To integrate information retrieved from a DataSource into a List, field mapping actions are performed. This process ensures accurate data merging by setting a common field as a Key between the DataSource and List records. Through this mapping, data from various sources can be effectively consolidated and managed.
1. In the Actions section, click the edit icon in the Key row.
2. Select the DataSource field and the List field with common values, then click the Save button.
3. Verify that the configured Key is applied correctly, then click the Add Action button.
4. Select the DataSource field from which data will be retrieved and choose the List field or virtual field where the data will be saved, then click the Save button.
You want to display the price from the PricebookEntry object alongside a product list configured with Product2 in the List.
Search for and select PricebookEntry in the DataSource.
(Optional) In the Condition field, enter IsActive = true (similar to an SOQL WHERE clause).
To merge data for the matching PricebookEntry record:
Click the edit button in the
In the popup, configure the following, then save:
DataSource Field: Product2Id
List Field: Id
To display the UnitPrice from PricebookEntry in the List:
Create a virtual column (e.g., SBLS_Virtual1) in the Datatable Setup.
Click the Add Action button.
In the popup, configure the following, then save:
DataSource Field: UnitPrice
Virtual Column: SBLS_Virtual1
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.
1. Click the âž• button to add a new DataSource.
2. Search for and select the target object for the DataSource.
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.
Specifies conditions for querying the target object.
Use the 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
Performs field mapping to integrate the information retrieved by the DataSource into the List.
✔️
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
