How to enable federated search in Salesforce communities?
Assign this permission set to anyone who needs to use search for content outside Salesforce. We can also enable this federated search in Communities by updating global Search Component and giving community members access to this newly created permission set.
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.
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.