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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Reference Salesforce integration using remote tables

In this example, the Customer Account table is extended to include an associated Salesforce Account ID which, in turn, is used to retrieve Salesforce opportunities associated with this account. The remote table is used to hold the retrieved opportunity data.

Use the steps and the examples in the following topics to create a reference Salesforce integration using remote tables.

Parent Topic:Customer Service Management