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Click Import Objects to open the Import Salesforce Objects window.
You will see two options StandardButtons and the connection fields.
Import the Standard Buttons if not done before.
Importing standard buttons is a one-time process. Once you have imported the standard buttons, it can be used for all the connections.Expand the connection by clicking on the arrow to view all the objects and fields available for the connection.tabs and available objects under it.
Search for the tab you want to import the object for and click the arrow near the tab to expand it, you will see three containers:
Create: Contains list of all the objects available for the tab. Expand Create to view the list of objects. Select the objects you want to import or check the checkbox next to Create to select all.
WebLinks: Consists of list of all the weblinks available for the tab. Expand WebLinks and select the ones you are willing to import.
Record Details Pages: The record details will be available under Record Details Pages.
Use filter next to the Search option to select All, Mandatory, or Non-Mandatory fields available for the object to select the objects based on the Object Class and Object Type. For object type, you can select from the following options.
All: All the fields including mandatory as well as non-mandatory will be imported.
Mandatory: Only the mandatory fields will be imported.
Non-Mandatory: Only non-mandatory fields will be imported.
Once you have selected the objects /fields you want to import and , click Import.
The objects will be imported successfully.
When you expand Create to see the list of objects, you will see loading… as it will take some time to load the list.
The mandatory fields will be marked with an asterisk.
You can import multiple objects and fields at a time. Select all the objects along with its fields and click Import.
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When you create a new connection using the Salesforce application and try to import objects, you will see additional object entries under the Import Object section. |
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