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Advanced DataSource

The Advanced DataSource allows you to retrieve and display data from external servers alongside Salesforce data. By leveraging custom Apex Classes or Flows to fetch data, this feature offers greater flexibility and diverse data access compared to internal DataSources. It enables the integration of Salesforce data with external systems, providing a unified view in the List while supporting complex business logic and data transformations.

For instance, if you want to display real-time inventory data from an external server, you can write a REST API call in an Apex Class and specify it as the Advanced DataSource, enabling the data to be displayed in the List.

Multiple DataSources can be configured and used simultaneously.

What is Key?

A Key is a common field used to merge data from the DataSource into the List. It ensures proper integration by linking data from the external DataSource with the List records.

Apex Class Advanced DataSource Setup

To configure an Advanced DataSource with an Apex Class, you must first create the Apex Class. Implement the SBLD.DataSourceService.Fetchable interface provided by the SmallBuilder Lists package in the Apex Class you want to use.

Learn more about writing Apex Classes >

🔸 Steps to Configure Apex Class Advanced DataSource

  1. Click the ➕ button to add a DataSource.

    Advanced DataSource Setup

  2. Search for and select the target Apex Class.

    Search Apex Class

  3. Configure the following attributes:

    Advanced DataSource for Apex Class Setup
No.
Name
Description
Required

1

Active

Enable the DataSource. If not activated, it will not function during List configuration.

2

Description

Add a description for the DataSource.

3

Key Field

Select a field in the List’s object that shares a common value with the key set in the Apex Class.

✔️

4

Parameters

If the Apex Class requires field values from the List’s object, select and map those fields to be passed as parameters to the Apex Class.

✔️

🔸 Steps to Configure Flow Advanced DataSource

  1. Click the ➕ button to add a DataSource.

    Advanced DataSource Setup

  2. Search for and select the target Flow.

    Search Flow

  3. Configure the following attributes:

    Advanced DataSource for Flow Setup
No.
Name
Description
Required

1

Active

Enable the DataSource. If not activated, it will not function during List configuration.

2

Description

Add a description for the DataSource.

3

Input Variable

Select variables to pass data to the Flow. This step is optional if no parameters are needed. 💡 The options displayed are the input variables (marked as “Available for input”) defined in the Flow.

✔️

4

Output Variable

Select variables to retrieve data from the Flow’s result. 💡 The options displayed are the output variables (marked as “Available for output”) defined in the Flow.

✔️

5

Key Field

Select a field in the List’s object that shares a common value with the output variable’s field in the Flow.

✔️

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