- In Salesforce Setup, search for and open External Data Sources.
- Click New External Data Source.
- Enter a name for the connection. ...
- Select Federated Search: OpenSearch for the Type.
- Select the appropriate authentication method for your source site.
What is federated search in Salesforce?
With Federated Search, users can search for external documents while working in Salesforce Classic, Salesforce Console, or Lightning Experience. Users quickly find the information they need and avoid the hassle of using multiple search engines. For admins, the setup process is similar to connecting external data sources to Salesforce.
Is federated search compliant with the OpenSearch specification?
Our Federated Search Developer Guide follows the OpenSearch specification, with additional Salesforce extensions. External search providers, like Google or Bing, who conform to this API remain fully compliant to the OpenSearch specification. Do your users often access data from Dropbox, Confluence, or SharePoint?
How to bring AI-powered search to your Salesforce content for free?
Community Cloud Lightning customers can bring AI-powered search on their Salesforce content for Free by installing the Coveo for Salesforce Free Edition on the AppExchange. Docurated is a sales and marketing content distribution platform that helps enterprises increase the effectiveness of buyer conversations.
What are the external search providers for Salesforce?
Salesforce has partnered with external search providers Docurated, and Swiftype, so your users can search any of the sites that they search—Google, YouTube, Wikipedia, Confluence, SharePoint, and many others.
What is federated search in Salesforce?
With federated search, users can search data stored in repositories outside of Salesforce while remaining inside the Salesforce user interface. For example, a team member can use Salesforce global search and see results from external search engines.
What is federated search engine?
Federated searching (also known as meta-searching or cross-database searching) is a technology that allows users to search many networked information resources from one interface.
How is federated search implemented?
How to implement federated search?Platforms you want to connect.The user interface of search.All adjustment to search results (ranking adjustments, synonyms, languages)Importance of analytics (especially valuable for website search solutions)
What is the difference between federated search and discovery service?
Discovery services are search interfaces to pre-indexed metadata and/or full text documents. Discovery services differ from federated search applications in that discovery services don't search live sources. The searching is done on pre-indexed data, meaning that results are returned for the user very rapidly.
How Federated Search Could Work for Your Org
Do your service reps often reference articles stored in SharePoint or Confluence? Or rely on Dropbox or Box to send and receive sales contracts or product materials? Going back and forth and running multiple queries can be frustrating and time wasting.
More Search Options for Your Org
Federated Search accommodates all our customers, whether you use a homegrown or enterprise search engine.
Setting It Up
With a few, simple setup steps, your users can get external sources in their search results. If you’ve added external data sources, the process is the same, just use the OpenSearch type. But if you haven’t, t Salesforce Help guides you through the process.
Set Up Synonym Groups
Somewhere in Capricorn Coffee’s customer site, a heated debate is under way, prompted by a simple and innocent question: “Is it espresso or expresso ?”
Add Search Results from External Sources with Federated Search
There’s a lot of information out there. Why not use it? It’s great to create content for your site that’s specific to your customers and their needs. Sometimes, though, a Wikipedia article can do just fine. With Federated Search, you can serve up all kinds of outside content, right inside your site.