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gliustonecobragliustonecobra 

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? 

Best Answer chosen by Admin (Salesforce Developers) 
francoisLfrancoisL

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


All Answers

gliustonecobragliustonecobra

FYI, I've also been testing excel docs with no luck. None of the properties seem to work. Keywords, title, author, comments, etc.

francoisLfrancoisL

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


This was selected as the best answer
gliustonecobragliustonecobra

Aha. If they are indexed the same way as files, then yeah that is consistent with my experimentation. Thanks Francois.