User Tools

Site Tools


salesforce_dynamic_share

Replicator for Salesforce


Dynamic Shares

Setting up a Dynamic Share configuration allows a Salesforce instance/organization to share table data in real time. The consumer or subscriber of this data can be another instance/organization of Salesforce or a Perspectium Agent. You will need to create a share configuration for each table you want to share.

Creating a Dynamic Share

To create a Dynamic Share configuration to begin near real-time replication of table data click on the Dynamic Shares tab. Click New and enter the following:

  1. Dynamic Share Name
  2. Select a Table to replicate data from (ex: Account)
  3. Check the Create checkbox if you want to replicate inserts
  4. Check the Update checkbox if you want to replicate updates
  5. Check the Delete checkbox if you want to replicate deletes
  6. If using a named queue, choose the Shared Queue
  7. If you wish to send a subset of the table fields, use the Fields to Share shuttle box.
  8. If you want to send a subset of the total table rows, enter the Where condition. Filter Fields can assist building the where clause.
  9. Click Save
  10. Click Create Trigger

The Apex Trigger Details section contains a read-only version of the Apex Trigger code generated when the Dynamic Share configuration is saved. This can be used to manually create the Apex Trigger if the Tooling API is not available for dynamic Apex Trigger creation. Salesforce does not allow dynamic creation of Apex Triggers in production orgs. Dynamic Share triggers should normally be migrated from sub-production orgs using change control process. To perform this task manually, click the Go to Trigger List link and create or update the trigger using the content in the Apex Trigger Details section.

salesforce_dynamic_share.txt · Last modified: 2017/02/09 15:08 by joe