Salesforce Connector 24.4
IDOL Salesforce Connector Help

# Retrieve Information from Salesforce

To automatically retrieve content from Salesforce, create a new fetch task by following these steps. The connector runs each fetch task automatically, based on the schedule that is defined in the configuration file.

To create a new Fetch Task

1. Stop the connector.
2. Open the configuration file in a text editor.

3. In the `[FetchTasks]` section of the configuration file, specify the number of fetch tasks using the `Number` parameter. If you are configuring the first fetch task, type `Number=1`. If one or more fetch tasks have already been configured, increase the value of the `Number` parameter by one (1). Below the `Number` parameter, specify the names of the fetch tasks, starting from zero (0). For example:

       [FetchTasks]
       Number=1
       0=MyTask

4. Below the `[FetchTasks]` section, create a new TaskName section. The name of the section must match the name of the new fetch task. For example:

       [FetchTasks]
       Number=1
       0=MyTask

       [MyTask]

1. In the new section, ensure that you have set the parameters required to authenticate with Salesforce.

   - To authenticate with a user name and password, set the following parameters:

     `Username` | The user name to use to log on to Salesforce.
     `Password` | The password to use to log on to Salesforce. For information about how to encrypt the password before entering it into the configuration file, see Encrypt Passwords.
     `SecurityToken` | (Optional) The security token obtained from Salesforce, if required. This is not required if the client IP is trusted by `salesforce.com`. For information about how to encrypt the token before entering it into the configuration file, see Encrypt Passwords.

     TIP: OpenText recommends configuring OAuth authentication. If you authenticate with a user name and password, do not run multiple concurrent tasks or use multiple connectors for retrieving data.

   - To authenticate with OAuth, include the configuration parameters generated by the OAuth configuration tool. The OAuth configuration tool (described in Configure OAuth Authentication) creates a file named `oauth.cfg` that contains the information required to authenticate with Salesforce. You can include these parameters in the connector's configuration file using the following syntax:

         [MyTask] < "oauth.cfg" [OAUTH]

     For more information about including parameters from another file, see Include an External Configuration File

2. Set the `DocumentsXML` parameter to define the information that you want to retrieve:

   `DocumentsXML` | The location of an XML file describing the types to be indexed. For information about how to construct this file, see The DocumentsXML File.

3. Save and close the configuration file.

Copyright 2024 Open Text
Version 24.4 | Last updated September 2024

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Product: IDOL Salesforce Connector 24.4

Topic Title: Retrieve Information from Salesforce