> For the complete documentation index, see [llms.txt](https://help.smallbuilder.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.smallbuilder.com/smallbuilder-lists/builder-setup-steps/datasource-setup/basic-datasource.md).

# Basic DataSource

The **Basic DataSource** enables **the integration of data from related objects within Salesforce to be displayed in a single List**. By using a Basic DataSource, users can merge data across related objects, ensuring a comprehensive view of information. The real-time data integration ensures that any updates to the connected objects are automatically reflected, providing users with the most up-to-date data. This feature supports more holistic data views, enabling more informed decision-making.

<figure><img src="/files/vVGX26B1NvChNu9Bgj4l" alt="" width="368"><figcaption></figcaption></figure>

For example, if the object configured in the List Configurator is Product2, and you want to display the price from the related PricebookEntry object, the Basic DataSource can be used to query matching PricebookEntry records and display the product and price together in the List.

{% hint style="info" %}
Multiple DataSources can be configured and used simultaneously.
{% endhint %}

***

### :small\_orange\_diamond: Steps to Configure Basic DataSource

1\. Click the :heavy\_plus\_sign: button to add a new DataSource.

<figure><img src="/files/aiBsrHYNrkUjIUTzjJDv" alt=""><figcaption><p>DataSource Setup</p></figcaption></figure>

2\. Search for and select the target object for the DataSource.

<figure><img src="/files/0cOEV5QfMUS0wRotZP7c" alt=""><figcaption><p>Search Object</p></figcaption></figure>

3\. Configure the DataSource by enabling **activation**, adding a **description**, setting **conditions** for querying the target object, and **mapping fields** to integrate the DataSource data into the List.

<figure><img src="/files/lj9u1Inbm0HdgGiKeRtu" alt=""><figcaption><p>DataSource Setup</p></figcaption></figure>

<table><thead><tr><th width="96">No.</th><th width="146">Name</th><th width="401">Description</th><th>Required</th></tr></thead><tbody><tr><td>1</td><td><strong>Active</strong></td><td>Activates the DataSource. If not activated, the DataSource will not function during List configuration.</td><td></td></tr><tr><td>2</td><td><strong>Description</strong></td><td>Provides a description of the DataSource for clarity.</td><td></td></tr><tr><td>3</td><td><strong>Conditions</strong></td><td><p>Specifies conditions for querying the target object.</p><p>Use the <a href="/pages/XoiOCrrSrHSK9L2ka5G1">Query Wizard</a> to write conditions easily.</p><p><br><span data-gb-custom-inline data-tag="emoji" data-code="26a0">⚠️</span> When using fields from the List’s configured object, use <code>IN</code> instead of =.<br><code>$Current</code> refers to the List’s configured object.</p><p><br><span data-gb-custom-inline data-tag="emoji" data-code="1f197">🆗</span> <code>Product2Id IN {$Current.Id}</code><br><span data-gb-custom-inline data-tag="emoji" data-code="274c">❌</span> <code>Product2Id = {$Current.Id}</code></p></td><td></td></tr><tr><td>4</td><td><a href="/pages/3WeFjcikaC4oUapzQGEM"><strong>Action</strong></a></td><td>Performs field mapping to integrate the information retrieved by the DataSource into the List.</td><td><mark style="color:red;">✔️</mark></td></tr></tbody></table>
