SFDC Sharing: Brainshark CRM Connector for Salesforce Search Settings

Tips to editing the Brainshark CRM Connector for Salesforce Search settings.

 

From within Salesforce go to Brainshark Setup tab-->Click on Search Settings

  • You cannot EDIT a published Configuration
  • Click on the Gear Icon to duplicate the published config
  • Type in a name for the new settings 
    • Add date to the name so you know when it was applied
  • If you have a Search Settings file from Brainshark Support or your Implementation Consultant,  then you can click on Advanced and then copy the text from the file into this section 
    • Make sure you save before leaving this page.
    • If you do not have a file and are manually using the built in tools you may do so also.
  • Once the Edits are done you can click on the Gear Icon to Publish

*Note: If additional edits are needed:

  1. Click on the Dropdown on the Name of the published file and choose the Default Config or another version that is available.
  2. Click on the Gear Icon to publish the default file
  3. Click on the Dropdown on the name of the published file and choose the Config file you want to edit.
  4. Make edits and repeat if necessary.
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