Add or Edit a Source
- Amazon S3 Source
- Box (Personal) Source
- Box Business Source
- Confluence Cloud Source
- Confluence Self-Hosted Source
- Database Source
- Dropbox (Personal) Source
- Dropbox Business Source
- Exchange Enterprise Source
- Exchange Online (Personal) Source
- File System Source
- Generic REST API Source
- Gmail for Work Source
- Gmail (Personal) Source
- Google Drive (Personal) Source
- Google Drive for Work Source
- Jira Software Cloud Source
- Jira Software Self-Hosted Source
- Jive Cloud Source
- Jive Server Source
- Lithium Source
- Microsoft Dynamics 365 Source
- OneDrive for Business Source
- OTCS Source
- Push Source
- RSS Source
- Salesforce Source
- ServiceNow Source
- SharePoint Online Source
- SharePoint Online Legacy Source
- SharePoint Server Source
- Sitecore Source
- Sitemap Source
- Twitter Source
- Web Source
- YouTube Source
- Zendesk Source
Edit a Salesforce Source
Administrators and content managers can include four types of Salesforce content to a Coveo Cloud organization: Service Cloud, Chatter, Content, and Knowledge. Each type covers different Salesforce objects and fields. The source can be shared or secured depending on the selected Salesforce content type(s) (see Content Security).
By default, a Salesforce source starts a refresh every 15 minutes to retrieve Salesforce file changes (addition, modification, or deletion).
Source Features Summary
|Salesforce versions||API 41||All objects from the latest supported API or below can be indexed. Objects that use an API version higher than the latest supported API cannot 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).
Rescan or rebuild needed to retrieve:
|Content security options||Secured||
Does not 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 Cloud organization).
Edit a Salesforce Source
To edit a source, in the main menu, under Content, select Sources > source row > Edit in the Action bar.
If not already in the Edit a Salesforce Source panel, go to the panel (in the main menu, under Content, select Sources > Salesforce source row > Edit in the Action bar).
Optionally, consider editing or adding mappings (see Manage Source Mappings).
You can only manage mapping rules once you build the source (see Add or Edit a Source).
Click Save and Rebuild when you want to save your source configuration.
Rebuilding is required to take into account changes made to the field mapping rules. If you do not rebuild, changes will only apply to new or modified items.
Review the default refresh schedule in which a source refresh starts every 15 minutes (see Edit a Source Schedule).