Hi @kavyas
Have you walked through the documentation on setting up an external data source yet? It’s really helpful.
- (overview)
- (includes a helpful generator)
Please double check that you’ve taken the following steps from Set up a Salesforce Data Source
- :
To use the Salesforce data source type with Skuid, you’ll need to complete the following three steps for each external org you want to access:
On the external Salesforce org: Create a Salesforce connected app on the external org [this is the source of the Client ID and Client Secret credentials that you will need for your authentication provider]
- On Skuid: Create a Salesforce authentication provider that uses the credentials from the connected app created in the external Salesforce org. [sometimes this is set up automatically when you do #3]
- On Skuid: Create a Salesforce data source to facilitate a connection to the external Salesforce org.
Before you start
- You must have the latest version of Skuid installed in each external Salesforce org you will be accessing.
- You must have licensed Skuid user credentials for each external Salesforce org you will be accessing. These user credentials must match the credentials used to pull the data; use the same Salesforce/Skuid credentials throughout this process.
My Domain must be enabled on any Salesforce Org you will be accessing. While the org’s instance-based URL (e.g. https://na30.salesforce.com/) will technically work, using it is not recommended since this URL is subject to change when Salesforce performs instance migrations. My Domain is free and available on all Salesforce orgs that can run Skuid. Configure your org’s My Domain settings by navigating to Setup > Domain Management > My Domain. To learn more, see Salesforce’s My Domain documentation
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