Link to other objects
Objects can be linked to other objects to form a hierarchical structure.
The required conditions for this reflect the Salesforce Connect rules, where each child object must have a single parent, identifiable via a field value they share.
Linking objects will enable CRM users to drill up and down between objects. For example, users will be able to drill-down from native Salesforce objects like Accounts and Contacts to External data from your data warehouse like Orders or Transactions.
Linking objects is achieved by converting Salesforce fields from their native type, to a Lookup field. Omnata Connect offers a simplified setup process:
Within Salesforce, this type of lookup is known as Indirect, and is the most common use case.
To use Indirect, you must first have a Salesforce Object (Standard or Custom) with a custom field that contains identifiers matching those in your Snowflake table. For example, if you had a Snowflake table named FINANCIAL_TRANSACTIONS:
You could link to a Merchant ID field on the Account Object, provided it had a compatible data type, and had the "unique" flag set:
Note: The custom field should also be marked as case sensitive, to ensure its values match with those in Snowflake.
Now that the objects are linked in this way, the Omnata Lightning Component will be able to detect the relationship when added to the record page of the parent object.
This is similar to Indirect Lookup, except that the parent record also sits outside of Salesforce. This is useful when your Data Warehouse contains hierarchical data and you need to drill down.