Connect External Systems. Build Unified AI Views.
Zero-copy architecture, real-time data access, and unified 360° views
Admins, Configure External Objects
Zero-Copy Architecture
Leverage Salesforce Connect (OData Lightning Connect) to surface external data in real-time without replication or storage limits.
Declarative Setup
Map external systems via intuitive point-and-click wizards with no middleware or ETL pipelines through native OData connections.
Developers, Extend Integration Methods
Apex Connector Extensions
Transform external records into standard sObjects programmatically for full platform compatibility using adapter patterns.
Relationship Modeling
Configure indirect lookups and cross-system relationships with declarative tools that maintain referential integrity across systems.
Department Heads, Unify Data Sources
Complete 360° Views
Integrate diverse data sources including ERP systems, marketing platforms, and support tools into a single unified interface for team access.
AI-Enhanced Insights
Blend external and internal data through AI analysis for holistic customer insights, renewal tracking, and usage patterns detection.
Powerful Capabilities
360° Account View
Combine Salesforce CRM data with external case logs, SAP support tickets, and Marketo engagement histories for complete customer insights.
Renewal Acceleration
Integrate renewal schedules from Microsoft Dynamics or SAP to help sales teams identify upsell opportunities and prevent churn.
Cross-System Analysis
Blend product utilization metrics from external platforms with Salesforce data to surface adoption trends and churn signals.
Revenue Visibility
Connect ERP payment data with Salesforce forecasts for accurate, real-time views of booked versus billed revenue across systems.
Frequently Asked Questions
The solution supports integration with any OData-compliant system, including SAP, Microsoft Dynamics, Marketo, and other enterprise platforms. You can connect ERP systems, marketing platforms, support tools, and custom applications through standard OData protocols. The system also supports custom Apex connectors for transforming external data into standard Salesforce objects with full platform capability access.
Zero-copy architecture means external data is accessed in real-time without being duplicated or stored in Salesforce. This eliminates storage constraints, ensures data consistency, and reduces maintenance overhead. You can surface external data through Salesforce Connect (OData Lightning Connect) without replication, providing real-time access while maintaining data integrity across systems.
The solution maintains unified security through a single security layer for both external and internal data. It includes field-level encryption, comprehensive audit trails, and maintains your existing security boundaries. Unlike other solutions that extract data from multiple systems, this architecture maintains security boundaries while enabling cross-system AI insights, with every data access logged for full governance compliance.
The 65% reduction in app switching is achieved by providing unified 360° views that combine data from multiple systems into a single Salesforce interface. Instead of switching between different applications to access SAP data, Microsoft Dynamics information, or marketing platform insights, users can access all this information directly within Salesforce. The AI-enhanced insights further reduce the need to manually correlate data across systems.
Why Choose External Object Integration
Zero-Copy Architecture
Access external data in real-time without duplication, eliminating storage constraints and ensuring data consistency.
Declarative Configuration
Build external object models with clicks instead of code using OData connections, reducing IT dependency.
Cross-System Relationships
Create seamless relationships between Salesforce and external records with indirect lookups and cross-object filtering.
Transform Data Integration: Unified Views, Zero-Copy Architecture
See how GPTfy's External Object Integration can unify your data sources in just 30 minutes. We'll demonstrate real examples tailored to your systems and show how to achieve 65% reduction in app switching.