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otv20
Show field from external object in standard list view.
I'm trying to figure it out if it is possible to show a field from an external object in standard list view.
I have the relationship already but can't find a way to display the field.
Any help would be appreciated it.
Thanks in advanced.
I have the relationship already but can't find a way to display the field.
Any help would be appreciated it.
Thanks in advanced.
If I understood correctly, you have Standard SObject and External Object. There is already a relationship between the two object. You wanted to show a field from External Object on the Standard SObject List View.
Then here is my suggestion.
- Create a Field on the Standard SObject with the required datatype.
- Update the field with any one of the following ways
- Workflow
- Process Builder
- Trigger
You may need to update the value for the existing data.Thanks for Your response, the thing here is that I can't save the value in Salesforce (That's why I'm using Salesforce Connect).
The requirements are:
- Amount value in opportunity can't be saved in Salesforce.
- In the external object, I've got the relationship between the opportunity and amount
- In standard kanban list view of Opportunities, I could group opportunities by amount.
So it should act like amount value 'lives' in Salesforce but it doesn't.Any suggestion?
Regards.
Amount is the standard field on the opportunity.
If you are not saving theAmount value on the Opportunity, then how can you group opportunities by amount. ?
How the relationship looks like between External Object, Opportunity and Amount.?
Which field from External Object you wanted to show, I guess on the List View of the Opportunity, right?
I can't save amount value in Salesforce. That's part of why I'm using connect.
My external object has an indirect relationship with opportunity,
where the external object looks like: Opportunity Id, Amount, budget, otherInfo.
I want to show an external object field in opportunity list view without saving that value in
Salesforce, always loading it from the external object.
Any thoughts?
Regards.
am not sure if you can achieve this in any other way than what I suggested above. What is the issue of storing that value, Is it any compliance issue or what issue making you not saving it. You can keep that info ReadOnly.