General

Supported version

The connector is developed using the SOAP API version 32.0 (Winter '15) and tested with Salesforce Enterprise Edition ('16).

Limitations 

As of June 2016 it was not possible to list members of the computer generated group "All Internal Users". In our test environment this group is used for giving user permissions in Salesforce, but it is not possible to check if a given user is part of this group - to set accurate security permissions. It is possible to check if a user is internal - just not if it's an actual member of this group.

There are several security override possibilities in Salesforce. Permissions can for example be given to different Profiles (Standard User or custom profiles etc.) or to User Roles (can also be custom). Objects can also be set to inherit security from other objects (contacts from accounts) or in user hierarchy. Therefore Salesforce Security must be tested, using settings from the environment where it will be installed, and maybe some changes must be done to the connector before it can be deployed.

Permissions needed

At connection install time an Index User (with password and User Security Token) with access to the API and the content in Salesforce is needed. A Consumer Key and a Consumer Secret must also be provided - which are given by creating a Connected App in Salesforce (see below). At search time a user must log into a Salesforce account (with username, password and user security token) to get search hits from Salesforce. 

The User Security Token can be omitted at install and search time if the actual Login IP Ranges are provided (for the profile of the given user) in Salesforce (see Authentication) .

Other information

There is a limited number of API calls that can be made for an organization within 24 hours. Use of salesforce within the application is also included in this given API limit. Because of the API restrictions the connector does not contain a preview of items. We also limit the number of calls by not indexing all the item types in Salesforce. Tasks are among items that are omitted in this version of the connector, but easily can be added.

Configurations

Connection

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.

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.

Preview

There are no preview of documents due to the restrictions in Salesforce API usage within 24 hours.  

Opening / Buttons

When clicking on the open button all items open directly in Salesforce - where users can see and edit the full content. The user must log in to Salesfoce in order to display the items. Other buttons leads to related objects in Salesforce. The buttons displayed in ViaWorks depends on the item type and its content. For example, only attachments can be downloaded. As an alternative to the buttons, rights clicking on the title lists the options available for an item.

Installation

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.

Salesforce API

Salesforce objects and the API can be tested in the developer console in the application or in the workbench: https://workbench.developerforce.com/login.php
API Documentation: https://developer.salesforce.com/docs/atlas.en-us.192.0.api.meta/api/sforce_api_quickstart_intro.htm