Salesforce
Access CRM data from Salesforce
How it works
The Salesforce connector indexes documents from your Salesforce. These documents organized around the Objects that you indicate. Examples are below.
Setting up
Authorization
1. Log in to Salesforce
Log into Salesforce. The Salesforce user must be an organization member or have admin access to the data you would like to index.
2. Open Settings
Click the profile avatar and choose Settings.
3. Reset security token
Select My Personal Information → Reset My Security Token.
4. Check email for token
Check your email for the security token.
5. Use credentials in Negere-Fej
Once the token has been regenerated, you can use it (as well as your username and password) to authorize your Negere-Fej connector.
Indexing
1. Create a new Salesforce Connector
Navigate to the Admin Panel and select the Salesforce Connector Tile.
2. Create a new credential
Click on the Create New button and provide your Username, Password and the Security Token received from the above steps. Select the new credential and click Continue.
3. Define the Salesforce Object(s) you wish to index
Configure which Salesforce objects you want to index (Simple or Advanced configuration available).
4. Click on the Connect button
Click on the Connect button and your connector will be created. Negere-Fej will automatically begin indexing your Salesforce data.
An Example
You indicate you'd like to organize information by Account and click connect
Negere-Fej will generate a document for every single Account in your Salesforce. Attached to each document will be all the information associated with that Account. This information would also include information from the Account's children objects (E.g. all associated Contacts, Notes, etc.). This means indicating Account means that all Contacts that are attached to an account will also be grabbed
If you want to index any Contacts that aren't attached to any Accounts, (as well as Accounts), you would indicate that in the advanced configuration.