Files
ragflow/rag
web-dev0521 1d7e45115b feat(connectors): add Salesforce CRM data source connector (#15462)
### What problem does this PR solve?

Closes #15461.

RAGFlow had no way to ingest Salesforce CRM data, so support / sales
teams couldn't ground responses on live Accounts, Contacts,
Opportunities, Cases, or Knowledge articles. This adds a first-class
Salesforce data source connector that authenticates against a Connected
App via OAuth 2.0 client-credentials, queries selected SObjects via
SOQL, and turns each record into an indexable document with incremental
sync.

**Highlights**
- `common/data_source/salesforce_connector.py`: new
`SalesforceConnector` (`CheckpointedConnectorWithPermSync` +
`SlimConnectorWithPermSync`).
- OAuth 2.0 client-credentials flow; canonical `instance_url` from the
token response so multi-pod orgs route correctly.
- Per-object `SystemModstamp` cursor stored in
`SalesforceCheckpoint.cursors` — a failure mid-object doesn't rewind
sibling objects, and re-syncs only fetch changed rows.
- Deterministic record-to-text formatter (sorted keys) so SOQL field
reordering on the server doesn't mark every row "changed" on each poll.
- `_get_json` raises on non-2xx so 429 / 5xx never silently advance the
checkpoint past missing data.
- `Knowledge__kav` is in the default object set but is skipped silently
when the org doesn't have Salesforce Knowledge enabled (404 on
describe).
- Slim-doc IDs are scoped as `<Object>/<Id>` so prune deletes can't
collide across object types.
- `common/constants.py`, `common/data_source/config.py`,
`common/data_source/__init__.py`: register `salesforce` in `FileSource`
/ `DocumentSource` and export `SalesforceConnector`.
- `rag/svr/sync_data_source.py`: new `Salesforce(SyncBase)` class routed
through `load_from_checkpoint` (poll_source would re-walk every object
each run) and added to `func_factory`.
- Frontend:
- `web/src/pages/user-setting/data-source/constant/index.tsx`: new
`DataSourceKey.SALESFORCE`, form fields (instance URL, client ID/secret,
objects, api_version, batch size), `syncDeletedFiles` capability,
default form values, and tile entry with the new icon.
  - `web/src/locales/{en,zh}.ts`: description + per-field tooltips.
- `web/src/assets/svg/data-source/salesforce.svg`: 48x48 brand-style
icon to match the other Microsoft / cloud tiles.

**Verification**
- `npm run build` (vite + esbuild) passes (1m 26s).

### Type of change

- [x] New Feature (non-breaking change which adds functionality)
2026-06-05 13:24:36 +08:00
..
2025-12-31 17:18:30 +08:00