Use Salesforce As a Content Source

Index all your Salesforce objects and make them searchable for quick reference.

Prerequisites

Licenses

  • Salesforce Platform license.
  • Knowledge User license if you are attempting to index articles
  • Right set of permissions; see the Permissions Chart for details

Permissions Chart

Type Sub-Type Name Use
Profile-Level Permission Administrative Permissions API Enabled Call SearchUnify APIs.
View Setup and Configuration Apply Salesforce access control settings to search results.
View All Data Index the items in the feed items.
Manage Data Categories Index data categories. Set the visibility of a Standard data categories to All and the visibility of a Custom data categories to a user role.
General User Permissions Manage Articles Index articles.
Manage Cases Index cases.
Standard Object Permissions Read Index only the objects with the Read permission.
Article Type Permissions Read Index only the articles with the Read permission.
Community Members   Community Member Index navigational topics.

Establish a Connection

  1. Navigate to Content Sources.

  2. Click Add new content source.

  1. Select Salesforce.

  2. Give your content source a name.

  3. Select Sandbox or Production in Client URL. Your selection will decide if SearchUnify indexes the data in your sandbox or production.

  4. Click Connect.

  5. If you are already logged in Salesforce in another tab, you will greeted by a Connection Successful message. Click next.

Set Up Crawl Frequency

  1. Click to fire up a calendar and select a date. Only the Salesforce objects created or updated after the selected date will be indexed.

  2. Use the Frequency dropdown to select how often SearchUnify should index the Salesforce objects in your instance..

  3. Click Set.

Select Content Fields for Indexing

  1. You can decide which object fields are indexed. SearchUnify supports standard and custom object fields. To selection a object, enter its Object API name. The list of valid object API names can be found in the second column of Object Manager. (Log into Salesforce to view.)

    NOTE.

    SearchUnify supports the indexing of record fields as well. You might want to crawl them if your knowledge base is hosted on a Salesforce org.

    To index article drafts, use enter knowledge__kav_draft in the Object API field.

  2. Add Object will become clickable if the name API name is valid. Otherwise you will receive a warning.

  3. After entering a valid API name, enter a label and click Add Object.

  4. After adding the objects, the next task is to select object fields (content fields) for indexing. Click to select a content field.

  5. Advanced users can add properties—such as createdDate and accountDescription—one at a time. They can further change a property's label, type, and searchability. For everyone else, the safest option is to click Add all and Save.

  6. Repeat the previous step with all the objects and press Save.

You have successfully added Salesforce as a content source.

 

Last updatedFriday, September 25, 2020