Install a Search Client in Salesforce (Internal Users)

Find information faster right inside Salesforce (Sales Cloud, Service Cloud, and others) with SearchUnify. This article first explains how the search client for Internal users handles permissions and then takes you through the steps of installing and setting up a SearchUnify client in Salesforce.

Salesforce Default Permissions

Search clients on your org adhere to default Salesforce positions, which means that a Guest User cannot see any cases on the search results page and a Partner can see all the cases concerning his or her Contacts. The table summarizes the default permissions followed on the Salesforce search client.

Permissions Chart

Object	User Type	User can see
Cases	Internal	All the cases in an org.
	Partner	All the cases that belong to the Partner's account.
	Guest User	No cases are visible.
	Customer	All the cases that belong to the Customer's contacts.
Articles	Internal	All the articles in Knowledge.
	Partner	All the Public articles and the articles visible to the Partner.
	Guest User	All the Public articles.
	Customer	All the Public articles and all the articles visible to the Customer.
Group Feed	Internal	All feeds of all the groups.
	External	All feeds of the groups of which the user is a member and all feeds from public groups.
	All	All feeds of all the groups.
	Guest	All feeds from public groups.
User Feed	Internal	All feeds of all the users.
	External	All feeds of all the users.

Installation Overview

Prerequisites

• Connection between the search client and at least one Salesforce content source

Install the Search Client

1. Visit Salesforce AppExchange, look up "searchunify", and open the top listing, SearchUnify - Cognitive Search & Insights for Salesforce.

   

2. Click Get It Now.

   

3. If prompted, log in with your Salesforce admin credentials.

   

4. It's usually a good practice to install an app on Sandbox, instead of Production.

   

5. Install the app for All Users. A warning might come up. Overlook it and proceed with installation.

   

In the end an Installation Successful message will greet you.

Configure Your Client

1. Click Salesforce App Launcher and then View All.

   

2. Find SearchUnify Configuration and click it open.

   

3. Create a remote site using URL on the Search Configuration screen.
   How to Create Remote Sites in Salesforce?

   Check out this document.

   

4. Select Internal from Choose Search Platform. A configurations page will appear. Enter the details and click Process.
   • Enter Service Endpoint. It is your SearchUnify instance URL.
   • Enter Provision Key. You can get it from your SearchUnify representative.
   • Enter UID. It is your search client ID.
   • Enter jwt token expiration time(time should be in minutes). Enter any integer. The suggested value is 120.

   

5. Spot this message to confirm a successful configuration.

   

6. From the app launch menu, go to SearchUnify Vf Internal.

   

7. Click SearchUnifyInternal to launch the search client.

   

8. Start searching.