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Data Connector Configuration

Overview​

This guide covers how to configure Data Connectors in Salesforce. There are two layers of configuration:

  1. General configuration – Applies to all data connectors

  2. Connector-specific configuration – Applies to individual connectors like Recherche Entreprise, iRaiser Connector, etc.

General Configuration​

These steps must be completed for every data connector:

  1. Assign Permission Sets – Give users access.
  2. Create a Data Connector – Define the connector and its type.

Access & Permissions​

To ensure the module works correctly and securely, users must be granted access to key components:

Permission Set: Mobee Data Connector​

Assign this permission set to all users who will use the Data Connector. It includes:

  • Access to Apex classes used by the connector
  • Access to Lightning Web Components (LWC)
  • Access to the external credentials used by the named credentials that rely on it
  • Object and field permissions (read/create on the connector objects)

❗ Without this permission set, users will encounter authorization errors when attempting to use the connector.

Steps to Assign the Permission Set​

  1. Go to Setup → Users
    Setup Users


  2. Go to the desired User
    Go to User


  3. In the user detail page, scroll down to Permission Set Assignments → Click "Edit Assignments"
    Edit Permission Set Assignments


  4. Select Mobee Data Connector from the list on the left → Click "Add" → Save
    Add Mobee Data Connector


  5. Verify that the permission set is now listed under the user's assignments
    Permission Set Assigned


Create a Data Connector​

  1. Open the Data Connector tab

    • In the Salesforce App Launcher, search for Data Connectors.

    Search Data Connector Object

  2. Create a new Data Connector

    • Click New.

    Create Data Connector

  3. Fill in the connector details

    • Enter a Connector Name
    • Select the appropriate Connector Type

    Fill Data Connector

📌 After saving, your connector is ready to be linked to table definitions and mappings.

Connector-specific Configuration​

Once the steps above are completed, continue with the configuration guide for your specific connector:

Data ConnectorDocumentation
Recherche EntrepriseView Guide
iRaiser(Coming soon)

📌 Each connector may require additional setup steps depending on its API structure and business use case.