Salesforce DB Connector

Set-Up Instructions

Task 1 – Create a Database Collection in SearchBlox

After logging in to the Admin Console, select the Collections tab and click on Create a New Collection or "+" icon.

Next, Choose Database Collection as Collection Type.

Enter a unique name, choose access type, choose the language and click Save to create the collection. This will add a database collection to the SearchBlox server.

Task 2 – Getting a Security Token from Salesforce

Go to Salesforce and log in to your account. Click View Profile in the top right corner. Click Settings and select Reset My Security Token from the lefthand menu as shown in the following screenshot.

You will then receive an email with the security token. This token has to be used in the Database URL String in Database collection settings.

Task 3 – Database Collection Settings

Select Salesforce as the database type from the dropdown menu.
Enter the database URL string in the format as shown here:

jdbc:salesforce:[email protected];Password=password;Security Token=ak8dfsdklfoll949MU2DTEp9dEGSjdfsdfsdfdsI683U;

If your login URL is different from the standard one, enter an additional parameter (Other=LoginUrl)

jdbc:salesforce:[email protected];Password=password;Security Token=ak8dfsdklfoll949MU2DTEp9dEGSjdfsdfsdfdsI683U;Other=LoginUrl=https://myurl.salesforce.com/services/Soap/c/33.0;

You will receive an email with the username, password and security token, which should be entered into the string.

Provide SQL Query, to fetch the data from Salesforce. The query format is:
SELECT as uid , as title, as content FROM LIMIT 100

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Configure SQL Query

Some of the commonly used tables and queries in Salesforce are:

SELECT * FROM Account

SELECT * FROM Lead

SELECT * FROM Cases

For more data tables that can be indexed from Salesforce, use the following link:

https://cdn.cdata.com/help/RFG/jdbc/pg_overview.htm

If you have more than 100 entries in a table, specify the number of documents to be indexed by giving LIMIT value in the query. For example:
SELECT * FROM Account LIMIT 300

Otherwise, a minimum of 100 rows will be indexed.

Save the settings.
Check the settings by clicking the Test Database Collection. Note that the database connection has to be successful for the indexing to work.

Task 4 – Schedule and Index

Schedule indexing from the Schedule tab or from Manage Collection page.

After reaching the maximum number of documents, if continuous indexing is not required, click stop.

Search results in faceted search is shown here:

Task 5 – Viewing Search Results in Kibana

Indexed content from Salesforce can be visualized using Kibana.

The following example uses the maximum number of fields available in the data table account. The query to provide is

SELECT * FROM Account

Steps in Kibana

1. Start Kibana
How to start Kibana Visualizations

2. Add the collection ID.

3. After adding the index, you can view the fields mapped.

4. Create visualizations by following the steps listed in the reference link, provided in the preceding step one.

Sample visualization generated for Salesforce data indexed in SearchBlox:


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