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Install your Touchpoint for Salesforce Community Cloud (Non-Lightning)

This page applies to:MindTouch (current)

This document explains how to create the MindTouch Touchpoint for Salesforce Community Cloud when using the Napili (non-Lightning based) template.
 

Prerequisites


Note to user  NOTE:  The Napili template is required for Touchpoints for Salesforce. This documentation is specific to the non-Lightning based Napili template. If you are using the Napili (Lightning-based) template, find installation instructions here.


How do I determine if my community is Lightning based?


When managing your community via the Community Builder, click the Page Editor. If you see a list of Lightning components, you are using a Lightning-based Salesforce community:

lightning components.png
 

► See a list of Lightning components? Navigate to our documentation for your Salesforce environment.

► Don't see a list of Lightning components? You're in the right place; keep reading below!


How to set up your Touchpoint for Salesforce Community Cloud


Step 1: Install the package

Install the MindTouch Touchpoint for Salesforce Community Cloud package. Select the users to grant access to and click Install to proceed.

Step 2: Create a search widget in Site.com Studio

  1. As an admin, visit your community management screen and click Launch Community Builder.

Welcome_to_Community_Management_.png

  1. In the Community Builder, select the drop-down menu next to your community name and click Go to Site.com Studio.

Community_Builder.png

  1. In Site.com Studio, click Widgets, then New Widget.
  2. Name your search tool (here: MindTouch Search Widget) and make it available in the Page Elements pane and to contributors.

site_com_new_widget.pngsite_com_new_widget_setup.png

  1. Click the widget name to open it in the Site.com editor.
  2. In the Page Elements pane, insert a single Content Block. In the properties, set the ID to "mtsearch":

site_com_content_block.png mtsearch_properties.png

  1. Select the content block in the hierarchy view (the rightmost icon). Hover over the content block and click Edit HTML:

widget_edit_HTML.png

  1. Paste the contents of this attached file into the widget.
  2. Edit the settings on line 15 and line 38 to point to your MindTouch site.
  3. You may also enable or disable contextual help overlays for search results by setting MindTouch.F1 to true or false:
    MindTouch.SITE_URL = "https://success.mindtouch.com"; // Your site here
    MindTouch.F1 = true;     // Enable or disable F1 overlay
  1. The default search box inside the MindTouch Search widget has been hidden on line 18. This can be enabled if you remove display: none from the following section:
<form id="mt-search-form" style="display:none;">
   <input id="mt-solution-finder-input" name="search" placeholder="Enter your search query here" type="text" />
</form>
  1. When satisfied with your changes (you may preview the widget), save it and return to the main page of the Site.com Studio.
     

Step 3: Create the MindTouch search integration

  1. Edit the template for your current template (likely "main") and click Edit.

Site_com_Studio_edit_main_template.png

  1. Find the template that should have the search widget (such as "Napili Search"). Hover over this item and click Edit.

Site_com_Studio.png

  1. Inside the template editor, click the Page Structure view.
  2. On the div.headlinePanel folder, click on the gear icon and choose Add Row and Column Panels > Outside the panel > Insert Row Below.

  1. Your structure should now look like the following:

  1. On the newly created div folder, click the gear a second time and choose Add Row and Column Panels > Inside the panel > Add Row and Column Panels to add a second panel to the right.

  1. Here add an additional column to the right for the search tool:

  1. You should now see the following structure:

  1. Drag the Results List into the first sub-div folder.

  1. Highlight the secondary div folder and add the MindTouch search tool into this panel.

adding widget.png

Step 4: Publish your changes

Click Publish Changes to publish changes to your community.

community_publish.png 

Step 5: Verify your integration

You should now see the Touchpoint search tool on your search results page:

community_widget_search.png

 

Clicking a result will open a new window or a contextual help dialog depending on your configuration settings.