Salesforce
Salesforce.com, Inc. is an American cloud-based software company headquartered in San Francisco, California. It provides customer relationship management service and also provides a complementary suite of enterprise applications focused on customer service, marketing automation, analytics, and application development.
Authentication Connection
The Authentication connection configuration is simple as it only contains three parts.
Username: User id for the account you're accessing from. This is usually in the form of an email address, but could vary.
- example:
me@mydomain.com
- example:
Password: Your password is a combination of your normal password and the security token for your account. If you have not created a security token, follow the steps here. The format of your password should be (user password)(token). So if your password is
1234
and my token ishjdu2983
, you will enter1234hjdu2983
into the password field.- example:
1234hjdu2983
- example:
Server URL: This is the url that points to your instance of Salesforce.
- example:
https://nt89.salesforce.com
- example:
Discovery Connector
The Salesforce Discovery Connector allows a user to connect to their Salesforce domain and extract information about available data types and metadata. More info
Discovery Configuration
- Name: Give your connector a name.
- Authentication Connector: Select your Salesforce Authentication Connector
- Ignore Types: (Optional) A comma delimited list of types to ignore.
Integration Connection
The Salesforce Integration Connection allows you to retrieve information and documents using SOQL, Salesforce's object query language.
info
Simflofy currently supports version 26.0 of the Salesforce SOAP API.
Salesforce Integration Connection Configuration
- Connection Name: This is a unique name given to the connector instance upon creation.
- Description: A description of the connector to help identify it better.
- Authentication Connector: Your FileNet Auth Connector
Job Configuration
- Salesforce Repository
- Salesforce Output
- Default Name Field : This field will be used to extract the document name from the columns of data. It should be formatted
{type}.{field}
.- Example :
Account.Name
when selection FROM Account - Example :
ContentVersions.Title
when selecting from ContentVersions
- Example :
- SOQL Query : The query to run against Salesforce. All fields that you intend to extract or map should be included in this query.
- Example :
SELECT AccountNumber,BillingCity,CreatedById,CreatedDate,Id,LastModifiedDate,Name,OwnerId FROM Account
- Test your query using the Salesforce Workbench tool.
- See Salesforce documentation on SOQL
- Example :
Time based queries
In order to use the start and end time configured on the jobs, the variables [starttime]
and [endtime]
must be
included in the query.
important
- The ID for the object is required and must be included in the query.
Content
Currently, this connector can only retrieve Attachments and ContentVersions. In order to retrieve ContentVersions you must query them directly. Here's an example query that will retrieve the standard Simflofy metadata:
Select Id,ContentDocumentId,ContentUrl,Description,FileType,PathOnClient,Title,ContentModifiedById,ContentModifiedDate,CreatedDate,ContentSize from ContentVersion
info
Salesforce output is not currently supported.
Content Services Connection
This section covers the SalesForce specific configuration of the Content Service Connector. For a description of how to set up a content services connector generically see Content Service Connectors.
The only configuration required for this connector is the Salesforce Authentication Connector.
Supported Method
- Create File
- Create Folder
- Create Version
- Delete Folder
- Delete Object By Id
- Get File Content
- Get Object Id By Path
- Get Object Properties
- Get Type
- Get Type Definition
- Get Version Content
- Get Version Properties
- List Versions