Creating a Salesforce User Identity

The Coveo connector and security provider for Salesforce must use a user account to connect to your Salesforce organization.

When an application such as the Coveo connector accesses your Salesforce content through the API, it must provide credentials where the Security Token associated to the account is appended to the password.

To create a Salesforce user identity

1. In the Salesforce organization that you want to index:

   1. Select or create an account to be used by the Coveo connector and security provider to access your Salesforce content (see Creating a Dedicated Salesforce Crawling Account).

   2. Find the Salesforce Security Token for this account (see Getting the Security Token for Your Salesforce Account).

2. On the Coveo server, access the Administration Tool (see Opening the Administration Tool).

3. In the Administration Tool, select Configuration > Security.

4. In the navigation panel on the left, select User Identities.

5. In the User Identities page, click Add.

6. In the Modify User Identity page:

   

   1. In the Name box, enter a name for this user identity.

      Example: Salesforce Crawling Account

   2. In the User box, enter the user name of the selected Salesforce account, typically the email address.

   3. In the Password box, enter the password to which you append the Security Token for the selected Salesforce account with no space in between.

      Example: When the password is ThisIsMyPassword and the Security Token is DU5PJU3GtHbQaX0zxiWoCMq8Z, then enter ThisIsMyPasswordDU5PJU3GtHbQaX0zxiWoCMq8Z.

   4. Click Apply Changes.