Salesforce Connector Prerequisites

The following tables details the permissions and software required to use the Salesforce connector:

User Accounts and Application Permissions

Required Permission Description
Salesforce Account

  • A Salesforce email account with full READ permissions and security token.

  • API Token account access to Salesforce is an option that can be enabled by Salesforce

 

Connector Features and Requirements

Features Supported Additional Information
Salesforce version

Salesforce.com Enterprise Web Services API Version 28.0

 API Token account access to Salesforce is an option that can be enabled by Salesforce.
Searchable content types Yes All content types.
Content Update Full and Incremental All BA Insight Connectors support both Full and Incremental crawls, unless noted.
Permission Types Yes

All BA Insight Connectors support fetch ACLs from the source system Your Source System is the repository where your data is stored (data to be indexed). This repository is managed by applications such as: - SharePoint O365 - SharePoint 2013/16/19 - Documentum - File Share - OpenText - Lotus Notes - etc. Your Source System repository can also be a database such as SQL or Oracle..

To make items public or restricted to a single user/set of users, you can do so within the Connector Framework.
Required Software
  • .NET Framework v4.7.2
  • Connector Framework must be installed and running

Salesforce Connector supports only Latin1 encoding.