Adding a Salesforce Source

You can index Salesforce content using three types of sources covering different objects and fields. Using different Salesforce source types is needed because indexing various types of Salesforce objects and files requires different configuration.

Source type Indexed content Secured Incremental refresh
Salesforce
  • Standard and custom objects and fields.

  • Optionally, Chatter FeedComment and FeedItem objects related to other objects.

Fully supported

Salesforce Knowledge
  • Knowledge Types and Categories

  • Multi-lingual knowledge articles

Not supported for deleted items

Salesforce Content
  • Document libraries

Not supported for deleted items

When indexed objects or fields are renamed or deleted in Salesforce, in your Coveo organization, the configuration of your Salesforce source becomes invalid. You must start a refresh (incremental or full) by modifying the source refresh schedule or rebuild the source in your Coveo organization to take account of these changes (see Modify a Source Schedule and Rebuild a Source).

Source Features Summary

Features Supported Additional information
Salesforce versions API 30 to API 34 All objects from the latest supported API or below can be indexed. Objects that use an API version higher than the latest supported API can't be indexed (see Standard Objects).
Searchable content types

Service Cloud standard/custom objects and fields, Chatter feed items and files, multilingual Knowledge base articles and attachments, and CRM content (binary files such as PDF).

Content update Incremental refresh

Full refresh or rebuild needed to retrieve:

  • Attached and detached KB articles from cases

  • Deleted KB articles.

  • Non-replicable deleted objects such as deleted ContentVersion (CRM Content and Chatter files) attachments and other items.

  • Changes that occurred more than 30 days ago since the last refresh (a scheduled refresh triggers a rescan).

  • Permission changes for a profile, permission set, object sharing, or object security level.

Full refresh
Rebuild
Permission types Secured
  • Not supported for Salesforce Knowledge sources.

  • Doesn't support the following security aspects: Apex managed sharing, IP based permissions, field level security, shared personal groups (not reported by the Salesforce API), frozen users, and KB articles item permissions (see Salesforce Security in Your Coveo organization).

Private Only accessible once the source is created in the Sources page [Learn more]
Shared (Salesforce Content and Salesforce sources only) Only accessible once the source is created in the Sources page [Learn more]

Add a Salesforce Source

To edit a Salesforce source, see Edit the Source Configuration to Re-index its Content or Re-authorize the Access, and then follow the steps below, starting from step 5.

  1. Login to your Salesforce organization using an administrator account and create a dedicated indexing account for Coveo (see Creating a Dedicated Salesforce Indexing Account).

  2. If not already done, log in to your Coveo organization.

  3. In the navigation bar on the left, under Search Content, select Sources, and then click Add Source.

  4. On the Add Source page, click of the available Salesforce connector:

    • Salesforce

    • Salesforce Content

    • Salesforce Knowledge

    Admin-AddSource1r

    When you create a source, you become the owner of the source.

  5. In the Add Salesforce Source/Add Salesforce Content/Add Knowledge Source (or Edit Salesforce Source/Edit Salesforce Content/Edit Knowledge Sourcewhen editing the source) dialog box, click Production to access your production Salesforce organization, or click Sandbox when you want to experiment with the content of a Salesforce test organization.

    ADmin-AddSalesforceSourcec

  6. In the Salesforce log in page that appears, enter the email address and password of the Salesforce account that you created for the source to index your Salesforce content, and then click Log in to Salesforce or Log in to Sandbox.

  7. In the dialog box, optionally rename the source, and then click Start Indexing (or Rebuild Source when editing the source) to index default optimized selection of typically meaningful Salesforce objects and fields.

    Admin-AddSalesforceSourceStarte

    We recommend that you initially index your Salesforce content with the default configuration and use the Advanced Configuration only after evaluating search results proposed with this configuration and adjust the configuration (see Customizing the Salesforce Source Configuration).

    • A Salesforce Knowledge source is a shared source. This means that all Salesforce Knowledge items will be indexed and searchable by all users.

    • For the Salesforce source type, when you want to index Chatter content, you must click Advanced Configuration and then select the FeedComment and FeedItem objects as well as their desired items (see Customizing the Salesforce Source Configuration).

  8. Back on the Sources page, you can review the progress of your Salesforce source addition (see Review the State of Sources Available to You).

What’s Next?

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