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he Salesforce connector will crawl content from any Salesforce Summer '16 (version 37). The connector will retrieve the supported elements using the SOAP API, and the user's chatter feeds using the REST API.


 

To see the current Salesforce version please check the follow link Salesforce Release Notes


The connector uses a queries file, 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.

On this page:

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.

 

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.
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