Community

Product DocsMenu

Coveo Platform 7.0 >
Administrator Help > Connectors > Salesforce Connector > Creating a Salesforce Mapping File

Creating a Salesforce Mapping File

The Coveo Salesforce connector can optionally use a mapping file to determine how to transfer values retrieved from Salesforce object fields to Coveo document fields.

By default, when no mapping file is referenced in a source, the connector creates a Coveo document field for each Salesforce object field using the same name.

A Salesforce mapping file specifies:

  • Salesforce objects, fields, and binary data to index.

  • The body of the indexed documents.

  • Item relationships

You may want to create a mapping file and link it to a source when you want to:

  • Control which Salesforce object fields are indexed. Only those mapped are indexed.

  • Group two or more Salesforce object field to create one Coveo field.

  • Add a prefix such as sf to Coveo fields for example to distinguish them from fields with the same name from other types of sources.

  • Define a custom body for one or more objects to control what appears in search result excerpt and Quick View for these objects.

  • Manage custom elements.

It is recommended to create separate mapping files with separate sources for the following types of Salesforce content:

  • Service Cloud standard and custom objects and fields

  • Knowledge base articles

  • CRM Content

  • Chatter

To create a Salesforce mapping file

  1. Refer to the most appropriate of the following topics to copy the content of the corresponding XML mapping file to start with a set of mappings:

  2. Using a text editor:

    1. Paste the content of the copied mapping file.

    2. When applicable to your Salesforce organization:

      • Modify or remove mappings for standard objects and fields.

      • Add mappings for custom objects and fields.

      Note: CES comes with built-in Salesforce Legacy connector fields where field names are prefixed with syssf (see API Reference syssf fields). You can reuse these fields with this second generation Salesforce connector to be able to use the out-of-the-box Coveo .NET Front-End CRM search interface.

    3. Save your mapping file.

  3. Using an administrator account, connect to the Coveo Master server, and copy your custom mapping file to a location accessible to CES.

    Example: On the Coveo Master server, save the mapping file for Knowledge Base articles as: D:\CES7\Config\Salesforce_KB_mapping.xml.

    You will specify the full path to this file when you configure your Salesforce source (see Mapping File).

What's Next?

Configure an Email security provider needed by the Salesforce security provider (see Configuring an Email Security Provider).

People who viewed this topic also viewed