To set up federated search, follow these general steps. The exact process may vary depending on the external system you want to integrate (e.g., Skilljar, Thought Industries, Zendesk, Salesforce, Intercom):
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### General Steps for Federated Search Setup
1. Access Integrations:
Log in as a community manager or administrator.
Go to Control â Integrations â Apps.
2. Select the Desired Integration:
Choose the external system you want to federate (e.g., Skilljar, Thought Industries, Zendesk, Salesforce, Intercom).
3. Provide Required Credentials:
Enter necessary credentials such as API tokens, subdomains, or base URLs as prompted.
4. Install and Enable Federated Search:
Click âInstallâ and wait for the confirmation banner.
Enable the âFederated searchâ toggle and wait for confirmation.
5. Validate Integration:
Test by performing search queries to ensure external content appears in your community search results.
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#### Example: Skilljar Federated Search
Generate an API token in the Skilljar Dashboard.
Go to Control â Integrations â Apps â Skilljar.
Enter your API Token and subdomain, then click âInstallâ.
Enable the âFederated searchâ toggle.
Validate by searching for Skilljar courses in your community.