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Salesforce Mapping File Example for CRM Content

With Salesforce CRM Content you can organize, share, search, and manage content within your organization and across key areas of the Salesforce application. Content can include all file types, from traditional business documents such as Microsoft PowerPoint presentations to audio files, video files, Web pages, and Google docs (see the Salesforce document Salesforce CRM Content Overview).

When your Salesforce organization includes CRM content and you want to index the content of these files, you must include additional mappings for CRM content type.

The following Salesforce CRM content mapping file example is a good starting point.

CES 7.0.7104+ (October 2014) 

<?xml version="1.0" encoding="UTF-8"?>
<Mappings>
    <Version>1</Version>
    <CommonMapping>
        <Fields>
            <Field name="sourcetype">Salesforce</Field>
            <Field name="SfOrganizationId">%[coveo_organization_id]</Field>
            <Field name="sysauthor">%[Owner.Name]</Field>
            <Field name="sysdate">%[SystemModstamp]</Field>
            <Field name="sysSfId">%[Id]</Field>
            <Field name="SfId">%[Id]</Field>
            <Field name="SfName">%[Name]</Field>
            <Field name="SfCreatedDate">%[CreatedDate]</Field>
            <Field name="SfCreatedByName">%[CreatedBy.Name]</Field>
            <Field name="SfCreatedById">%[CreatedBy.Id]</Field>
            <Field name="SfIsDeleted">%[IsDeleted]</Field>
            <Field name="SfParticipantId">%[CreatedBy.Id];%[Owner.Id];%[LastModifiedBy.Id];%[Contact.Id]</Field>
            <Field name="SfParticipantName">%[CreatedBy.Name];%[Owner.Name];%[LastModifiedBy.Name];%[Contact.Name] </Field>
        </Fields>
    </CommonMapping>
    <Mapping type="ContentVersion">
        <Title>%[Title]</Title>
        <Fields>
            <Field name="objecttype">ContentVersion</Field>
            <Field name="objecttypename">Content</Field>
            <Field name="sfinterfaceid">standard</Field>
            <Field name="SfAccountId">%[FirstPublishLocation_Account.Id]</Field>
            <Field name="SfAccountName">%[FirstPublishLocation_Account.Name]</Field>
            <Field name="SfAssetId">%[FirstPublishLocation_Asset.Id]</Field>
            <Field name="SfAssetName">%[FirstPublishLocation_Asset.Name]</Field>
            <Field name="SfCampaignId">%[FirstPublishLocation_Campaign.Id]</Field>
            <Field name="SfCampaignName">%[FirstPublishLocation_Campaign.Name]</Field>
            <Field name="SfCaseId">%[FirstPublishLocation_Case.Id]</Field>
            <Field name="SfCaseName">%[FirstPublishLocation_Case.Name]</Field>
            <Field name="SfCollaborationGroupId">%[FirstPublishLocation_CollaborationGroup.Id]</Field>
            <Field name="SfCollaborationGroupName">%[FirstPublishLocation_CollaborationGroup.Name]</Field>
            <Field name="SfContactId">%[FirstPublishLocation_Contact.Id]</Field>
            <Field name="SfContactName">%[FirstPublishLocation_Contact.Name]</Field>
            <Field name="SfContentDocumentId">%[ContentDocument.Id]</Field>
            <Field name="SfContentDocumentTitle">%[ContentDocument.Title]</Field>
            <Field name="SfContentModifiedDate">%[ContentModifiedDate]</Field>
            <Field name="SfContentModifiedDatefq">%[ContentModifiedDate_fiscalquarter]</Field>
            <Field name="SfContentModifiedDatefy">%[ContentModifiedDate_fiscalyear]</Field>
            <Field name="SfContentSize">%[ContentSize]</Field>
            <Field name="SfContentUrl">%[ContentUrl]</Field>
            <Field name="SfContentVersionId">%[Id]</Field>
            <Field name="SfContentVersionIsLatest">%[IsLatest]</Field>
            <Field name="SfContentVersionOrigin">%[Origin]</Field>
            <Field name="SfContentVersionPublishStatus">%[PublishStatus]</Field>
            <Field name="SfContentVersionTitle">%[Title]</Field>
            <Field name="SfContentWorkspaceId">%[FirstPublishLocation_ContentWorkspace.Id]</Field>
            <Field name="SfContentWorkspaceName">%[FirstPublishLocation_ContentWorkspace.Name]</Field>
            <Field name="SfContractId">%[FirstPublishLocation_Contract.Id]</Field>
            <Field name="SfContractName">%[FirstPublishLocation_Contract.Name]</Field>
            <Field name="SfDashboardComponentId">%[FirstPublishLocation_DashboardComponent.Id]</Field>
            <Field name="SfDashboardComponentName">%[FirstPublishLocation_DashboardComponent.Name]</Field>
            <Field name="SfDashboardId">%[FirstPublishLocation_Dashboard.Id]</Field>
            <Field name="SfDashboardName">%[FirstPublishLocation_Dashboard.Name]</Field>
            <Field name="SfEventId">%[FirstPublishLocation_Event.Id]</Field>
            <Field name="SfEventName">%[FirstPublishLocation_Event.Name]</Field>
            <Field name="SfFirstPublishLocationId">%[FirstPublishLocation.Id]</Field>
            <Field name="SfFirstPublishLocationName">%[FirstPublishLocation.Name]</Field>
            <Field name="SfLastModifiedById">%[LastModifiedBy.Id]</Field>
            <Field name="SfLastModifiedByName">%[LastModifiedBy.Name]</Field>
            <Field name="SfLastModifiedDate">%[LastModifiedDate]</Field>
            <Field name="SfLastModifiedDatefq">%[LastModifiedDate_fiscalquarter]</Field>
            <Field name="SfLastModifiedDatefy">%[LastModifiedDate_fiscalyear]</Field>
            <Field name="SfLeadId">%[FirstPublishLocation_Lead.Id]</Field>
            <Field name="SfLeadName">%[FirstPublishLocation_Lead.Name]</Field>
            <Field name="SfLost_Scroll__kaId">%[FirstPublishLocation_Lost_Scroll__ka.Id]</Field>
            <Field name="SfLost_Scroll__kaName">%[FirstPublishLocation_Lost_Scroll__ka.Name]</Field>
            <Field name="SfMagic_Item__cId">%[FirstPublishLocation_Magic_Item__c.Id]</Field>
            <Field name="SfMagic_Item__cName">%[FirstPublishLocation_Magic_Item__c.Name]</Field>
            <Field name="SfMagic_Spell__kaId">%[FirstPublishLocation_Magic_Spell__ka.Id]</Field>
            <Field name="SfMagic_Spell__kaName">%[FirstPublishLocation_Magic_Spell__ka.Name]</Field>
            <Field name="SfOpportunityId">%[FirstPublishLocation_Opportunity.Id]</Field>
            <Field name="SfOpportunityName">%[FirstPublishLocation_Opportunity.Name]</Field>
            <Field name="SfOwnerId">%[Owner.Id]</Field>
            <Field name="SfOwnerName">%[Owner.Name]</Field>
            <Field name="SfProduct2Id">%[FirstPublishLocation_Product2.Id]</Field>
            <Field name="SfProduct2Name">%[FirstPublishLocation_Product2.Name]</Field>
            <Field name="SfReportId">%[FirstPublishLocation_Report.Id]</Field>
            <Field name="SfReportName">%[FirstPublishLocation_Report.Name]</Field>
            <Field name="SfSiteId">%[FirstPublishLocation_Site.Id]</Field>
            <Field name="SfSiteName">%[FirstPublishLocation_Site.Name]</Field>
            <Field name="SfSolutionId">%[FirstPublishLocation_Solution.Id]</Field>
            <Field name="SfSolutionName">%[FirstPublishLocation_Solution.Name]</Field>
            <Field name="SfSystemModstamp">%[SystemModstamp]</Field>
            <Field name="SfSystemModstampfq">%[SystemModstamp_fiscalquarter]</Field>
            <Field name="SfSystemModstampfy">%[SystemModstamp_fiscalyear]</Field>
            <Field name="SfTaskId">%[FirstPublishLocation_Task.Id]</Field>
            <Field name="SfTaskName">%[FirstPublishLocation_Task.Name]</Field>
            <Field name="SfUserId">%[FirstPublishLocation_User.Id]</Field>
            <Field name="SfUserName">%[FirstPublishLocation_User.Name]</Field>
        </Fields>
    </Mapping>
</Mappings>

CES 7.0.7022– (September 2014) 

<?xml version="1.0" encoding="UTF-8" ?>
<Salesforce>
  <CommonMapping>
    <Fields>
      <ContentType>binarydata</ContentType>
      <ModifiedDate>%[LastModifiedDate]</ModifiedDate>
      <CustomFields>
        <CustomField name="sourcetype">Salesforce</CustomField>
        <CustomField name="SfOrganizationId">%[coveo_organization_id]</CustomField>
        <CustomField name="sysauthor">%[Owner.Name]</CustomField>
        <CustomField name="sysdate">%[SystemModstamp]</CustomField>
        <CustomField name="sysSfId">%[Id]</CustomField>
        <CustomField name="SfId">%[Id]</CustomField>
        <CustomField name="SfName">%[Name]</CustomField>
        <CustomField name="SfCreatedDate">%[CreatedDate]</CustomField>
        <CustomField name="SfCreatedByName">%[CreatedBy.Name]</CustomField>
        <CustomField name="SfCreatedById">%[CreatedBy.Id]</CustomField>
        <CustomField name="SfIsDeleted">%[IsDeleted]</CustomField>
        <CustomField name="SfParticipantId">%[CreatedBy.Id];%[Owner.Id];%[LastModifiedBy.Id];%[Contact.Id]</CustomField>
        <CustomField name="SfParticipantName">%[CreatedBy.Name];%[Owner.Name];%[LastModifiedBy.Name];%[Contact.Name]</CustomField>
      </CustomFields>
    </Fields>
  </CommonMapping>
  <Mapping type="ContentVersion">
    <Fields>
      <Title>%[Title]</Title>
      <CustomFields>
        <CustomField name="objecttype">ContentVersion</CustomField>
        <CustomField name="objecttypename">Content</CustomField>
        <CustomField name="sfinterfaceid">standard</CustomField>
        <CustomField name="SfAccountId">%[FirstPublishLocation_Account.Id]</CustomField>
        <CustomField name="SfAccountName">%[FirstPublishLocation_Account.Name]</CustomField>
        <CustomField name="SfAssetId">%[FirstPublishLocation_Asset.Id]</CustomField>
        <CustomField name="SfAssetName">%[FirstPublishLocation_Asset.Name]</CustomField>
        <CustomField name="SfCampaignId">%[FirstPublishLocation_Campaign.Id]</CustomField>
        <CustomField name="SfCampaignName">%[FirstPublishLocation_Campaign.Name]</CustomField>
        <CustomField name="SfCaseId">%[FirstPublishLocation_Case.Id]</CustomField>
        <CustomField name="SfCaseName">%[FirstPublishLocation_Case.Name]</CustomField>
        <CustomField name="SfCollaborationGroupId">%[FirstPublishLocation_CollaborationGroup.Id]</CustomField>
        <CustomField name="SfCollaborationGroupName">%[FirstPublishLocation_CollaborationGroup.Name]</CustomField>
        <CustomField name="SfContactId">%[FirstPublishLocation_Contact.Id]</CustomField>
        <CustomField name="SfContactName">%[FirstPublishLocation_Contact.Name]</CustomField>
        <CustomField name="SfContentDocumentId">%[ContentDocument.Id]</CustomField>
        <CustomField name="SfContentDocumentTitle">%[ContentDocument.Title]</CustomField>
        <CustomField name="SfContentModifiedDate">%[ContentModifiedDate]</CustomField>
        <CustomField name="SfContentModifiedDatefq">%[ContentModifiedDate_fiscalquarter]</CustomField>
        <CustomField name="SfContentModifiedDatefy">%[ContentModifiedDate_fiscalyear]</CustomField>
        <CustomField name="SfContentSize">%[ContentSize]</CustomField>
        <CustomField name="SfContentUrl">%[ContentUrl]</CustomField>
        <CustomField name="SfContentVersionId">%[Id]</CustomField>
        <CustomField name="SfContentVersionIsLatest">%[IsLatest]</CustomField>
        <CustomField name="SfContentVersionOrigin">%[Origin]</CustomField>
        <CustomField name="SfContentVersionPublishStatus">%[PublishStatus]</CustomField>
        <CustomField name="SfContentVersionTitle">%[Title]</CustomField>
        <CustomField name="SfContentWorkspaceId">%[FirstPublishLocation_ContentWorkspace.Id]</CustomField>
        <CustomField name="SfContentWorkspaceName">%[FirstPublishLocation_ContentWorkspace.Name]</CustomField>
        <CustomField name="SfContractId">%[FirstPublishLocation_Contract.Id]</CustomField>
        <CustomField name="SfContractName">%[FirstPublishLocation_Contract.Name]</CustomField>
        <CustomField name="SfDashboardComponentId">%[FirstPublishLocation_DashboardComponent.Id]</CustomField>
        <CustomField name="SfDashboardComponentName">%[FirstPublishLocation_DashboardComponent.Name]</CustomField>
        <CustomField name="SfDashboardId">%[FirstPublishLocation_Dashboard.Id]</CustomField>
        <CustomField name="SfDashboardName">%[FirstPublishLocation_Dashboard.Name]</CustomField>
        <CustomField name="SfEventId">%[FirstPublishLocation_Event.Id]</CustomField>
        <CustomField name="SfEventName">%[FirstPublishLocation_Event.Name]</CustomField>
        <CustomField name="SfFirstPublishLocationId">%[FirstPublishLocation.Id]</CustomField>
        <CustomField name="SfFirstPublishLocationName">%[FirstPublishLocation.Name]</CustomField>
        <CustomField name="SfLastModifiedById">%[LastModifiedBy.Id]</CustomField>
        <CustomField name="SfLastModifiedByName">%[LastModifiedBy.Name]</CustomField>
        <CustomField name="SfLastModifiedDate">%[LastModifiedDate]</CustomField>
        <CustomField name="SfLastModifiedDatefq">%[LastModifiedDate_fiscalquarter]</CustomField>
        <CustomField name="SfLastModifiedDatefy">%[LastModifiedDate_fiscalyear]</CustomField>
        <CustomField name="SfLeadId">%[FirstPublishLocation_Lead.Id]</CustomField>
        <CustomField name="SfLeadName">%[FirstPublishLocation_Lead.Name]</CustomField>
        <CustomField name="SfLost_Scroll__kaId">%[FirstPublishLocation_Lost_Scroll__ka.Id]</CustomField>
        <CustomField name="SfLost_Scroll__kaName">%[FirstPublishLocation_Lost_Scroll__ka.Name]</CustomField>
        <CustomField name="SfMagic_Item__cId">%[FirstPublishLocation_Magic_Item__c.Id]</CustomField>
        <CustomField name="SfMagic_Item__cName">%[FirstPublishLocation_Magic_Item__c.Name]</CustomField>
        <CustomField name="SfMagic_Spell__kaId">%[FirstPublishLocation_Magic_Spell__ka.Id]</CustomField>
        <CustomField name="SfMagic_Spell__kaName">%[FirstPublishLocation_Magic_Spell__ka.Name]</CustomField>
        <CustomField name="SfOpportunityId">%[FirstPublishLocation_Opportunity.Id]</CustomField>
        <CustomField name="SfOpportunityName">%[FirstPublishLocation_Opportunity.Name]</CustomField>
        <CustomField name="SfOwnerId">%[Owner.Id]</CustomField>
        <CustomField name="SfOwnerName">%[Owner.Name]</CustomField>
        <CustomField name="SfProduct2Id">%[FirstPublishLocation_Product2.Id]</CustomField>
        <CustomField name="SfProduct2Name">%[FirstPublishLocation_Product2.Name]</CustomField>
        <CustomField name="SfReportId">%[FirstPublishLocation_Report.Id]</CustomField>
        <CustomField name="SfReportName">%[FirstPublishLocation_Report.Name]</CustomField>
        <CustomField name="SfSiteId">%[FirstPublishLocation_Site.Id]</CustomField>
        <CustomField name="SfSiteName">%[FirstPublishLocation_Site.Name]</CustomField>
        <CustomField name="SfSolutionId">%[FirstPublishLocation_Solution.Id]</CustomField>
        <CustomField name="SfSolutionName">%[FirstPublishLocation_Solution.Name]</CustomField>
        <CustomField name="SfSystemModstamp">%[SystemModstamp]</CustomField>
        <CustomField name="SfSystemModstampfq">%[SystemModstamp_fiscalquarter]</CustomField>
        <CustomField name="SfSystemModstampfy">%[SystemModstamp_fiscalyear]</CustomField>
        <CustomField name="SfTaskId">%[FirstPublishLocation_Task.Id]</CustomField>
        <CustomField name="SfTaskName">%[FirstPublishLocation_Task.Name]</CustomField>
        <CustomField name="SfUserId">%[FirstPublishLocation_User.Id]</CustomField>
        <CustomField name="SfUserName">%[FirstPublishLocation_User.Name]</CustomField>
      </CustomFields>
    </Fields>
  </Mapping>
</Salesforce>
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