From the course: Learning Amazon Web Services (AWS) QuickSight

Connecting to SaaS - AWS QuickSight Tutorial

From the course: Learning Amazon Web Services (AWS) QuickSight

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Connecting to SaaS

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- [Instructor] You can create a new data set in QuickSite from Software as a Service applications with the acronym SaaS. Examples of the SaaS applications include Salesforce, ServiceNow, GitHub, and Twitter. If you're looking to connect to a data source not directly listed in QuickSite I would encourage you to see if you can set it up through another connection option in other AWS applications. In our Create a Data Set homepage we can select a new data source to connect to, such as a SaaS connection. Let's select to connect to the Salesforce data by selecting the Salesforce tile. We see a dialog box appear where we can give this data connection a name we can easily identify. I'm going to call it Salesforce Testing. We then select the Sign In button at the bottom of this screen. This takes us to the page where we can actually sign in to our Salesforce account if you have one. The page that appears is the OAuth connection where you'll sign in to your Salesforce account credentials without having to pass the sign in details into AWS for the connection to work. Once you sign in to Salesforce after hitting the Log In button beneath the Username and Password, you can then select your data elements in either a report or object from within Salesforce. Note that join Salesforce reports may not be supported as AWS connection types for QuickSite. We can X out of this window since we don't have a Salesforce account, and we can also do the same for the Salesforce data connection window. Then when we navigate back to Data Sets we see that it keeps the data connections we've set up, but the ones that we started and didn't fully configure, you will not see them in your own Data Sets homepage.

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