Amazon Kendra is a extremely correct and simple-to-use clever search service powered by machine studying (ML). Amazon Kendra gives a collection of information supply connectors to simplify the method of ingesting and indexing your content material, wherever it resides.
Precious information in organizations is saved in each structured and unstructured repositories. An enterprise search resolution ought to have the ability to pull collectively information throughout a number of structured and unstructured repositories to index and search on.
One such information repository is Salesforce. Salesforce is a complete CRM software for managing help, gross sales, and advertising groups. It’s an clever, proactive, AI-powered platform that empowers workers with the knowledge they should make the very best selections for each buyer. It’s the spine of the world’s most customer-centered organizations and helps corporations put the shopper on the middle of all the pieces they do.
We’re excited to announce that we have now up to date the Salesforce connector for Amazon Kendra so as to add much more capabilities. On this model (V2), we have now added help for Salesforce Lightning along with Basic. Now you can select to crawl attachments and in addition usher in identification/ACL info to make your searches extra granular. We now help 20 customary entities, and you may select to index extra fields.
You may import the next entities (and attachments for these marked with *):
- Accounts*
- Marketing campaign*
- Associate
- Pricebook
- Case*
- Contact*
- Contract*
- Doc
- Group
- Thought
- Lead*
- Alternative*
- Product
- Profile
- Answer*
- Job*
- Person*
- Chatter*
- Information Articles
- Customized Objects*
Answer overview
With Amazon Kendra, you possibly can configure a number of information sources to supply a central place to go looking throughout your doc repository. For our resolution, we reveal the way to index a Salesforce repository or folder utilizing the Amazon Kendra connector for Salesforce. The answer consists of the next steps:
- Create and configure an app on Salesforce and get the connection particulars.
- Create a Salesforce information supply through the Amazon Kendra console.
- Index the information within the Salesforce repository.
- Run a pattern question to get the knowledge.
- Filter the question by customers or teams.
Conditions
To check out the Amazon Kendra connector for Salesforce, you want the next:
Configure a Salesforce app and collect connection particulars
Earlier than we arrange the Salesforce information supply, we want a couple of particulars about your Salesforce repository. Let’s collect these upfront (confer with Authorization By means of Related Apps and OAuth 2.0 for extra particulars).
- Go to https://login.salesforce.com/ and log in together with your credentials.
- Within the navigation pane, select Setup Residence.
- Below Apps, select App Supervisor.
This refreshes the suitable pane. - Select New Related App.
- Choose Allow OAuth Settings to increase the API (Allow OAuth Settings) part.
- For Callback URL, enter
https://login.salesforce.com/companies/oauth2/token. - For Chosen OAuth Scopes, select eclair_api and select the suitable arrow icon.
- Choose Introspect All Tokens.
- Select Save.A warning seems that claims “Modifications can take as much as 10 minutes to take impact.”
- Select Proceed to acknowledge.
- On the affirmation web page, select Handle Client Particulars.
- Copy and save the values for Client Key and Client Secret to make use of later when establishing your Amazon Kendra information supply.
Subsequent, we generate a safety token. - On the house web page, select the View Profile icon and select Settings.
- Within the navigation pane, increase My Private Data and select Reset My Safety Token.
The safety token is shipped to the e-mail you used when configuring the app. The next screenshot exhibits an instance electronic mail.
- Save the safety token to make use of if you configure the Salesforce connector to Amazon Kendra.
Configure the Amazon Kendra connector for Salesforce
To configure the Amazon Kendra connector, full the next steps:
- On the Amazon Kendra console, select Create an Index.
- For Index title, enter a reputation for the index (for instance,
my-salesforce-index). - Enter an non-compulsory description.
- Select Create a brand new position.
- For Position title, enter an IAM position title.
- Configure non-compulsory encryption settings and tags.
- Select Subsequent.
- Within the Configure consumer entry management part, go away the settings at their defaults and select Subsequent.
- Choose Developer version and select Create.
This creates and propagates the IAM position after which creates the Amazon Kendra index, which may take as much as half-hour. - Return to the Amazon Kendra console and select Information sources within the navigation pane.
- Scroll down and find Salesforce On-line connector V2.0, and select Add connector.
- For Information supply title, enter a reputation (for instance,
my-salesforce-datasourcev2). - Enter an non-compulsory description.
- Select Subsequent.
- For Salesforce URL, enter the URL on the prime of the browser if you log in to Salesforce.
- For Configure VPC and safety group, go away the default (No VPC).
- Hold Id crawler is on chosen.This imports identification/ACL info into the index.
- For IAM position, select Create a brand new position.
- Enter a task title, akin to
AmazonKendra-salesforce-datasourcev2. - Select Subsequent.
- Within the Authentication part, select Create and add new secret.
- Enter the small print you gathered whereas establishing the Salesforce app:
- Secret title – The title you gave your secret.
- Username – The consumer title you utilize to log in to Salesforce.
- Password – The password you utilize to log in to Salesforce.
- Safety token – The safety token you obtained in your electronic mail whereas going by means of the setup in Salesforce.
- Client key – The important thing generated whereas going by means of the setup in Salesforce.
- Client secret – The key generated whereas going by means of the setup in Salesforce.
- Authentication URL – Enter
https://login.salesforce.com/companies/oauth2/token.
- Select Save.
The following web page is prefilled with the title of the key. - Select Subsequent.
- Choose All customary objects and Embrace all attachments.
- For Sync run schedule, select Run on demand.
- Select Subsequent.
- Hold all of the defaults within the Area Mappings part and select Subsequent.
- On the evaluation web page, select Add information supply.
- Select Sync now.
This indexes all of the content material in Salesforce as per your configuration. You will note a hit message on the prime of the web page and in addition within the sync historical past.
Check the answer
Now that you’ve got ingested the content material out of your Salesforce account into your Amazon Kendra index, you possibly can take a look at some queries.
- Go to your index and select Search listed content material within the navigation pane.
- Enter a search time period and press Enter.
One of many options of the information supply is that it brings within the ACL info together with the contents of Salesforce. You should use this to slim down your queries by customers or teams. - Return to the search web page and increase Check question with consumer title or teams.Select Apply consumer title or teams.
- For Username, enter your consumer title and select Apply.
A message seems saying Attributes utilized. - Enter a brand new take a look at question and press Enter.
Congratulations! You’ve efficiently used Amazon Kendra to floor solutions and insights primarily based on the content material listed out of your Salesforce account.
Conclusion
With the Salesforce connector for Amazon Kendra, organizations can faucet into the repository of data saved of their account securely utilizing clever search powered by Amazon Kendra.
On this put up, we launched you to the fundamentals, however there are numerous extra options that we didn’t cowl. For instance:
- You may allow user-based entry management to your Amazon Kendra index and limit entry to customers and teams that you just configure
- You may map extra fields to Amazon Kendra index attributes and allow them for faceting, search, and show within the search outcomes
- You may combine the Salesforce information supply with the Customized Doc Enrichment (CDE) functionality in Amazon Kendra to carry out extra attribute mapping logic and even customized content material transformation throughout ingestion
To study these prospects and extra, confer with the Amazon Kendra Developer Information.
Concerning the creator
Ashish Lagwankar is a Senior Enterprise Options Architect at AWS. His core pursuits embrace AI/ML, serverless, and container applied sciences. Ashish is predicated within the Boston, MA, space and enjoys studying, open air, and spending time together with his household.
