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:User=example@examplecom;Password=password;Security Token=ak8dfsdklfoll949MU2DTEp9dEGSjdfsdfsdfdsI683U;

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

jdbc:salesforce:User=example@examplecom;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.