Install a Search Client in Salesforce Communities (Lightning)

Find information faster on Salesforce Communities with SearchUnify. This article takes you through the steps of installing and setting up a SearchUnify client in Salesforce Communities.

PREREQUISITES.

1. Download your search client.
2. Enable Salesforce Communities.

A. Installation

  1. Unzip the search client and open readme.
  2. Copy the package link.

  3. Paste the link in your browser window and install SearchUnify Lightning Community for All Users.

  4. Click View in another browser for configuration.

B. Configuration

The data flow between SearchUnify and your Salesforce org is managed through Remote Sites, of which two must be created before you can proceed with configuration.

Related: How to Create Remote Sites in Salesforce?.

  1. Select your community for configuration from the drop down.

  2. Copy the Service Endpoint and UID from readme. (Install Search Client, Step 2)

  3. Enter your Service Endpoint, Provision Key, and UID. Also enter the page where the search results will be displayed.

    Important. The Provision Key will be shared by your SearchUnify representative.

    Important. Select or create a page with full-width and only one column. The page name should be limited to lowercase letters and hyphens. Spaces are not allowed.

  4. Click Process.
  5. Open your community in the Builder mode. (From Setup, go to All Communities through Quick Find Box, and click Builder.)
  6. Move to Security from .
  7. Select Allow Inline Scripts and Script Access to Whitelisted Third-party Hosts from the Script Security Level dropdown.

  8. Click from the sidebar, select Theme, and enter Configure.

  9. Click , and from the Search Component drop-down select SUAuthBanner_1234 (where 1234 are the first four digits of your UID).

  10. Drag SUAuthSearch_1234 (where 1234 are the first four digits of your UID) to the Content section of the page you have selected or created.

You have successfully installed SearchUnify on Salesforce Communities.

C. Further Customization (Optional)

Besides SUSearchUnifyHeaderDymamic and SUBannerComponent, SearchUnify Lightning Community offers the following components. Use them to further enhance user experience.

  • SUListComponentDynamics for customizing search results pages. Its attributes are pagesize, modalOpen, pageHeaderTitle, gotoSearchPageText, noResultFoundMsg, openNewTab, showMetadata, and showResultbody.
  • SUSearchComponent_< first_four_value_of_search_client > provides five attributes: noSearchResultFoundMsg, defaultFilterCollapse, defaultSearchPage, pageSize, and searchString.
  • SURecommendedDataDynamic to manage recommendations. Its attributes are recommendedHeading and pageSize.
  • SU Ltng Analytics on Case provides search data of the user who has raised that case.

Last updatedTuesday, June 23, 2020