9/21/2023 0 Comments Metadata salesforce meaning![]() My Domain must be enabled on any Salesforce org you will be accessing. Just remember: everything described below is about connecting to an external org from your Skuid site, whether that Skuid instance is on Platform or Salesforce. You must also create the connected app (see below) in that external org to facilitate this connection.Ĭonnecting to more than one external Salesforce org from your Skuid site? You’ll need to create a connected app within each external org, as well as a data source for each within your Skuid site. If you want to pull data into those pages from another Acme Salesforce org (for example, to get invoice data from the Accounting Department’s org, ), you must create a data source that connects to this “external” org-external to the Salesforce org hosting your Skuid pages. Perhaps you’re in sales at Acme Industries, so the Salesforce org where you work within your Skuid pages might be. If you are using Skuid SFX, however, you are working within a specific Salesforce org, on which Skuid was installed as a managed package. If you’re using Skuid NLX, all your data sources, including Salesforce, are “external” to your Skuid site and are accessed via data sources you create. Once your data sources are in place, end users will be directly reading, creating, and updating data on multiple orgs, all from the same Skuid page. ![]() Instead, Skuid authenticates to an external org (or orgs) using a configured authentication provider and data source in a process similar to other external data connections. In Skuid, creating a Salesforce data source for each external org does not require copying data or cloning objects between orgs. ![]() With Skuid’s Salesforce data source type, accessing multiple Salesforce orgs is far simpler. Accessing different orgs and modifying data in each can be cumbersome, requiring different login credentials and (sometimes) different platforms. It is the default data source available in any Skuid SFX instance, but additional data sources can be configured to connect to Salesforce orgs.įor Salesforce users working in larger organizations, there may be multiple orgs, with different types of data, that need to be accessed at various times. By using Skuid in conjunction with Salesforce data, it is possible to create intuitive user interfaces that pull in an organization’s data-perhaps while pulling in data from other services as well. Salesforce is an enterprise-level cloud computing platform used for customer relationship management and other “big data” needs. TypeError: Cannot read property 'indexOf' of undefined when trying to set a model object ].401 error when selecting external Salesforce objects for a model ].Invalid Request: Argument cannot be null ].Errors when selecting external Salesforce objects for a model ].404 Not Found: Could not find a match for URL ].Models returning fewer results than expected ].OAuth popup hangs with success message or does not appear ]. ![]()
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