Connect your users to data that’s stored in a Privacy Center retention store.
Required Editions
| Available in: Developer, Enterprise, Performance, and Unlimited Editions. Requires the Privacy Center license. |
Before you begin:
- Make sure that your Privacy Center retention store contains data. If your retention store is empty or not yet provisioned for your org, errors can occur with the Salesforce Connect setup process.
- External objects are used to represent the data in your Privacy Center retention store. The external object fields don’t appear in global searches.
To set up Salesforce Connect with the Privacy Center adapter, complete these high-level steps.
- Set up your Privacy Center retention store as an external data source.
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Activate the objects that you want to access in your data store.
- From the Privacy Center app, click the Data Stores tab.
- In the dropdown menu for your data store, click Configure Objects.
- In the Activated column, select the objects that you want to access.
- Click Save Settings.
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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 retention store.
- Define external objects manually. Use this method only if you want to customize the object names and manually create the object fields.
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View the retained data using any of these methods.
- View Records with Custom Tabs.
- View Records with Related Lists.
- Query the external objects using Salesforce Object Query Language (SOQL).
- View Files and Attachments.
- Define an External Data Source for Salesforce Connect–Privacy Center
Give users access to the data in your Privacy Center retention store. - View Records with Custom Tabs
To view the external objects that you synced with your Privacy Center retention store, you can create custom object tabs. - View Records with Related Lists
Use related lists to view the external objects that you synced with your Privacy Center retention store. - View Files and Attachments
View files and attachments in your Privacy Center retention store by adding a component to the associated record page.