Salesforce Data Source

Configuring SearchBlox

Before using Salesforce Data Source, install SearchBlox successfully and create a Custom Collection.

Configuring Salesforce Application

  • To authenticate using OAuth, you must create a connected app that defines your application’s OAuth settings for the Salesforce organization.
    Please refer the link Defining Connected App
  • Make sure you set IP Relaxation setting to “ Relax IP Restrictions“ - as shown in screenshot
  • Please Enable OAuth Settings and under Enable OAuth settings, make sure you select "Full Access" for selected OAuth scopes as shown in the following:
  • Please make sure that you can view /change 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.

username

User Name in Salesforce

password

Password in Salesforce

data-directory

Data Folder where the data needs to be stored. Make sure it has write permission.

api-key

SearchBlox API Key

colname

The name of the custom collection in SearchBlox.

url

SearchBlox URL

version

Salesforce API version to be used

clientId

Salesforce Client ID

clientSecret

Salesforce Client Secret


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