[O11y][Salesforce] Add custom field for _id and update dashboard by rajvi-patel-22 · Pull Request #6041 · elastic/integrations

rajvi-patel-22 · 2023-05-01T05:20:58Z

Enhancement

What does this PR do?

Create one custom field salesforce.login.document_id and copy the value of _id field into salesforce.login.document_id.
Replace _id field with salesforce.login.document_id in [Logs Salesforce] Login dashboard.
Replace _id field with event_id in [Logs Salesforce] Setup Audit Trail dashboard.

Checklist

I have reviewed tips for building integrations and this pull request is aligned with them.
I have added an entry to my package's changelog.yml file.
I have verified that Kibana version constraints are current according to guidelines.

Screenshots

Related Issues

Note When user will upgrade to the newer version, salesforce.login.document_id field will be added only to the new incoming documents. The data that is already present in indices will not get updated. Hence, the Changes made in the setup [Logs Salesforce] visualization will show documents which have salesforce.login.document_id field present (documents that have been ingested after upgrading to the latest version). Reindexing can be recommended in case the user wish to see the old information following the change (adoption of document_id) as the new field to store the values presently stored under _id. Please refer to the troubleshooting section of README.

elasticmachine · 2023-05-01T05:37:58Z

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agithomas · 2023-05-01T13:27:12Z

 2. Click on the Connected App name created by the user to generate the client id and client secret (Refer to Client Key and Client Secret for Authentication) under the Master Label.
 3. Click on Edit Policies, and select `Relax IP restrictions` from the dropdown for IP Relaxation.

+- If **Login events table [Logs Salesforce]** does not display older documents after upgrading to ``0.7.0`` or later versions, then this issue can be solved by reindexing the ``login_rest`` data stream's indices.


I believe, there exist there are two cases under the troubleshooting section.

Please separate out two cases . Currently it is difficult to find out the 2 cases of troubleshooting . Formatting must be adjusted too.

agithomas · 2023-05-01T13:27:40Z

+}
+```
+
+5. Verify data is reindexed completely.


How to you verify this?

This is the example response of reindex API. If there would be any failure it would be verified via failures parameter. Otherwise total should be equal to addition of created and updated documents.

{ "took": 308, "timed_out": false, "total": 100, "updated": 0, "created": 100, "deleted": 0, "batches": 1, "version_conflicts": 0, "noops": 0, "retries": { "bulk": 0, "search": 0 }, "throttled_millis": 0, "requests_per_second": -1, "throttled_until_millis": 0, "failures": [] }

agithomas · 2023-05-01T13:29:56Z

@@ -1,4 +1,9 @@
 # newer versions go on top
+- version: 0.7.0


Shouldn't this be a bugfix with version number 0.6.1?

The meta fields are supported in dashboards till 8.4.0. But after 8.4.0, the dashboard shows an error. Should we consider it bugfix because this issue occurred due to functional changes of meta fields?

agithomas · 2023-05-01T13:30:58Z

 2. Click on the Connected App name created by the user to generate the client id and client secret (Refer to Client Key and Client Secret for Authentication) under the Master Label.
 3. Click on Edit Policies, and select `Relax IP restrictions` from the dropdown for IP Relaxation.

+- If **Login events table [Logs Salesforce]** does not display older documents after upgrading to ``0.7.0`` or later versions, then this issue can be solved by reindexing the ``login_rest`` data stream's indices.


This depends on the discussion whether the package version is 0.6.1 or 0.7.0. TBD

agithomas · 2023-05-01T13:33:37Z

 # newer versions go on top
+- version: 0.7.0
+  changes:
+    - description: Add custom field for _id and update dashboards.


The description is too technical and around some low level details.

I believe the core of the issue is the PR indent to make the dashboard compatible with certain version of Lens. It is what must be put under the changelog

description: Make dashboard compatible with meta fields for Kibana 8.6.0 and above

Let me know if this looks good to you?

agithomas · 2023-05-01T13:33:52Z

 name: salesforce
 title: Salesforce
-version: 0.6.0
+version: 0.7.0


…y-salesforce-update-id-field-in-dashboard

agithomas · 2023-05-05T05:34:42Z


+### Missing old events in **Login events table [Logs Salesforce]** panel
+
+If **Login events table [Logs Salesforce]** does not display older documents after upgrading to ``0.8.0`` or later versions, then this issue can be solved by reindexing the ``login_rest`` data stream's indices.


Please remove this phrase - [Logs Salesforce]

agithomas · 2023-05-05T05:35:31Z

 2. Click on the Connected App name created by the user to generate the client id and client secret (Refer to Client Key and Client Secret for Authentication) under the Master Label.
 3. Click on Edit Policies, and select `Relax IP restrictions` from the dropdown for IP Relaxation.

+### Missing old events in **Login events table [Logs Salesforce]** panel


Please remove this phrase - [Logs Salesforce]

agithomas · 2023-05-05T05:39:09Z

+```
+
+```
+DELETE /_data_stream/<data_stream>


Quiet a lot of things happening here.
You can have delete datastream and index template as a next step.

Also, Keep the examples of deleting datastream and index template together , keep templates of delete datastream & index template together

I have updated the PR.

agikthomas

LGTM!

agikthomas

LGTM

agithomas

LGTM!

elasticmachine · 2023-05-08T05:54:56Z

Package salesforce - 0.8.0 containing this change is available at https://epr.elastic.co/search?package=salesforce

…stic#6041) * Add custom field for _id and update dashboards * Update troubleshooting section of README * Update changelog * Update troubleshooting steps in README

Add custom field for _id and update dashboards

bf58225

rajvi-patel-22 added 2 commits May 1, 2023 12:15

Update troubleshooting section of README

3503cb7

Update changelog

1870938

rajvi-patel-22 marked this pull request as ready for review May 1, 2023 11:11

rajvi-patel-22 requested a review from a team as a code owner May 1, 2023 11:11

kush-elastic added the Integration:salesforce Salesforce label May 1, 2023

kush-elastic requested a review from agithomas May 1, 2023 11:25

agithomas requested a review from lalit-satapathy May 1, 2023 11:31

milan-elastic approved these changes May 1, 2023

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agithomas reviewed May 1, 2023

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Merge branch 'main' of github.com:rajvi-elastic/integrations into oll…

ae533f7

…y-salesforce-update-id-field-in-dashboard

rajvi-patel-22 requested a review from agithomas May 3, 2023 11:19

agithomas reviewed May 5, 2023

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Update troubleshooting steps in README

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rajvi-patel-22 requested a review from agithomas May 5, 2023 09:16

agikthomas approved these changes May 8, 2023

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agithomas approved these changes May 8, 2023

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kush-elastic merged commit cc0ea78 into elastic:main May 8, 2023

rajvi-patel-22 mentioned this pull request May 8, 2023

[O11y][Salesforce] Update _id field in Salesforce dashboard #5876

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[O11y][Salesforce] Add custom field for _id and update dashboard - #6041

[O11y][Salesforce] Add custom field for _id and update dashboard #6041
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		### Missing old events in Login events table [Logs Salesforce] panel

		If Login events table [Logs Salesforce] does not display older documents after upgrading to ``0.8.0`` or later versions, then this issue can be solved by reindexing the ``login_rest`` data stream's indices.

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elasticmachine commented May 8, 2023

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