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Exemple de fichier de correspondances Salesforce pour du contenu CRM

Avec du contenu CRM (Customer Relationship Manager) de Salesforce, vous pouvez organiser, partager, rechercher et gérer du contenu au sein de votre organisation et dans des zones clés de l'application Salesforce. Le contenu peut inclure tous les types de fichiers, des documents d'affaires traditionnels tels que les présentations Microsoft PowerPoint aux fichiers audio, fichiers vidéo, pages Web et documents Google (voir le document Salesforce CRM Content Overview de Salesforce).

Lorsque votre organisation Salesforce contient du contenu CRM et vous souhaitez indexer le contenu de ces fichiers, vous devez inclure des correspondances supplémentaires pour le type de contenu CRM.

L'exemple suivant d'un fichier de correspondances de contenu CRM de Salesforce est un bon point de départ.

<?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>