Configuring SearchBlox

Before using the Salesforce Data Source, make sure SearchBlox is installed properly and create a Custom Collection.

Configuring Salesforce Application

• To authenticate using OAuth, create a connected app that defines your application’s OAuth settings for the Salesforce organization. Refer: Defining Connected App
• Set the IP Relaxation setting to “Relax IP Restrictions”.

• Enable OAuth Settings and select “Full Access” for the OAuth scopes as shown in the following:

• Make sure you can view or change the Salesforce version under Setup → Build → Develop → Apex Classes → New → Version Settings.

Configuration details of Salesforce Data Source

Accessing Connector UI

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Note:

In Linux, make sure that necessary permissions have been provided to the folder /opt by using the CHMOD command for writing log files and executing jar files.