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.