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Set Up Smart Content Search
Use Data 360 to create a vector search index of searchable strings from your presentation content.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, Data 360, and the Life Sciences Customer Engagement managed package. |
| User Permissions Needed | |
|---|---|
| To set up Data Cloud: | Data Cloud Architect permission set |
| To configure presentations and settings: | Life Sciences Commercial Admin permission set AND Health Cloud Starter permission set |
Before you set up smart content search, make sure that Data 360 is set up for your Salesforce org. See Set Up Data 360 for Life Sciences Cloud for Customer Engagement.
If you upload a presentation before you set up smart content search, the presentation content isn't included in your search index. To make older content searchable, upload new versions of existing presentations.
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Deploy the Life
Sciences Data Kit.
The Life Sciences Data Kit sets up the presentation data streams, data model objects (DMOs), and data lake objects (DLOs) that support smart content search.
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In Data 360, verify that installing the Life Sciences Data Kit created these presentation
data streams. If you don’t see these data streams, create them manually.
- Presentation_Home
- PresentationPage_Home
- PresentationLinkedPage_Home
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Set up file attachment ingestion so that Data 360 can
ingest the files that are attached to presentation page records and include the file content in
your search index.
This configuration sets up data streams and maps DLOs and DMOs to these Salesforce objects.
- Content Document
- Content Document Link
- Content Version Home
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Create a vector search index by using the advanced setup
option and these values. Take note of the search index configuration's API name. You need it
when you configure presentation settings.
When you create a search index, you define its data space. To use different data spaces for different user groups, create a separate search index for each data space.
Page Section, Field, or Button Value Search Type and Source Object Select Search Type Vector Search Search Type and Source Object Select Source Object Presentation Page Chunking Select Fields to Chunk Select at least one field to use for chunking. Chunking Include File Attachments Select Include File Attachments, and then select Content Document Version.
This setting makes sure that the presentation page file attachments are included in the search index.
Vectorization Select embedding Model Select any model.
The embedding model that you select affects search quality and relevance.
Fields for Filtering Direct Fields Drag Presentation Page Id to the selected fields.
Don't change the default field API name.
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Assign and update Data 360 permission sets.
- To enable users to search within presentation content in the content library, assign them the Data Cloud User permission set.
- In the App Permissions for the Data Cloud Salesforce Connector permission set, make sure that the Query Non Vetoed Files permission is enabled.
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In the Life Sciences Commercial app, configure presentation settings.
- From the Admin Console, select Intelligent Content, and then select Presentation Settings.
- If you created separate search indexes for different user groups, select whether to apply these settings for the entire org, for specific profiles, or for specific users.
- Under Search Settings, select Use Data Cloud to search presentation content.
- Enter the API name of the Data 360 search index that you created for presentations and presentation pages.
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Select the file types to include in your search index for presentation content.
We recommend indexing HTML files. PDF files are indexed automatically.
- Save your changes.
