Changing a Salesforce Object Set Title

When adding or editing a Salesforce source (see Add/Edit a Salesforce Source - Panel or Customizing the Salesforce Source Configuration in Cloud V2), you can decide which field an object should use as its title.

The field you choose as your object title is used in your result templates as the clickable link. Specifically, it is used for the ResultLink component (see Coveo ResultLink Component).

To change a Salesforce object set title

  1. Open your Salesforce source Configuration tab (see Customizing the Salesforce Source Configuration in Cloud V2).

  2. Select the object of which you want to change the title.

  3. Select the field you want to use as your object title, and click the Set as Title button.

    salesforcesourcev2-setastitle

  4. The field you have chosen as your title should now be mapped to title, as shown in the Map to column in bold.

    salesforcesourcev2-titlefield

What’s Next?

Complete your source addition or edition (see Customizing the Salesforce Source Configuration in Cloud V2).