Configure the DFS External Data Source
Configure the DFS external data source to provide the DFS API with information required
to return results.
| User Permissions Needed | |
|---|---|
| To create an external data source or external object: | Customize Application |
| To add the external data source to the permission set: | Customize Application |
Use the DFS external data source to query other clouds or orgs as an external data source directly.
- From Setup in Sales or Service Cloud, enter External Data Sources in the Quick Find box, then select External Data Sources.
- Select New External Data Source.
- Enter a value for External Data Source.
- Enter a name for the External Data Source.
- For type, select Salesforce Connect: Data Federation Service (DFS).
- Enter v3.0, which is the current DFS API version or another supported version.
- For Metadata Repository Key, contact Salesforce Customer Support to get that value and enter it here.
- For Mapping Version Name, enter the last mapping set name you activated in Customer 360 Data Manager.
-
For Data Source Name, enter the name listed on Customer 360 Data Manager Data Sources page
for this org.
- Click Save.
- Click Validate and Sync.
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Select only the SalesOrder object.Selecting the object automatically syncs it.
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To see the list of fields in the object, click SalesOrder.
If you can see the list of fields, your configuration is complete.