The BA Insight Salesforce Connector for Search integrates Salesforce’s Service, Sales, and Marketing Clouds with enterprise search platforms such as SharePoint, Azure AI Search, Elasticsearch, and others. It delivers all Salesforce content into a unified search experience, making relevant Salesforce data accessible through users’ preferred enterprise search portals without leaving their native applications.
Built on the BA Insight connector framework, this connector enables secure, context-aware indexing and search of Salesforce data. It provides instant, contextualized enterprise-wide search results related to specific cases, opportunities, or other Salesforce records employees are viewing. This improves productivity by reducing the need to switch between Salesforce consoles and search platforms.
Problems Salesforce Connector for Search Solves
Limited access to Salesforce content outside its native application, restricting user productivity.
Fragmented search experiences requiring users to search Salesforce and other enterprise repositories separately.
Difficulty in quickly locating relevant Salesforce cases, opportunities, and content contextual to the user’s workflow.
Need for secure indexing that respects Salesforce’s access permissions and data security.
Benefits Salesforce Connector for Search Delivers
Seamless Integration with Enterprise Search Platforms
Seamless integration with popular enterprise search platforms including SharePoint, Azure AI Search, Elasticsearch, and more.
Strict Adherence to Salesforce Security Models
Respects Salesforce’s security and access control models, ensuring users only see authorized content.
Contextual Search Aligned with Salesforce Records
Provides instant, contextual search results in relation to the Salesforce records users are working on.
Unified Search Across Salesforce and Other Sources
Enables unified enterprise search that combines Salesforce data with other content sources for comprehensive results.
Boosted Support Center Efficiency
Improves support center efficiency with faster case resolution and reduced escalations.
Enhanced Customer Satisfaction through Faster Access
Enhances customer satisfaction by empowering support professionals with rapid access to relevant information.
Key Features of the Salesforce Connector for Search
Key Features of the Salesforce Connector for Search
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Comprehensive Content Indexing
Comprehensive Content Indexing
Securely indexes Salesforce Service, Sales, and Marketing Cloud data, including metadata, to deliver relevant search results.
This connector enables organizations to extend Salesforce data across their enterprise search ecosystems, unlocking faster insights and improved workflows by bridging Salesforce with major search platforms like SharePoint, Azure, and Elasticsearch.
FAQ
FAQ
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Yes, it enforces Salesforce access permissions, ensuring users only see content they are authorized to access.
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It indexes Salesforce data dynamically to provide fresh and relevant search results, reflecting current information.
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The connector supports SharePoint Online and On-Premises, Azure AI Search, Elasticsearch, Amazon Kendra, and others.
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No, the connector requires only API-based read-only access and does not require installation of software on Salesforce.
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BA Insight’s metadata enrichment and classification tools improve content findability and facilitate better faceted navigation.