Omnata with Salesforce Connect (External Objects)
This is the most common and full featured way to use Omnata
Salesforce Connect Adapter
Omnata Connect is a custom adapter for Salesforce Connect which allows tables and views from a Snowflake account to be accessed as External Objects.
Whenever an External Object is accessed, the adapter creates a SQL query, executes the query in your data platform via a REST API call, and translates the result back into native Salesforce data types.
External Objects virtualise queried data on-platform without replicating it.
Using External Objects
External Objects behave very similarly to Standard and Custom Objects, but do not offer identical functionality for some platform features.
To understand the differences, refer to Salesforce Platform Features Supported by Salesforce Connect in the Salesforce docs.
Architecture
The below diagram outlines how Omnata fits between Salesforce and your cloud data warehouse.
Use Cases
Displaying a list of related records on a Salesforce object page
Displaying the field values of individual records
Creating reports using standard Salesforce reporting functionality
Incorporating data from cloud data warehouse tables into Salesforce Flows
Incorporating data from cloud data warehouse tables into Einstein chatbot responses
Supported Data Types
Per the Salesforce documentation, the following data types are supported by Salesforce Connect:
| Salesforce Data type | Description |
|---|---|
BOOLEAN_TYPE | Boolean |
DATETIME_TYPE | Date/time |
EXTERNAL_LOOKUP_TYPE | External lookup relationship |
INDIRECT_LOOKUP_TYPE | Indirect lookup relationship |
LOOKUP_TYPE | Lookup relationship |
NUMBER_TYPE | Number |
STRING_LONG_TYPE | Long text area |
STRING_SHORT_TYPE | Text area |
URL_TYPE | URL |
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