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Context Service
Simplify the sharing and consumption of business application data using Context Service. Acting as a generic module, Context Service forms a layer between applications and procedures, enabling easy retrieval and use of data across various industry clouds at every step of the process.
Required Editions
| Available in: Lightning Experience |
| Available in: Developer, Enterprise, Professional, and Unlimited editions for Industries clouds where Context Service is enabled |
Using Context Service, your business users can enhance application performance by optimizing data access and eliminating redundant input. When an application sends a data request, the context fetches and loads all necessary data from the database onto itself. It then distributes the required data to specific processes to fulfill the application's request.
How Applications Use Context Service
All business applications require real-time execution of rules or procedures to fulfill requests. These procedures rely on input data to process a request and generate results for their respective applications. In cases where a procedure involves multiple steps, multiple requests are sometimes made to a database to fetch similar data.
Context Service acts as a layer between the application and the rules or procedures, providing the requested data during both the configuration (design time) and execution (run time) stages.
- Turn On Context Service
Grant users access to Context Service objects and features. - Learn and Explore Context Service
Learn how Context Service can help your users consume data for their business applications. Understand its core features and learn how to use Context Service with an application. - Context Service Limits
When you create and use context definitions within Context Service, adhere to the Salesforce org limits. - Context Definitions
Context definitions ensure efficient data access at every step of the process. A context definition defines the relationship between the nodes and the attributes within each node. Your users can use nodes and attributes to easily access the relevant data from the mapped data source. Various Salesforce products offer predefined context definitions based on their use case. - Map Context Definitions
After you create a context definition, define where the data is fetched from. Mapping data must be fetched from a data source for both the node and the attribute levels of the context definition. - Context Filters
Create filters for context definitions with up to five conditions in a single filter. With filters, you can retrieve precise, relevant and dynamic data from your context definitions. You can customize filters for your context definitions without modifying code. - Migrate Context Definitions
Create context definitions and add individually or as a bundle into a single package. To migrate, deploy and use the package in another organization. Context definition packages make your custom objects and fields portable across organizations. - Call Standard Context Service Invocable Actions from Flows
Manage your business application data efficiently by combining the capabilities of Salesforce Flow and Context Service invocable actions. - Apex Classes for a Context Definition
Apex classes provide the framework for the structure and data of a context definition. You can use these classes to create and manage the context data in your Salesforce org. - Transform a Context Definition
Reshape your context definition with Data Processing Engine into a specific structure required for Document Generation. Using the transformed data, you can generate documents like contracts, proposals or invoices.
