Creating the Salesforce Users Collection

This section describes how to create the Salesforce users collection, which is needed to add security to your Salesforce data collection.

1. Create a new search collection for your Salesforce users collection.
   This collection will be referred to as your Salesforce users collection. To create it, do the following:
   1. In the Watson Explorer Engine administration tool, click the + sign next to Search collections.
   2. Enter a name for your Salesforce users collection in the Name field.
   3. In the Copy defaults from field, you can use the default setting, which is default, or optionally choose other default collection values from the list of available options.
      Click the tooltip for more information about this setting.
   4. Optionally choose to describe your collection or leave blank.
   5. Click Add.
2. Add the Salesforce Users seed to your data collection.
   The Salesforce Users seed is the programmatic mechanism that enables Watson Explorer Engine to crawl your Salesforce users and user authorization information such as Roles, Groups, and Profiles. To add it, do the following:
   1. In the Configuration tab of your Watson Explorer Engine search collection, click Add a new seed.
   2. Select Salesforce Users from the scrollable list of available connectors, and click add.
      The Crawling Configuration page displays.
   3. In the Seeds section, enter your Salesforce user name and password.
      Note: In some cases Salesforce may require you to append a security token to the password. Click the tooltip for more information on how to append this token if necessary. For more information on Salesforce security tokens, refer to your Salesforce documentation.
   4. Configure optional connector settings in Advanced, and Advanced - Logging as appropriate for your crawl.
      Click the tooltips for more information on any of the optional connector settings or see the Configuration Options Reference in this documentation.
   5. After configuring your connector settings, click OK or Apply.
3. Add the Salesforce Converter to your Salesforce users collection.
   The converter transforms your Salesforce CRM users data into a format that can be indexed by Watson Explorer Engine. To add it, do the following:
   1. Click Add a new converter. A scrollable list of available converters displays.
   2. Select Salesforce Converter from the list of available converters.
   3. Click Add.
   4. Click OK.
4. Add a rights form component to your Salesforce data collection.
   The rights form component is the programmatic mechanism that enables Watson Explorer Engine to add security to your Salesforce data collection. To add it, do the following:
   1. In Watson Explorer Engine admin tool, navigate to Sources.
   2. Click the source that is associated with your Salesforce data collection.
      The Source configuration screen displays.
   3. Click the form link or the Form tab. The Form screen displays.
   4. Click Add Form Component. A scrollable list of form components displays.
   5. Select Salesforce Rights.
   6. In the Salesforce Users Collection field, enter the name you gave to your Salesforce users collection.
      Click the tooltip for more information.
   7. Optional: Configure the Salesforce User Name and Query Service URL. Click the tooltips for more information about these fields.
   8. Click OK or Apply.