- In a Salesforce record.
If you search for information (for example, an account) in a Salesforce record, only accounts that are linked to that particular Salesforce record are returned. Content might exist in multiple places, but that content is returned only if it is linked with the record.
- In the Alfresco Repository tab that is displayed in Salesforce.
If you search for content in the Alfresco Repository tab, all results that you have permission to see are returned from the Alfresco repository. The user can then link the file to one or more Salesforce records.
If metadata synchronization is enabled, this synchronization happens when a user views a Salesforce record that contains the Alfresco canvas app. The app checks whether a folder for that record exists in Alfresco, and creates a new folder if it does not exist. The app then adds the mapped property values from the Salesforce record to the parent record folder in Alfresco. If a user searches for that metadata directly in Alfresco (for example, using the Share application), the results are returned successfully.
You can map an specific object (and therefore all records associated with that object) to a named site in Share. See step 4 of Adding the Alfresco site and canvas app in Salesforce for instructions on how to do this.