So I am creating a new database in Quickbase to 'mimic' a Salesforce database that we are sun setting. I am reading up on connected tables. It seems to me connected tables will read and display the information from Salesforce but it is not editable.
So, Is it possible to use a connected table relationship to create the new database? Could I connect them and have them populate and create the new fields?
I am trying to figure out the easiest way to create this by using the framework already in Salesforce and creating this in Quickbase. Any suggestions would be really helpful
I looked at he HELP for connected tables and found this:
No, you can’t copy a connected table. However, if you want to make the data in your connected table editable, you can make a copy of your app with data. Doing this creates an editable copy of the table in the copied app.
This copy of the connected table is not connected to the data service and can’t be re-connected.
So it sounds like all you need to do is to make a connected table and then Copy that app!
I found that Help text under FAQs
Although this question is 5 months old, I'm doing something similar. Bringing Salesforce data into QB has now proven to be a nightmare.
So, I have X amount of Salesforce fields connected into one of my QB tables. Then, I manually created table fields to copy those connected fields. Once they are local, it is pretty much easy to manipulate the data.
Now, if you create new fields in Salesforce, you would still need to manually add these new fields into QB as connected fields, create local fields to copy those new connected fields and then work with them.
I haven't found an automated way when you create salesforce new fields, automatically, QB table will know that, add the new connected fields.