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Webinar: Configuring Salesforce External Object Reports

Webinar: Configuring Salesforce External Object Reports

December 09, 2016 0 Comments
Webinar- Configuring Salesforce External Object Reports

Do you use Salesforce? If you do, chances are you are excited about external object support for reports! Here’s what you need to know.

We have been eagerly awaiting external object support for reports, and we are sharing everything you need to know for 2017 in our upcoming webinar. This winter, you will have the capability to build native reports with on-demand access to external data sources such as Oracle, SQL Server, Greenplum, Amazon Redshift, IBM DB2 or Hadoop Big Data Platforms. Salesforce Connect provides clicks-not-code data access to these external objects for admins, devs and general users.

External Object Reports—Get a Seamless View of Data Across System Boundaries

In Salesforce’s 2017 release notes, they offer some key information regarding external object support. There will still be limitations to keep in mind, but users can now run reports on all data regardless of where it is stored.

User Permissions Needed

Setting up reports for an external object will involves these high level steps:

  1. Select “Allow Reports” on the external object.

    Enabling reports creates the following in the Other Reports report type category:

    1. A report type for the external object
    2. A report type for each lookup relationship in which both objects allow reports

    Report types aren’t created for external lookup or indirect lookup relationships, but you can create custom report types for these relationships.

  2. If needed, create custom report types.

    report type defines the set of records and fields available to a report based on the relationships between a primary object and its related objects. Reports display only records that meet the criteria defined in the report type.

  3. Build and test reports as an end user.
  4. Notify your users with the names of the category folders and the custom report types so that they can create and run reports on external objects.

Source for text and imagery: Salesforce 2017 Release Notes

Get a Comprehensive View of Winter 2017 Features

Is all of this too good to be true? Join Progress Chief Data Evangelist Sumit Sarkar and Ralf Schundelmeier, Director of Product Management for Salesforce, for the best tips to hit the ground running in 2017.

Configuring Salesforce External Object Reports

Webinar Details

Title: Configuring Salesforce External Object Reports

Time and Date: 12:00pm ET, December 15, 2016

Speakers

Sumit Sarkar, Chief Data Evangelist, Progress DataDirect

Ralf Schundelmeier, Director of Product Management, Salesforce

What You'll Learn

  • An introduction to external objects and their new capabilities for reporting and Wave trending
  • Steps to setup Salesforce reports with external data sources
  • Steps to produce OData from warehouses, marts, lakes and other reporting systems
  • Report considerations and limitations with Salesforce Connect
  • Join our Webinar and get prepped for Winter 2017!

Don’t wait, space is limited. Reserve your seat and be a part of the select few to get the inside information to propel your business in early 2017. We have all been eagerly awaiting external object reports, now let’s put it to use!

Reserve Your Seat

Suzanne Rose

Suzanne Rose

Suzanne is passionate about promoting the Progress Data Connectivity and Integration business and corporate initiatives through social media and other marketing channels using extraordinary and compelling content and effective metrics. She is also team lead for DCI content developers, new hires and interns.

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