Enabling Return Data

You can easily enable return data directly from a declarative messaging relationship.

Tip:

Return data is only enabled for declarative relationships that meet the following criteria:

  • Publications must contain a source object
  • Subscriptions must contain a target object

You can view the return data status from the messaging relationship. When enabled, return data details are displayed below relationship mappings.

Prerequisites

Consider the following information before enabling return data for a relationship.

Custom Return Data Developer Names

Before you enable return data, you can create unique return data developer names on publications and subscriptions manually. If the fields are blank, Foundations generates these values automatically using the following information:

  • The first three letters of the developer name of the associated registered product
  • The relevant source or target object name
  • A numerical increment, if necessary, to ensure the name is unique

For example, an automatically generated return data developer name for a Foundations billing document publication could be ERPBil, a second publication for the same object could be ERPBil1.

Warning:

We recommend that you do not modify the return data developer name after return data has been enabled as this prevents return data from being received. If you update the name, you must re-enable return data.

Child Mappings

It is possible to set up return data for child record mappings. To populate return data fields on child source records, you must create child mappings using specific record creation methods. Foundations only populates return data fields on child source records when the child mapping contains one of the following record creation methods:

  • Update Matching
  • Update Matching and Delete

This applies to all child mappings in the subscription hierarchy that contain a target child type of Default. For more information about target child types, see Splitting Source Data into Multiple Target Records.

Foundations always populates return data fields on child target records, regardless of the record creation method.

Permissions to Enable Return Data

To enable return data in Foundations, you must be assigned the FDN Core - Administrator permission set and one of the following profiles:

  • Salesforce System Administrator
  • A custom profile that contains the Modify Metadata and Customize Application system permissions

For more information about assigning permissions, see the Salesforce Help.

Enabling Return Data on a Declarative Relationship

To enable return data for a declarative relationship:

  1. On the Message Types tab, click the name of the message type that contains the relationship you want to customize. The message type is displayed.
  2. In the Relationship & Mapping Details section, click Manage Return Data. A summary of the return data fields that will be created is displayed. Review this information and make a note of the field API names for future reference.
  3. To continue, click Confirm. Return data mapping details are visible when you view the messaging relationship.
  4. Update the relevant page layouts on the source and target objects to include the new fields, as required.
  5. Update the relevant users' permissions to provide view access to these fields.
  6. [Optional] If you want to customize the information that is displayed, update the labels and help text for the new linking fields. By default, the labels reference the source or target object name, as appropriate.

    The following table contains details of the return data fields that are created on the source and target objects when you enable return data.

    Object Type

    Field Name

    Field Label

    Description

    Source and Target Objects

    link_<Return Data Developer Name>_Id

    Example: link_ERPBil_Id

    <Source or Target Object Name>

    Example:

    Billing Document

    Lookup to the related source or target record.

    Source Object Only

    link_<Return Data Developer Name>_State

    Example: link_ERPBil_State

    <Target Object Name> Status

    Example:

    Billing Document Status

    Status of the process that updates the linked target record.

    Source Object Only

    link_<Return Data Developer Name>_Errors

    Example: link_ERPBil_Errors

    <Target Object Name> Errors

    Example:

    Billing Document Errors

    Details of errors that occurred when updating the linked target record.

For more information about updating page layouts, editing field labels, and assigning permissions to users, see the Salesforce Help.

Updating Messaging Relationships

Making the following changes to publications or subscriptions can affect return data:

  • Editing source or target objects on the relationship
  • Updating child relationship mappings
  • Editing return data developer names

If you make any of these changes after you have enabled return data, the return data status will display "Partially Enabled".

Updating source or target objects or their identifiers when return data is enabled can invalidate the process. To ensure that return data is correctly configured, manually delete any generated ID, status and error fields on the source and target objects that are associated with this relationship then re-enable return data. When you re-enable return data, new return data fields are generated automatically.

Ensure you update the relevant permissions and page layouts to include any new fields that display return data.