General
Supported version
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A connection to Salesforce is established based on the username, password, User Security Token, Consumer Key and the Consumer Secret provided in the Admin Wizard. The Salesforce API is used for all communication with the application.
Content types
The connector can index following content types.
- Users
- Accounts
- Contacts
- Opportunities
- Leads
- Attachments
User
Selected metadata
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Field
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Example
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Show
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Searchable
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Use as refiner
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Comment
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Id
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005A0000006ScSEIA0
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No
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No
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No
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Internal id
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A complete list of all user metadata fields can found here:
https://developer.salesforce.com/docs/atlas.en-us.192.0.api.meta/api/sforce_api_objects_user.htm
User items can only be viewed by users that have a profile set to view all users.
Account
Selected metadata
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Field
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Example
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Show
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Searchable
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Use as refiner
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Comment
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Id
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001A0000013RamJIAS
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No
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No
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No
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Internal id
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USD
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A complete list of all account metadata fields can found here:
https://developer.salesforce.com/docs/atlas.en-us.192.0.api.meta/api/sforce_api_objects_account.htm
Contact
Selected metadata
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Field
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Example
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Show
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Searchable
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Use as refiner
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Comment
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Id
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003A000001gMLRzIAO
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No
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No
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No
...
Internal id
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.
...
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A complete list of all contact metadata fields can found here:
https://developer.salesforce.com/docs/atlas.en-us.192.0.api.meta/api/sforce_api_objects_contact.htm
Contacts can be set to inherite security tokens from a accounts - depending on the Salesforce settings.
Opportunity
Selected metadata
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Field
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Example
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Show
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Searchable
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Use as refiner
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Comment
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Id
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006A000000Mjv5cIAB
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No
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No
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No
...
Internal id
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A complete list of all opportunity metadata fields can found here:
https://developer.salesforce.com/docs/atlas.en-us.192.0.api.meta/api/sforce_api_objects_opportunity.htm
Lead
Selected metadata
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Field
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Example
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Show
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Searchable
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Use as refiner
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Comment
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Id
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00QA000000hOyJKMA0
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No
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No
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No
...
Internal id
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ConvertedContact (ConvertedContactId)
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A complete list of all lead metadata fields can found here:
https://developer.salesforce.com/docs/atlas.en-us.192.0.api.meta/api/sforce_api_objects_lead.htm
Attachment
Selected metadata
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Field
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Example
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Show
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Searchable
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Use as refiner
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Comment
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Id
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00PA000000dfTYzMAM
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No
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No
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No
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Internal id
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A complete list of all attachment metadata fields can found here:
https://developer.salesforce.com/docs/atlas.en-us.192.0.api.meta/api/sforce_api_objects_attachment.htm
Attachments inherent security settings from the mother items. Attachments where the mother item is not indexed (for example tasks) are indexed, but can only be viewed by user with a profile set to view all data.
Custom Templates
Custom templates are not in use.
Refiners
No refiners are defined in the connector. They must be set up for each installation independently. Under Show Navigator in ViaWorks all the item types and document owners in Salesforce are listed. There the user can specify which items and owners to search for.
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The salesforce security token is given for each user and can be reset and sent by email from Salesforce. This user token is needed together with the username and password to get access to the API and use the connector. It is possible to omit the token and only use the username and password to login. This is done by adding the IP in use under IP Login IP Ranges in Salesforce. The ranges are given for each profile group (for example System Administrator etc). Each user having the current profile can then login without the security token. Still a random text string must be filled in the field salesforcetoken in the window, to be able to authenticate the user, but this text is ignored.
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After installing the connector using the MSI package the Salesforce Fetch Service can be started. When the fetch service is running please open the ViaWorks Management Console to set up an connection.
Security
A user can be granted access to an item in several ways. Not all possible ways are currently included in the connector. The possible security overrides depends on the Salesforce edition.
The current user security access is implemented in the connector.
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Salesforce Connected Apps
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