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CPQ for Salesforce

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CPQ for Salesforce

Smart Search Setup

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.

Viewing Smart Search Config Settings

This page lists all the smart search specific settings that you need to set up.
Go to Config Settings > Smart Search Settings.

Setup Conga Intelligent Cloud Search Connection Settings

Contact Conga Product Support/PS/CSM team to obtain the URL and API User Key.
SettingDescription

Enhanced Search URL

Specify the URL end point for enhanced product search. With Enhanced Search URL populated with the correct URL, the system synchronizes all the changes at every hour and displays the results in the Review Sync Status section. If you do not specify the Enhanced Search URL, the system neither performs the sync nor updates the information in the Review Sync Status section.

API User Key

Specify the API key that consists of the client ID and is used for smart search related activities. This key is required before Search Activation/Deactivation and resync. An error is displayed if you activate, deactivate or resync without the API User Key.

Adding and Reviewing Product Field Weightage

The weightage allocation enables the Smart Search to control the ranking of the search results based on customer needs. The total for the weightage is 100%. You can provide 100% weightage for a single product field and this can be split into any number of product fields that participate in the search criteria. For example, 70% weightage to product name and 30% weightage to product code means that if there is a match for a search text with a product name as well as a product code, the product name match will be ranked higher in the result. This capability allows the customers to fine tune the search results and also include custom fields that may be included in the search criteria.

To define the criteria, you must define the map as follows. The map of fields and corresponding weightage can be different for each flow.

  1. Select the desired flow using Flow drop down.
  2. Select the desired field using Field Name drop down. You can add product fields such as Product Name, Description, Product Code, and more.
  3. Select the desired weightage for the product field in percentage using the Weightage drop down.
  4. Select the Typeahead checkbox to apply typeahead for the selected field. For example, if you define typeahead on product name, when the sales representatives enter a keyword in the Search bar, they can see the typeahead results if the product name matches.
    Note:

    If you add multiple fields for product field weightage, you can apply Typeahead only for one product field.

  5. Click Add Row, if you need to add an additional field.
    Note:
    • Ensure that the total weightage sum of all the fields equals to 100%.
    • CPQ supports fields of type text, picklist, rich text, and number. It can also be a mix of all these types of fields.
  6. Click Save.

Pushing Data into Search Engine

This is a one-time Activation step. This enables the system to set up new indexes and push the product data that runs the catalog and search.
Click Search Activation.

Refreshing Data in Search Engine

This step is required to be executed any time there is change to the base line setup or "search meta-data". This includes:
  • New fields are added to the weightage criteria.
  • New fields are added to the Refine Search filter.
  • New fields are added to the product catalog listings.
Click Search Metadata Refresh. You need to refresh the metadata only when you have made changes to the product schema or data.

Removing Data in Search Engine

This step is required when you want to deactivate the Smart Search functionality in your org and purge data from our servers.
Click Deactivate Search.

Review Sync Status

This section displays the details about the last Sync job performed for Smart Search Settings. The fields such as Sync Message, Last Attempted Sync, Last Successful Sync and Current Sync Status depict the necessary information about the Sync job. The Review Sync Status is changed when you activate Smart Search (by clicking Search Activation), run the batch job and deactivate the Smart Search (by clicking Deactivate Search).

Switching to Azure Smart Search

Note:

By default, the value in Search Environment is set to Azure for new package installation. For upgrade (if you are already using Smart Search), you must deactivate the smart search, change the search environment and then activate the smart search.

You can now switch the search engine from Solr to Azure for faster search results.
Create a new record under App Setup > Develop > Custom Settings > Config Smart Search Settings > Manage with name SmartSearchSync. Inside this record, specify the Search Environment as Azure.
Administrator Guide
Salesforce
CPQ

February 5, 2026