Salesforce Connector

Installation and Configuration

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InstallationPermanent link for this heading

Before installing the Salesforce Connector ensure that the Mindbreeze Server is already installed and this connector is also included in the Mindbreeze license.

Installing the Connector PluginPermanent link for this heading

The Salesforce Connector is available as a ZIP file. This file must be registered with the Mindbreeze InSpire via the Management UI or the mesextension.exe REST client as follows:

mesextension --interface=plugin --type=archive --file=SalesforceConnector-<version>.zip install

PLEASE NOTE: The Connector can be updated by reinstalling the Plugin.

Uninstalling the Connector PluginPermanent link for this heading

To uninstall the Salesforce Connector, first delete instances in the configuration and then remove the plugin via the Management UI or carry out the following command:

mesextension --interface=plugin --type=archive --file=SalesforceConnector-<version>.zip uninstall

Download Force.com Explorer and test your LoginPermanent link for this heading

See here: https://developer.salesforce.com/page/ForceExplorer

Login with your account. The password should contain the SecurityToken (see https://success.salesforce.com/answers?id=90630000000glADAAY).

Test a query with this account, to see if it is fit for being used within Mindbreeze.

Configuration of MindbreezePermanent link for this heading

Click on the “Indices” tab and then on the “Add new index” symbol to create a new index. (optional)

Enter the index path. Adapt the Display Name of the Index Service and the related Filter Service if necessary

Add a new data source with the symbol “Add new custom source” at the bottom right.

If the server ist not a trusted host the security token should be provided together with password in “Password” field.

Per default the connector provide a list of object types “Default Object Types” which will be indexed when the crawler is started. For crawling other object types the query in “SOQL Query” field will be used. This query must contain the key column name, display date column name and title column name. For example:

SELECT Id, SystemModstamp, Title, Body FROM Idea

By customizing the descirptors one can select individual properties of the tables.The connector detects the fields by iterating the describeSObject Metadata in the Salesforce API.