Customizing the Salesforce Source Configuration in Cloud V2

When you have the required privileges, you can easily create a Salesforce source using the default selection of standard objects and fields. You can also fully control which Salesforce objects and fields are indexed. This is useful when you have custom objects that need to be searchable.

For those familiar with the Salesforce source on other Coveo platforms, the following board allows you to modify the ObjectsToGet configuration file. In Cloud V2, the ObjectsToGet configuration file is written in JSON, as opposed to XML in CES and Cloud V1. You can manually edit the JSON file if you wish (see Edit a Source JSON Configuration: [SourceName] - Panel), but be warned that improperly configuring the JSON will make your source fail to build.

For more information on the different JSON configurations you can perform on your Salesforce source, see Understanding the JSON Salesforce Objects Section.

To customize the configuration of a Salesforce source

  1. Access your Coveo Cloud organization (see Logging in to Coveo Cloud V2).

  2. Under Content, select Sources.

  3. In the Sources page, select the Salesforce source you wish to customize, and select Edit.

  4. In the Configuration tab, select which Salesforce objects and fields you wish to index.

    You can select the check box next to the Selected column title to select or deselect all Salesforce objects at once, and then deselecting or selecting the undesired objects.

    Admin-SalesforceRelationships

    • Your custom objects are only displayed when you have enabled its Allow Search field in Salesforce (see Manage Custom Objects).

    • You can browse your fields using a pager instead of scrolling down to the end. If your source is a Legacy source, you will not see the parent and child relationships in your panel.

    • You can also select a field and click Parent relationship or Child relationship to see the associated fields. The breadcrumb at the top of the table helps you to know exactly what you selected.

      Admin-SalesforceBreadcrumb

    Salesforce source configuration guidelines:

    • Do not index all or almost all objects and fields. Not all Salesforce data is useful to index and indexing large amounts of data can have an impact on the performances in your Coveo Organization. Try indexing only the objects and fields you need in your search interface.

    • Start indexing the key standard objects with pre-selected fields and test search results to identify essential information that is missing.

    • Later add more standard and custom objects and fields in which you know meaningful data to index is stored.

      A Coveo Organization source typically performs the following number of API calls to your Salesforce organization after you create or modify the source configuration, and for source incremental refreshes starting every 15 minutes for changed or new content:

      • One API call per about 1000 objects

      • One API call per attachment

      • One API call per about 1000 users

      • One API call per group/role/profile/permission sets

      With a normal usage, these calls alone will not reach the Salesforce organization daily limit of API calls (see API Requests Limits).

    When an object contains a large number of fields, use the pre-defined and custom filter above the table to find fields more easily.

  5. When you want to edit one of your source fields, in the Map To column, click on the field you want to edit (see Add/Edit a Field: [FieldName] - Panel).

    Only the fields displayed in blue can be edited.

  6. When you want to manage conditions on the objects to index, click the object, and then in the Action bar, click Conditions (see Manage Conditions Applied to an Object: [ObjectName] - Panel).

  7. When you want to change the body field of your Salesforce objects, see Edit/View Salesforce Object Body.

  8. When you want to change the field used as the title of your item, see Changing a Salesforce Object Set Title.

  9. Complete your source addition or edition:

    • Click Save when you want to save your source configuration changes without starting a rebuild, such as when you know you want to do other changes soon.

      OR

    • Click Save and Rebuild Source when you are done editing the source and want to make changes effective.

      Back in the Coveo Cloud administration console Sources page, you can review the progress of your Salesforce source modification (see Sources - Page).

  10. Once the source is rebuilt, you can review its content in the content browser (see Content Browser - Page).