Record type does not display in the data filter as criteria that can be used during download operations. This is because it is not something common across all objects and is specific to the user’s account.
No need to give up here though. We allow you to modify the WHERE clause of the SOQL statement. See this article for more info on creating SOQL queries with CloudExtend Excel for Salesforce.
💡 Pro Tip: Name the template appropriate to the action you are performing (ie: Lead template with SOQL).
Example of SOQL statement:(using Lead as example object)
SELECT Id, Name FROM Lead Where RecordType.Name='Lead Record Type'
Users can just edit the Where Clause to include the RecordType name condition.
