Use app:salescloud or app:servicecloud to filter Salesforce content

jinwang

To filter Salesforce content for search, you should use only the datasource filters that appear in the Glean search bar dropdown after typing app:. Depending on your connector setup, you may see app:salescloud, app:servicecloud, or both. Select the option(s) shown—do not manually type or paste filters that do not appear in the dropdown, as these will not correctly filter your search results.

This ensures your filter matches how Glean indexes Salesforce data, which may be under "Sales Cloud" or "Service Cloud" depending on your environment.

The same approach applies when configuring the Company search step in an Agent: always use the datasource(s) shown in the dropdown for accurate filtering.

Gleanie Kat

I learned something new about searching for Salesforce data recently too! If you create a custom object and want to search by that - we only index some of the options (covered here), you need to use all lower case and no spaces or special characters to search by that object.

Example:

field name in Salesforce > Risk_Reason

what to type into Glean > riskreason:

Hope this helps! 😁