Choose your org type and initial permissions
- Click the Install… link that matches your org type. A new screen appears.
- Click Install Skuid. If prompted, log in to Salesforce. Be sure to log in to the correct org; this affects where Skuid...
- If prompted, log in to Salesforce. Be sure to log in to the correct org; this affects where Skuid installs.
- Click Install.
Full Answer
How do I create a skuid authentication provider in Salesforce?
If you have not assigned permission sets before, please refer to Salesforce’s documentation. With the settings saved, retrieve the credentials needed for a Skuid authentication provider. Classic: Navigate to Build > Create > Apps. Under Connected Apps, click the app you just created.
How do I create a data source in skuid?
If Skuid asks to create a Remote Site Setting, click Ok. Navigate to Configure > Data Sources > Data Sources. Click New Data Source. Select the Salesforce data source type. Enter a unique, easily recognizable name for your data source. Click Next Step.
How do I enable metadata caching in Salesforce skuid?
Beside any Salesforce data sources, click Configure Data Source. Within the data source’s detail page, click Enable Metadata Cache . With metadata caching enabled, Skuid will store the metadata for that particular data source—greatly improving load times on any pages that use it.
How many customers are using skuid?
Nearly 1000 customers across more than 30 countries use Skuid to create custom digital experiences that dramatically increase adoption and innovation up to 10 times faster.
What is skuid in Salesforce?
Skuid on Salesforce is a managed package installed within a Salesforce org. This means that almost every action Skuid takes does not consume API calls for the org it is installed in. However, there are some exceptions:
What is a skuid?
Use data source actions to add more functionality to applications. Skuid supports both standard Salesforce invocable actions and custom actions (which depend on the existence of custom metadata in the Salesforce org). Skuid also provides Skuid-defined options (such as some of the Approval Process actions) for additional customization.
Why is metadata important in Skuid?
Metadata explains the structure of your data to Skuid. And because it’s such an essential part of the data model, metadata is unlikely to change after initial set up. However, Skuid must still query for metadata at every page load.
Where do all properly annotated invocable methods appear in Apex Action?
All properly-annotated invocable methods will appear within the Apex Action field picklist; the first method that Skuid detects will likely be selected automatically. If you do not see your method, try refreshing the App Composer.
Can you connect to external Salesforce orgs?
When you have configured the connected app in Salesforce, as well as an authentication provider and data source in Skuid, you can freely connect to the external org’s data within Skuid pages. To do so, select the external Salesforce org’s data source for the models within Skuid pages:
Can an end user see Salesforce?
Salesforce permissions are retained in all data source connections; an end user can only see and edit data they have access to in the associated orgs. Ensure that Salesforce user permissions are appropriately set in each external org being accessed.
Can Skuid get refresh tokens?
If you are sharing credentials or using stored credentials, remove refresh_token from the scopes in both the data source and the connected app (s). Skuid won’t be able to get refresh tokens using this method, but receiving them is also not necessary since users will be providing credentials with each request.
What is skuid software?
Off-the-shelf applications rarely match the unique workflows, processes and roles of your people, which kills software adoption and speed of innovation. Until now, user experience customization has cost far too much money and time. Skuid provides a fundamentally new model for creating digital experiences with little to no code required, combining Adaptive Data™, Adaptive Logic™, and Adaptive UI™ into a revolutionary Adaptive DX™ toolkit. Nearly 1000 customers across more than 30 countries use Skuid to create custom digital experiences that dramatically increase adoption and innovation up to 10 times faster.
Does Skuid help with adoption?
Admins and developers dramatically increase app adoption and innovation with low-code, Lightning-native tools from Skuid. Thousands of builders have used Skuid to create custom digital experiences—up to 10 times faster—for millions of users across dozens of countries, dramatically increasing adoption and innovation.
