Salesforce connector

The Salesforce Connector enables Artemis to index Salesforce content and make it searchable. The connector authenticates using OAuth 2.0 Authorization Code (User Delegated) and indexes content accessible to the authorized Salesforce user.

The connector supports indexing multiple Salesforce standard and custom objects, configurable content filters, scheduled synchronization, and permission-aware access control.

Specification	Details
Repository Type	Cloud
Authentication	OAuth 2.0 Authorization Code (User Delegated)
Supported Content	Knowledge Articles, Cases, Accounts, Contacts, Leads, Opportunities, Tasks, Salesforce Files, Attachments, Comments, Custom Objects
Content Filtering	Yes
Permission-aware ACL	Yes
Scheduled Synchronization	Yes

Prerequisites

• Administrator access to the Salesforce application.
• A Salesforce Connected App to enable Artemis and Salesforce integration.

Step 1. Create an External Client App in Salesforce

1. In Salesforce, go to Setup, enter App Manager in the Quick Find box, then select App Manager.
2. Click New External Client App.
3. Enter an app name and provide the basic details.
4. Enable OAuth Settings.
5. Under App Settings, provide the Callback URL. Copy the Callback URL from the auth profile creation widget in Artemis.
6. Select the following OAuth Scopes:
   1. Full access (full)
   2. Perform requests at any time (refresh_token, offline_access)
   3. Manage user data via APIs (api)
7. Click Create. This generates a consumer key and secret.
8. Copy these and provide them in the auth profile in Artemis.

Step 2. Create the OAuth Profile in Artemis

1. Open the Salesforce connector.
2. Click New Salesforce OAuth Profile under Salesforce OAuth Profile.
3. Enter:
   • Name and description of the profile.
   • Client ID (Consumer Key)
   • Client Secret (Consumer Secret)
4. Create the profile and use it for authorization of the Salesforce Connector.
5. After authorization, Artemis can automatically discover the domain and the organization ID.

Step 3. Configure the Content Scope

Select the Salesforce objects to include in the indexing scope. Depending on the selected object type, additional configuration options are available.

Object-specific Configuration

Object Type	Additional Configuration
Knowledge Articles	Configure the Knowledge Languages to index by specifying one or more Salesforce Knowledge locale codes (for example, en_US, fr_FR, de_DE). Optionally specify Additional Body Fields as a comma-separated list of Salesforce field API names (for example, Details__c, Resolution__c) whose contents should be appended to the indexed article body. Specify Filter Fields as a comma-separated list of Knowledge Article field API names (for example, Country_Code__c, Product__c) to publish as filterable metadata in Artemis.
Comments	Select whether to index Case Comments, Chatter Feed Posts, or both.
Attachments / Salesforce Files	Select an Attachment Format Policy to control which file formats are indexed.
Cases, Accounts, Contacts, Leads, Opportunities, Tasks	No additional configuration is required. You can filter these objects using the options described in Configure Filters.

Note: To find a field’s API name in Salesforce, navigate to Setup → Object Manager → Object → Fields & Relationships, then select the field. The API Name is displayed in the field details.

Step 4. Configure Filters

Each selected object type supports independent filtering.

For each object, configure:

• Modified After
• Modified Before
• Parameter Filters

Parameter filters translate into Salesforce SOQL WHERE clauses, so only matching records are indexed.

This enables different filtering criteria for each object type.

Step 5. Configure Permissions

Enable Permission-aware ACL to synchronize Salesforce permissions.

When enabled, Artemis imports native Salesforce access controls, including:

• Sharing Rules
• Record Visibility
• User Roles
• Permission Sets

Search results are filtered so users only see content they are authorized to access in Salesforce.

Step 6. Configure the Synchronization Schedule

Specify the reconciliation interval.

Artemis periodically synchronizes the selected Salesforce content to keep the index up to date.

Step 7. Preview and Start Indexing

Before indexing begins:

1. Click Generate Proposal Preview.
2. Review the selected objects, filters, indexing scope, and the permission configuration.
3. Click Approve & Start.