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What is KonaSearch?™

KonaSearch is an AppExchange-certified, relevancy-based, full-text search application for Salesforce®. You may be familiar with relevancy from public web search applications like Google. KonaSearch applies the same “best results first” principles to Salesforce objects and other sources of information like Microsoft SharePoint®, displaying the results in a single, universal Salesforce search tab.

The current release 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 and Documents, of any size. For external sources, KonaSearch can search local file systems, webpages, SharePoint, Box and Google Drive™.

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 in another application outside Salesforce. This is not 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.

Who Benefits?

We know that every moment we spend looking for a Contact, Case, Chatter feed, Knowledge Article, or piece of collateral is time taken away from selling, servicing, or supporting your customers. Conservative estimates suggest knowledge workers lose up to 6 weeks annually searching for information. Imagine getting 6 more weeks of selling a year, or decreasing service call time by 12 percent.

If you’re a Salesforce Administrator, KonaSearch can help improve adoption of your Salesforce environment. Your users can find information themselves rather than coming to you, and they never have to leave Salesforce to find information in other systems. KonaSearch is easy to install and use, and because it connects to external systems, you don’t have to.

Integrated search means the content from all sources (including on-prem SharePoint data) is indexed into one common index. This includes all search metadata, relevancy models, scoring, facets and dictionaries which are common across all the data, regardless of the data source.

What about Security and Permissioning?

Our permissioning architecture is unique. KonaSearch has invested heavily in the development process to ensure 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.

The KonaSearch model gives you full search result counts, dynamic faceting and blazing fast response times — even for large content volume. KonaSearch supports the entire SFDC permissioning model, including all role hierarchies, sharing rules and permission sets. KonaSearch resolves permissions within the search index in one pass with the query. This allows for speed and scale with clients over 100 million records who get query results in less than 2 seconds.

Product Details

Full Search Language

Search queries are more than a collection of searchable words. If you have used the “Advanced Search” dialog provided by Google search you will realize queries can be more powerful when you are able to qualify them. The dialog is one approach. Another is entering qualifying terms in the search box along with the words, like a language. This is KonaSearch.

Search queries are more than a collection of searchable words. If you have used the “Advanced Search” dialog provided by Google search you will realize queries can be more powerful when you are able to qualify them. The dialog is one approach. Another is entering qualifying terms in the search box along with the words, like a language. This is KonaSearch.

Nested Boolean Logic
AND, OR, |, -, () : Acme AND (Einstein OR Lightning) -partner

Finds objects that mention “Acme” and either “Einstein” or “Lightning” but not “partner”. You may not realize this, but every time you enter more than one word in a search query, you are actually writing a search query with qualifying terms — the space is an AND — as in “White AND House”. Using the minus sign is an easy way to remove noise from your results.

AND, OR, |, -, () : Acme AND (Einstein OR Lightning) -partner

Finds objects that mention “Acme” and either “Einstein” or “Lightning” but not “partner”. You may not realize this, but every time you enter more than one word in a search query, you are actually writing a search query with qualifying terms — the space is an AND — as in “White AND House”. Using the minus sign is an easy way to remove noise from your results.

Wildcards
Power?

Finds “Powers” but not “Powerson”.

Power*

Finds “Powers” and “Powerson”.

The multi-character wildcard ‘*’ and single-character wildcard ‘?’ can be used in the middle or at the end of a word. Great for when you can only remember part of a name.

Power?

Finds “Powers” but not “Powerson”.

Power*

Finds “Powers” and “Powerson”.

The multi-character wildcard ‘*’ and single-character wildcard ‘?’ can be used in the middle or at the end of a word. Great for when you can only remember part of a name.

Field-Specific Search
Field:search | Name:Smith OR City:Boston

Finds objects that have “Smith” in the Name field or “Boston” in the City field. KonaSearch by default searches across all fields, but if you want it to search just one field, you can. For example, searching for a word in a company name.

Field:search | Name:Smith OR City:Boston

Finds objects that have “Smith” in the Name field or “Boston” in the City field. KonaSearch by default searches across all fields, but if you want it to search just one field, you can. For example, searching for a word in a company name.

Dates & Numbers
ProductX created:[2011-01-01 TO 2011-03-31]

Finds all objects created in Q1 of 2011 that mention “ProductX”. Treating dates as dates rather than text means you can search within ranges, less than, greater than, etc. and still include it with the rest of the search terms.

Employees:>200

Finds all objects with more than 200 employees (as defined by Employees field). Treating numbers as numbers rather than text means you can search within ranges, search less than, greater than, etc. It means 3 comes before 12, not after.

ProductX created:[2011-01-01 TO 2011-03-31]

Finds all objects created in Q1 of 2011 that mention “ProductX”. Treating dates as dates rather than text means you can search within ranges, less than, greater than, etc. and still include it with the rest of the search terms.

Employees:>200

Finds all objects with more than 200 employees (as defined by Employees field). Treating numbers as numbers rather than text means you can search within ranges, search less than, greater than, etc. It means 3 comes before 12, not after.

Term Biasing
HIPAA^200 regulations

Finds objects with “HIPAA” and “regulations” but gives twice the relevancy for “HIPAA”. Not often used but can be handy if you want to emphasize one of several terms in a search.

HIPAA^200 regulations

Finds objects with “HIPAA” and “regulations” but gives twice the relevancy for “HIPAA”. Not often used but can be handy if you want to emphasize one of several terms in a search.

User Forgiveness

KonaSearch provides a forgiving environment by analyzing both the query and the content it’s searching and offering to adjust the query to arrive at the best match between the two. Through techniques like spell correction, phrase detection, and synonym expansion KonaSearch gives you only the most relevant results while avoiding the “no results found” error when you just know the object is in there somewhere.

KonaSearch provides a forgiving environment by analyzing both the query and the content it’s searching and offering to adjust the query to arrive at the best match between the two. Through techniques like spell correction, phrase detection, and synonym expansion KonaSearch gives you only the most relevant results while avoiding the “no results found” error when you just know the object is in there somewhere.

Auto-Suggestion

KonaSearch offers to complete your query for you by figuring out what you are likely trying to type in. Suggestions are drawn from all the relevant words in the searched content, so selecting one of the choices means you will always have at least one result.

KonaSearch offers to complete your query for you by figuring out what you are likely trying to type in. Suggestions are drawn from all the relevant words in the searched content, so selecting one of the choices means you will always have at least one result.

Spelling Adjustment

KonaSearch will ask you to adjust your query if it finds a word in the searched content that is spelled differently but seems to have a lot more results than the word you’re currently typing in. This works for any text, from basic words to names.

KonaSearch will ask you to adjust your query if it finds a word in the searched content that is spelled differently but seems to have a lot more results than the word you’re currently typing in. This works for any text, from basic words to names.

Lemmatization

A fancy term for finding results that are grammatical variations of the word you’re searching for. This is more than “is it singular or plural (is there an ‘s’ at the end)?” KonaSearch will find “knives” for “knife”, for instance.

A fancy term for finding results that are grammatical variations of the word you’re searching for. This is more than “is it singular or plural (is there an ‘s’ at the end)?” KonaSearch will find “knives” for “knife”, for instance.

Personal Dictionary

KonaSearch expands your query by also searching for synonyms of the important words in your query. Sometimes the “synonym” is actually an acronym or a term that is specific to your company like a product name. That’s OK because you can add your own terms to the dictionary.

KonaSearch expands your query by also searching for synonyms of the important words in your query. Sometimes the “synonym” is actually an acronym or a term that is specific to your company like a product name. That’s OK because you can add your own terms to the dictionary.

Phrase Detection

KonaSearch automatically interprets a query with more than one word as a phrase of words and lists them first. It also searches the words separately, finding any result that has all the words in the query in any order. If there are still no results, KonaSearch will then return results that only have some of the words.

KonaSearch automatically interprets a query with more than one word as a phrase of words and lists them first. It also searches the words separately, finding any result that has all the words in the query in any order. If there are still no results, KonaSearch will then return results that only have some of the words.

Text Analysis

Where there is a lot of text, KonaSearch can find patterns in it. This goes beyond search to discovery: instead of you asking for information, the information is telling you what it is saying.

Where there is a lot of text, KonaSearch can find patterns in it. This goes beyond search to discovery: instead of you asking for information, the information is telling you what it is saying.

Entity Extraction

KonaSearch can extract nouns and noun phrases from text and tell you how often they are mentioned. For example, this is great if you want to know what products or features people are talking about in email or support records.

KonaSearch can extract nouns and noun phrases from text and tell you how often they are mentioned. For example, this is great if you want to know what products or features people are talking about in email or support records.

Key-Phrase Extraction

KonaSearch can extract phrases from a piece of information that best distinguish the piece of information from the rest of the searched content. In other words, phrases that are commonly seen across a lot of the content do not apply. This is great when you search on a general topic that has a lot of results and you want to know what makes them different from each other, like searching contracts on a product name.

KonaSearch can extract phrases from a piece of information that best distinguish the piece of information from the rest of the searched content. In other words, phrases that are commonly seen across a lot of the content do not apply. This is great when you search on a general topic that has a lot of results and you want to know what makes them different from each other, like searching contracts on a product name.

Faceted Browsing

The search box is a good user interface for finding things, but for text analysis techniques like entity extraction, key-phrase extraction, and sentiment analysis, a better model is the facet. That’s a fancy term for lists of similar-topic words that can be clicked on to narrow a set of search results. The “facet” is the topic, and you can have more than one of them about the same set of results. Only values that have at least one result are shown. Example: I search for ProductX and from the results I’m automatically told there are 200 customers in West Region, 150 in Central Region, and 300 in East. If I click on Central Region, I see only its 150 results about ProductX. KonaSearch creates facets automatically for Object Type and Owner.

The search box is a good user interface for finding things, but for text analysis techniques like entity extraction, key-phrase extraction, and sentiment analysis, a better model is the facet. That’s a fancy term for lists of similar-topic words that can be clicked on to narrow a set of search results. The “facet” is the topic, and you can have more than one of them about the same set of results. Only values that have at least one result are shown. Example: I search for ProductX and from the results I’m automatically told there are 200 customers in West Region, 150 in Central Region, and 300 in East. If I click on Central Region, I see only its 150 results about ProductX. KonaSearch creates facets automatically for Object Type and Owner.