Get Started with Skuid

Note

How to use this Guide

Get Started with Skuid is a beginner’s guide to using Skuid. We suggest you keep this page open in a browser while following the prescribed journey through the linked content drawn from Skuid’s many help topics.

Skuid is a cloud-based, user-experience platform for rapidly creating and optimizing engaging business applications across data repositories and services. With Skuid’s drag-and-drop app composer, anyone (including non-developers) can create powerful applications with beautiful, consumer-grade user interfaces for any device—all in about 90% less time than it would take by traditional programming.

Let’s face it, user feedback and changing business needs are continuous! Skuid gives you the power to quickly iterate your solutions in hours, not weeks or months. That’s because with Skuid you don’t need to write code for business logic or UI. Yet Skuid is also open and extensible for developers who wish to create their own unique extensions.

If your business’s primary system of record is Salesforce.com, we offer Skuid on Salesforce—a managed package you can install directly into your Salesforce environment.

Here’s a Skuid page that integrates data drawn from the Salesforce data source with a custom theme (built without writing CSS) that gives it a unique, branded look and feel.

get-started-0

All of the data on this page can be edited and deleted (according to user permissions).

Working with Skuid

How can you use Skuid to build a business application like the one above? Follow three basic steps:

  1. Connect to data
  2. Compose pages
  3. Deploy pages to the appropriate users

Connect

To access data with Skuid, you must configure a Skuid data source to connect to the data and determine how the data source will authenticate users.

Note

Data source options may be different if using Skuid on Salesforce.

Compose

The Skuid drag-and-drop App Composer is where the Skuid page comes together. Use the App Composer to develop simple, streamlined processes that ensure users spend less time wrestling with technology, and more time adding value to the business.

First, take the App Composer tour, then follow the next three steps to create your first page.

Create a Skuid page [[]]

The page is the basic canvas for creating user experiences.

  1. Click Compose > New Page.
  2. Name the page, then click Next Step.
  3. Select Start with a blank page, then click Create Page.

Learn more about different ways to set up Skuid pages.

Use a Skuid model to connect to the data source[[]]

Use models to connect the Skuid page to data source objects using the data source. For each model, choose which of the object’s fields to include in the page.

Use components to create a customized user experience [[]]

Check out the Component overview to learn about Skuid components, and how they can be used to create a great user experience. Then drag and drop components into the page, arrange them, and use each component’s properties pane to customize it.

Deploy

Deploying pages means making them available to your end users. Do this for users across your organization by creating apps and routes in Skuid.

Note

Skuid’s Salesforce.com managed package can deploy pages on both Salesforce Lightning and Salesforce Classic.

Updating pages

It’s easy to make modifications, even after pages have been created and deployed.

  • From the list of All Pages, find the page.
  • Click Edit Page to open the App Composer and make revisions.

Warning

Making changes to pages in production while users are using the pages can produce unpredictable results.

Ready to learn more about composing Skuid Pages?

Try Composing in Skuid: a Deep Dive.