CRM and Knowledge

# SalesforceSearch Salesforce Knowledge from inside your portal — with permission-aware AI.

Keyspider connects to Salesforce Knowledge to surface the right articles for agents and self-service customers. Results respect Salesforce record-level permissions — so every user only sees what they are allowed to see.

Permission-aware results SF Knowledge indexed Experience Cloud ready
Setup

## How to connect Salesforce

Three steps from zero to live search.

1

### Connect via Salesforce Connected App (OAuth 2.0)

Create a Connected App in your Salesforce org and paste the client credentials into the Keyspider dashboard. Authorisation completes in seconds.

2

### Select Knowledge article types and data categories

Choose which article record types and data category groups to index. Field-level security settings are automatically respected.

3

### Embed in Experience Cloud or your external portal

Add the Keyspider search component to your Experience Cloud page, or use the REST API to power search in any external application.

keyspider — salesforce integration
Connected

Integration: Salesforce Knowledge

Connected App: Keyspider Search

Indexed: 8,320 articles

Permission sync: active

Last re-index: 5 minutes ago

Coverage

## What gets indexed

Everything your users need to find — automatically kept in sync.

### Knowledge articles

All published Salesforce Knowledge articles indexed including rich text, related lists, and custom fields.

### Data categories

Data category group hierarchies preserved so users can filter search results by product line, region, or topic.

### Article versions

Only the latest published version of each article is indexed — draft and archived versions are excluded automatically.

### Record-level permissions

Salesforce sharing rules and field-level security are enforced at query time so users only see content they are authorised to access.

### Experience Cloud embed

Drop the Keyspider LWC component directly onto any Experience Cloud page — no Apex development required.

### Case deflection analytics

Track which searches lead to article views and which still result in case creation to measure self-service ROI.

SF edition Enterprise+
Setup time< 30 min
Auth method OAuth 2.0 / Connected App
Re-index time< 5 min

## Ready to add AI search to Salesforce?

See how Keyspider surfaces the right content — from the first search.

Request a demo Read docs