Install a Search Client in Salesforce Console

Find information right inside your console. This article takes you through the steps of installing and setting up a SearchUnify client in Salesforce Console. The installation consists of four (Classic) or five (Lightning) steps.

Installation Overview

Become a Knowledge User

  1. From in Salesforce, go to Quick Find Box and look up "users."

  2. Click Edit and check the Knowledge User box.

Enable Lightning Knowledge

Skip this step if you want to continue using Salesforce Classic to create and store articles.

  1. Find Knowledge Settings from Quick Find Box.

  2. Check Yes, I understand the impact of enabling Salesforce Knowledge. and click Enable Lightning Knowledge.

Install a 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 the 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.

  1. Select Console from Choose Search Platform. A configurations page will appear. Enter the details and click Process.
    • Select your application for Configuration. Choose either Sales Console or Service Console. The search client will be installed in the chosen console.
    • 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.

 

Create a Custom Component

Activate Results Scrolling

  1. Copy the <div> snippet from readme.

  2. Log into your SearchUnify instance.
  3. Go to Search Clients > Edit > Designer.
  4. Paste the <div> in the CSS tab of Search Results Page and click Update.

Result

Once the entire process is complete, you can open the app from App Launcher and start searching.

Find the App

To use the app, look up your component from App Launcher.

Usage

Upon installation, SearchUnify is added to the utility bar. Click it to launch the search client.

When the search client is launched, it presents results related to the case opened or active in the Primary Tab.When you switch between two Primary Tabs, the results page refreshes — so that the results are related to the active case. Navigation between subtabs doesn't refresh results.

Agents who run complex searches on a regular basis or need more information to scan simultaneously can switch to full-screen view by clicking .

Last updatedFriday, November 27, 2020