Swiftype has been chosen by Salesforce as a launch partner for its Summer 2017 Federated Search release. Swiftype’s proven Enterprise Search platform provides Salesforce users the ability to find and access content stored outside of Salesforce from within Salesforce Classic, Salesforce Console, or Lightning Experience. Regardless of where content lives, users can search for documents in Dropbox and Google Drive, content living in Confluence spaces, JIRA tickets, Slack and Gmail conversations, and many other files critical to their work, without ever leaving Salesforce.
Swiftype’s extensive connector framework includes Box, Sharepoint, Slack, Google G Suite, JIRA, Confluence, Evernote, Dropbox and more. For a full list, view here.
Companies and their employees benefit greatly from the extension of Swiftype’s best-in-class artificial intelligence (AI), natural language processing (NLP) and machine learning (ML) technologies into Salesforce Federated Search. These technologies help identify a user’s true intent for every search, and apply refinements to filter content from external sources, for a precise and desired result output.
With Swiftype’s search engine powering Salesforce Federated Search, employees are able to search once and see results across all their external data sources in the same Salesforce results page. Swiftype’s backend technology better understands queries and prioritizes content sources based on the search queries themselves, historical search behaviors, and even the individual’s role and most-used sources. For example, support reps work on cases and often reference articles or documentation stored in apps like Confluence or Sharepoint, so, as they search, the system learns to prioritize results from those applications. Likewise, Swiftype’s algorithms learn and understand that sales reps work most in accounts and opportunities and often need to locate contracts or collateral — so it surfaces data stored in Dropbox, Google G Suite or Box. Allowing search to crawl outside data sources and populate results within a Salesforce user’s existing workflow is paramount to maximizing employee productivity and efficiency.
Salesforce users can get started with Salesforce Federated Search by contacting Swiftype here or by signing up for a free 14-day trial. More details on implementation can be found on the Salesforce blog here.
HOW IT WORKS
Users can launch Swiftype Enterprise Search several different ways from within Salesforce:
1) Directly from the search bar (see Figure 1)
2) From an embedded Swiftype Search tab (see Figure 2)
3) By using an installed Swiftype browser extension (see Figure 3)