Features

The Salesforce connector will crawl content from any Salesforce Summer '14 (version 32). The connector will retrieve the supported elements using the SOAP API, and the user's chatter feeds using the REST API.

* Note that the Salesforce connector is not part of Aspire CWS bundle, but may be purchased separately.

Supported elements:

  • Account
  • Campaign
  • Case
  • Contact
  • Contract
  • Document
  • Group
  • Idea
  • Lead
  • Opportunity
  • Partner
  • Pricebook
  • Product
  • Profile
  • Solution
  • Task
  • User
  • Attachment
  • Knowledge Article
    • Draft Articles
    • Published Articles
    • Archived Articles


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

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, so this is an API limitation in our connector.

NOTES:

  • The sQueries.xml is a template document from which the user can decide the fields to crawl, each SQueries.xml can be different for each Salesforce and is responsibility of the developer in charge of the installation of the connector to update or modify this document.
  • sQuieres.xml can use the SOQL TYPEOF, but this SOQL needs to be activated in the Salesforce environment.
  • No labels