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.

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.

Multiple DataSources can be configured and used simultaneously.

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🔸 Steps to Configure Basic DataSource

1. Click the ➕ button to add a new DataSource.

   

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

   

   Search Object
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.

   

   DataSource Setup

No.	Name	Description	Required
1	Active	Activates the DataSource. If not activated, the DataSource will not function during List configuration.
2	Description	Provides a description of the DataSource for clarity.
3	Conditions	Specifies conditions for querying the target object. Use the Query Wizard to write conditions easily. ⚠️ When using fields from the List’s configured object, use IN instead of =. $Current refers to the List’s configured object. 🆗 Product2Id IN {$Current.Id} ❌ Product2Id = {$Current.Id}
4	Action	Performs field mapping to integrate the information retrieved by the DataSource into the List.	✔️