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Known Participant
October 20, 2025
Question

how do i set up federated search?

  • October 20, 2025
  • 1 reply
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How do i set up federated search? 

    1 reply

    Community Manager
    October 20, 2025

    To set up federated search, follow these general steps. The process may vary depending on the external system you want to integrate (e.g., Intercom, Zendesk, Salesforce, Skilljar, Thought Industries):

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    ### General Steps to Set Up Federated Search

    1. Access Integrations:

    • Go to your platformâs Control panel.
    • Navigate to the Integrations or Apps section.

    2. Select the Desired Integration:

    • Choose the external system you want to federate (e.g., Intercom, Zendesk, Salesforce, Skilljar, Thought Industries).

    3. Install and Configure:

    • For most integrations, youâll need to provide API credentials (API key, token, or subdomain).
    • Complete the installation steps as prompted.

    4. Enable Federated Search:

    • Toggle the âEnable Federated Searchâ option for the integration.
    • Wait for the confirmation banner.

    5. Validate Integration:

    • Test search queries in your community to ensure external content appears in search results.

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    ### API-Based Federated Search

    • If you want to integrate custom or multiple external sources, use the Federated Search API.
    • Youâll need developer assistance to implement this.
    • Refer to the API documentation for your region:
    • Europe API Docs
    • USA API Docs

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    ### Notes

    • Federated search via API is a paid add-on; contact your CSM to enable it.
    • You can federate up to 10,000 records.
    • The embeddable widget does not display federated content.

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