Salesforce is the world’s #1 customer relationship management (CRM) platform. They offer cloud-based applications for sales, service, marketing, and more without requiring IT experts to set up or manage — simply log in and start connecting to customers in a whole new way.'s customer relationship management (CRM) service is broken down into several broad categories: Commerce Cloud, Sales Cloud, Service Cloud, Data Cloud (including Jigsaw), Marketing Cloud, Community Cloud (including Chatter), Analytics Cloud, App Cloud, and IoT with over 100,000 customers.

Organizations who leverage Salesforce can now extend the reach of this data into their existing search indexes via the BA Insight Connectivity Hub and our Salesforce Connector.

The key capabilities of the Salesforce Connector for Elasticsearch, Elastic Cloud, and Elastic Cloud Enterprise are:

  • Provides both full and incremental ingestion of content into the index of your choice
  • Provides all management of security, role, and access list management, requiring no specialized security software or search index add-ons
  • Supports all objects types within Salesforce, even custom objects
  • Supports filtering of the Salesforce content, allowing administrators to define specifically which data is sent for ingestion into the search index
  • Brings all associated metadata into the search index to drive refinement and relevancy
  • Supports attachments, structured data, and unstructured data

The benefits of including Salesforce data within your Elasticsearch, Elastic Cloud, and Elastic Cloud Enterprise are:

  • Provides enhanced search capabilities into your existing search application, while ensuring Salesforce retains the master information
  • Increases adoption of Salesforce via direct links back into Salesforce to any content found by a user
  • Indexes with a very high throughput
  • Minimal impact of the source system, even helping to improve source system performance by offloading taxing search features
  • Requires no custom code, with full support and enhancements

Future-proof Your Investment

As new versions of Elasticsearch, Elastic Cloud, and Elastic Cloud Enterprise are released, new features and functionality are introduced, and the same is true of new releases of Salesforce. BA Insight takes on the burden of keeping the connector up to date for both Salesforce and the Elastic search engine. The upgrades are easy to do and can be done by your IT organization. It is simply a matter of accessing the BA Insight customer portal, downloading the latest release, and installing and configuring it. If desired, our professional services team can handle the upgrades.

Drive Productivity

By connecting Salesforce to your Elastic search engine, you increase adoption of your intranet, improving organizational efficiency and productivity.