevent slow performance, avoid showing the related list by default. For example, place the related list on a separate tab so that users access the retained data only when needed. This approach prevents automatic, large queries on every page load.
- Save your work.
The external object is now available as a related list when you view the corresponding object in Salesforce.