mirror of
https://github.com/Unstructured-IO/unstructured.git
synced 2025-07-07 09:02:59 +00:00
37 lines
1.6 KiB
ReStructuredText
37 lines
1.6 KiB
ReStructuredText
|
Salesforce
|
||
|
|
==========
|
||
|
|
|
||
|
|
This page contains the information to ingest your data from Salesforce.
|
||
|
|
|
||
|
|
Prerequisites
|
||
|
|
--------------
|
||
|
|
|
||
|
|
- Salesforce Account
|
||
|
|
- Salesforce categories (objects) you wish to access
|
||
|
|
- Consumer Key and Private Key (PEM) from Salesforce connected app
|
||
|
|
|
||
|
|
For more information, please refer to `Salesforce API documentation <https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/>`__.
|
||
|
|
|
||
|
|
|
||
|
|
Step-by-Step Guide
|
||
|
|
-------------------
|
||
|
|
|
||
|
|
.. image:: imgs/Source-Salesforce.png
|
||
|
|
:alt: Source Connector Salesforce
|
||
|
|
|
||
|
|
1. **Access the Create Source Page**. Navigate to the "Sources" section on the left sidebar and click the "New Source" button.
|
||
|
|
|
||
|
|
2. **Select Source Type**. Select **Salesforce** from the ``Type`` dropdown menu.
|
||
|
|
|
||
|
|
3. **Configure Source Details to connect to Salesforce**
|
||
|
|
|
||
|
|
- ``Name`` (*required*): Enter a unique name for the Salesforce source connector.
|
||
|
|
- ``Username`` (*required*): Enter the Salesforce username that has access to the required Salesforce categories.
|
||
|
|
- ``Salesforce categories`` (*required*): Specify the Salesforce objects you wish to access, such as Account, Case, etc.
|
||
|
|
- ``Consumer Key`` (*required*): Provide the Consumer Key from the Salesforce connected app.
|
||
|
|
- ``Private Key (PEM)`` (*required*): Input the Private Key associated with the Consumer Key for the Salesforce connected app.
|
||
|
|
|
||
|
|
- *Note: PEM begins with ``-----BEGIN RSA PRIVATE KEY-----`` and ends with ``-----END RSA PRIVATE KEY-----``.*
|
||
|
|
|
||
|
|
4. **Submit**. After filling in the necessary information, click 'Submit' to create the Source Connector. The newly completed Salesforce connector will be listed on the Sources dashboard.
|