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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
Using Custom Objects With the Coveo for Salesforce Free Edition
When creating a search page with the Coveo for Salesforce Free edition, you can decide to have several tabs created by default, one of which is the All Content tab.
The default Filter expression for the All Content tab would look like this:
@objecttype==(Account, KnowledgeArticleVersion, Case, Contact, FeedItem, ContentDocument, Lead, Opportunity, User) (NOT @sftype==(ContentPost,CollaborationGroupCreated,CreateRecordEvent))
To add your custom objects to the tab, you need to add it to the expression.
To understand the syntax used to build this type of expression, see Coveo Query Syntax Examples in Coveo for Salesforce.
- Ensure that your custom object is allowed to be searched.
- In Salesforce, in Setup, search for and select Objects (Build > Create > Objects).
In Salesforce Lightning Experience, you can select the Object Manager tab.
- Next to the custom object you want to make searchable, select Edit.
- Under Search Status, ensure that the Allow Search box is checked.
- In Salesforce, in Setup, search for and select Objects (Build > Create > Objects).
- Access the search page you want to modify.
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Open your Component Interface Editor.
With Coveo for Salesforce v3.25+ With Coveo for Salesforce V3 With Coveo for Salesforce V2 Click the Edit button in the upper-right corner of the component.
In the upper-left corner of the component, click the Edit button.
In the lower-right corner of the component, click the arrow button to expand the box; then, click Edit.
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In the Interface Editor, select the All Content tab, and select the edit icon.
There’s an additional step in Coveo for Salesforce V3. Before entering the new filter expression, you should click the Filtering icon in the All Content tab options.
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Under Filter expression, add your custom object.
You want to add your custom object
MyCustomObject
to your All Content tab.Under Filter expression, you modify the expression to include your custom object. Because it’s a custom object, you add
__c
at the end.@objecttype==(MyCustomObject__c, Account, KnowledgeArticleVersion, Case, Contact, FeedItem, ContentDocument, Lead, Opportunity, User) (NOT @sftype==(ContentPost,CollaborationGroupCreated,CreateRecordEvent))
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Save the page. Your custom object should now be displayed in the All Content tab.
If you recently created your custom object, you might not be able to query it right away (see Using Custom Fields With the Coveo for Salesforce Free Edition).