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Access External Data with the Salesforce Connect Adaptor for Salesforce Archive

Connect your users to data that’s stored in a Salesforce Archive data store.

Required Editions

Available in: Developer, Enterprise, Performance, and Unlimited Editions. Requires the Salesforce Archive license.
Note
Note This content relates to Salesforce Archive. Read about Archive in the Own from Salesforce Knowledge Base.

Before you begin:

Make sure that your archive store contains data. If your archive store is empty or not yet provisioned for your org, errors can occur with the Salesforce Connect setup process.

To set up Salesforce Connect with the Salesforce Archive adaptor, complete these high-level steps.

  1. Set up your Salesforce Archive data store as an external data source.
  2. Activate the objects that you want to access in your data store.
    1. From the Salesforce Archive app, click the Data Stores tab.
    2. In the dropdown menu for your data store, click Configure Objects.
    3. In the Activated column, select the objects that you want to access.
    4. Click Save Settings.
  3. Create external objects in Salesforce to represent the data in your data store. Complete this step using one of two methods.
    • Validate and sync your external data source (recommended). This method automatically creates external objects and maps them to the data in your archive data store.
    • Define external objects manually. Use this method only if you want to customize the object names and manually create the object fields.
  4. View the external objects.
    To view records on the external objects, you can: