Free Elastic Training

Workplace Search Quick Start

In this Quick Start guide, you’ll learn about Elastic Workplace Search: a single search experience for your teams to search across all your content platforms, like Google Drive, Salesforce, and Confluence, to name just a few. See how to quickly get set up, synchronize data to Workplace Search, and optimize the search experience for different members of your organization.

Topics:

  • What is Elastic Workplace Search?
  • Synchronizing data to Elastic Workplace Search
  • Exploring and optimizing the search experience
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Now it's your turn

Now that you've watched the Quick Start video, follow the steps below to practice what you've learned. If you don't have an Elastic Cloud instance, spin up a 14-day free trial.

Start a free Elastic Cloud trial

Step 1

Step 1

  1. Create a "Quick Start: Workplace Search" deployment by selecting the "Elastic Enterprise Search" template.
  2. Launch Elastic Enterprise Search.
Step 2

Step 2

  1. Log in to Elastic Enterprise Search.
  2. Select Elastic Workplace Search.
  3. Connect to the content sources your organization is using.
  4. Start searching for documents across different sources.
Step 3

Step 3

  1. Search on different terms and apply filters.
  2. Create a new group and add data sources.
  3. Add a new role and test the impact on search.
  4. Change source prioritization and ranking.

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Workplace Search Fundamentals

Explore the fundamentals of Workplace Search like synchronizing data, searching with Workplace Search, and tuning the search experience.

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