How to Choose Entities for Transformation on an External Data Source

About this article

This article reviews what it means to choose related entities on an external data source. It also goes through a step-by-step instruction on how to select related entities on external data source objects.

Prerequisites

About Related Entities

In the case of many external data sources, the connected data set likely has several “related entities.” Related entities are generally other tables or objects that are referenced in the connected data source. This means that in addition to getting the data directly on your selected entity, Templafy will also get the data from those related entities as well.

For example, an Opportunity record from a CRM may reference other objects such as Primary Contact, Account, or Line Items. By default, Templafy will query the Opportunity record and all of the associated related record data.

While including related entities in your external data source may be useful, it’s likely that not all of them are needed. In this case, Templafy allows you to choose only the relevant entities to include in your external data source transformation.

How to Choose Related Entities

1. Navigate to Resources and click on the External Data Sources tab
2. Select the external data source to choose related entities
3. Click on the three dots menu and select “Choose entities for transformation”
   
   
   
   
4. Select the related entities that need to be included in your data source and Save.
   
   
   
   

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