Salesforce Connector: Adding a New Connection

Locator Admin Wizard

When installing the connector, the following values in the Admin Wizard below needs to filled in.

There could be quite strict API restriction for organizations. The maximum number of calls to the API is calculated for a 24 hours period. Information about the current API usage is found in the response header and checked in the program. Two different stop limits are set in the wizard and used by the connector. Both limits are in percentage of the maximum numbers of API calls. The first one is a limit for when to start a full crawl. In the example above this limit is set to 10%. The other limit is when to stop making any API call from the connector. This restriction also includes Salesforce login in Locator. Here this limit is set to 80%. This second limit is stored and used within the Security Authentication plugin.

On the second page of the Admin Wizard the Consumer Key and the Consumer Secret must be included. The index user need to have Salesforce API access. Please include the User Security Token unless the IP that is used is added to the 'Login IP Ranges' in Salesforce (for the profile of the index user).

The AD user is used for an AD email look-up, during the user identification. Several AD fields, including UPN, are checked for the authenticated user in Locator - looking for a username in Salesforce.   

On this page the entities to index are chosen. This list also includes custom entities - with the file ending _c. The entity types can be added, edited and deleted. In the Entity Field Selection all possible metadata fields are listed. This list also includes custom fields for not custom entity types. In the drop-down menu the document name is selected. This will be the title of documents for this entity type in the search. Select 'Fetch as Metadata' to fetch the metadata field and 'Searchable Text' to also make the field searchable. 

On this last page the connection settings are listed.