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How it works

  • Indexes documents from your Salesforce instance
  • Organized around the Salesforce Objects you indicate (e.g., Account, Opportunity)
  • Includes data from related child objects (e.g., Contacts, Notes)

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Setting up

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Authorization

  1. Log into your Salesforce account

  2. Make sure the user is either:

    • An organization member, or
    • Has admin access to the data you want to index

  3. Click your profile avatar, then choose Settings

  4. Go to My Personal Information → Reset My Security Token

  5. Check your email for your new Security Token

  6. You will use:

    • Your Salesforce Username
    • Your Password
    • The Security Token

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Indexing

  1. Navigate to the Admin Dashboard
  2. Select the Salesforce Connector tile
  3. Provide the following:
    • Username
    • Password
    • Security Token
  4. Indicate the Salesforce Object(s) you want to index

📌 Use the singular version of the object name (e.g., Opportunity, not Opportunities)
📌 If no objects are specified, the connector will default to Account

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An Example

If you choose to organize by Account, Hymalaia will:

  • Create one document per Account
  • Attach to each document all related data:
    • Including children objects like Contacts, Notes, etc.
  • For Contacts that are not attached to any Account, you must explicitly include Contact in the object list

This allows you to tailor how your Salesforce data is indexed and organized within Hymalaia.