Salesforce Content Source Connector Guide
Ingest all of your cases into Enterprise Search.
The Salesforce Connector requires that you create an OAuth App within Salesforce.
Login to Salesforce: https://salesforce.com.
There are two Salesforce UIs.
- Classic UI
- Lightening UI
The steps are very similar but the entry point is different.
First, the app creation steps in Classic:
Click your portrait in the top right and then navigate to Settings:
You'll see a large list of menu items.
Under Build, expand the Create dropdown, then click Apps:
Enterprise Search needs an OAuth App with which to speak.
There are two important things to understand before you create one...
- The app can stay in developer mode. You do not need to publish it.
- Make sure that you create this app with a trusted and stable Salesforce account!
We recommend creating a team-owned account for only this app. If access is lost, we cannot help.
Back to the good stuff. Scroll to the Connected Apps section and click New:
Proceed to the Create the app step.
To get to this same screen in Lightening...
Click Settings in the top right corner:
And then select App Manager on the left sidebar under Apps:
Click the New Connected App button:
And then proceed to the Create the app step.
It might look a bit different, but the values are the same.
Create the app
You'll need to fill in a set of values.
We'll do it in two steps...
First, basic information:
- Connected App Name: A name to help you identify the application. Enterprise Search, or something like that.
- API Name: A programmatic name which you can access via Salesforce API. Doesn't impact Enterprise Search -- it's for your benefit.
- Contact Email: Use whichever you'd like.
You can also add a logo for visual identification.
Click Upload logo image.
Here's the Enterprise Search logo, if you'd like to use that one.
Right click and save-as:
Next, fill in the values:
Step two: configuring OAuth.
Click the Enable OAuth Settings checkbox.
This will unveil many more options.
Under Callback URL, enter two:
You'll need to move two scopes from Available OAuth Scopes to Selected OAuth Scopes:
- Full access (full)
- Perform requests on your behalf at any time.
At the top of the page, click Save.
You will now be able to retrieve your Consumer Key and Consumer Secret.
Keep them secret!
For the final step, you must return back to Enterprise Search.
Login to Enterprise Search.
Within the administrative dashboard, click Settings within the sidebar.
Navigate to Content Source Connectors:
Select Salesforce then fill in the Consumer Key as the Client ID.
And fill in the Consumer Secret as the Client Secret, then click Save Changes:
Click Settings if you ever need to change tokens or remove the Connector:
We're almost there!
Now, click Sources within the sidebar.
Click Add under the Salesforce source.
First, you'll need to click I understand.
Why the hurdle? We want to make it clear that you're adding a public source.
All of its contents will be accessible by those with the right permissions.
If you're comfortable with that, click the button:
After that, you'll be asked to connect to Salesforce:
You'll then be presented with an OAuth screen from Salesforce.
Once you accept, you have added Salesforce as a content source to your organization.
Congratulations! It's time to search.
You can now make the source available to various groups and scale its relevance priority.