A #Data List is configured on the Account Lightning record page to display related Opportunities from a remote Salesforce org using a dynamic filter.
Overview
General Use Case
Use #Data List with dynamic filters to surface related data from an authorized connected org and let users take action or synchronize records when needed. This mashup pattern avoids migrating data across orgs and accesses remote data as if it were in the current org.
Video Demo
Prerequisites
Current Org Custom Field
Account.SourceSystemID__cText(18)Target Org Custom Field
Account.SourceSystemID__cText(18)Downloadable Executables
Account.OrgB.OpenOpportunitiesWalkthrough
1
Connection - OrgB
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New Executable - Account.OrgB.OpenOpportunities
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Retrieve
