DataFetch
  • What Is DataFetch?
  • Slack App
    • Getting Started for Slack
      • Adding DataFetch To A Slack Workspace
      • Adding A Data Source
      • Slash Commands
  • Features
    • Search Results
    • Search Operators
    • Source Permissions
    • Data Source Catalogue
  • Admin
    • Message Templates
  • Data Source Types
    • Airtable
    • Adobe Marketo Engage
    • Amazon Redshift
    • Eventbrite
    • Google BigQuery
    • Google Drive
    • HubSpot
      • Creating a HubSpot Search
      • Creating a Message Template
      • Configuring Search Object Options
        • Adding a Result Object Type Icon
        • Editing the Result Record Name Template
        • Enabling the 'Open in HubSpot' button
        • Adding Result Object Properties
    • Humanitix
    • MailChimp
    • ON24
    • PostgreSQL
    • MySQL
    • Salesforce Pardot
    • Salesforce Sales Cloud
      • Creating a Salesforce Search
      • Creating a Message Template
      • Configuring Search Object Options
        • Adding a Result Object Type Icon
        • Editing the Result Record Name Template
        • Enabling the 'Open in Salesforce' button
        • Adding Result Object Properties
    • Splash
  • Additional Resources
    • Frequently Asked Questions
    • Glossary
    • Contact Us
Powered by GitBook
On this page

Was this helpful?

  1. Data Source Types
  2. Salesforce Sales Cloud
  3. Configuring Search Object Options

Editing the Result Record Name Template

PreviousAdding a Result Object Type IconNextEnabling the 'Open in Salesforce' button

Last updated 2 years ago

Was this helpful?

This allows you to create a name template for the search result in Slack. For instance, when creating a Contact object, you might want to display the Name and the Email Address of the contact in your search result. This is helpful as it provides you with relevant information about the search result.

Here's how you can create/edit a result record name template:

  1. From the DataFetch web interface, select or create a new search object and go to the Options tab.

  2. In the Result Record Name Template box, enter the tag of the data field that you want to include in the template. For instance, you want to display the name and email address of the contact. You can add the data field tags (i.e. {{[Name]}} ). You can also format the template as you desire, for example {{[Name]}} | {{[Email]}} .

  3. Click Save.

Here's an example of a search result applying the template {{[Name]}} | {{[Email]}} for the Contact object: