Salesforce Federated Search Installation#
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.
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.iniwith 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 the Opensearch API Studio Plugin link on the left
Click GO TO DESCRIPTION XML
Copy the URL of the description xml file. You’ll need this for setting up Salesforce.
2. Configure Federated Search within Salesforce#
Log in 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 Validate and Sync on the next page
Select your datasource in the table and click Sync
You’re done! Now, all Squirro items are now searched within Salesforce standard search.