Salesforce DB Connector

Set-Up Instructions

Task 1 – Create a Database Collection in SearchBlox

Next, name the collection and select Database Collection as the Collection Type.

Specify the language or click the “Add” button. This will add a database collection to the SearchBlox server.

Task 2 – SQL Query

To fetch data from Salesforce a query must be provided. The query format is shown in the following.

SELECT <index field> as uid , <column name2> as title, <column name3> as content FROM <tablename> LIMIT 100

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

SELECT * FROM Account

SELECT * FROM Lead

SELECT * FROM Cases

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

http://cdn.cdata.com/help/RFA/jdbc/pg_alltables.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.

Task 3 – 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 4 – 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.

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.