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Getting Started with Salesforce Data Connectors

Getting Started with Salesforce Data Connectors

Using the Telerik Platform Data Connectors you can expose a subset of the data in your existing Salesforce application (either in the cloud or installed on-premises) and then consume it in a mobile or desktop application without needing to build your own web service or storing data in the cloud. This data can be easily mobilized with an application built using the Backend Services client SDKs.

Steps at a glance:

  1. Set Up the Data Connector
  2. Create a Content Type from a Data Connector
  3. Test the RESTful Endpoint

Prerequisites

Before you continue with the steps in this guide, ensure that you have the following:

Set Up the Data Connector

  1. Log in to the Telerik Platform portal.
  2. Click your app.
  3. Navigate to Data > Data Connectors.
  4. Under the Setup a Data Connector... label click Salesforce.
  5. Fill in the required information on the Create Data Connector to Salesforce screen. You can find detailed descriptions of the fields in Data Connectors.
  6. When you are ready, click the Test button to give your connection a try. You will see a notification with the status of the connection.

Create a Data Connector to Salesforce image

Create a Content Type from a Data Connector

After you successfully set up a Data Connector you can start connecting data from your Salesforce database to your application. In the process, you will create a content type on top of a database table or view which you can access using an HTTP request or the Backend Services client SDKs. A content type created this way supports full CRUD operations (except for database views which are read-only).

  1. Log in to the Telerik Platform portal.
  2. Click your app.
  3. Navigate to Data > Types.
  4. Click the Create Type from a Data Connector button.
  5. On the screen that appears, select the table and columns from your database that you would like to connect to the cloud. More details are available in Create a Salesforce Data Connectors Content Type Using the Portal.

    Create a Content Type From Salesforce Data Connector screen

  6. When you are ready, click Save. You will see a data browser screen populated with the data from the table you selected. You can use this screen to add, edit, or delete database records.

You are now ready to connect the data to your client application using the various client SDKs provided by Backend Services.

Test the RESTful Endpoint

With your Telerik Platform App ID and the content type name at hand, you have a unique endpoint at your disposal that exposes all CRUD operations with the content type. You can access it using this URL:

https://api.everlive.com/v1/your-app-id/SFORCE_ACCOUNTHISTORY

Replace SFORCE_ACCOUNTHISTORY with the name that you gave to the content type.

Test it in your browser or using your favorite tool for making HTTP requests.

Next Steps

See Also

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