Northern Trail Outfitters uses Salesforce Knowledge with external federated search. When service agents query the global search bar, articles from an external CMS need to appear alongside native Knowledge articles. Which integration approach should be implemented?
Trap 1: Schedule a daily batch job to copy all external articles to custom…
Incorrect. Copying articles leads to synchronization overhead and does not leverage the federated search architecture.
Trap 2: Build a custom Visualforce page overriding Global Search
Incorrect. Overriding global search with custom Visualforce is not supported and provides a poor agent experience.
Trap 3: Deploy a Salesforce-to-Salesforce connection
Incorrect. Salesforce-to-Salesforce is meant for sharing data between two Salesforce orgs, not federating search across non-Salesforce CMS systems.
- A
Schedule a daily batch job to copy all external articles to custom objects
Why wrong: Incorrect. Copying articles leads to synchronization overhead and does not leverage the federated search architecture.
- B
Configure Federated Search via OpenSearch provider
Correct. Federated search enables agents to search external repositories directly from the Salesforce global search bar.
- C
Build a custom Visualforce page overriding Global Search
Why wrong: Incorrect. Overriding global search with custom Visualforce is not supported and provides a poor agent experience.
- D
Deploy a Salesforce-to-Salesforce connection
Why wrong: Incorrect. Salesforce-to-Salesforce is meant for sharing data between two Salesforce orgs, not federating search across non-Salesforce CMS systems.