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 Connection defines the how Connectivity Hub connects to your Source System (which contains your documents, graphics, etc.,). Your Connection includes identifying elements such as: URL of the BA Insight web service connector you are using, (File Share connector, SharePoint Online connector, etc.), Authentication mode, User Accounts and Credentials, Database information (for database connectors) 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 Provides context with details such as the source, type, owner, and relationships to other data sets. Metadata provides details around the item being crawled by Connectivity Hub. 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 Content Sources do the following: Receive data from the Source System via the Connection, Filter the data it receives, Provide the results to the Target, Define the specific search index that contains the content you wish to index (and later search)..
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: specify the time in seconds before the API will timeout.
API_Batch_Size: Specify the max enumeration batch size
KnowledgePublishStatus: Filter for which Knowledge base articles publishing status should be included.
EnumerationCrawlType: The Saleforce connector crawls by either "months" or "days". Each page record size will vary depending on how many records appear within the period.
EnumerationCrawlInterval: Number of months or days to include in each period.

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"/>
    <add key="EnumerationCrawlType" value="months"/>
    <add key="EnumerationCrawlInterval" value="1"/>
</appSettings>