Product

Fusion 5.9

    Salesforce V1 Connector Configuration Reference

    Table of Contents

    Use the Salesforce REST API to extract data from a Salesforce repository via a Salesforce Connected App.

    This service has an authentication procedure and API usage limits.

    You need to have the Consumer Key and Consumer Secret of the Salesforce Connected App, which must be created by a Salesforce administrator for the account. Instructions on how to do this follow the datasource configuration details.

    Security Trimming

    When you enable security trimming for a Salesforce connector, the system uses the Fusion username and tries finding the identical ID in Salesforce. If it finds this ID, then it uses the permissions given to that ID in Salesforce and applies a filter to the search query. If the ID is not found then it applies a filter to block all documents from being shown.

    The security trimming feature assumes that the Fusion username is the same as Salesforce alias. When retrieving data from Salesforce, the connector retrieves the user Id based on the Fusion username (Salesforce alias) via the query:

         Select Id from User WHERE alias={username}

    If it is not found, then the connector will create a security filter to deny access to all documents.

    If you are logged into the Fusion UI or send a request to the REST API with username "admin", the Salesforce connector uses that as the value of property "salesforce_username". Therefore, in Fusion, you must have accounts which reflect the Salesforce accounts.

    Configuration

    When entering configuration values in the UI, use unescaped characters, such as \t for the tab character. When entering configuration values in the API, use escaped characters, such as \\t for the tab character.

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