4.1 Real-time via Salesforce Connect


These instructions will guide you through how to create and run a Real-time via Salesforce Connect Scenario.

 

1.  Select the Integration Scenario tab (1), then select New (2).

 

2. For this scenario, select Real-time via Salesforce Connect, then Next.

 

3.  In the New Scenario Record, enter a Scenario Name (which must be an API name) (1) and choose your backend Connection String (2) from the lookup list. Description (3) is optional. Select Next (4).

 

4. After landing on the Scenario Edit page, go to the SAP System Info section and choose the correct option for your integration. In this example, select SAP Table (1) and then select the Search button (2).

 

A new window will pop up. Enter "KNA1", the master customer data table in SAP, in the Search Filter (1) and select Search (2). Select "KNA1" from the search results (3)

 

 

The chosen table name will appear (1). Select Choose fields link in order to select the fields to be displayed (2).

Fields must be selected! If this step is skipped, the system will pull every field available, which may cause latency issues.

 

5. Unselect the top box to deselect all of the fields (1) and select the fields you wish to be displayed (2). In this example, we chose KUNNR (Account Number), LAND1 (Country), NAME1 (Name), ORT01 (City), and PSTLZ (Postal Code). Select Save (3).


6. After the fields have been loaded, select Save & Activate . 


Note: This may take time, but progress can be tracked in the Monitoring tab as well as the section for Scenario Execution History. The status changes to green when the scenario is successfully activated.

 

7. Once activation has completed, the external object link will be available in the External Object section. Select the link. 

 

8. On the External Object page, the default view is set to the Recently Viewed filter. Change the filter to All in order to see all of the records. 

The data set may be large, but it is possible to filter by code (SOQL query) or manually.

Create a custom view to show filtered data

  1. Select the funnel button to access your filters.
  2. Select Add Filter to create a new filter.
  3. Select the Field you wish to filter on.
  4. Select the Operator that corresponds properly with the Field and Value for your filter.
  5. Enter a specific Value for your filter.
  6. Select Done to save the new Filter. Steps 2 through 6 must be repeated for each field you wish to add as a filter. If more than one field is used, Add Filter Logic must be selected and utilized.
  7. Save the Filter section and wait for the updated query.


Once the query has been updated, you can see your results with the filter applied and identified on the List View page.