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 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



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

    United Kingdom

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


    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



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



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

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


does not match LAWFUL or COLESLAW

matches COLESLAW, but not LAWFUL


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

Matches exactly n consecutive characters.

Matches at least n consecutive characters

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