Setup

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Connect to Salesforce

• A Salesforce admin is required to go through the setup steps.
• Glean recommends creating a permanent service account user with a supported Profile for the integration.
• A detailed Salesforce Connector overview can be found here.

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Set up a supported service account

• If you plan on using the default System Administrator Profile for the service account, you can skip the following setup steps.
• If you plan on using a custom, non-administrator Profile, ensure the Profile has the following permissions set up (if using a permission set, check the equivalent permissions for the permission set).

1. Login to Salesforce. Navigate to Setup on the top right. On the left hand side, under Administration (Administer for Salesforce Classic), go to Users (Manage Users for Salesforce Classic) and then Profiles.
2. Select an existing Profile that will be used for the integration and hit Edit, or create a New Profile.
3. Under Custom App Settings, if you plan on indexing the following objects, ensure that the following settings are checked.

   Content	Permission Setting
   Discussion Forums	Community (Standard__Community): Visible
   Discussion Forums and Chatter	Salesforce Chatter (Standard__Chatter): Visible

4. Under Administrative Permissions, ensure that the following permissions are checked (any unset permission may lead to integration issues):

   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

5. Under General User Permissions, ensure that:

• Access Activities is checked. This is required to crawl tasks within Salesforce instance.
• Allow View Knowledge is checked. This is used to crawl all supported knowledge bases within the Salesforce instance.

6. Under Standard Object Permissions, ensure that we have both Read and View All permissions to the following objects:

• Accounts
• Campaigns
• Cases
• Contacts
• Leads
• Opportunities

7. Save the Profile. Finally, back on the left hand side, select Users, and create a new user with the associated Profile from the previous steps. Ensure that Knowledge User and Service Cloud User are both checked before hitting Save.
8. You are now ready to authorize access on the main page with the newly created user.