Transform and Update Searchable Records

Depending on where the searchable records are stored, use one of these methods.

• If your data is stored across multiple objects in Salesforce, use a Data Processing Engine (DPE) definition to transform the data and write back the results to the searchable object. To help you get started, some products provide a predefined DPE definition. When you create a searchable object configuration, select the searchable object. Use a scheduled flow or directly run the DPE definition from the builder to regularly synchronize the data in the searchable object.
• If your searchable data is stored in an external system, use an integration technique or standard Salesforce method, such as Bulk API or Data Loader, to transfer the data at regular intervals.
• If the searchable object is a standard or custom object that doesn’t depend on other objects to get the source data, you don’t need an update mechanism. Instead, create records for the object that forms the basis for search.