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Question by sergeyer, May 29, 2017 2:39 PM

Limit Salesforce objects search by record type in Free or Express Edition?

Can I limit Salesforce object search by record type or combination of record types in Free or Express Edition?

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Answer by amoreau, May 29, 2017 6:01 PM

Yes, you can use Record Types in Coveo for Salesforce Free and Express.

Since Record Types are objects, you should use a field of that object, such as `@sfrecordtypename=="Your Record Type name"`, which only returns your items with the specified record type name. For more information on the Coveo query syntax, I welcome you to read Understanding the Coveo for Salesforce Query Syntax.

Please note that, if you have just created your record type, you might have to wait a bit before being able to query it (see Using Custom Fields in Coveo for Salesforce Express).


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