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Salesforce Knowledge search, does it index attachment metadata?
Anybody out there know if Salesforce Knowledge search indexes attachment metadata? Such as PDF keywords and custom properties? Users sometimes use those to improve search-ability. In my experience so far, Salesforce Knowledge is not indexing metadata correctly. Expected?
Hi Grant,
The way how attachment are indexed in salesforce knowledge is the same of how their are indexed in Salesforce Files.
From the documentation of Files, I suspect that only file's name, description, type, and owner are indexed.
The full doc can be find here: https://help.salesforce.com/apex/HTViewHelpDoc?id=collab_files_searching.htm&language=en_US
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FYI, I've also been testing excel docs with no luck. None of the properties seem to work. Keywords, title, author, comments, etc.
Hi Grant,
The way how attachment are indexed in salesforce knowledge is the same of how their are indexed in Salesforce Files.
From the documentation of Files, I suspect that only file's name, description, type, and owner are indexed.
The full doc can be find here: https://help.salesforce.com/apex/HTViewHelpDoc?id=collab_files_searching.htm&language=en_US
Aha. If they are indexed the same way as files, then yeah that is consistent with my experimentation. Thanks Francois.