Per-App Search: Salesforce

Facets for stage, amount, and close date

You'll be able to

Scope a query to Salesforce and filter opportunities by stage
Use amount and close-date facets to surface deals that matter now

Read first

Datasource Filters (Developer Guide) · 9 min

Day 5 Lab

Run app:salesforce stage: plus a deal stage. Note how many opportunities show.
Add an amount:> threshold to keep only the larger deals.
Add closedate: to scope to the period you care about.
Read the shortlist — is it the list you would bring to a pipeline review?

Working Example: Salesforce Facets

Salesforce indexes opportunities by structured fields; app:salesforce selects the source and each facet matches an opportunity field. Verified against datasource_filters.

app:salesforce stage:negotiation
  → every deal in negotiation — the whole stage, big and small

app:salesforce stage:negotiation amount:>50000 closedate:this-quarter
  → large deals in negotiation closing this quarter — the focus list

app:salesforce account:Acme stage:closed-won closedate:2026
  → Acme's wins this year, for the renewal narrative

closedate: and amount: together build the "closing this quarter" shortlist: the date facet bounds the time window and the amount threshold drops the small deals, leaving exactly the opportunities a pipeline review should cover. Verified against datasource_filters.

Check for understanding

Which two facets together build a 'closing this quarter' shortlist?

Check yourself

Pick an answer — you'll see if it's right and why.

1. What does a built-in Glean Skill bundle together?

2. In a busy Slack channel, which facet pair pins a message fastest?

3. What does `app:jira project:ATLAS priority:high assignee:@raj` return?

4. Why does a Confluence `label:` facet help you find the canonical page?

5. Which Salesforce facets together build a 'large deals closing this quarter' shortlist?

Pass threshold 80% · week 3 quiz

In 10 seconds

“Salesforce speaks in stage, amount, close date. app:salesforce stage:negotiation amount:>50000 closedate:this-quarter pulls the big deals closing now — a pipeline review from one search line.”

Next · Week 3 Day 6
Per-App Round-up: GitHub/GitLab, Teams, Gong, Zendesk

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