Connecting Amazon Q Business to Salesforce using APIs - Amazon Q Business

Connecting Amazon Q Business to Salesforce using APIs

You use the CreateDataSource action to connect a data source to your Amazon Q application.

Then, you use the configuration parameter to provide a JSON schema with all other configuration information specific to your data source connector.

For an example of the API request, see CreateDataSource in the Amazon Q API Reference.

Salesforce JSON schema

The following is the Salesforce JSON schema:

{ "$schema": "http://json-schema.org/draft-04/schema#", "type": "object", "properties": { "connectionConfiguration": { "type": "object", "properties": { "repositoryEndpointMetadata": { "type": "object", "properties": { "hostUrl": { "type": "string", "pattern": "^https:\/\/[a-zA-Z0-9-./]*\\.(salesforce|force).com\/?$" } }, "required": [ "hostUrl" ] } }, "required": [ "repositoryEndpointMetadata" ] }, "repositoryConfigurations": { "type": "object", "properties": { "account": { "type": "object", "properties": { "fieldMappings": { "type": "array", "items": [ { "type": "object", "properties": { "indexFieldName": { "type": "string" }, "indexFieldType": { "type": "string", "enum": [ "STRING", "STRING_LIST", "DATE", "LONG" ] }, "dataSourceFieldName": { "type": "string" }, "dateFieldFormat": { "type": "string", "pattern": "yyyy-MM-dd'T'HH:mm:ss'Z'" } }, "required": [ "indexFieldName", "indexFieldType", "dataSourceFieldName" ] } ] } }, "required": [ "fieldMappings" ] }, "contact": { "type": "object", "properties": { "fieldMappings": { "type": "array", "items": [ { "type": "object", "properties": { "indexFieldName": { "type": "string" }, "indexFieldType": { "type": "string", "enum": [ "STRING", "STRING_LIST", "DATE" ] }, "dataSourceFieldName": { "type": "string" }, "dateFieldFormat": { "type": "string", "pattern": "yyyy-MM-dd'T'HH:mm:ss'Z'" } }, "required": [ "indexFieldName", "indexFieldType", "dataSourceFieldName" ] } ] } }, "required": [ "fieldMappings" ] }, "campaign": { "type": "object", "properties": { "fieldMappings": { "type": "array", "items": [ { "type": "object", "properties": { "indexFieldName": { "type": "string" }, "indexFieldType": { "type": "string", "enum": [ "STRING", "STRING_LIST", "DATE", "LONG" ] }, "dataSourceFieldName": { "type": "string" }, "dateFieldFormat": { "type": "string", "pattern": "yyyy-MM-dd'T'HH:mm:ss'Z'" } }, "required": [ "indexFieldName", "indexFieldType", "dataSourceFieldName" ] } ] } }, "required": [ "fieldMappings" ] }, "case": { "type": "object", "properties": { "fieldMappings": { "type": "array", "items": [ { "type": "object", "properties": { "indexFieldName": { "type": "string" }, "indexFieldType": { "type": "string", "enum": [ "STRING", "STRING_LIST", "DATE" ] }, "dataSourceFieldName": { "type": "string" }, "dateFieldFormat": { "type": "string", "pattern": "yyyy-MM-dd'T'HH:mm:ss'Z'" } }, "required": [ "indexFieldName", "indexFieldType", "dataSourceFieldName" ] } ] } }, "required": [ "fieldMappings" ] }, "product": { "type": "object", "properties": { "fieldMappings": { "type": "array", "items": [ { "type": "object", "properties": { "indexFieldName": { "type": "string" }, "indexFieldType": { "type": "string", "enum": [ "STRING", "STRING_LIST", "DATE" ] }, "dataSourceFieldName": { "type": "string" }, "dateFieldFormat": { "type": "string", "pattern": "yyyy-MM-dd'T'HH:mm:ss'Z'" } }, "required": [ "indexFieldName", "indexFieldType", "dataSourceFieldName" ] } ] } }, "required": [ "fieldMappings" ] }, "lead": { "type": "object", "properties": { "fieldMappings": { "type": "array", "items": [ { "type": "object", "properties": { "indexFieldName": { "type": "string" }, "indexFieldType": { "type": "string", "enum": [ "STRING", "STRING_LIST", "DATE", "LONG" ] }, "dataSourceFieldName": { "type": "string" }, "dateFieldFormat": { "type": "string", "pattern": "yyyy-MM-dd'T'HH:mm:ss'Z'" } }, "required": [ "indexFieldName", "indexFieldType", "dataSourceFieldName" ] } ] } }, "required": [ "fieldMappings" ] }, "contract": { "type": "object", "properties": { "fieldMappings": { "type": "array", "items": [ { "type": "object", "properties": { "indexFieldName": { "type": "string" }, "indexFieldType": { "type": "string", "enum": [ "STRING", "STRING_LIST", "DATE" ] }, "dataSourceFieldName": { "type": "string" }, "dateFieldFormat": { "type": "string", "pattern": "yyyy-MM-dd'T'HH:mm:ss'Z'" } }, "required": [ "indexFieldName", "indexFieldType", "dataSourceFieldName" ] } ] } }, "required": [ "fieldMappings" ] }, "partner": { "type": "object", "properties": { "fieldMappings": { "type": "array", "items": [ { "type": "object", "properties": { "indexFieldName": { "type": "string" }, "indexFieldType": { "type": "string", "enum": [ "STRING", "STRING_LIST", "DATE" ] }, "dataSourceFieldName": { "type": "string" }, "dateFieldFormat": { "type": "string", "pattern": "yyyy-MM-dd'T'HH:mm:ss'Z'" } }, "required": [ "indexFieldName", "indexFieldType", "dataSourceFieldName" ] } ] } }, "required": [ "fieldMappings" ] }, "profile": { "type": "object", "properties": { "fieldMappings": { "type": "array", "items": [ { "type": "object", "properties": { "indexFieldName": { "type": "string" }, "indexFieldType": { "type": "string", "enum": [ "STRING", "STRING_LIST", "DATE" ] }, "dataSourceFieldName": { "type": "string" }, "dateFieldFormat": { "type": "string", "pattern": "yyyy-MM-dd'T'HH:mm:ss'Z'" } }, "required": [ "indexFieldName", "indexFieldType", "dataSourceFieldName" ] } ] } }, "required": [ "fieldMappings" ] }, "idea": { "type": "object", "properties": { "fieldMappings": { "type": "array", "items": [ { "type": "object", "properties": { "indexFieldName": { "type": "string" }, "indexFieldType": { "type": "string", "enum": [ "STRING", "STRING_LIST", "DATE", "LONG" ] }, "dataSourceFieldName": { "type": "string" }, "dateFieldFormat": { "type": "string", "pattern": "yyyy-MM-dd'T'HH:mm:ss'Z'" } }, "required": [ "indexFieldName", "indexFieldType", "dataSourceFieldName" ] } ] } }, "required": [ "fieldMappings" ] }, "pricebook": { "type": "object", "properties": { "fieldMappings": { "type": "array", "items": [ { "type": "object", "properties": { "indexFieldName": { "type": "string" }, "indexFieldType": { "type": "string", "enum": [ "STRING", "STRING_LIST", "DATE" ] }, "dataSourceFieldName": { "type": "string" }, "dateFieldFormat": { "type": "string", "pattern": "yyyy-MM-dd'T'HH:mm:ss'Z'" } }, "required": [ "indexFieldName", "indexFieldType", "dataSourceFieldName" ] } ] } }, "required": [ "fieldMappings" ] }, "task": { "type": "object", "properties": { "fieldMappings": { "type": "array", "items": [ { "type": "object", "properties": { "indexFieldName": { "type": "string" }, "indexFieldType": { "type": "string", "enum": [ "STRING", "STRING_LIST", "DATE" ] }, "dataSourceFieldName": { "type": "string" }, "dateFieldFormat": { "type": "string", "pattern": "yyyy-MM-dd'T'HH:mm:ss'Z'" } }, "required": [ "indexFieldName", "indexFieldType", "dataSourceFieldName" ] } ] } }, "required": [ "fieldMappings" ] }, "solution": { "type": "object", "properties": { "fieldMappings": { "type": "array", "items": [ { "type": "object", "properties": { "indexFieldName": { "type": "string" }, "indexFieldType": { "type": "string", "enum": [ "STRING", "STRING_LIST", "DATE" ] }, "dataSourceFieldName": { "type": "string" }, "dateFieldFormat": { "type": "string", "pattern": "yyyy-MM-dd'T'HH:mm:ss'Z'" } }, "required": [ "indexFieldName", "indexFieldType", "dataSourceFieldName" ] } ] } }, "required": [ "fieldMappings" ] }, "attachment": { "type": "object", "properties": { "fieldMappings": { "type": "array", "items": [ { "type": "object", "properties": { "indexFieldName": { "type": "string" }, "indexFieldType": { "type": "string", "enum": [ "STRING", "STRING_LIST", "DATE", "LONG" ] }, "dataSourceFieldName": { "type": "string" }, "dateFieldFormat": { "type": "string", "pattern": "yyyy-MM-dd'T'HH:mm:ss'Z'" } }, "required": [ "indexFieldName", "indexFieldType", "dataSourceFieldName" ] } ] } }, "required": [ "fieldMappings" ] }, "user": { "type": "object", "properties": { "fieldMappings": { "type": "array", "items": [ { "type": "object", "properties": { "indexFieldName": { "type": "string" }, "indexFieldType": { "type": "string", "enum": [ "STRING", "STRING_LIST", "DATE" ] }, "dataSourceFieldName": { "type": "string" }, "dateFieldFormat": { "type": "string", "pattern": "yyyy-MM-dd'T'HH:mm:ss'Z'" } }, "required": [ "indexFieldName", "indexFieldType", "dataSourceFieldName" ] } ] } }, "required": [ "fieldMappings" ] }, "document": { "type": "object", "properties": { "fieldMappings": { "type": "array", "items": [ { "type": "object", "properties": { "indexFieldName": { "type": "string" }, "indexFieldType": { "type": "string", "enum": [ "STRING", "STRING_LIST", "DATE", "LONG" ] }, "dataSourceFieldName": { "type": "string" }, "dateFieldFormat": { "type": "string", "pattern": "yyyy-MM-dd'T'HH:mm:ss'Z'" } }, "required": [ "indexFieldName", "indexFieldType", "dataSourceFieldName" ] } ] } }, "required": [ "fieldMappings" ] }, "knowledgeArticles": { "type": "object", "properties": { "fieldMappings": { "type": "array", "items": [ { "type": "object", "properties": { "indexFieldName": { "type": "string" }, "indexFieldType": { "type": "string", "enum": [ "STRING", "STRING_LIST", "DATE" ] }, "dataSourceFieldName": { "type": "string" }, "dateFieldFormat": { "type": "string", "pattern": "yyyy-MM-dd'T'HH:mm:ss'Z'" } }, "required": [ "indexFieldName", "indexFieldType", "dataSourceFieldName" ] } ] } }, "required": [ "fieldMappings" ] }, "group": { "type": "object", "properties": { "fieldMappings": { "type": "array", "items": [ { "type": "object", "properties": { "indexFieldName": { "type": "string" }, "indexFieldType": { "type": "string", "enum": [ "STRING", "STRING_LIST", "DATE" ] }, "dataSourceFieldName": { "type": "string" }, "dateFieldFormat": { "type": "string", "pattern": "yyyy-MM-dd'T'HH:mm:ss'Z'" } }, "required": [ "indexFieldName", "indexFieldType", "dataSourceFieldName" ] } ] } }, "required": [ "fieldMappings" ] }, "opportunity": { "type": "object", "properties": { "fieldMappings": { "type": "array", "items": [ { "type": "object", "properties": { "indexFieldName": { "type": "string" }, "indexFieldType": { "type": "string", "enum": [ "STRING", "STRING_LIST", "DATE", "LONG" ] }, "dataSourceFieldName": { "type": "string" }, "dateFieldFormat": { "type": "string", "pattern": "yyyy-MM-dd'T'HH:mm:ss'Z'" } }, "required": [ "indexFieldName", "indexFieldType", "dataSourceFieldName" ] } ] } }, "required": [ "fieldMappings" ] }, "chatter": { "type": "object", "properties": { "fieldMappings": { "type": "array", "items": [ { "type": "object", "properties": { "indexFieldName": { "type": "string" }, "indexFieldType": { "type": "string", "enum": [ "STRING", "STRING_LIST", "DATE" ] }, "dataSourceFieldName": { "type": "string" }, "dateFieldFormat": { "type": "string", "pattern": "yyyy-MM-dd'T'HH:mm:ss'Z'" } }, "required": [ "indexFieldName", "indexFieldType", "dataSourceFieldName" ] } ] } }, "required": [ "fieldMappings" ] }, "customEntity": { "type": "object", "properties": { "fieldMappings": { "type": "array", "items": [ { "type": "object", "properties": { "indexFieldName": { "type": "string" }, "indexFieldType": { "type": "string", "enum": [ "STRING", "STRING_LIST", "DATE" ] }, "dataSourceFieldName": { "type": "string" }, "dateFieldFormat": { "type": "string", "pattern": "yyyy-MM-dd'T'HH:mm:ss'Z'" } }, "required": [ "indexFieldName", "indexFieldType", "dataSourceFieldName" ] } ] } }, "required": [ "fieldMappings" ] } } }, "additionalProperties": { "type": "object", "properties": { "accountFilter":{ "type": "array", "items": { "type": "string" } }, "contactFilter":{ "type": "array", "items": { "type": "string" } }, "caseFilter":{ "type": "array", "items": { "type": "string" } }, "campaignFilter":{ "type": "array", "items": { "type": "string" } }, "contractFilter":{ "type": "array", "items": { "type": "string" } }, "groupFilter":{ "type": "array", "items": { "type": "string" } }, "leadFilter":{ "type": "array", "items": { "type": "string" } }, "productFilter":{ "type": "array", "items": { "type": "string" } }, "opportunityFilter":{ "type": "array", "items": { "type": "string" } }, "partnerFilter":{ "type": "array", "items": { "type": "string" } }, "pricebookFilter":{ "type": "array", "items": { "type": "string" } }, "ideaFilter":{ "type": "array", "items": { "type": "string" } }, "profileFilter":{ "type": "array", "items": { "type": "string" } }, "taskFilter":{ "type": "array", "items": { "type": "string" } }, "solutionFilter":{ "type": "array", "items": { "type": "string" } }, "userFilter":{ "type": "array", "items": { "type": "string" } }, "chatterFilter":{ "type": "array", "items": { "type": "string" } }, "documentFilter":{ "type": "array", "items": { "type": "string" } }, "knowledgeArticleFilter":{ "type": "array", "items": { "type": "string" } }, "customEntities":{ "type": "array", "items": { "type": "string" } }, "isCrawlAcl": { "type": "boolean" }, "maxFileSizeInMegaBytes": { "type": "string" }, "fieldForUserId": { "type": "string" }, "isCrawlAccount": { "type": "boolean" }, "isCrawlContact": { "type": "boolean" }, "isCrawlCase": { "type": "boolean" }, "isCrawlCampaign": { "type": "boolean" }, "isCrawlProduct": { "type": "boolean" }, "isCrawlLead": { "type": "boolean" }, "isCrawlContract": { "type": "boolean" }, "isCrawlPartner": { "type": "boolean" }, "isCrawlProfile": { "type": "boolean" }, "isCrawlIdea": { "type": "boolean" }, "isCrawlPricebook": { "type": "boolean" }, "isCrawlDocument": { "type": "boolean" }, "crawlSharedDocument": { "type": "boolean" }, "isCrawlGroup": { "type": "boolean" }, "isCrawlOpportunity": { "type": "boolean" }, "isCrawlChatter": { "type": "boolean" }, "isCrawlUser": { "type": "boolean" }, "isCrawlSolution":{ "type": "boolean" }, "isCrawlTask":{ "type": "boolean" }, "isCrawlAccountAttachments": { "type": "boolean" }, "isCrawlContactAttachments": { "type": "boolean" }, "isCrawlCaseAttachments": { "type": "boolean" }, "isCrawlCampaignAttachments": { "type": "boolean" }, "isCrawlLeadAttachments": { "type": "boolean" }, "isCrawlContractAttachments": { "type": "boolean" }, "isCrawlGroupAttachments": { "type": "boolean" }, "isCrawlOpportunityAttachments": { "type": "boolean" }, "isCrawlChatterAttachments": { "type": "boolean" }, "isCrawlSolutionAttachments":{ "type": "boolean" }, "isCrawlTaskAttachments":{ "type": "boolean" }, "isCrawlCustomEntityAttachments":{ "type": "boolean" }, "isCrawlKnowledgeArticles": { "type": "object", "properties": { "isCrawlDraft": { "type": "boolean" }, "isCrawlPublish": { "type": "boolean" }, "isCrawlArchived": { "type": "boolean" } } }, "inclusionDocumentFileTypePatterns":{ "type": "array", "items": { "type": "string" } }, "exclusionDocumentFileTypePatterns": { "type": "array", "items": { "type": "string" } }, "inclusionDocumentFileNamePatterns":{ "type": "array", "items": { "type": "string" } }, "exclusionDocumentFileNamePatterns": { "type": "array", "items": { "type": "string" } }, "inclusionAccountFileTypePatterns": { "type": "array", "items": { "type": "string" } }, "exclusionAccountFileTypePatterns": { "type": "array", "items": { "type": "string" } }, "inclusionAccountFileNamePatterns":{ "type": "array", "items": { "type": "string" } }, "exclusionAccountFileNamePatterns":{ "type": "array", "items": { "type": "string" } }, "inclusionCampaignFileTypePatterns": { "type": "array", "items": { "type": "string" } }, "exclusionCampaignFileTypePatterns": { "type": "array", "items": { "type": "string" } }, "inclusionCampaignFileNamePatterns":{ "type": "array", "items": { "type": "string" } }, "exclusionCampaignFileNamePatterns":{ "type": "array", "items": { "type": "string" } }, "inclusionCaseFileTypePatterns":{ "type": "array", "items": { "type": "string" } }, "exclusionCaseFileTypePatterns":{ "type": "array", "items": { "type": "string" } }, "inclusionCaseFileNamePatterns":{ "type": "array", "items": { "type": "string" } }, "exclusionCaseFileNamePatterns":{ "type": "array", "items": { "type": "string" } }, "inclusionContactFileTypePatterns":{ "type": "array", "items": { "type": "string" } }, "exclusionContactFileTypePatterns":{ "type": "array", "items": { "type": "string" } }, "inclusionContactFileNamePatterns":{ "type": "array", "items": { "type": "string" } }, "exclusionContactFileNamePatterns":{ "type": "array", "items": { "type": "string" } }, "inclusionContractFileTypePatterns":{ "type": "array", "items": { "type": "string" } }, "exclusionContractFileTypePatterns":{ "type": "array", "items": { "type": "string" } }, "inclusionContractFileNamePatterns":{ "type": "array", "items": { "type": "string" } }, "exclusionContractFileNamePatterns":{ "type": "array", "items": { "type": "string" } }, "inclusionLeadFileTypePatterns":{ "type": "array", "items": { "type": "string" } }, "exclusionLeadFileTypePatterns":{ "type": "array", "items": { "type": "string" } }, "inclusionLeadFileNamePatterns":{ "type": "array", "items": { "type": "string" } }, "exclusionLeadFileNamePatterns":{ "type": "array", "items": { "type": "string" } }, "inclusionOpportunityFileTypePatterns":{ "type": "array", "items": { "type": "string" } }, "exclusionOpportunityFileTypePatterns":{ "type": "array", "items": { "type": "string" } }, "inclusionOpportunityFileNamePatterns":{ "type": "array", "items": { "type": "string" } }, "exclusionOpportunityFileNamePatterns":{ "type": "array", "items": { "type": "string" } }, "inclusionSolutionFileTypePatterns":{ "type": "array", "items": { "type": "string" } }, "exclusionSolutionFileTypePatterns":{ "type": "array", "items": { "type": "string" } }, "inclusionSolutionFileNamePatterns":{ "type": "array", "items": { "type": "string" } }, "exclusionSolutionFileNamePatterns":{ "type": "array", "items": { "type": "string" } }, "inclusionTaskFileTypePatterns":{ "type": "array", "items": { "type": "string" } }, "exclusionTaskFileTypePatterns":{ "type": "array", "items": { "type": "string" } }, "inclusionTaskFileNamePatterns":{ "type": "array", "items": { "type": "string" } }, "exclusionTaskFileNamePatterns":{ "type": "array", "items": { "type": "string" } }, "inclusionGroupFileTypePatterns":{ "type": "array", "items": { "type": "string" } }, "exclusionGroupFileTypePatterns":{ "type": "array", "items": { "type": "string" } }, "inclusionGroupFileNamePatterns":{ "type": "array", "items": { "type": "string" } }, "exclusionGroupFileNamePatterns":{ "type": "array", "items": { "type": "string" } }, "inclusionChatterFileTypePatterns":{ "type": "array", "items": { "type": "string" } }, "exclusionChatterFileTypePatterns":{ "type": "array", "items": { "type": "string" } }, "inclusionChatterFileNamePatterns":{ "type": "array", "items": { "type": "string" } }, "exclusionChatterFileNamePatterns":{ "type": "array", "items": { "type": "string" } }, "inclusionCustomEntityFileTypePatterns":{ "type": "array", "items": { "type": "string" } }, "exclusionCustomEntityFileTypePatterns":{ "type": "array", "items": { "type": "string" } }, "inclusionCustomEntityFileNamePatterns":{ "type": "array", "items": { "type": "string" } }, "exclusionCustomEntityFileNamePatterns":{ "type": "array", "items": { "type": "string" } } }, "required": [] }, "enableIdentityCrawler": { "type": "boolean" }, "type": { "type": "string", "enum": [ "SALESFORCEV2", "SALESFORCE" ] }, "syncMode": { "type": "string", "enum": [ "FULL_CRAWL", "FORCED_FULL_CRAWL", "CHANGE_LOG" ] }, "secretArn": { "type": "string", "minLength": 20, "maxLength": 2048 } }, "version": { "type": "string", "anyOf": [ { "pattern": "1.0.0" } ] }, "required": [ "connectionConfiguration", "repositoryConfigurations", "syncMode", "additionalProperties", "secretArn", "type" ] }

The following table provides information about important JSON keys to configure.

Configuration Description
connectionConfiguration Configuration information for the endpoint for the data source.
repositoryEndpointMetadata The endpoint information for the data source.
hostUrl The URL of the Salesforce instance to be indexed.
repositoryConfigurations Configuration information for the content of the data source. For example, configuring specific types of content and field mappings.
  • account

  • contact

  • campaign

  • case

  • product

  • lead

  • contract

  • partner

  • profile

  • idea

  • pricebook

  • task

  • solution

  • attachment

  • user

  • document

  • knowledgeArticles

  • group

  • opportunity

  • chatter

  • customEntity

A list of objects that map the attributes or field names of your Salesforce entities to Amazon Q index field names.
additionalProperties Additional configuration options for your content in your data source.
  • accountFilter

  • contactFilter

  • caseFilter

  • campaignFilter

  • contractFilter

  • groupFilter

  • leadFilter

  • productFilter

  • opportunityFilter

  • partnerFilter

  • pricebookFilter

  • ideaFilter

  • profileFilter

  • taskFilter

  • solutionFilter

  • userFilter

  • chatterFilter

  • documentFilter

  • knowledgeArticleFilter

Filters to specify content for Amazon Q to crawl.
customEntities Custom entities that Amazon Q should crawl.

inclusionPatterns

  • inclusionDocumentFileTypePatterns

  • inclusionDocumentFileNamePatterns

  • inclusionAccountFileTypePatterns

  • inclusionCampaignFileTypePatterns

  • inclusionDocumentFileNamePatterns

  • inclusionCampaignFileNamePatterns

  • inclusionCaseFileTypePatterns

  • inclusionCaseFileNamePatterns

  • inclusionContactFileTypePatterns

  • inclusionContractFileNamePatterns

  • inclusionLeadFileTypePatterns

  • inclusionLeadFileNamePatterns

  • inclusionOpportunityFileTypePatterns

  • inclusionOpportunityFileNamePatterns

  • inclusionSolutionFileTypePatterns

  • inclusionSolutionFileNamePatterns

  • inclusionTaskFileTypePatterns

  • inclusionTaskFileNamePatterns

  • inclusionGroupFileTypePatterns

  • inclusionGroupFileNamePatterns

  • inclusionChatterFileTypePatterns

  • inclusionChatterFileNamePatterns

  • inclusionCustomEntityFileTypePatterns

  • inclusionCustomEntityFileNamePatterns

A list of regular expression patterns to include specific files in your Salesforce data source. Files that match the patterns are included in the index. Files that don't match the patterns are excluded from the index. If a file matches both an inclusion and exclusion pattern, the exclusion pattern takes precedence and the file isn't included in the index.

exclusionPatterns

  • exclusionDocumentFileTypePatterns

  • exclusionDocumentFileNamePatterns

  • exclusionAccountFileTypePatterns

  • exclusionCampaignFileTypePatterns

  • exclusionCampaignFileNamePatterns

  • exclusionCaseFileTypePatterns

  • exclusionCaseFileNamePatterns

  • exclusionContactFileTypePatterns

  • exclusionContractFileNamePatterns

  • exclusionLeadFileTypePatterns

  • exclusionLeadFileNamePatterns

  • exclusionOpportunityFileTypePatterns

  • exclusionOpportunityFileNamePatterns

  • exclusionSolutionFileTypePatterns

  • exclusionSolutionFileNamePatterns

  • exclusionTaskFileTypePatterns

  • exclusionTaskFileNamePatterns

  • exclusionGroupFileTypePatterns

  • exclusionGroupFileNamePatterns

  • exclusionChatterFileTypePatterns

  • exclusionChatterFileNamePatterns

  • exclusionCustomEntityFileTypePatterns

  • exclusionCustomEntityFileNamePatterns

A list of regular expression patterns to exclude specific files in your Salesforce data source. Files that match the patterns are excluded from the index. Files that don't match the patterns are included in the index. If a file matches both an exclusion and inclusion pattern, the exclusion pattern takes precedence and the file isn't included in the index.
isCrawlAcl Specify true to crawl access control information from documents.
Note

Amazon Q Business crawls ACL information by default to ensure responses are generated only from documents your end users have access to. See Authorization for more details.

maxFileSizeInMegaBytes Specify the maximum single file size limit in MBs that Amazon Q will crawl. Amazon Q will crawl only the files within the size limit you define. The default file size is 50MB. The maximum file size should be greater than 0MB and less than or equal to 50MB.
fieldForUserId Specify field to use for UserId for ACL crawling.
  • isCrawlAccount

  • isCrawlContact

  • isCrawlCase

  • isCrawlCampaign

  • isCrawlProduct

  • isCrawlLead

  • isCrawlContract

  • isCrawlPartner

  • isCrawlProfile

  • isCrawlIdea

  • isCrawlPricebook

  • isCrawlDocument

  • crawlSharedDocument

  • isCrawlGroup

  • isCrawlOpportunity

  • isCrawlChatter

  • isCrawlUser

  • isCrawlSolution

  • isCrawlTask

  • isCrawlAccountAttachments

  • isCrawlContactAttachments

  • isCrawlCaseAttachments

  • isCrawlCampaignAttachments

  • isCrawlLeadAttachments

  • isCrawlContractAttachments

  • isCrawlGroupAttachments

  • isCrawlOpportunityAttachments

  • isCrawlChatterAttachments

  • isCrawlSolutionAttachments

  • isCrawlTaskAttachments

  • isCrawlCustomEntityAttachments

  • isCrawlKnowledgeArticles

    • isCrawlDraft

    • isCrawlPublish

    • isCrawlArchived

true to index corresponding files in your Salesforce account.
type The type of data source. Specify SALESFORCE as your data source type.
enableIdentityCrawler true to activate identity crawler. Identity crawler is activated by default. Crawling identity information on users and groups with access to certain documents is useful for user context filtering. Search results are filtered based on the user or their group access to documents.
Note

Amazon Q Business crawls identity information from your data source by default to ensure responses are generated only from documents end users have access to. For more information, see Identity crawler.

syncMode Specify whether Amazon Q should update your index by syncing all documents or only new, modified, and deleted documents. You can choose between the following options:
  • Use FORCED_FULL_CRAWL to freshly re-crawl all content and replace existing content each time your data source syncs with your index

  • Use FULL_CRAWL to incrementally crawl only new, modified, and deleted content each time your data source syncs with your index

  • Use CHANGE_LOG to incrementally crawl only new and modified content each time your data source syncs with your index

secretARN The Amazon Resource Name (ARN) of an AWS Secrets Manager secret that contains the key-value pairs required to connect to your Salesforce data source. The secret must contain a JSON structure with the following keys:
{ "authenticationUrl": "The OAUTH endpoint that Amazon Q connects to get an OAUTH token.", "consumerKey": "The application public key generated when you created your Salesforce application.", "consumerSecret": "The application private key generated when you created your Salesforce application.", "password": "The password associated with the user logging in to the Salesforce instance.", "securityToken": "The token associated with the user account logging in to the Salesforce instance.", "username": "The user name of the user logging in to the Salesforce instance." }
version The version of this template that's currently supported.