Index Related Files

In this article

This article describes how to index related files on the records of any given Salesforce object. Related files are also known as attached files or Salesforce ContentVersion records.

indexFiles
Tip

The Index related files feature is enabled by default on all Salesforce objects that can have related files. If an object can’t have related files, the Index related files check box won’t be displayed.

Procedure

  1. Create a dedicated Salesforce crawling user.

  2. On the Sources (platform-eu | platform-au) page, click Add source.

  3. Add a Salesforce source linked to your Salesforce organization and click Select specific objects manually to index Chatter feeds, related files, or to find any object from your Salesforce organization, as well as its fields and relationships.

    1. From the Add a Salesforce Source panel, select the objects you want to index.

      Note

      The Index related files feature is enabled by default on all Salesforce objects that can have related files. If an object can’t have related files, the Index related files check box won’t be displayed.

    2. (Optional) In the right pane, select the Salesforce fields that you want to index.

      Tip

      All the required metadata is selected by default.

      Repeat this step for each object you want to index.

  4. Configure the Content security, Salesforce organization, and Access tabs.

  5. Finish adding your source.

Limitations

  • The Index related files feature only applies to Salesforce ContentVersion records.

  • Filtering which related files are included or excluded from the index isn’t possible. All ContentVersion records linked to indexed parent records are indexed by default.

  • Folding isn’t possible at this time because the many-to-many relationship isn’t supported.

    Tip

    To obtain a list of all the IDs that act as parents of the ContentVersion record, access the sfcontentversionlinkedentityids field.

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