Create an external data source in Salesforce to access your data through
the API.
For more information about external data sources in Salesforce, see
the
Salesforce documentation.
Procedure
-
Once your API is enabled, go to Salesforce, open the
Setup page and search for External Data
Sources.
-
On the External Data Sources page, click New External Data
Source.
-
Enter a label and a name for the data source, and select Salesforce
Connect: OData 4.0 in the Type drop-down
list.
-
Enter your API URL in the URL field.
If your connection uses a Cloud Engine for Design, you
can find the URL in the API tab of your dataset. If you are using
a Remote Engine Gen2, contact your administrator to get the relevant URL.
-
In the Authentication section of the configuration,
select Per User in the Identity
Type drop-down list and Password
Authentication in the Authentication
Protocol list.
-
Enter the username and password, then click Save.
-
Make sure that your configuration is correct, then click Validate
and Sync.
-
Select the table that you want to use and click
Sync.
Results
The data source is now created, you can use it to create a custom tab.