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To test: > cd docs && make html Structures: * Getting Started with Platform (User Account Management) * Set Up workflow automation * Job Scheduling * Platform Source Connectors: * Azure Blob Storage, * Amazon S3 * Salesforce * Sharepoint * Google Cloud Storage * Google Drive * One Drive * Elasticsearch * SFTP Storage * Platform Destination Connectors: (i) * Amazon S3 * Azure Cognitive Search * Google Cloud Storage * Pinecone * Elasticsearch * Weaviate * MongoDB * AWS OpenSearch * Databricks --------- Co-authored-by: Matt Robinson <mrobinson@unstructured.io> Co-authored-by: Matt Robinson <mrobinson@unstructuredai.io>
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37 lines
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ReStructuredText
Salesforce
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==========
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This page contains the information to ingest your data from Salesforce.
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Prerequisites
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--------------
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- Salesforce Account
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- Salesforce categories (objects) you wish to access
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- Consumer Key and Private Key (PEM) from Salesforce connected app
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For more information, please refer to `Salesforce API documentation <https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/>`__.
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Step-by-Step Guide
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-------------------
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.. image:: imgs/Source-Salesforce.png
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:alt: Source Connector Salesforce
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1. **Access the Create Source Page**. Navigate to the "Sources" section on the left sidebar and click the "New Source" button.
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2. **Select Source Type**. Select **Salesforce** from the ``Type`` dropdown menu.
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3. **Configure Source Details to connect to Salesforce**
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- ``Name`` (*required*): Enter a unique name for the Salesforce source connector.
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- ``Username`` (*required*): Enter the Salesforce username that has access to the required Salesforce categories.
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- ``Salesforce categories`` (*required*): Specify the Salesforce objects you wish to access, such as Account, Case, etc.
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- ``Consumer Key`` (*required*): Provide the Consumer Key from the Salesforce connected app.
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- ``Private Key (PEM)`` (*required*): Input the Private Key associated with the Consumer Key for the Salesforce connected app.
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- *Note: PEM begins with ``-----BEGIN RSA PRIVATE KEY-----`` and ends with ``-----END RSA PRIVATE KEY-----``.*
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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.
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