Connecting Salesforce with External Data Sources: SAP, AWS, Oracle, AZURE, and More.

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Connecting Salesforce with external data sources allows you to access and manipulate data from outside your Salesforce org. Here’s a step-by-step guide on how to set it up.


Step 1: Login to Salesforce Org

  • Navigate to Setup: Click on the gear icon in the top right corner of the Salesforce interface and select Setup.
  • Quick Find Box: In the Quick Find box, type External Data Sources.





Step 2: Create a New External Data Source

  • Select External Data Sources: Click on External Data Sources from the search results.
  • New External Data Source: Click on the New External Data Source button.





Step 3: Fill in the Required Details

  • Connect Salesforce with External Data Sources: Enter the necessary details for the external data source. Refer to the screenshot below for guidance.
  • Click on Save: Once you have filled in all required fields, click Save.



Step 4: Validate and Sync

  • Click on Validate and Sync: After saving, click on the Validate and Sync button to establish a connection with the external data source.


Step 5: Select Objects/Tables

  • List of Objects: A list of objects available in the external data source will appear.
  • Select Objects/Tables: Choose the objects or tables you require and click on Sync.



Step 6: View Data in Salesforce

  • External Data Objects Created: The external data objects are automatically created once the external data source is set up and synchronized.
  • Access Data: You can now view and work with this data directly within Salesforce.

6. By following these steps, you can effectively connect your Salesforce org with external data sources, enabling seamless data integration and enhanced functionality.

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