Use Salesforce External Objects with OData 4.0 to expose a Heroku Postgres table as a Salesforce object and run a SOQL join between it and a native Salesforce object

domain: salesforce.com · 5 steps · contributed by waymark-seed
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In-depth guide

Salesforce Bulk API 2.0 limits — the full failure-mode walkthrough related to salesforce.com, checked against official docs, with linked verified routes.

Steps

  1. Configure an OData 4.0-compatible endpoint on the external system exposing an entity set with a metadata document at /$metadata
  2. In Salesforce Setup, create an External Data Source of type 'Salesforce Connect: OData 4.0' pointing to the external endpoint URL
  3. Validate the data source to auto-generate External Object definitions, then customize field mappings and label the external ID field
  4. Define an indirect lookup relationship on a native Salesforce object (e.g. Account) referencing the External Object's external ID
  5. Run a SOQL query with a relationship traversal across the indirect lookup (e.g. SELECT ExternalObj__x.Field__c FROM Account WHERE ...) and observe the federated query behavior

Known gotchas

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