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Elastic Salesforce connector reference

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Elastic Salesforce connector reference

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The Elastic Salesforce connector is a connector for Salesforce data sources.

Native connector reference (managed service)

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View reference for the native connector reference (managed service).

Availability and prerequisites

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This connector is available as a native connector in Elastic Cloud since 8.12.0. To use this connector, satisfy all connector client requirements.

Compatibility

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This connector is compatible with the following:

Salesforce
Salesforce Sandbox

Create a Salesforce connector

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Use the UI

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To create a new Salesforce connector:

Navigate to the Search → Connectors page in the Kibana UI.
Follow the instructions to create a new native Salesforce connector.

For additional operations, see Using connectors.

Use the API

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You can use the elasticsearch Create connector API to create a new native Salesforce connector.

For example:

PUT _connector/<my-salesforce-connector>
{
  "index_name": "<my-elasticsearch-index>",
  "name": "Content synced from Salesforce",
  "service_type": "salesforce",
  "is_native": "true"
}

You’ll also need to create an API key for the connector to use.

The user needs the cluster privileges manage_api_key, manage_connector and write_connector_secrets to generate API keys programmatically.

To create an API key for the connector:

Run the following command, replacing values where indicated. Note the id and encoded return values from the response:

POST /_security/api_key
{
  "name": "<connector_name>-connector-api-key",
  "role_descriptors": {
    "<connector_name>-connector-role": {
      "cluster": [
        "monitor",
        "manage_connector"
      ],
      "indices": [
        {
          "names": [
            "<index_name>",
            ".search-acl-filter-<index_name>",
            ".elastic-connectors*"
          ],
          "privileges": [
            "all"
          ],
          "allow_restricted_indices": false
        }
      ]
    }
  }
}

Use the encoded value to store a connector secret, and note the id return value from this response:
```
POST _connector/_secret
{
  "value": <encoded_api_key>
}
```

Use the API key id and the connector secret id to update the connector:

PUT /_connector/<connector_id>/_api_key_id
{
  "api_key_id": "<API key id>",
  "api_key_secret_id": "<secret id>"
}

Refer to the elasticsearch API documentation for details of all available Connector APIs.

Usage

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To use this connector as a connector client, use the Connector workflow in the Kibana UI.

For additional operations, see connectors usage.

You need to create an Salesforce connected app with OAuth2.0 enabled to authenticate with Salesforce.

Create a Salesforce connected app

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The Salesforce connector authenticates with Salesforce through a connected app. Follow the official Salesforce documentation for Configuring a Connected App for the OAuth 2.0 Client Credentials Flow.

When creating the connected app, in the section titled API (Enable OAuth Settings) ensure the following settings are enabled:

Enable OAuth Settings
Enable for Device Flow
- Callback URL should be the Salesforce dummy callback URL, https://test.salesforce.com/services/oauth2/success
Require Secret for Web Server Flow
Require Secret for Refresh Token Flow
Enable Client Credentials Flow

All other options should be disabled. Finally, in the section Selected OAuth Scopes, include the following OAuth scopes:

Manage user data via APIs (api)
Perform requests at any time (refresh_token, offline_access)

Salesforce admin requirements

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By default, the Salesforce connector requires global administrator permissions to access Salesforce data. Expand the section below to learn how to create a custom Salesforce user with minimal permissions.

Create a custom Salesforce user with minimal permissions

By creating a custom profile with sufficient permissions from the Setup menu, you can remove the system administrator role requirement for fetching data from Salesforce.

To create a new profile:

From the Salesforce Setup menu, go to Administration ⇒ Users ⇒ Profiles.
Create a new profile.
Choose Read Only or Standard User from the Existing Profile dropdown. Name the profile and save it.

By default, Read Only or Standard User users have read permission to access all standard objects.
Edit the newly created profile. Under Object Permissions, assign at least Read access to the standard objects and custom objects you want to ingest into elasticsearch.
Make sure the newly created profile has at least Read access for the following standard objects:
- Account
- Campaign
- Case
- Contact
- EmailMessage
- Lead
- Opportunity
- User
  
  If using advanced sync rules you’ll need to assign Read access for that specific object in the profile.
Go to Users ⇒ Profiles and assign the newly created profile to the user.
Go to Connected apps, select your app and then select Edit policies. Assign the client credentials flow to the user with the custom profile in Salesforce.

Now, the connector can be configured for this user profile to fetch all object records, without needing the system administration role.

Configuration

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The following settings are required to set up this connector:

Domain (required)

The domain for your Salesforce account. This is the subdomain that appears in your Salesforce URL. For example, if your Salesforce URL is foo.my.salesforce.com, then your domain would be foo. If you are using Salesforce Sandbox, your URL will contain an extra subdomain and will look similar to foo.sandbox.my.salesforce.com. In this case, your domain would be foo.sandbox.

Client ID (required)

The Client ID generated by your connected app. The Salesforce documentation will sometimes also call this a Consumer Key

Client Secret (required)

The Client Secret generated by your connected app. The Salesforce documentation will sometimes also call this a Consumer Secret.

Enable document level security

Toggle to enable document level security (DLS). Optional, disabled by default. Refer to the DLS section for more information, including how to set various Salesforce permission types.

When enabled:

Full syncs will fetch access control lists for each document and store them in the _allow_access_control field.
Access control syncs will fetch users' access control lists and store them in a separate index.

Finding the Client ID and Client Secret

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The Client ID and Client Secret are not automatically shown to you after you create a connected app. You can find them by taking the following steps:

Navigate to Setup
Go to Platform Tools > Apps > App Manager
Click on the triangle next to your app and select View
After the page loads, click on Manage Consumer Details

Your Client ID and Client Secret should now be visible at the top of the page.

Document level security (DLS)

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Document level security (DLS) enables you to restrict access to documents based on a user's permissions. This feature is available by default for the Salesforce connector and supports both standard and custom objects.

Salesforce allows users to set permissions in the following ways:

Profiles
Permission sets
Permission set Groups

For guidance, refer to these video tutorials about setting Salesforce permissions.

To ingest any standard or custom objects, users must ensure that at least Read permission is granted to that object. This can be granted using any of the following methods for setting permissions.

Set Permissions using Profiles

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Refer to the Salesforce documentation for setting permissions via Profiles.

Set Permissions using Permissions Set

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Refer to the Salesforce documentation for setting permissions via Permissions Sets.

Set Permissions using Permissions Set group

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Refer to the Salesforce documentation for setting permissions via Permissions Set Groups.

Assign Profiles, Permission Set and Permission Set Groups to the User

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Once the permissions are set, assign the Profiles, Permission Set or Permission Set Groups to the user. Follow these steps in Salesforce:

Navigate to Administration under the Users section.
Select Users and choose the user to set the permissions to.
Set the Profile, Permission Set or Permission Set Groups created in the earlier steps.

Sync rules

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Basic sync rules are identical for all connectors and are available by default. For more information read Types of sync rule.

Advanced sync rules

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A full sync is required for advanced sync rules to take effect.

The following section describes advanced sync rules for this connector. Advanced sync rules enable filtering of data in Salesforce before indexing into elasticsearch.

They take the following parameters:

query : Salesforce query to filter the documents.
language : Salesforce query language. Allowed values are SOQL and SOSL.

Fetch documents based on the query and language specified

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Example: Fetch documents using SOQL query

[
  {
    "query": "SELECT Id, Name FROM Account",
    "language": "SOQL"
  }
]

Example: Fetch documents using SOSL query.

[
  {
    "query": "FIND {Salesforce} IN ALL FIELDS",
    "language": "SOSL"
  }
]

Fetch standard and custom objects using SOQL and SOSL queries

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Example: Fetch documents for standard objects via SOQL and SOSL query.

[
  {
    "query": "SELECT Account_Id, Address, Contact_Number FROM Account",
    "language": "SOQL"
  },
  {
    "query": "FIND {Alex Wilber} IN ALL FIELDS RETURNING Contact(LastModifiedDate, Name, Address)",
    "language": "SOSL"
  }
]

Example: Fetch documents for custom objects via SOQL and SOSL query.

[
  {
    "query": "SELECT Connector_Name, Version FROM Connector__c",
    "language": "SOQL"
  },
  {
    "query": "FIND {Salesforce} IN ALL FIELDS RETURNING Connectors__c(Id, Connector_Name, Connector_Version)",
    "language": "SOSL"
  }
]

Fetch documents with standard and custom fields

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Example: Fetch documents with all standard and custom fields for Account object.

[
  {
    "query": "SELECT FIELDS(ALL) FROM Account",
    "language": "SOQL"
  }
]

Example: Fetch documents with all custom fields for Connector object.

[
  {
    "query": "SELECT FIELDS(CUSTOM) FROM Connector__c",
    "language": "SOQL"
  }
]

Example: Fetch documents with all standard fields for Account object.

[
  {
    "query": "SELECT FIELDS(STANDARD) FROM Account",
    "language": "SOQL"
  }
]

Documents and syncs

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The connector syncs the following Salesforce objects:

Accounts
Campaigns
Cases
Contacts
Content Documents (files uploaded to Salesforce)
Leads
Opportunities

The connector will not ingest any objects that it does not have permissions to query.

Content from files bigger than 10 MB won’t be extracted. (Self-managed connectors can use the self-managed local extraction service to handle larger binary files.)
Permissions are not synced by default. You must enable document level security. Otherwise, all documents indexed to an Elastic deployment will be visible to all users with access to that Elastic Deployment.

Sync types

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Full syncs are supported by default for all connectors.

This connector also supports incremental syncs.

Content Extraction

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The connector will retrieve Content Documents from your Salesforce source if they meet the following criteria:

Are attached to one or more objects that are synced
Are of a file type that can be extracted

This means that the connector will not ingest any Content Documents you have that are not attached to a supported Salesforce object. See documents and syncs for a list of supported object types.

If a single Content Document is attached to multiple supported objects, only one Elastic document will be created for it. This document will retain links to every object that it was connected to in the related_ids field.

See content extraction for more specifics on content extraction.

Known issues

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There are currently no known issues for this connector. Refer to connector known issues for a list of known issues for all connectors.

Security

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See connectors security.

Framework and source

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This connector is built with the Elastic connector framework.

View the source code for this connector (branch 8.15, compatible with Elastic 8.15).

Connector client reference (self-managed)

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View reference for the connector client reference (self-managed).

Availability and prerequisites

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This connector is available as a self-managed connector client. This connector client is compatible with Elastic versions 8.10.0+. To use this connector, satisfy all connector client requirements.

Compatibility

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This connector is compatible with the following:

Salesforce
Salesforce Sandbox

Create a Salesforce connector

edit

Use the UI

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To create a new Salesforce connector:

Navigate to the Search → Connectors page in the Kibana UI.
Follow the instructions to create a new Salesforce connector client.

For additional operations, see Using connectors.

Use the API

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You can use the elasticsearch Create connector API to create a new self-managed Salesforce connector client.

For example:

PUT _connector/my-salesforce-connector
{
  "index_name": "my-elasticsearch-index",
  "name": "Content synced from Salesforce",
  "service_type": "salesforce"
}

You’ll also need to create an API key for the connector to use.

The user needs the cluster privileges manage_api_key, manage_connector and write_connector_secrets to generate API keys programmatically.

To create an API key for the connector:

Run the following command, replacing values where indicated. Note the encoded return values from the response:

POST /_security/api_key
{
  "name": "<connector_name>-connector-api-key",
  "role_descriptors": {
    "<connector_name>-connector-role": {
      "cluster": [
        "monitor",
        "manage_connector"
      ],
      "indices": [
        {
          "names": [
            "<index_name>",
            ".search-acl-filter-<index_name>",
            ".elastic-connectors*"
          ],
          "privileges": [
            "all"
          ],
          "allow_restricted_indices": false
        }
      ]
    }
  }
}

Update your config.yml file with the API key encoded value.

Refer to the elasticsearch API documentation for details of all available Connector APIs.

Usage

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To use this connector as a connector client, use the Connector workflow in the Kibana UI.

For additional operations, see connectors usage.

You need to create an Salesforce connected app with OAuth2.0 enabled to authenticate with Salesforce.

Create a Salesforce connected app

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When creating the connected app, in the section titled API (Enable OAuth Settings) ensure the following settings are enabled:

Enable OAuth Settings
Enable for Device Flow
- Callback URL should be the Salesforce dummy callback URL, https://test.salesforce.com/services/oauth2/success
Require Secret for Web Server Flow
Require Secret for Refresh Token Flow
Enable Client Credentials Flow

All other options should be disabled. Finally, in the section Selected OAuth Scopes, include the following OAuth scopes:

Manage user data via APIs (api)
Perform requests at any time (refresh_token, offline_access)

Salesforce admin requirements

edit

Create a custom Salesforce user with minimal permissions

By creating a custom profile with sufficient permissions from the Setup menu, you can remove the system administrator role requirement for fetching data from Salesforce.

To create a new profile:

From the Salesforce Setup menu, go to Administration ⇒ Users ⇒ Profiles.
Create a new profile.
Choose Read Only or Standard User from the Existing Profile dropdown. Name the profile and save it.

By default, Read Only or Standard User users have read permission to access all standard objects.
Edit the newly created profile. Under Object Permissions, assign at least Read access to the standard objects and custom objects you want to ingest into elasticsearch.
Make sure the newly created profile has at least Read access for the following standard objects:
- Account
- Campaign
- Case
- Contact
- EmailMessage
- Lead
- Opportunity
- User
  
  If using advanced sync rules you’ll need to assign Read access for that specific object in the profile.
Go to Users ⇒ Profiles and assign the newly created profile to the user.
Go to Connected apps, select your app and then select Edit policies. Assign the client credentials flow to the user with the custom profile in Salesforce.

Now, the connector can be configured for this user profile to fetch all object records, without needing the system administration role.

Deployment using Docker

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Connector clients are run on your own infrastructure.

You can deploy the Salesforce connector as a self-managed connector client using Docker. Follow these instructions.

Step 1: Download sample configuration file

Download the sample configuration file. You can either download it manually or run the following command:

curl https://raw.githubusercontent.com/elastic/connectors/main/config.yml.example --output ~/connectors-config/config.yml

Remember to update the --output argument value if your directory name is different, or you want to use a different config file name.

Step 2: Update the configuration file for your self-managed connector

Update the configuration file with the following settings to match your environment:

elasticsearch.host
elasticsearch.api_key
connectors

If you’re running the connector service against a Dockerized version of elasticsearch and Kibana, your config file will look like this:

# When connecting to your cloud deployment you should edit the host value
elasticsearch.host: http://host.docker.internal:9200
elasticsearch.api_key: <elasticsearch_API_KEY>

connectors:
  -
    connector_id: <CONNECTOR_ID_FROM_KIBANA>
    service_type: salesforce
    api_key: <CONNECTOR_API_KEY_FROM_KIBANA> # Optional. If not provided, the connector will use the elasticsearch.api_key instead

Using the elasticsearch.api_key is the recommended authentication method. However, you can also use elasticsearch.username and elasticsearch.password to authenticate with your elasticsearch instance.

Note: You can change other default configurations by simply uncommenting specific settings in the configuration file and modifying their values.

Step 3: Run the Docker image

Run the Docker image with the Connector Service using the following command:

docker run \
-v ~/connectors-config:/config \
--network "elastic" \
--tty \
--rm \
docker.elastic.co/enterprise-search/elastic-connectors:8.15.3.0 \
/app/bin/elastic-ingest \
-c /config/config.yml

Refer to DOCKER.md in the elastic/connectors repo for more details.

Find all available Docker images in the official registry.

We also have a quickstart self-managed option using Docker Compose, so you can spin up all required services at once: elasticsearch, Kibana, and the connectors service. Refer to this README in the elastic/connectors repo for more information.

Configuration

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The following settings are required to set up this connector:

domain(required)

client_id(required)

The Client ID generated by your connected app. The Salesforce documentation will sometimes also call this a Consumer Key

client_secret(required)

The Client Secret generated by your connected app. The Salesforce documentation will sometimes also call this a Consumer Secret.

use_document_level_security

Toggle to enable document level security (DLS). Optional, disabled by default. Refer to the DLS section for more information, including how to set various Salesforce permission types.

When enabled:

Full syncs will fetch access control lists for each document and store them in the _allow_access_control field.
Access control syncs will fetch users' access control lists and store them in a separate index.

Finding the Client ID and Client Secret

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The Client ID and Client Secret are not automatically shown to you after you create a connected app. You can find them by taking the following steps:

Navigate to Setup
Go to Platform Tools > Apps > App Manager
Click on the triangle next to your app and select View
After the page loads, click on Manage Consumer Details

Your Client ID and Client Secret should now be visible at the top of the page.

Document level security (DLS)

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Salesforce allows users to set permissions in the following ways:

Profiles
Permission sets
Permission set Groups

For guidance, refer to these video tutorials about setting Salesforce permissions.

To ingest any standard or custom objects, users must ensure that at least Read permission is granted to that object. This can be granted using any of the following methods for setting permissions.

Set Permissions using Profiles

edit

Refer to the Salesforce documentation for setting permissions via Profiles.

Set Permissions using Permissions Set

edit

Refer to the Salesforce documentation for setting permissions via Permissions Sets.

Set Permissions using Permissions Set group

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Refer to the Salesforce documentation for setting permissions via Permissions Set Groups.

Assign Profiles, Permission Set and Permission Set Groups to the User

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Once the permissions are set, assign the Profiles, Permission Set or Permission Set Groups to the user. Follow these steps in Salesforce:

Navigate to Administration under the Users section.
Select Users and choose the user to set the permissions to.
Set the Profile, Permission Set or Permission Set Groups created in the earlier steps.

Sync rules

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Basic sync rules are identical for all connectors and are available by default.

For more information read sync rules.

Advanced sync rules

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A full sync is required for advanced sync rules to take effect.

The following section describes advanced sync rules for this connector. Advanced sync rules enable filtering of data in Salesforce before indexing into elasticsearch.

They take the following parameters:

query : Salesforce query to filter the documents.
language : Salesforce query language. Allowed values are SOQL and SOSL.

Fetch documents based on the query and language specified

edit

Example: Fetch documents using SOQL query

[
  {
    "query": "SELECT Id, Name FROM Account",
    "language": "SOQL"
  }
]

Example: Fetch documents using SOSL query.

[
  {
    "query": "FIND {Salesforce} IN ALL FIELDS",
    "language": "SOSL"
  }
]

Fetch standard and custom objects using SOQL and SOSL queries

edit

Example: Fetch documents for standard objects via SOQL and SOSL query.

[
  {
    "query": "SELECT Account_Id, Address, Contact_Number FROM Account",
    "language": "SOQL"
  },
  {
    "query": "FIND {Alex Wilber} IN ALL FIELDS RETURNING Contact(LastModifiedDate, Name, Address)",
    "language": "SOSL"
  }
]

Example: Fetch documents for custom objects via SOQL and SOSL query.

[
  {
    "query": "SELECT Connector_Name, Version FROM Connector__c",
    "language": "SOQL"
  },
  {
    "query": "FIND {Salesforce} IN ALL FIELDS RETURNING Connectors__c(Id, Connector_Name, Connector_Version)",
    "language": "SOSL"
  }
]

Fetch documents with standard and custom fields

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Example: Fetch documents with all standard and custom fields for Account object.

[
  {
    "query": "SELECT FIELDS(ALL) FROM Account",
    "language": "SOQL"
  }
]

Example: Fetch documents with all custom fields for Connector object.

[
  {
    "query": "SELECT FIELDS(CUSTOM) FROM Connector__c",
    "language": "SOQL"
  }
]

Example: Fetch documents with all standard fields for Account object.

[
  {
    "query": "SELECT FIELDS(STANDARD) FROM Account",
    "language": "SOQL"
  }
]

Documents and syncs

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The connector syncs the following Salesforce objects:

Accounts
Campaigns
Cases
Contacts
Content Documents (files uploaded to Salesforce)
Leads
Opportunities

The connector will not ingest any objects that it does not have permissions to query.

Content from files bigger than 10 MB won’t be extracted by default. Use the self-managed local extraction service to handle larger binary files.
Permissions are not synced by default. You must enable document level security. Otherwise, all documents indexed to an Elastic deployment will be visible to all users with access to that Elastic Deployment.

Sync types

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Full syncs are supported by default for all connectors.

This connector also supports incremental syncs.

Content Extraction

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The connector will retrieve Content Documents from your Salesforce source if they meet the following criteria:

Are attached to one or more objects that are synced
Are of a file type that can be extracted

This means that the connector will not ingest any Content Documents you have that are not attached to a supported Salesforce object. See documents and syncs for a list of supported object types.

See content extraction for more specifics on content extraction.

Known issues

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There are currently no known issues for this connector. Refer to connector known issues for a list of known issues for all connectors.

Security

edit

See connectors security.

Framework and source

edit

This connector is built with the Elastic connector framework.

View the source code for this connector (branch 8.15, compatible with Elastic 8.15).

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