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...
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.
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...
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...
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...
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...
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...
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...
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...
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...