Customizing the Coveo for Salesforce Free Edition
- Using Custom Objects With the Coveo for Salesforce Free Edition
- Using Custom Fields With the Coveo for Salesforce Free Edition
- Using Many Knowledge Article Languages With Coveo for Salesforce Free
- Creating Multi-Value Fields
- Understanding How the Coveo for Salesforce Free Edition Uses the JWT Flow
- Linking the Coveo for Salesforce Free Edition to a Different Organization
- Getting Faster Results With the Coveo for Salesforce Free Edition
- Creating a Guest User Profile for Your Community
- Allowing Guest Users Access to Your Visualforce Community
- Adding Custom Fields to Result Templates
Creating Multi-Value Fields
The Coveo for Salesforce Free edition allows you to have many values associated to the same Salesforce field, creating what’s called a multi-value field. This type of value allows you to classify an item in many categories at the same time, increasing its searchability in your search pages.
Declaring a Multi-Value Field
The first thing to do is to declare your field as multi-value.
In Salesforce, go to Setup.
Under the object whose fields you want to change, select Fields.
You want to make the Current Generator(s) field multi-valued. Because this field is an Opportunity field, you select Fields under Build > Customize > Opportunity.
Next to the field you want to make multi-valued, select Edit.
Under Field Information, next to Help Text, enter
CoveoMultiValue. Keep the spacing and casing the same.
Your field is now considered a Coveo Multi-Value field, and can be used as such.
Using a Multi-Value Field
Once a field has been declared as multi-value, you can enter more than one value for that field.
To do so, enter every value separated by semi-colons. Don’t add spaces before or after the semi-colon.
You have a client that has two different generators: a John Deere generator, and a Yamaha one. To prevent duplicating the client’s information, you decided to make the Current Generator(s) field multi-valued.
In the Current Generator(s) field, you enter the following value, noting the absence of spaces before and after the semi-colon: