Manage Conditions in Salesforce Content Source

Manage Conditions lets you confine search to data based on one or more conditions. For example, you can limit search to high-priority cases that have "SearchUnify" in the title.

Each Salesforce field has its own Manage Conditions and each runs independently of one another. You can confine search to cases that have been created in the past week and to articles that have been written in the past five years with zero risk of interference.

Configure Manage Results

To illustrate the principle, this article will show how to configure the case field of your Salesforce content source so that a search client fetches only high-priority cases that have the keyword "SearchUnify" in the subject. The assumption is that you have already added case for indexing.

  1. Go to Content Sources. Open a Salesforce content source for editing and navigate to Rules.

  2. Click Manage Conditions on case.

  3. Drag Priority to the gray area and enter "High" in Enter Field Condition Value. "High" has been added assuming that important cases are tagged "High" in your org. If that's not the case, enter "Important", "Top", "Critical" or the term used in your org.

  4. Drag Subject to the gray area and enter "SearchUnify" in Enter field Condition Value. Because "SearchUnify" can be anywhere in a subject, use the operator instead of the default .

  5. Our goal is to confine search to cases that are "High" priority and have "SearchUnify" anywhere in the title. Scroll up a little and select AND from Select Operator.

  6. If your formula looks like WHERE Priority = 'High' AND Subject IN (SearchUnify), you have done everything correctly. A way to read the formula is: "Show only those cases in search WHERE, priority is HIGH and the subject contains SEARCHUNIFY.

  7. Click Save.

Field Operators

In the example in the previous section, it was shown with case that how it is possible, using operators and , to fetch only those cases that have "SearchUnify" in their subject and whose priority is "High"; both the values—"SearchUnify" and "High"—were supplied by the admin. You can swap both values with what your business demands. The common part is the operators.

Along with and , Manage Conditions offers other operators: Equals (), Not Equals (), Includes (), Greater Than (), Less Than (), Greater Than or Equals To (), Less Than or Equals To (), and Doesn't Include ().