Users Guide

This guide describes how to use Informant from the Account view. Depending on the specific setup in your organization you might not see all fields we refer to below. Ask your Admin about the Page Layout and the Related Objects ”Informant Hits”, ”Informant Subscriptions” and ”Informant Announcements”.

Create a Subscription

From the Account you want the Subscription to relate to

  1. Hoover over or click ”Informant Subscription”
  2. Click ”New Informant Subscription”
  3. Name the Subscription
  4. Add at least one or more URL (https://…)
    Separate URLs with New Line
  5. Add a filter (optional), see Filters below
  6. Save

Hits

Hits from Subscriptions you have created will be published on Account View > ”Informant Hits”.
In addition you can have personal alerts either via Chatter or e-mail or both
see Announcements

 

Announcements

Hits from the Subscription will be published on Account View under ”Informant Hits”. In addition you can have personal alerts either via Chatter or e-mail or both.

  1. Make sure you Follow the Account (check +Follow button at the top right)
  2. Hoover over or click Informant Announcements
  3. Add or remove e-mail and Chatter
  4. Save

Filter – Quick Guide

Informant handles unstructured information. That is why we use Regular Expressions (Regex) for powerful filtering. Regex is a sequence of characters (text, numbers and variables, boundaries and more) which the textblock we capture must match) that specifies a search pattern.

The text Informant capture is matched against a Regex to create a Hit.

Some ground rules:

  1. No filter lets everything pass through

  2. Simple string
    A keyword ord expression that must be met in whole
    Example:

    United Kingdom

  3. OR logic
    Separate expressions with a vertical line (also called ”pipe” | ) on the same row

    Example:

    USA|Russia (Note the pipe)

  4. AND logic
    Put expressions on different rows
    You can add as many rows you need. All rows must be true

    Example:

    USA
    Russia

  5. NOT logic
    If a row starts with a minus sign ”-” it is true if the expression does not occur

    Example:

    USA
    Russia
    -England

  6. Filter is not case sensitive (UPPER and lower case doesn’t matter)
test your filter

Useful codes

( )

Group an expression

Boundary: b
Matches everything inside – but not outside – the boundary.

b can be use in the beginning, the end or both sides of a string

Example:
bLAWb

does not match LAWFUL or COLESLAW

LAWb
matches COLESLAW, but not LAWFUL

bLAW

matches LAWFUL, but not COLESLAW

Word Character: w
Matches any letter or numeric character (a-z 0-9), but not special character as ü ö ä å etc.

Dot: .
Matches any character

?
Character is optional
(example: colou?r maches alternative spelling)

+
Matches one or more consecutive characters

*
Matches zero or more consecutive a characters

*
Matches zero or more consecutive a characters

{n}
Matches exactly n consecutive characters.

{n,}
Matches at least n consecutive characters

{m, n}
Matches between m and n consecutive characters