Setting Up and Managing Federated Search

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This article provides instructions to set up InsideView as an external data source for Salesforce federated search

Note: The federated search feature is supported only in Salesforce’s Lightning edition. It is available for Salesforce Enterprise, Professional, Unlimited, and Developer licenses.

Prerequisites

In order to use federated search, a custom domain must be configured in your Salesforce instance. If the custom domain exists, go to the Configuring Federated Search section below.

To set up a custom domain for your Salesforce instance, follow these steps:

Step Description Details
1 Go to Setup Log in to Salesforce with admin user credentials and click Setup as shown below:

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2 Go to My Domain page Enter domain in the search box and select My Domain option under Company Settings.

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3 Register your domain In the My Domain page, enter your preferred domain name and click Check Availability.

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Once you enter the desired domain name, click Register Domain.

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Note: Custom domain registration might take some time. Refresh the page to view progress.

4 Deploy the custom domain Once your domain is registered, click Log in to deploy your domain.

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After you log in, the My Domain page opens. Click Deploy to Users to make the custom domain available for all users.

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Configuring Federated Search

Once you have configured a custom domain, follow these steps to install the InsideView Unified package and configure federated search.

Step Description Details
1 Install the InsideView package You can install InsideView in your Salesforce CRM either in the sandbox or production instance.

It is a best practice to install InsideView in your Salesforce CRM in the Sandbox first and then move to a production environment.

To install InsideView Unified package, follow the instructions in the Installing InsideView in Salesforce CRM article in our Knowledge Base.

Note: If you already have an older version of InsideView installed, follow the instructions in the Upgrading an Older Version of InsideView Sales to the Latest Version article in our Knowledge Base to upgrade to latest version.

2 Configure authentication URL for Sandbox If you are setting up Federated Search in a Salesforce Sandbox instance, follow these steps to configure the authentication URL:
  • Go to Setup > Identity Auth. Providers.
  • Edit InsideView.
  • Enter the following URL in the Authorize Endpoint URL field: https://login.insideview.com/oauth/login/v2/authorize?authHint=SALESFORCE_OAUTH2_SANDBOX&authType=oauth2&prompt=login

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  • Click Save.

Note: If you are setting up InsideView Federated Search on a Production environment, this step is not needed.

3 Authenticate the External Data Source To authenticate InsideView External Data Source, follow these steps:
  • Click the Settings icon at the top of the screen and select the Setup option.

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  • In the Setup page, enter External Data Sources in the Search bar and click the Search icon.
  • Select the External Data Sources option from the search results to view all third-party data sources available for your Salesforce instance.

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  • Select the InsideView external data source as illustrated below:

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  • In the External Data Source page, click Edit.

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  • In the External Data Source Edit page, select the Search results visible to all profiles and Start Authentication Flow on Save check boxes.

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  • Click Save. You will be redirected to the Salesforce login page. Log in with your admin user credentials to authenticate the InsideView external data source.
  • Click Allow and grant permission to the following items:
    • Access your basic information
    • Access and manage your data
    • Perform requests on your behalf at any time

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4 Validate and Sync Once the authentication process is completed, the External Data Source page opens. Verify that the Authentication Status has changed to Authenticated.

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Click Validate and Sync.

In the Validate External Data Source page, select the InsideView Accounts and InsideView Contacts check boxes and click Sync.

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Note: The sync process might take some time to complete. In case you receive a time out error, click Sync again. If you receive a timeout error again, follow the instructions in “Time limit exceeded” Error in our Knowledge Base to resolve this issue.

Once the sync is completed, InsideView Accounts and InsideView Contacts will be listed under External Objects on the External Data Source page as illustrated:

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5 Add InsideView custom tab To configure InsideView custom tab, follow the instructions in the Configuring InsideView in Page Layouts and the Custom Tab in Salesforce Lightning Edition article in our Knowledge Base.
5 Use federated search To use the InsideView federated search, open any Salesforce app in App Launcher and enter your search keyword on the Salesforce search bar. To learn more tips and tricks on how to use federated search, read the Search Tips article in our Knowledge Base.
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