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[8.16] Add known issue for salesforce DLS (#118489) #118500

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Dec 11, 2024
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[8.16] Add known issue for salesforce DLS (#118489) #118500

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28 changes: 20 additions & 8 deletions docs/reference/connector/docs/connectors-salesforce.asciidoc
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Original file line number Diff line number Diff line change
Expand Up @@ -200,7 +200,7 @@ Once the permissions are set, assign the Profiles, Permission Set or Permission
Follow these steps in Salesforce:

1. Navigate to `Administration` under the `Users` section.
2. Select `Users` and choose the user to set the permissions to.
2. Select `Users` and choose the user to set the permissions to.
3. Set the `Profile`, `Permission Set` or `Permission Set Groups` created in the earlier steps.

[discrete#es-connectors-salesforce-sync-rules]
Expand Down Expand Up @@ -249,7 +249,7 @@ Allowed values are *SOQL* and *SOSL*.
[
{
"query": "FIND {Salesforce} IN ALL FIELDS",
"language": "SOSL"
"language": "SOSL"
}
]
----
Expand Down Expand Up @@ -381,7 +381,13 @@ See <<es-connectors-content-extraction,content extraction>> for more specifics o
[discrete#es-connectors-salesforce-known-issues]
===== Known issues

There are currently no known issues for this connector.
* *DLS feature is "type-level" not "document-level"*
+
Salesforce DLS, added in 8.13.0, does not accomodate specific access controls to specific Salesforce Objects.
Instead, if a given user/group can have access to _any_ Objects of a given type (`Case`, `Lead`, `Opportunity`, etc), that user/group will appear in the `\_allow_access_control` list for _all_ of the Objects of that type.
See https://github.com/elastic/connectors/issues/3028 for more details.
+

Refer to <<es-connectors-known-issues,connector known issues>> for a list of known issues for all connectors.

[discrete#es-connectors-salesforce-security]
Expand All @@ -396,7 +402,7 @@ This connector is built with the {connectors-python}[Elastic connector framework

View the {connectors-python}/connectors/sources/salesforce.py[source code for this connector^] (branch _{connectors-branch}_, compatible with Elastic _{minor-version}_).

// Closing the collapsible section
// Closing the collapsible section
===============


Expand Down Expand Up @@ -598,7 +604,7 @@ Once the permissions are set, assign the Profiles, Permission Set or Permission
Follow these steps in Salesforce:

1. Navigate to `Administration` under the `Users` section.
2. Select `Users` and choose the user to set the permissions to.
2. Select `Users` and choose the user to set the permissions to.
3. Set the `Profile`, `Permission Set` or `Permission Set Groups` created in the earlier steps.

[discrete#es-connectors-salesforce-client-sync-rules]
Expand Down Expand Up @@ -648,7 +654,7 @@ Allowed values are *SOQL* and *SOSL*.
[
{
"query": "FIND {Salesforce} IN ALL FIELDS",
"language": "SOSL"
"language": "SOSL"
}
]
----
Expand Down Expand Up @@ -781,7 +787,13 @@ See <<es-connectors-content-extraction,content extraction>> for more specifics o
[discrete#es-connectors-salesforce-client-known-issues]
===== Known issues

There are currently no known issues for this connector.
* *DLS feature is "type-level" not "document-level"*
+
Salesforce DLS, added in 8.13.0, does not accomodate specific access controls to specific Salesforce Objects.
Instead, if a given user/group can have access to _any_ Objects of a given type (`Case`, `Lead`, `Opportunity`, etc), that user/group will appear in the `\_allow_access_control` list for _all_ of the Objects of that type.
See https://github.com/elastic/connectors/issues/3028 for more details.
+

Refer to <<es-connectors-known-issues,connector known issues>> for a list of known issues for all connectors.

[discrete#es-connectors-salesforce-client-security]
Expand All @@ -797,5 +809,5 @@ This connector is built with the {connectors-python}[Elastic connector framework
View the {connectors-python}/connectors/sources/salesforce.py[source code for this connector^] (branch _{connectors-branch}_, compatible with Elastic _{minor-version}_).


// Closing the collapsible section
// Closing the collapsible section
===============
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