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Adding the API as an external data source in Salesforce

Last updated: 9/9/2026
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

  1. Once your API is enabled, go to Salesforce, open the Setup page and search for External Data Sources.
  2. On the External Data Sources page, click New External Data Source.
  3. Enter a label and a name for the data source, and select Salesforce Connect: OData 4.0 in the Type drop-down list.
  4. 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.

  5. 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.
  6. Enter the username and password, then click Save.
  7. Make sure that your configuration is correct, then click Validate and Sync.
  8. 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.

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