Select a Textkernel Environment and Enter Credentials

All Textkernel Search and Match setup procedures are available here.

Textkernel provides two environments, one for your Production Org and another for Sandbox Non Production Environments are used by customers to test new features prior to them going live. Orgs. There are two corresponding sets of credentials provided by Textkernel for accessing Production and Sandboxes, respectively. All the steps in this guide need to be completed in both Orgs, unless specified otherwise.

Do the following to activate the environment:

1. Go to Setup > Custom Metadata Types > Textkernel configuration.
2. In the Environment In Salesforce terminology, any type of instance where the application can be used, like a production instance (where users use the product daily) or a testing environment (a Salesforce instance created just to develop and test features). Or can be used with reference to an external database Type field, enter Production or Sandbox depending on the type of Org being configured.
3. In Environment, enter Custom.
4. Navigate to the Textkernel Management Component tab, click on Single Tenant settings and click the Manage custom settings button. You may need to create a tab for the Textkernel Management Component if it is not yet configured.
   
   
5. Enter the credentials provided by Textkernel in the form that pops up.

Next Procedure

Create a Search and Match Page