Features
Some of the features of the Salesforce connector include:
- Support for SalesForce Knowledge Base
- Support for SalesForce Chatter
- Ability to perform either full or incremental crawling (so that only new/updated documents are indexed)
- Metadata extraction
- Groovy Json Transformations
- Is search engine independent
- Runs from any machine with access to the given community
- Fetches access control lists (ACLs)
- Custom metadata retrieval (Using SOQL)
- Selectable elements types
- Supports Windows/Linux/MacOS file systems
Content Retrieved
The Salesforce connector retries several types of documents, listed bellow are the inclusions and exclusions of these documents.
Include
- Account
- Campaign
- Case
- Contact
- Contract
- Chatter
- Document
- Group
- Idea
- Lead
- Opportunity
- Partner
- Pricebook
- Product
- Profile
- Solution
- Task
- User
- Attachment
- Knowledge Article
- Draft Articles
- Published Articles
- Archived Articles
Exclude
- App Launcher
- Libraries
- People
- Macros
- Dashboard
- Data.com
- Duplicate Records Sets
- Reports
- Site.com
- Forecast
- Streaming channels
- Subscriptions
Limitations
Due to API limitations, Salesforce connector has the following limitations:
- We are using the getUpdated and getDeleted method from Salesforce API to perform the incremental request, but when you update an attachment from any item, that action will not be processed by the getUpdated or getDeleted API methods.
There is a request limitation in Salesforce API. Connector will give following error in case it occurs.
ERROR [/salesforce001/Main/Scanner]: SalesforceDSConnection.MaximumRetriesExceeded: [UnexpectedErrorFault [ApiFault exceptionCode='REQUEST_LIMIT_EXCEEDED' exceptionMessage='TotalRequests Limit exceeded.'
Please see more information at API rate metering .
Security related limitations
- In security, we are only supporting 'Supported elements'.
- For sharing related incremental crawling, unsharing of Salesforce item not working.
- For incremental crawling of Salesforce task items, we are only supporting tasks based on accounts.
- When there is a removal of sharing for a item (e.g removing sharing of an account) will not reflect in the incremental crawl.
- Pricebook sharing ACLs are not supported.
- We are only supporting Tasks those are based on accounts for incremental crawling.
Salesforce Compatiblity limitation
Every 3 months Salesforce releases a new version of their API and, sometimes makes changes to the data structures, after each update there is a possibility that the compatibility between the connector and Salesforce will break.
Overview
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