This document explains how to include GeniusLink Search in your Salesforce Community when using the Napili (non-Lightning based) template.
- The Salesforce Base Package must be installed.
- A Salesforce Community using the Napili template (required) built with Lightning components.
- An existing MindTouch site configured with SSL.
NOTE: The Napili template is required for GeniusLink for Salesforce; this documentation is specific to the Lightning based Napili template. If you are using the Napili (non-Lightning based) template, installation instructions can be found here.
How do I determined if my Community is Lightning based?
When managing your Community via the Community Builder, click on the Page Editor. If you see a list of Lightning components, you are using a Lightning-based Salesforce Community:
Don't see a list of Lightning Components? Hop over to our installation instructions for GeniusLink for Salesforce Community (non-Lightning).
Set up Salesforce Community Cloud
- Install the package: MindTouch GeniusLink for Community Cloud. Select the users to grant access to and click Install to proceed.
Create the MindTouch Search widget
As an admin, navigate to Setup > App Setup > Customize > Communities > All Communities, and then click on the "Manage" next to the name of your Community. Next, visit your Community and click on Community Management > Go to Community Builder.
Next, click on the page editor option:
From there, click on the page title, and change it from "Home" to "Search":
On the right-hand side of the screen, click Change Layout:
Choose the "2 columns with a 1:1 ratio" option and click Change:
Once the layout changes, drag the "MindTouch Community Search" option from the Lightning components (left-hand side) into the Sidebar:
Lastly, we'll need to set the proper settings for this integration. Click on the custom component area to view the Property Editor on the right-hand side:
In this area, add the title of your MindTouch site, as well as your full MindTouch URL. Be sure to include HTTPS here as an SSL is required for this integration. Lastly, you can check "Open Links in F1 Overlay" if you'd like users to see an F1 Contextual Help window when clicking on these articles within your Salesforce Community:
When ready, you can now preview or publish these changes to your Community. When users search, you will now see Salesforce Discussions & Articles on the left-hand side, with MindTouch articles displayed on the right-hand side: