Setting Up & Editing Context
Context allows you to connect your apps to Guru and create context-specific suggestions for your team based on specific user actions or field values. No more searching. Guru surfaces knowledge when and where your team needs it.
How to Set Up Context
Open the extension, access the settings menu (your avatar), and select Contexts.
To set up a new Context, first select which Collection you would like to create the new Context in.
Next, select Create New Context.
THINGS TO NOTE:
The Card surfaced by Context will only show up for those team members who have access to the Collection that Card is in.
You can change which Collection the Context is set up in whenever you are editing the Context.
Enter the base URL for the page (including the entire URL causes Context to only trigger on that specific URL). For example, instead of https://salesforce.com/lkdjfal include "salesforce.com". Do not include the full details of the URL because that limits the pages Context will run on. Additionally, do not include https://www.
Choose the selector. Right click in the field you would like and choose Inspect.
Then right click the area highlighted in gray, choose Copy, and then choose Copy Selector. Paste the information into the CSS selector field. We’re here to help and are happy to find a selector for you if needed.
Add the display name, which is the internal name you would like to use to identify the context set up. (It doesn’t show up anywhere in the UI).
Select Test (blue button at the top right of the Context edit screen) to test your Context set up. The results will tell you if your URL is correct and what information the selector pulled. Cross reference this by what the field currently says.
For example, I want Context tied to the product field. When I inspected the element the product field contained 'Guru-Pro Edition' the test tells me that the returned value is 'Guru-Pro Edition', which means I have the correct selector.
Choose your Context action type(s).
EXISTS: Operates similar to Match, but will show specific Guru knowledge based on the existence of the selector value.
Example: Show Sales Process Knowledge only IF the Stage field EXISTS on the Salesforce Opportunity record.
To enable this Context click 'Exists'. Then click 'Add Card' or 'Add Board', search for the content you would like, check the box next to the Cards/Boards you would like surfaced, and finally click 'Save'. Continue doing this until all of the content you want suggested is connected to the Context and then click 'Save'.
SEARCH: Search for all relevant knowledge (Cards/Boards) in Guru to be suggested based on the Search value(s). This is generally used in free form text fields or multi-select fields.
Example: Search Guru with the subject line of this ticket.
To enable this Context, first select the type of content you would like it to search for in Guru. The options are: Cards and Boards, Cards only, or Boards only. Once you have selected your content click Save.
MATCH: Align value(s) to specific knowledge (Cards/Boards) in Guru to be suggested when the Match is made.
Example: Surface Cards on the refund process when the refund tag is associated with the ticket.
To enable this Context, type exactly the match value you would like. For example, if I want to match 'Guru-Pro Edition' to a card on its positioning I need to type 'Guru-Pro Edition' as the match value. After you type your match value, click the plus button. Next, click Add Card or Add Board, search for the content you would like, check the box(es) next to the Card(s)/Board(s) you would like surfaced, and then click Save. Continue doing this until all of the content you want suggested is connected to the Context and finally click Save.
Save the Context. The set up takes five minutes and a refresh of the page to appear, but is usually fairly instant.
If you would like to change which Collection the Context is set up in after saving the Context, go back to editing the Context any time and change the Collection in the dropdown menu.
How to Edit a Context
Open the extension, access the settings menu (your avatar), and select 'Contexts'.
Select the Context you would like to edit. All Contexts are labeled with the URL and display name you chose.
Follow the instructions above to add additional actions, edit or add additional match values, change the Cards or Boards surfacing, or change the trigger information.
Note: If you want to add more Match values, DO NOT click the blue Match button as before, click the arrow next to "Match" to unfurl the previously set-up value.
Save the changes. The adjustments will take five minutes and a refresh of the page to appear.