You can use data tables feature to customize forms which you can use to capture lots of additional information. You can then use attach data tables in the Org Model to capture information about any integrations between your Salesforce Org and external systems.

Article outline

  • Example data table for capturing integration information
  • Adding a data table to the Org Model metadata
  • Capturing integration information
  • Reporting on integrations

Example data table for capturing integration information

For general information about the data tables and how to configure them, visit this article.

Here is an example of a Data Table for tracking integrations.

  • Endpoint - dropdown
  • Integration technology - dropdown
  • Integration function name - mandatory free text
  • In/Out - options are dropdown
  • Details - mandatory free text area

Adding data tables to Org Model nodes

For any node in an Org Model go to the DOCUMENTATION tab and select Add documentation and Data Table.  Then select the Data Table. You can add any Data Table to any number of Org Model nodes.

You can choose who can see the Data Table (and therefore who can add records) by choosing which user groups can see the attachment.

Capturing integration information

To add a new record simply click on the attachment in the right panel for the selected item, then in the modal window click "Add record" to fill in the custom fields.

You can see how many records are in a data table for that particular node by the small blue circle.  Click on the data table to open up the form to see the data or add more data.

Reporting on Data Tables across a map

You aggregate integrations data by running the data table report for the Org Model. You can sort, filter, group and export.

See reporting for more detail.

Below is a report where records are grouped by the endpoint and subgrouped by integration technology.

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