Salesforce DB Connector

Set-Up Instructions

Task 1 – Create a Database Collection in SearchBlox

Log in to the SearchBlox Server, then click Add Collection button on the SearchBlox admin home screen.

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:[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.

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 5 – Index and Search

Start indexing from the Index tab or dashboard.

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

Search results in regular search and faceted search are shown as follows:

Task 6 – 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?

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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