Category: Customer Guides

Customer Guides

[Video] Configuring the KonaSearch App for Salesforce

Configure the KonaSearch App Salesforce KonaSearch App Configuration Click ​the Configuration​ tab. Only the Authenticate button is showing. Click ​Authenticate​ button and follow the instructions, approving or clicking yes where required. This is Salesforce’s standard authentication process to authenticate the...

Read More

Customer Guides

[Video] Installing KonaSearch

Install KonaSearch Install “KonaSearch” from the AppExchange as per standard AppExchange instructions for apps. KonaSearch must be installed by a User with native, unaltered Salesforce System Administrator privileges. Go to ​KonaSearch​ app.

Read More

Customer Guides

KonaSearch Query Language

Notes To force a Boolean expression to resolve first, encase it in parentheses. Parentheses can be nested. To search for an exact term (e.g. phrase), surround it with double quotes (“”). To search for a double quote inside a quoted...

Read More

Customer Guides

The Facet Panel

  The facet panel is reserved for a special type of filter called a facet. A facet is a filter that identifies the number of results in the current search for each value of the field. In our example, we...

Read More

Customer Guides

Results Table

The results table displays the results of the query a page at a time (like Google). The are 4 sections to a results table: Results Display Each row in the results table represents a search result, which could be a...

Read More

Customer Guides

Installing and Configuring KonaSearch

  Install KonaSearch Install “KonaSearch” from the AppExchange as per standard AppExchange instructions for apps. KonaSearch must be installed by a User with native, unaltered Salesforce System Administrator privileges. Go to ​KonaSearch​ app. Configure KonaSearch App Configuration 3. Click ​the...

Read More

Customer Guides

Page Properties

    Your search page will also have “hidden” properties, defined by your page designer. They may include one or more of the following, all of which are defined by your page designer: Default query on open – When you...

Read More

Customer Guides

Action Buttons

    Earlier, we explained the function of the check boxes in the first column of the table, the purpose of which is to export them to some function. These functions are found in the Action Buttons area above the...

Read More

Customer Guides

The Filter Area

  You can qualify your query using filters. Filters are defined in the filter area via a set of controls, like you see above. They narrow your search by returning results having specific values for specific fields. Logically, filters are...

Read More

Customer Guides

How to Customize your KonaSearch Page in Salesforce

Instructions on customizing your KonaSearch Page in Salesforce   In your Salesforce environment, you have one or more search pages that look something like this:   You may have designed the KonaSearch page yourself (in which case you’re already familiar...

Read More