Prerequisites

When you configure the Salesforce Connector, you create an XML file (see The DocumentsXML File) that specifies what information to retrieve from Salesforce. To enable mapped security this file must meet some additional requirements.

Each document element that you include in the documents.xml file must have a basetype that is one of the following:

Unless the document basetype meets this requirement, the document element must also have a parentIdField attribute. The value of this attribute must be the name of the field that contains the reference of the parent object. The connector can then find the parent object, and find a parent securable object type (as defined above), possibly through a chain of other objects.

You can add the parentIdField attribute to a document where the basetype is a securable object. This indicates that there is a securable object chain that must be respected in the object's access control list.

Examples

In the following example, basetype="Lead" is a securable object type:

   <document basetype="Lead">
      <field name="Lead_*" query="*" />
   </document>

In the following example:

   <document basetype="Document" parentIdField="FolderId">
      <file query="Body" />
      <field name="Document_*" query="*" />
      <field name="Document_Author_Manager_*" query="Author.Manager.*" />
      <field name="Document_CreatedBy_*" query="CreatedBy.*" />
      <field name="Document_LastModifiedBy_*" query="LastModifiedBy.*" />
   </document>

In the following example:

   <document basetype="Contract" parentIdField="AccountId">
      <field name="Contract_*" query="*" />
      <field name="Contract_Account_*" query="Account.*" />
      <field name="Contract_Owner_*" query="Owner.*" />
      <subquery childrelationship="Notes">
         <field name="Contract_Note_*" query="*" />
      </subquery>
   </document>
  
   <document basetype="Account" parentIdField="ParentId">
      <field name="Account_*" query="*" />
      <field name="Account_MasterRecord_*" query="MasterRecord.*" />
      <field name="Account_Owner_*" query="Owner.*" />
   </document>
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