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Question by rich-peck, Jul 15, 2016 3:04 PM

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!!

1 Reply
Gravatar for mgrondines@coveo.com

Answer by mgrondines, Jul 15, 2016 3:42 PM

Hi Rich,

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 òf the source and the password + the security token in the Password parameter.

This documentation can help you with both processes:

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Comment by rich-peck, Jul 15, 2016 4:35 PM

I just want to make sure I was clear on the original question.

We have setup a new Site with a separate vendor outside of Salesforce. Users will go to Salesforce, click on a link, and SSO will sign them into the new Site.

So using your directions, we can use the Coveo Site Map connector to allow the Crawler to authenicate via Salesforce, then go to the site map and site outside of Salesforce and begin the indexing.

I apologize if I was not clear on the first attempt at asking.

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Comment by mgrondines, Jul 18, 2016 8:48 AM

Yes, it depends how your external site handles the authentication token from Salesforce though. The crawler will authenticate to Salesforce using the standard OAuth flow and save the access token in its cookies. If your external site uses this cookies, it should work.

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Comment by mgrondines, Jul 21, 2016 1:37 PM

Did you make it work? Please respond and accept the answer if it's the case, thanks.

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Comment by rich-peck, Jul 26, 2016 12:03 PM

We are working on it. I have to pass the Salesforce setup over to our internal Salesforce group.

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Comment by rich-peck, Jul 27, 2016 11:44 AM

We submitted a ticket to Coveo support to verify our setup and they stated that the steps outlined in the answer above are not supported.

Gravatar for gminero@coveo.com

Comment by gminero, Aug 9, 2016 10:45 AM

Salesforce user identities are Supported for this setup, had mistaken SSO authentication for the Crawling user to be used upon indexing which is not the case.

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