About SFDC Queries

Important

Labs SFDC Queries may need to be enabled on your system. Submit a request to your Unifyr One team if you want to output data in this way.

Setting up an SFDC Query will require advanced technical knowledge. We recommend consulting with your Salesforce Administrator or a designated engineer from your organization to help you set up an SFDC Query in Unifyr One.

SFDC Queries in Unifyr One allow you to display partner-specific data from your Salesforce environment to your partners in their partner portal account using SOQL.

The SFDC Query information is view-only on the partner portal. It simply pulls the raw data from SFDC and renders it to the partner portal using an angular template.

There are four main steps to setting up the query and displaying the data on the partner portal:

1. Create a Credentials object or objects to hold credentials/authorization information - username/password or OAuth 2.0.
2. Build the SFDC Query object and link it to one of the Credentials objects.
3. Test how the query appears in the partner portal.
4. Make the SFDC Query available to your desired partners in the partner portal.

Use the sections below to complete each step.

Before You Begin

There are a few elements you will need before you can begin building the query:

• Decide which method of security you will use for your connection to SFDC. Unifyr One supports the traditional username/password paradigm or authentication via OAuth 2.0. See Create a Credentials Object for information.
• Retrieve your Salesforce API Security Token, if required. 
• Select which partner/user Merge Fields (data placeholders) you’d like to include in your query. See Which Merge Fields does Unifyr One support for an SFDC query? for more information.
• We recommend building a Partner Group for your internal team’s test partner portal accounts. You can use this Partner Group to filter the availability of your SFDC SOQL query data when testing the query. See the Test the SFDC Query section of this article for more information.

Note

If you would like technical help in setting up and testing the SFDC Query, you can submit a request to your Unifyr One team.