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.
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.
Setting up reports for an external object will involves these high level steps:
Enabling reports creates the following in the Other Reports report type category:
Report types aren’t created for external lookup or indirect lookup relationships, but you can create custom report types for these relationships.
A 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.
Source for text and imagery: Salesforce 2017 Release Notes
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.
Title: Configuring Salesforce External Object Reports
Time and Date: 12:00pm ET, December 15, 2016
Sumit Sarkar, Chief Data Evangelist, Progress DataDirect
Ralf Schundelmeier, Director of Product Management, Salesforce
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!
Suzanne Rose was previously a senior content strategist and team lead for Progress DataDirect.
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