Conga Product Documentation

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Smart Search Settings

You can use the Smart Search feature to search for products in large and complex product catalogs with multiple levels of categories and stricter rules.

You must follow the topics below to configure Smart Search.
Note:

Contact Conga Product Support team to enable the Smart Search capability for your org.

Prerequisites

  • You must setup the remote site for Smart Search. Refer to Smart Search Setup.

  • Ensure you configure the Config System Properties → Instance URL with the Classic Salesforce URL. Smart Search does not activate if you use the Lightning URL.