Set up a Salesforce data store

This page describes how to create a data store and connect Salesforce to Gemini Enterprise.

Before you begin

Before you set up your connection, do the following:

  • Grant the Discovery Engine Editor role (roles/discoveryengine.editor). This role is required for the user to create the data store. To grant this role, do the following:

    1. In the Google Cloud console, go to the IAM page.

      Go to IAM

    2. Locate the user account and click the edit Edit icon.
    3. Grant the Discovery Engine Editor role to the user. For more information, see IAM roles and permissions.

  • Set up your Salesforce account and obtain authentication credentials.

Create Salesforce federated data store

To create a Salesforce data store, perform the following steps:

  1. In the Google Cloud console, go to the Gemini Enterprise page.

    Gemini Enterprise

  2. Select or create a Google Cloud project.

  3. In the navigation menu, click Data stores.

  4. Click Create data store.

  5. In the Source section, search for Salesforce, and click Select.

  6. In the Data section:

    1. In the Authentication settings section, configure authentication based on your chosen connection mode. For more information about obtaining authentication credentials, see Salesforce configuration.

      • Instance URL: The base URL of your Salesforce instance.
      • Client ID: The OAuth client ID for your application.
      • Client Secret: The OAuth client secret for your application.
      • Click Login and complete the Salesforce sign-in.

    2. Click Continue.

    3. In the Advanced options section, if you want to use the Salesforce sandbox instance, select the Use Sandbox checkbox.

    4. Click Continue.

    5. In the Entities to search section, select all the required entities.

  7. Click Continue.

  8. In the Configuration section:

    1. From the Multi-region list, select the location for your data connector.
    2. In the Your data connector name field, enter a name for your connector.
    3. If you selected us or eu as the location, configure the Encryption settings:
      • Optional: If you haven't configured single-region keys, click Go to settings page to do so. For more information, see Register a single-region key for third-party connectors.
      • Select Google-managed encryption key or Cloud KMS key.
      • If you selected Cloud KMS key:
        • In the Key management type list, select the appropriate type.
        • In the Cloud KMS key list, select the key.
      For more information, see Customer-managed encryption keys.

  9. Click Continue.

  10. In the Billing section, select General pricing or Configurable pricing. For more information, see Verify the billing status of your projects and Licenses.

  11. Click Continue.

  12. Click Create. Gemini Enterprise creates your data store and displays your data stores on the Data stores page.

On the Data Stores page, click your data store name to see the status. After the data store state changes from Creating to Active, the Salesforce connector is ready to be used.

After creating the data store, create an app, connect it to the Salesforce data store, and authorize the application to access Salesforce before executing any queries.

For more information, see What's next.

Create Salesforce data ingestion data store

If you want to create a data ingestion data store, follow these steps. Otherwise, you can skip this section.

To use the console to sync data from Salesforce to Gemini Enterprise, follow these steps:

  1. In the console, go to the Gemini Enterprise page.

    Go to Console

  2. In the navigation menu, click Data Stores.
  3. Click Create Data Store.
  4. On the Select a data source page, scroll or search for Salesforce V2 to connect your third-party source.
  5. In the Authentications section, select the authentication method and enter the authentication information. For more information about obtaining authentication credentials, see Configure Salesforce for data ingestion data store.
  6. In the Destinations section, select Public or Private.
    1. For the Public destination type, you are not required to create the setup for service attachment. In the Login URL field, enter your login URL to the Salesforce server.
    2. For the Private destination type, enter all the required information:
      1. Service attachment: Enter your service attachment.
      2. Base domain name: Enter your base domain.
      3. Login URL: Enter your login URL to the Salesforce server.
  7. Click Continue.
  8. In the Entities to sync section, do the following:
    1. Select the entities you want to sync.
      • Optional: URL field name: Enter a column name to override the default entity URL with a custom URL from the Salesforce table.
    2. Optional: To add custom entities, click Add entities manually. The custom entity name must be in the following format <var>custom_object_name</var>__c.
    3. Select the Sync frequency for Full sync and the Incremental sync frequency for Incremental data sync. For more information, see Sync schedules.
  9. Click Continue.
  10. In the Configure your data connector section, do the following:
    1. Select a region for your data store.
    2. Enter a name for your data store.
    3. Click Create. Gemini Enterprise creates your data store and displays your data stores on the Data Stores page.
  11. To check the status of your ingestion, go to the Data Stores page and click your data store name. The Connector state changes from Creating to Running when it starts synchronizing data.

For more information, see What's next.

What's next