Salesforce
Connect Salesforce to Nordvec: what it imports, how to filter searches by it, and how to connect. CRM.
Salesforce is a planned connector. It cannot be connected yet.
This connector is on our roadmap and not yet available to connect. The source_provider values and search behavior below describe how it will work once it ships.
The connector is built to import these from Salesforce: accounts, contacts, opportunities, notes, and attachments.
Once the connector ships, documents synced from Salesforce will carry these
source_provider values, and passing one to
/documents/search will restrict results
to this connector:
salesforce
Salesforce is not yet connectable. Once it ships, you will connect it from Connectors in Nordvec. The connector reads with the account of the person who connects it. Documents from Salesforce are private to the person who connected it until that person shares them. An API key reads only what is shared with the workspace, so it finds these documents once their owner shares them. Documents are stored in the EU; every processor that touches them is published with its jurisdiction and transfer basis at /subprocessors.