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Salesforce Legacy Connector Deployment Overview

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The following procedure outlines the steps needed to deploy the Salesforce Legacy connector. The steps indicate the order in which you must perform key CES configurations. When needed, the step refers to a detailed procedure.

Note: It is strongly recommended to rather use the second generation Salesforce connector (see Salesforce Connector).

To deploy the Salesforce legacy connector

  1. Validate that your environment meets the requirements (see Salesforce Legacy Connector Requirements).

  2. Configure the user identity.

    The Coveo legacy connector needs an account to connect to your Salesforce environment and access the entire content that you want to index. Create a CES user identity that contains the credentials of a Salesforce account that has read access to all the Salesforce content that you want to index (see Adding a User Identity).

  3. Optionally customize the default mapping file to adapt the Salesforce content to index (see About the Default Salesforce Mapping File for the Legacy Connector and Creating and Using a Custom Salesforce Mapping File for the Legacy Connector).

  4. Configure and index the Salesforce source.

    The Coveo legacy connector needs to know details about the Salesforce database to be able to index the desired content (see Configuring and Indexing a Salesforce Source for the Legacy Connector).

  5. Add the out-of-the-box or custom Salesforce search interface to a search hub (see Adding Search Interfaces to a Search Hub With the .NET Interface Editor) and then validate that allowed users can search the Salesforce content.

  6. Optionally, if you encounter issues, consider adding and modifying default values of hidden source parameters (see Modifying Hidden Salesforce Source Parameters for the Legacy Connector).

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