salesforce: Update documentation and field descriptions

[shmsr]

Proposed commit message

Improve and update the documentation as per the latest Salesforce release. This PR also improves field descriptions.

Summary of changes:

• Fix grammar and ensure consistent casing
• Use backticks consistently (no asterisks)
• Update content to be latest
• Add authentication mechanisms section and also fix sub headings
• Fix minor bugs
• Improve field descriptions for clarity
• Restructure with better headings/sub-headings
• Add more Salesforce official links related to auth, deprecation notice, change in steps, etc.
• Documentation now follows the new documentation guidelines

Checklist

• I have reviewed tips for building integrations and this pull request is aligned with them.
• I have verified that all data streams collect metrics or logs.
• I have added an entry to my package's changelog.yml file.
• I have verified that Kibana version constraints are current according to guidelines.
• I have verified that any added dashboard complies with Kibana's Dashboard good practices

[Copilot]

Pull Request Overview

This PR updates the Salesforce integration documentation to reflect the latest Winter '26 (v65.0) release and improves field descriptions throughout the package. The changes modernize authentication guidance and enhance clarity for users.

Key changes:

• Updated compatibility information from Spring '22/Summer '24 to Winter '26 (v65.0)
• Enhanced authentication documentation with clearer JWT bearer and Username-Password flow instructions
• Improved field descriptions across data streams for better clarity and consistency

Reviewed Changes

Copilot reviewed 9 out of 9 changed files in this pull request and generated 2 comments.

Show a summary per file

File	Description
packages/salesforce/docs/README.md	Updated version compatibility, enhanced authentication methods documentation, improved field descriptions
packages/salesforce/_dev/build/docs/README.md	Mirror of main README updates for build documentation
packages/salesforce/data_stream/setupaudittrail/manifest.yml	Improved configuration field descriptions
packages/salesforce/data_stream/setupaudittrail/fields/fields.yml	Enhanced field descriptions for better clarity
packages/salesforce/data_stream/logout/manifest.yml	Improved configuration field descriptions
packages/salesforce/data_stream/logout/fields/fields.yml	Enhanced field descriptions and corrected terminology
packages/salesforce/data_stream/login/manifest.yml	Improved configuration field descriptions
packages/salesforce/data_stream/login/fields/fields.yml	Enhanced field descriptions for consistency
packages/salesforce/data_stream/apex/manifest.yml	Improved configuration field descriptions

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[Copilot]

Pull Request Overview

Copilot reviewed 9 out of 9 changed files in this pull request and generated no new comments.

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[Copilot]

Pull Request Overview

Copilot reviewed 11 out of 11 changed files in this pull request and generated no new comments.

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[alaudazzi]

@shmsr the new structure looks good 👍

[alaudazzi]

🚀

[botelastic]

Hi! We just realized that we haven't looked into this PR in a while. We're sorry! We're labeling this issue as Stale to make it hit our filters and make sure we get back to it as soon as possible. In the meantime, it'd be extremely helpful if you could take a look at it as well and confirm its relevance. A simple comment with a nice emoji will be enough :+1. Thank you for your contribution!

[Copilot]

Pull request overview

Copilot reviewed 11 out of 11 changed files in this pull request and generated 12 comments.

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[devamanv]

Looks good! Just one question about the use of double-quotes around the description Text. It doesn't seem to be consistent. Do we want to remove them or keep them at all places?

[shmsr]

Looks good! Just one question about the use of double-quotes around the description Text. It doesn't seem to be consistent. Do we want to remove them or keep them at all places?

Makes sense. As it is for field descriptions, I will create a new dedicated PR for that.

[elastic-vault-github-plugin-prod]

🚀 Benchmarks report

To see the full report comment with /test benchmark fullreport

[elasticmachine]

💚 Build Succeeded

• Buildkite Build
• Commit: 57e5e54

History

• 💔 Build #35614 failed 2456458
• 💔 Build #32509 failed bf368aa
• 💔 Build #32480 failed 3739121
• 💔 Build #32463 failed fe9753c

cc @shmsr

[elastic-vault-github-plugin-prod]

Package salesforce - 1.7.0 containing this change is available at https://epr.elastic.co/package/salesforce/1.7.0/