Salesforce V1 Connector Configuration Reference
Use the Salesforce REST API
to extract data from a Salesforce repository via a Salesforce Connected App.
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V1 deprecation and removal notice
Starting in Fusion 5.12.0, all V1 connectors are deprecated. This means they are no longer being actively developed and will be removed in Fusion 5.13.0.
The replacement for this connector is in active development at this time and will be released at a future date.
If you are using this connector, you must migrate to the replacement connector or a supported alternative before upgrading to Fusion 5.13.0. We recommend migrating to the replacement connector as soon as possible to avoid any disruption to your workflows.
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You need to have the Consumer Key and Consumer Secret of the Salesforce Connected App, which must be created by a Salesforce administrator for the account. Instructions on how to do this follow the datasource configuration details.
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When you enable security trimming for a Salesforce connector, the system uses the Fusion username and tries finding the identical ID in Salesforce. If it finds this ID, then it uses the permissions given to that ID in Salesforce and applies a filter to the search query. If the ID is not found then it applies a filter to block all documents from being shown.
The security trimming feature assumes that the Fusion username is the same as Salesforce alias. When retrieving data from Salesforce, the connector retrieves the user Id based on the Fusion username (Salesforce alias) via the query:
Select Id from User WHERE alias={username}
If it is not found, then the connector will create a security filter to deny access to all documents.
If you are logged into the Fusion UI or send a request to the REST API with username "admin", the Salesforce connector uses that as the value of property "salesforce_username". Therefore, in Fusion, you must have accounts which reflect the Salesforce accounts.
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When entering configuration values in the UI, use unescaped characters, such as \t for the tab character. When entering configuration values in the API, use escaped characters, such as \\t for the tab character.
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Connects to a Salesforce web service. This connector requires that you have a Developer Edition organization and have enabled the Salesforce REST API.
id - stringrequired
Unique name for this datasource.
>= 1 characters
Match pattern: ^[a-zA-Z0-9_-]+$
pipeline - stringrequired
Name of an existing index pipeline for processing documents.
>= 1 characters
description - string
Optional description for this datasource.
properties - Properties
Datasource configuration properties
db - Connector DB
Type and properties for a ConnectorDB implementation to use with this datasource.
type - string
Fully qualified class name of ConnectorDb implementation.
>= 1 characters
Default: com.lucidworks.connectors.db.impl.MapDbConnectorDb
inlinks - boolean
Keep track of incoming links. This negatively impacts performance and size of DB.
Default: false
aliases - boolean
Keep track of original URI-s that resolved to the current URI. This negatively impacts performance and size of DB.
Default: false
inv_aliases - boolean
Keep track of target URI-s that the current URI resolves to. This negatively impacts performance and size of DB.
Default: false
salesforce_username - string
>= 1 characters
salesforce_password - string
>= 1 characters
connected_app_client_id - string
Salesforce connected app Consumer Key
>= 1 characters
connected_app_client_secret - string
Salesforce connected app Consumer Secret
>= 1 characters
enable_security_trimming - boolean
Security trimming restricts query results to records the user is allowed to access by indexing user access information with other document metadata. Enable this option to index user access metadata.
Default: false
is_production_environment - boolean
Set to true for production instances and false for sandboxes.
Default: true
objects_to_crawl - array[string]
List of objects to crawl, separated by commas and no spaces.
Default: "Case""CaseComment""CaseHistory""CaseFeed""FeedComment""Asset""Account""Contact""Opportunity""Product2"
soql_query - string
Optional SOQL query to limit or join records fetched for indexing.
<= 15000 characters
diagnostic_mode - boolean
Default: false
initial_mapping - Initial field mapping
Provides mapping of fields before documents are sent to an index pipeline.
skip - boolean
Set to true to skip this stage.
Default: false
label - string
A unique label for this stage.
<= 255 characters
condition - string
Define a conditional script that must result in true or false. This can be used to determine if the stage should process or not.
reservedFieldsMappingAllowed - boolean
Default: false
mappings - array[object]
List of mapping rules
object attributes:{source required : {
display name: Source Field
type: string
}target : {
display name: Target Field
type: string
}operation : {
display name: Operation
type: string
}}
unmapped - Unmapped Fields
If fields do not match any of the field mapping rules, these rules will apply.
source - string
The name of the field to be mapped.
target - string
The name of the field to be mapped to.
operation - string
The type of mapping to perform: move, copy, delete, add, set, or keep.
Default: copy
Allowed values: copymovedeletesetaddkeep