Salesforce Legacy Connector
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The Salesforce Legacy connector is removed from Coveo Enterprise Search 7.0 (CES 7) since the March 2016 release.
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The Legacy connector uses the Winter '12 API (version 23.0) of Salesforce; and since each Salesforce API version is guaranteed to be supported for three years, it is strongly recommended to migrate your Salesforce Legacy source(s) to one(s) that use(s) the second-generation connector for Salesforce (see Metadata API Support Policy, Determining If Sources Use the Salesforce Legacy Connector and Salesforce Connector). Contact Coveo Support for assistance.
Note: The Salesforce Legacy connector is now only available to existing users with a CES instance that originally used this connector. The improved replacement solution is Coveo for Salesforce (see Coveo for Salesforce).
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Salesforce Legacy Connector Guide |
Features
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Incremental refresh
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The incremental refresh feature refreshes the content of the index based on the modification date of the objects in the Salesforce environment. If an item is modified, the incremental refresh feature refreshes the item automatically.
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Customizable object mapping
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With the mapping file, you can select which Salesforce objects to index. You can decide to index additional custom Salesforce objects and fields, or remove existing ones by just modifying the mapping file (see Creating and Using a Custom Salesforce Mapping File for the Legacy Connector).
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Metadata
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All the fields of the retrieved Salesforce objects are indexed as metadata. You can therefore customize CES based on that metadata via custom fields.
Connector Feature History
| Coveo Platform version | Date | Features |
|---|---|---|
| 7.0.5785 | August 2013 | With the introduction of the second generation Salesforce connector (see Salesforce Connector), this connector becomes the Salesforce Legacy connector. |
What's Next?
Review the deployment process for the Salesforce legacy connector (see Salesforce Legacy Connector Deployment Overview).