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Creating a Salesforce ObjectsToGet Configuration File

You must create an ObjectsToGet configuration file and attach it to your Salesforce source to instruct the connector which objects to retrieve from your Salesforce organization (see Salesforce ObjectsToGet Configuration File).

Note: You must be familiar with standard and custom objects and fields used in your Salesforce organization to be able to create a custom ObjectsToGet configuration file.

The content of the ObjectsToGet configuration file typically includes standard objects but most likely also the custom objects that you want to index. You can create your ObjectsToGet configuration file by starting with provided examples and customize it to suit your needs.

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

  • Service Cloud standard and custom objects and fields

  • Knowledge base articles

  • CRM Content

To create a Salesforce ObjectsToGet configuration file

  1. Refer to the most appropriate of the following topics to copy the content of the corresponding ObjectsToGet XML configuration file example:

  2. Using a text editor:

    1. Paste the content of the ObjectsToGet configuration file example.

    2. Modify or remove standard objects and fields, or add custom objects and fields to match the needs of your Salesforce organization (see Salesforce ObjectsToGet Configuration File).

    3. Save your ObjectsToGet configuration file.

  3. Validate your ObjectsToGet configuration file (see XML Schema Definition).

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

    Example: On the Coveo Master server, for an ObjectsToGet configuration file for standard and custom objects and fields, save the file as: 
    D:\CES7\Config\Salesforce_Basic_ObjectsToGet.xml.

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

What's Next?

Create a mapping file to transfer the values of fields retrieved from Salesforce into CES fields (see Creating a Salesforce Mapping File).

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