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Salesforce federated search is a simple integration of an existing Squirro project into the default search of Salesforce. No installation of a Salesforce App is required. |
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1. Enable the Opensearch API in Squirro
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2. Configure Federated Search within Salesforce
- Login to Salesforce and go to Setup
- Type 'External Data Sources' into the search box and select it.
- Click 'New External Data Source'
- Give it a Label and a Name. Select 'Federated Search: OpenSearch' as Type
- Enter the copied description xml URL from step 8 above into the field 'OpenSearchDescription URL'
- Click 'Save'
- Click 'Validate and Sync' on the next page
- Select your datasource in the table and click 'Sync'
- You're done, all Squirro items are now searched as well if you do a search within Salesforce standard search