This document covers all information related to our Salesforce connector
Content | Permission Setting |
---|---|
Discussion Forums | Community (Standard__Community): Visible |
Discussion Forums and Chatter | Salesforce Chatter (Standard__Chatter): Visible |
Permission Setting | Reasoning |
---|---|
API Enabled | Allows access to Salesforce API to ingest data |
View Roles and Role Hierarchy | Captures document permissions for any object (users, permission sets, etc.) with an associated Role |
View Setup and Configuration | Captures organization-level document permissioning |
View Data Categories in Setup | Captures organization and access control in Salesforce Knowledge and Discussion Forums (Chatter) |
View All Profiles | Captures document permissions for any object (users, permission sets, etc.) with associated Profiles |
View All Users | Captures users to understand document permissions for each individual |
View Reports in Public Folders | Captures public access reports |
View Dashboards in Public Folders | Captures public access dashboards |
Chatter Internal User | Captures discussion forums, chatter, and other feed-related items |
View All Data | Allows the ability to directly query for all tasks and feed-related items |
Purpose | Cloud Endpoint | HTTP Method | Authentication | Description |
---|---|---|---|---|
/queryAll endpoint to get objects in a paginated manner | /services/data/v62.0/queryAll | GET | Authorization: Bearer token | Glean uses the maximum allowed page size 2k. Note: Number of objects fetched in an API call may be lower than 2k depending on other parameters like request size |
/sobjects to crawl all valid salesforce objects within salesforce instance | /services/data/v62.0/sobjects | GET | Authorization: Bearer token | |
fetch object descriptions for a given object | /services/data/v62.0/sobjects/<objectName>/describe | GET | Authorization: Bearer token | Object description consists of object metadata like fields, field labels, field types, etc |
fetch the authorization_code during integration user account authentication | /services/oauth2/authorize | GET | The authorization_code is used to fetch the OAuth access token. Note: Only used during the setup of a new salesforce instance | |
fetch user metadata for the authenticated user | /services/oauth2/userinfo | GET | Note: Only used during the setup of a new salesforce instance | |
fetch the OAuth access token in exchange for authorization_code fetched using the /services/oauth2/authorize endpoint | /services/oauth2/token | GET | Note: Only used during the setup of a new salesforce instance |