Set Up Federated Search

Do your users search for content stored outside of Salesforce? Federated search makes it easy to add external search engines (or connectors) to your org. Users look for information using Salesforce global search and see external results in a single search results page. Understand more about how federated search works, how to set it up, and how users see results.

• How Federated Search Works
  Users can search for data stored in repositories outside of Salesforce while remaining inside the Salesforce user interface. Get a high-level look at how Federated Search works.
• Federated Search in Lightning Experience
  Understand how users see and interact with external search results in Lightning Experience.
• Federated Search Considerations
  When setting up federated search, familiarize yourself with the nice-to-knows and limitations.
• Use an External Provider Data Source for Federated Search
  Let users search in your Salesforce org and access data from an external search provider. Salesforce supports external search providers that support the OpenSearch standard.
• Configure a Solr Server to Support OpenSearch
  To show external search results in Salesforce, set up a Solr server. Configure the Solr server to support OpenSearch and Atom XML format. The OpenSearch standard is the basis for Salesforce Federated Search, which displays external search results in Salesforce. After you configure the Solr server, define the external data source providing search results.
• Federated Search in Experience Cloud Sites
  Finding content is key for your customers. But when content is brought in using CMS Connect (JSON), it’s only displayed in Salesforce, not hosted there. Standard searches can’t find that content unless you implement federated search to include the source site.