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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:

There are two Salesforce UIs.

  1. Classic UI
  2. Lightening UI

The steps are very similar but the entry point is different.

Classic UI

First, the app creation steps in Classic:

Click your portrait in the top right and then navigate to Settings:

Salesforce - Login then select the gear.
A picture of Salesforce with the settings gear highlighted in the top right hand corner.

You'll see a large list of menu items.

Under Build, expand the Create dropdown, then click Apps:

Salesforce - Expande create in the build menu, then click Apps.
The left-hand Salesforce menu. It's an intense menu. It shows a long list of dropdown menus, and the one you need, Create, is expanded, and Apps is higlighted in pink.

Enterprise Search needs an OAuth App with which to speak.

There are two important things to understand before you create one...

  1. The app can stay in developer mode. You do not need to publish it.
  2. 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:

Salesforce - Click New under Connected Apps.
A picture of three menus. We want to click the New button. It seems to be hovering in the middle of the menu. It's quite strange. But the picture contains a pink box so that makes it seem a bit more grounded.

Proceed to the Create the app step.

Lightening UI

To get to this same screen in Lightening...

Click Settings in the top right corner:

Salesforce - Setup in lightening.

And then select App Manager on the left sidebar under Apps:

Salesforce -Manage apps in the app manager.

Click the New Connected App button:

Salesforce -A new connected app.

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:

It's all colourful, sleek, and sophisticated. A partial, sunlike circle with a convex-like bubble coming out of the right side connects to what looks like a convex green eye. It's pretty radical.

Next, fill in the values:

Salesforce - Fill out the basic information..
A series of text boxes. The above text explains it well. It's dark and boxy.

Step two: configuring OAuth.

Click the Enable OAuth Settings checkbox.

This will unveil many more options.

Under Callback URL, enter two:

  1. http://localhost:3002/ent/org/sources/salesforce/create
  2. http://localhost:3002/ent/sources/salesforce/create.

You'll need to move two scopes from Available OAuth Scopes to Selected OAuth Scopes:

  1. Full access (full)
  2. Perform requests on your behalf at any time.

That's it!

At the top of the page, click Save.

You will now be able to retrieve your Consumer Key and Consumer Secret.

Keep them secret!

Salesforce - Retrieve your Client ID and Client Secret
The scope switcher. It's two columns with lists. One is full of scopes one is empty. You use arrows to move scopes from available to selected. Salesforce is a wild piece of software.

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:

Salesforce - Click Settings within the sidebar, then Content Source Connectors.
A picture of the sidebar within the administrative dashboard. The item

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:

Salesforce - Add the tokens to Enterprise Search.
Two simple text boxes, one green button. It's not our finest view, but it does the job.

Click Settings if you ever need to change tokens or remove the Connector:

Salesforce - Add the tokens to Enterprise Search.
Content source... added. Nice work.

We're almost there!

Now, click Sources within the sidebar.

Salesforce - Click Sources within the sidebar.
A picture of the sidebar within the administrative dashboard. The item

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:

Salesforce - Understanding the nature of public sources.
It's a button that says I understand. Seems annoying, but you'd be amazed at the things that happen.

After that, you'll be asked to connect to Salesforce:

Salesforce - Forward, for OAuth.
Connect the Connector!

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.

Enjoying the beta? Something broken? Lost? Please send us your feedback or visit the Enterprise Search community.