Note: This documentation applies to the Standard, Plus, and Frontline editions of Gemini Enterprise. For information about the Business edition, see the Gemini Enterprise - Business edition Help Center .

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 IAMpage.
  Go to IAM
2. Locate the user account and click the edit Editicon.
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:

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

Gemini Enterprise
Select or create a Google Cloud project.
In the navigation menu, click Data stores.
Click Create data store.
In the Sourcesection, search for Salesforce, and click Select.
In the Datasection:
1. In the Authentication settingssection, 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 Loginand complete the Salesforce sign-in.
2. Click Continue.
3. In the Advanced optionssection, if you want to use the Salesforce sandbox instance, select the Use Sandboxcheckbox.
4. Click Continue.
5. In the Entities to searchsection, select at least one entity.
Note: You must select at least one entity to create the Salesforce data store. However, the Salesforce data store will search across all entities in your Salesforce app regardless of your selection.
Click Continue.
If you selected Federated search, navigate to Actionsand select the required actions to enable for the data store from the Select Salesforce actions to enablelist.

Note: If you skip adding actions in this step, you can add them later. For more information, see Add actions .

To view and manage the list of actions, see View and manage actions .
1. Click Continue.
In the Configurationsection:
1. From the Multi-regionlist, select the location for your data connector.
2. In the Your data connector namefield, 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 pageto do so. For more information, see Register a single-region key for third-party connectors .
  - Select Google-managed encryption keyor Cloud KMS key.
  - If you selected Cloud KMS key:
    - In the Key management typelist, select the appropriate type.
    - In the Cloud KMS keylist, select the key.
  For more information, see Customer-managed encryption keys .
Click Continue.
In the Billingsection, select General pricingor Configurable pricing. For more information, see Verify the billing status of your projects and Licenses .
Click Continue.
Click Create. Gemini Enterprise creates your data store and displays your data stores on the Data storespage.

On the Data Storespage, click your data store name to see the status. After the data store state changes from Creatingto 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:

In the console, go to the Gemini Enterprisepage.
Go to Console
In the navigation menu, click Data Stores.
Click Create Data Store.
On the Select a data sourcepage, scroll or search for Salesforce V2to connect your third-party source.
In the Authenticationssection, select the authentication method and enter the authentication information. For more information about obtaining authentication credentials, see Configure Salesforce for data ingestion data store .
In the Destinationssection, select Publicor Private.
1. For the Publicdestination type, you are not required to create the setup for service attachment. In the Login URLfield, enter your login URL to the Salesforce server.
2. For the Privatedestination 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.
Click Continue.
In the Entities to syncsection, 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 frequencyfor Full syncand the Incremental sync frequencyfor Incremental data sync. For more information, see Sync schedules .
Click Continue.
In the Configure your data connectorsection, 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 Storespage.
To check the status of your ingestion, go to the Data Storespage and click your data store name. The Connector statechanges from Creatingto Runningwhen it starts synchronizing data.