Accelerate Your Business Processes
Businesses are a series of workflows:
- Taking orders, fulfilling them, and shipping the product
- Receiving questions and swiftly responding with answers
- Finding candidates to fill job orders
- Locating a customer account from a single name occurring in multiple accounts
- Automating the assembling of customized presentations from a slide bank.
Moving from step-to-step in a workflow often involves pulling out the relevant data (i.e., search), but KonaSearch creates value in taking full advantage of the business context and leveraging every scrap of information about the reason for the search to accelerate your workflow.
Search That Knows You and Your Business
If your Salesforce has 100+ accounts with “Acme,” in the name, the salesperson could spend 10 minutes combing through search results just to make a phone call. By contrast, KonaSearch returns fewer than 10 results* because it uses every piece of context to narrow the search result: the searcher’s sales territory, job title, account ownership, current task, and permissions. It also uses relationships in Salesforce: parent/child objects, joins, and database table hierarchies. By contrast, most search engines treat Salesforce objects as unconnected flat files, and don’t even consider who is searching.
Search All Your Data Through Salesforce
With KonaSearch, you find your answers on the first try. And you never have to leave Salesforce to do so, even if the information is sitting outside Salesforce. This is not a federated search, where results have to be listed separately by source. This is true integration, where searching all your cloud and on-prem content produces one set of results in milliseconds.
KonaSearch searches all fields on all objects for Sales Cloud™, Service Cloud™, Communities™, and Force.com™ applications, including full text search of attachments, Chatter files, articles, documents, and image text (faxes, OCR) of any size. For external sources, KonaSearch can also search local file systems, webpages, SharePoint, Box and Google Drive™. How does KonaSearch do it? Peek under our search hood.
Dependable Security and Permissioning
Our permissioning architecture is unique. KonaSearch has invested heavily in the development process for a secure environment that Salesforce customers trust. Redundancy and fault tolerance are incorporated throughout our infrastructure to ensure an accurate, dependable and consistent search experience. We’ve undergone extensive corporate, operational, and InfoSec audits — a prerequisite for our Fortune 500 clients.
When a user is searching through KonaSearch, the user’s identity (in the system they are logged into) is included with the query sent to the Kona server, so that Kona can determine the results the user is allowed to see from ALL content in its index. Kona connects the different identities for the user either: within its index; calling out to the client’s identity manager (such as Ping Identity, Active Directory, or Salesforce Identity); or through a piece of logic, such as a common email address.
Kona resolves which results the user is allowed to see by comparing the identity against source results that use Access Control Lists (ACLs), or logically, because Kona has indexed the permissioning model.
Special KonaSearch Use Cases
Migrate to Salesforce Faster
Migrating to Salesforce? You can start using Salesforce now and still access all your old data on the previous system through KonaSearch. Regardless of where the data lives, from KonaSearch’s single list of relevancy-ranked search results, you can click to see the document.
Search via Custom Portals: Kona API
For users who need a more customized portal than Salesforce Cloud, KonaSearch provides an API that a custom-built portal can access to display search results from Salesforce (through a single Salesforce license) and from other external data sources. Kona API takes care of checking user permissions before showing data from various sources.
Global Search is limited in what it searches, so you’ll need a third party app from AppExchange, such as KonaSearch, to search 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, Communities etc. Kona sorts search results by their relevance to the query, regardless of their data type or data source. What’s more, strict adherence to permissioning means users only see results that they have permission to see.
Default search in Salesforce is limited, instead use an external search engine like KonaSearch (downloadable from AppExchange). KonaSearch leverages relationships in Salesforce: parent/child objects, joins, and database table hierarchies. KonaSearch also uses the workplace context, that is, the user’s role and associated tasks in the company. If a salesperson is looking for one branch of a worldwide conglomerate, results for firms in the user’s sales territory narrows results to less than 10 instead of over 100.* By contrast, most search engines treat Salesforce objects as unconnected flat files, ignoring context that would increase search accuracy, and not even considering who is searching. *Based on an actual case study
To filter keyword searches that return too many results, you will need a third party app. Try KonaSearch (on 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.
Adding a custom Salesforce object to your default search is best achieved using a 3rd party search engine. With KonaSearch, it’s as easy as installing an AppExchange app, which will index every object in Sales Cloud, Service Cloud, and Force.com apps. Kona Studio lets you create your own custom search page in Salesforce that doubles as an executive dashboard that enables a variety of action buttons to automatically push the selected search results onto the next step of your workflow, whether that’s a report, ordering/inventory hold or emailing to a destination.
Leave the data where it is and search across different orgs using a smart search engine. KonaSearch (available from AppExchange) is a painless way to connect and search across multiple Salesforce orgs to enable real-time sharing of leads and records that is less cumbersome than Salesforce to Salesforce. In each org, KonaSearch will index every object in Sales Cloud, Service Cloud, and Force.com apps including Picklists, Long Text Areas, Formula fields, plus Notes and Attachments (in Salesforce and external data sources). All data becomes accessible and findable through KonaSearch. Furthermore, robust permissioning in KonaSearch strictly adheres to user permissions for each org or data source that dictates what each searcher may or may not view.