How to Set Up and Configure the Salesforce Connector

Info: All BA Insight connectors can be downloaded from Right Answers under Knowledge > BA Insight > Product Downloads > Connectors.

Please review and comply with the Connector Prerequisites before installing.

Install the connector using the installation wizard.

Connection Info

After you complete the basic settings for this Web Service Connector, scroll down in the Connection Info tab to Additional Settings and specify the following:

Setting

Description

Force.com Account

Enter the Salesforce email account with full READ rights.

You must also use a security token. For help with your security token, go to Salesforce: Reset Your Security Token.

  • If your password = mypassword
  • and your security token = XXXXXXXXXX
  • then you must enter mypasswordXXXXXXXXXX in place of your password.

The account specified here is subject to the password expiration policy configured for your tenancy.

Custom SOQL Query

  • SOQL is the object query language for querying data in the Force.com platform.

  • Optionally, enter your own SOQL statement or select this statement from pre-existing object queries in the Repository tab.

Attachment Option

Choose whether you want file attachments included with your metadata content.

Notes Option 

Choose whether you want user notes included with your content.

Custom SOQL Query

  • One or more SOQL queries can be configured per Content Source.

  • Each query requires being prefixed by a name.

Note: Custom SOQL has changed from V1 → V2 to allow for multiple queries.
In V2 all queries must be named queries.
The name assigned to each custom query must be unique.
You can name custom queries any way you wish to.
Names do not need to align to names or constructs in Salesforce.
In the case of an upgrade from V1 to V2 in which Custom SOQL was used, a name needs to be configured before resuming crawling.
To avoid flushing the index and re-crawling the name “SOQL” can be used for an original V1 Query eliminating the need to re-crawl

Repository

  • If you entered a custom SOQL statement, an additional Custom SOQL type is shown that you can select to activate.

  • Otherwise, choose one or more of the other types.

Content Filters

  • Knowledge Base articles can be categorized by Data Categories.

  • To filter articles by categories, enter each category to filter.

  • One category per line.

Web.config Settings

  • API_Call_Timeout_In_Seconds - API timeout

  • API_Batch_Size - Max Enumeration batch size

  • KnowledgePublishStatus - Filter for which Knowledge base articles publishing status should be included.

Copy 
<appSettings>
<add key="API_Call_Timeout_In_Seconds" value="3000"/>
<add key="API_Batch_Size" value="1500"/>
<add key="KnowledgePublishStatus" value="Draft,Online,Archived"/>
</appSettings>