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.
Setup
1. Enable the Opensearch API in Squirro
- Identify the project id of the Squirro project you want to integrate into Salesforce via federated search.
- Generate a non-admin, read-only user for this project. Generate an API token for this user.
Add a configuration section to /etc/squirro/frontend.ini with the following content:
[opensearch_api] # Whitelist all project ids that expose the opensearch API. # Only configure projects here that contain public data as of today we have no # authentication in place. # Multiple projects can be separated by comma. project_ids = abc... # use a read-only api token for a non-admin user. token = abc... #query cache time in seconds query_cache_ttl = 60
- Restart the frontend service
- Navigate to the settings page of the configured project
- Click on the 'Opensearch API' Studio Plugin link on the left
- Click on the 'GO TO DESCRIPTION XML' button
- Copy the URL of the description xml file. You'll need this for setting up Salesforce.
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