Deep Search for Salesforce

Workflow gets bogged down in humans preparing data for the next step. KonaSearch automates data curation and accelerates your business by delivering the necessary information from across data silos by knowing who the user and business are.

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Workflows Accelerated

Every moment you spend looking for information takes time away from selling, servicing, or supporting customers. KonaSearch speeds up your business by automating the steps around searching for information in your workflow.

How? By Doing, Not Just Searching

Requiring people to manually curate, reformat, filter, prioritize, and explore data to fulfill a task is hugely inefficient. Instead, let KonaSearch use the full context of the user’s role and the business task to pull the needed data from silos to kick off the next step.

Tailored to Your Business

Building a custom search page or dashboard in KonaSearch is easy and lightweight, like choosing items from a buffet, not altering a suit to fit. How’s that possible? The heavy lifting of getting data out of the various systems is done. The dashboard just determines where and how you want the information to appear.

4.9 star average rating

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A super-easy tool to use, returns perfect (relevant!) results in nanoseconds/faster than the speed of light/quicker than Google.

Comprehensive Search of All Data Silos At Once

KonaSearch is true search integration, where searching all your cloud and on-prem content (where they live) produces one set of results in milliseconds.

Safe and Secure

Every data source is searched, but the user can only see what is allowed for their permission level from each data repository.

How do I search text in all Salesforce fields in all objects and return all values?

Currently Salesforce Global search does not yet search everything in Salesforce. KonaSearch (downloadable from AppExchange) provides a single, universal search application natively within Salesforce that searches through (1) all standard, custom and packaged objects in Sales Cloud, Service Cloud, and Force.com apps; (2) all object fields of all types, including Picklists, Long Text Areas, and Formula fields; (3) Notes, Activities, and other child objects as part of their parent object; (4) Attachments, Files, Documents, and Articles; (5) Content Manager, Chatter, and Communities and more. Search results are sorted by their relevance to the query, regardless of their data type or data source.

How do I search the content of Salesforce attachments (.docx, .doc, .pdf, .zip, etc.)?

Whether the attachments live within Salesforce or are links to documents in other data sources such as Sharepoint, BOX, or Google Drive, once they are indexed by KonaSearch (an AppExchange application), they become searchable at the page level from within your Salesforce instance. Instead of searching just returning the filename of the document, the search results rank the relevancy of specific pages within the attachments. Relevancy of each search result is ranked regardless of data type (Sales Cloud object, document, email, etc.) or source (Salesforce, SharePoint, Google Drive, etc.). KonaSearch is downloadable from AppExchange.

How do I search across Salesforce and SharePoint?

Right now you need a third party app to search both Salesforce and Sharepoint. Deep Search from KonaSearch can index any number of data sources on the back end (including Sharepoint, ERP systems, Lotus Notes, BOX, and Google Drive) while strictly adhering to user permissions dictating what each searcher may or may not view. On the front end, the KonaSearch page in Salesforce acts as an executive dashboard, allowing users to utilize a structured record to select the attributes for their search. KonaSearch ranks the relevancy of all search results in one list, regardless of data source, and gives users the ability to dynamically filter and facet on field values. The user may think the content is in Salesforce, but actually it never leaves its source.

How do I restrict Salesforce global search?

If you are seeing too many irrelevant results from Salesforce global search, try KonaSearch from AppExchange which (1) uses user login to contextualize the search (such as ranking higher, the leads in a salesperson’s territory) (2) gives users the ability to dynamically filter and facet on field values; and (3) leverages relationships between objects and attachments so that a search for “Surfer T-Shirt Licensing Agreement” only returns contracts associated with Surfer-related objects.

How do I search PDF attachments in Lightning?

You need a third party app such as KonaSearch. In Salesforce’s Lightning experience, Files are available in search results, but not Attachments, or Documents. In addition, sorting search results for Groups or use of the checkmark icon indicating true “Exact phrase” and “limit to items I own” filter options are unavailable. These functions are available through KonaSearch which searches natively within Salesforce through (1) all standard, custom and packaged objects in Sales Cloud, Service Cloud, and Force.com apps; (2) all object fields of all types, including Picklists, Long Text Areas, and Formula fields; (3) Notes, Activities, and other child objects as part of their parent object; (4) Attachments, Files, Documents, and Articles; (5) Content Manager, Chatter, and Communities and more.