Salesforce Discovery Service

Salesforce Discovery Service is the crawler which gets the users the documents from salesforce repository. Users don’t need to manually add the documents.

  1. Select the Salesforce from KMS Data Source as shown in the following figure:
    Figure 1. Salesforce Data Source for Crawling
  2. Selecting salesforce on KMS takes the users to the following screen:
    Figure 2. Salesforce Data Source
  3. The following fields need be populated:
    • Collection name
    • Username
    • Password
    • URL
  4. Click Connect to connect the system to the Salesforce. Click Back to go back to the previous screen.
  5. Once connected, the salesforce crawler ingests and downloads all the documents from the salesforce and uploads it to the system. The user can then query as per the requirement.