Coveo Cloud Site Map Connector - Authentication
We are currently using Coveo Cloud to index a Salesforce site. We would like to now index a sitemap source and listed pages using the Sitemap connector. This sitemap and pages will eventually be behind authentication. We are currently using Salesforce to authenticate users and give them access to the site and its contents.
Is there any way to setup the Cloud version of the sitemap connector to log into Salesforce in order to authenticate and once authenticated, go the site, grab the sitemap and starting indexing.
I noticed the only two options in the Cloud sitemap connector were Basic Authenication and OAuth.
Any help or advice would be appreciated!!
Salesforce OAuth authentication is indeed supported. First, need to create a Client in Salesforce to obtain a client id and client secret for the OAuth flow. In the source, specify the Provider Type "Salesforce", Identity Provider Url "https://login.salesforce.com", the Client Id and Client Secret used. Then, there is two options:
First option is using a refresh token. You need to do the authentication handshake by hand to retrieve a refresh token and set the Refresh token previously created in the parameter of the source.
The other way is to get a Security Token from Salesforce for a specific user. Then, specify the user in the Username parameter Ã²f the source and the password + the security token in the Password parameter.
This documentation can help you with both processes: