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Not able to map Salesforce articles objects to KCS Helper Addon

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madhuri.tripathi last edited by Saurabh Jain
Problem Statement

Some of the fields are not visible for mapping while trying to set up a KCS Support Console with the added Salesforce article objects.

Environment

Reported product version Colubridae'19

Resolved product version Colubridae'19

Solution

For mapping KCS fields in the SearchUnify admin panel, SearchUnify admin user must be a Salesforce user and should have read and write permissions to Salesforce knowledge object. To provide Knowledge article object access to Salesforce user, please follow the below steps:
1. Log into your Salesforce org.
2. Find Knowledge Settings from Quick Find Box and click Edit.
3. Check Enable Lightning Knowledge (if it's not checked) and click Save.
Once you become a Knowledge user, return to the SearchUnify admin and refresh. You shall now be able to see the fields that can be mapped for KCS articles. Please note that only knowledge article fields can be mapped.
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Reported product version	Colubridae'19
Resolved product version	Colubridae'19

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Suggested Topics

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Unable to find articles in Search Results
Search Clients • • madhuri.tripathi

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Problem Statement What could be the possible reasons for not finding the article/s in the search results? Environment Production Reported product version Mamba'20 Resolved in version Mamba'20 Module Search Client Solution Any of the below reasons is possible for an article not showing up in the search results: Incorrect Data Category Tagged- The article is not tagged to a data category correctly. Data categories can be assigned where an article is created. Permission issues- User might not have the permission to access the article. Crawling issue- Article is not yet crawled and it's not available in the index. It happens when an article is newly published and crawling hasn't happened after this addition. It will not be available in the search index. Stopwords- Keywords used to search the particular article/s are included in stopwords section in SearchUnify Admin. Advanced Search is performed- # used before the search query. Example "And" operator. Search ends up with no results due to these operators. Exclude List- Articles are added in "exclude" list for the Search clients. Facet Selection- For the selected facets, article/s isn't available.
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How to boost the documents based on the title of the article/document?
Search Clients • • madhuri.tripathi

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Environment Production Reported product version Mamba'20 Resolved in version Mamba'20 Module Search Tuning Solution: Here are the steps to boost the documents based on the title field: Login to SearchUnify Admin panel Click on "Search Tuning" Click on "Custom Boosting" Set the score/weightage of "Title" as per your requirement. For testing of the results after boosting can be done on the "Test your Tuning" Tab. For more information on custom boosting please visit : https://docs.searchunify.com/Content/Search-Tuning/Custom.htm
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Remove Archived Article from Search Results
Search Clients • • madhuri.tripathi

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Problem Statement When will an archived article stop showing up in the search results? Environment Production Reported product version Mamba'20 Resolved in version Mamba'20 Module Content Crawling frequency Cause The jobs running in the backend for deleting the Archived/Draft articles are different from the ones used for crawling content sources. Solution Archived articles will be deleted from the content indexes as per the frequency set in the backend job. Another option for admins to manually delete an article from the index: Login to admin panel Go to Content source Click on the number of documents of a particular content source Search for the desired article and delete.
Not able to search draft KB Articles
Search Clients • • sugrokker

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Problem Solution Salesforce KB article is not searchable in SearchUnify instance when it is in draft stage Environment Salesforce Production Reported product version Mamba '20 Resolved in version Colubridae '20 Module Search Client Cause As per the current functionality, SearchUnify crawler picks only published articles based on their last modified date. If an article goes into draft stage, Article will become unavailable in the SearchUnify Search until it get published again. Solution As a part of the Colubridae '20 release, the last published version of an article will be visible even when it is a draft. Admin users will be able to configure this setting and make both draft and published copies of the article in search results searchable. Please follow the link for more details: https://docs.searchunify.com/Content/Content-Sources/Salesforce.htm
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Filters in "Session Tracking Details" to Generate Reports with Particular Session Data
Search Clients • • madhuri.tripathi

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Environment Reported Version Mamba '20 Resolved in version Colubridae '20 Module Search Analytics Description: Filtering out the sessions based on provided metrics; Searches, Clicks, Support Visit and Cases Logged. Filtering out the sessions for particular activity types to generate filtered report for particular sessions. Filtering out sessions using session ID and email ID details. Resolution: The Session Tracking Details report offers filters on searches, clicks, support visits, case creation, and other metrics. Admins can use one or more filters to pull a list of sessions with specific activities. Clicking on a session ID opens a dialog. The dialog lists the activities performed during that session. With the Activity Type filter, you can configure which activities are listed in the dialog. Options include "Text Searched", "Clicked search Results”, and several others. This filter allows admins to easily access the precise data instead of going over all the details. This data is available on the report for all sessions together, and for each session as well. The activities which are selected from this filter, are reflected in the session details on the UI as well as in the downloaded report. Colubridae ‘20 has added two search options in Session Tracking Details. Admins on C20 instance or a later version can find sessions by their ID or the email ID of the user who created it. They can also pull up session in which a particular keyword was search by looking up that keyword in the Text Box. To perform a search, follow these steps: Click in the Text Box and type the text Select one from All text, Session Id and Email Id. Click Enter. The results in the session tracking details report will be filtered according to your search. Thereby, an admin can access the relevant sessions for a particular searched text, session ID and email ID.
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Display Search Client specific search results and facets
Search Clients • • Saurabh Jain

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Problem Statement How to limit the search results and the facet values specifically for a search client? Environment Production Reported product version Mamba'20 Resolved in version Mamba'20 Module Search Client Resolution To filter out an entire set of documents from search results without deleting them from a content source, there's an option Create Formula under the Search Client configurations. Follow the below steps to limit the search results for a search client: Navigate to Search Clients in the Admin panel and click on Edit icon for a Search client. Navigate to Content Source tab. Select the Content Type and Click Create Formula. Drag and drop the Content field for which you want to restrict the search results. Enable the Regex Toggle and add the Regex Filter Expression to filter the results. Please refer to this article for more details. Please follow the below steps to Exclude values from facets for a Search client: Navigate to Search Clients in the Admin panel and click on Edit icon for a Search client. Navigate to Content Source tab. Once a Content type is selected as facet, it will show an Exclude option to remove certain facet values. Click Exclude. Enter the Facet values (separated by commas) that you want to exclude, and click Save. Note: Don't put a space between a facet value and a comma. Please refer to this article for more details.
Effect of Altering the Word Order in a Search Query
Search Clients • search results word order • • sugrokker

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Question Why Does Altering the Word Order in a Query Changes Search Result? Environment Reported Product version Colubridae 19 Module Search Clients Created Date 18 Oct 2019 Answer It happens because word order influences the meaning of a query. search clients and clients search are different. The first is related to SearchUnify and the second talks about a bunch of customers looking for something. This kind of Search behavior is mostly expected when a query with multiple keywords is performed.
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Timezone of Search Analytics activities
Search Clients • • madhuri.tripathi

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Question What is the timezone of various activity details recorded under Search Analytics? Environment Resolved in version Mamba 20 Module Search Analytics Answer: The system uses UTC time zone in all the reports in Search Analytics, like session start date, end date etc. The same timezone is used in the downloaded reports as well.

Not able to map Salesforce articles objects to KCS Helper Addon

Problem Statement

Environment

Solution

Suggested Topics

Unable to find articles in Search Results Search Clients • • madhuri.tripathi

How to boost the documents based on the title of the article/document? Search Clients • • madhuri.tripathi

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