salesforce where are critical updates listed

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Select which profiles should have connected app access.įirst, create the permission set for the connected app.

Click Manage Profiles in the Profiles pane.

If you have not assigned permission sets before, please refer to Salesforce’s documentation.įinally, grant users access to the connected app itself either through their profiles or a permission set. With the permission set configured, assign it to all appropriate users.

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(Optional) If you are certain that only a specific license type will be accessing data through the connected app, you may select that in the License field.(Optional) Add a description for the permission set.The API Name field will be generated from the label.Enter an appropriate label for the permission set, such as API Enabled.Navigate to Manage Users > Permission Sets.Check the API Enabled box under the Administrative Permissions pane.įirst, create a permission set with the API Enabled setting.Click Edit beside the profile that requires access.If you do not wish to use custom or cloned profiles, the use of permission sets is recommended.

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You cannot update the administrative permissions for standard profiles. These step are not necessary for your Salesforce connections to work. If you wish to use pages across orgs, you’ll need to recreate the pages, use Page Packs, or use skuid-grunt (a developer tool for distributing Skuid pages).

Skuid models and pages can not be retrieved using this data source type.To learn more, see Salesforce’s My Domain documentation. Configure your org’s My Domain settings by navigating to Setup > Domain Management > My Domain.

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My Domain is free and available on all Salesforce orgs that can run Skuid. ) will technically work, using it is not recommended since this URL is subject to change when Salesforce performs instance migrations.

My Domain must be enabled on any Salesforce Org you will be accessing.

While the Skuid UI reflects this terminology to avoid confusion, the “number of Skuid licenses” you have refers to purchased Skuid subscriptions. Within the Salesforce universe, the term “Skuid license” refers to a user’s ability to interact with Skuid. 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 on Salesforce, however, you are working within a specific Salesforce org, on which Skuid was installed as a managed package. If you’re using Skuid Platform, 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, 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 on Salesforce 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.