Salesforce: How to Connect and Collect

Salesforce Overview

Salesforce is mainly known for its CRM solution although it sells other commercial applications. Onna connects directly with the Lightning API to collect the files hosted in an account.

Connector Features
Authorized Connection Required? No	Is identity mapping supported? No
Audit logs available? Yes	Admin Access? No
Supports a full archive? No	Custodian based collections? No
Preserve in place with ILH? No	Resumable sync supported? No
Supports Onna preservation? No	Syncs future users automatically? No
Sync modes supported: One-time sync Auto-sync Auto-sync and archive	Is file versioning supported? No

Types of Data Collected	Metadata Collected
All Files	File Name File ID Author File Creation and Last Modified File Size Extension

Salesforce Considerations

At this time we do not support collections from Salesforce sandbox environments
Currently, Onna's integration can only be used to collect files within a Salesforce Lightning Enterprise account.
We are not able to collect Salesforce Chatter data.

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Salesforce Requirements

You need an admin account for Lightning Enterprise to collect from Salesforce. Non-enterprise versions of Salesforce, such as Salesforce Essentials and Lightning Professional, do not have API access included so Onna's integration cannot access the files.

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How to Connect and Collect Using Salesforce

To create a new Salesforce collection follow the steps below:

Step 1 Click on ‘Workspaces’ in the main menu (a), then click on the workspace where you’d like to add a new sync (b).
Step 2 Click on the ‘+’ icon in the upper right corner to add a new source.
Step 3 Select the Salesforce connector from your list of available connectors.
Step 4 You’ll now start to configure your sync by entering a source name in the ‘Name’ field (a). Then, select the synchronization mode (b) and set your sync start and/or end date (c). Finally, click the blue ‘Connect’ button (d).
Step 5 Enter your Salesforce Username and Password (a). Then, click the blue ‘Log-in’ button (b).
Step 6 Allow Onna access to your Salesforce account by clicking the blue ‘Allow’ button.
Step 7 Then, select the tags you want to include in your sync (a) and click the blue ‘Done’ button (b).
Step 8 You’ll now see your new source appear alphabetically in the list of ‘Connected sources’ in your workspace.