Granting Users Access to Your Coveo Components

You typically create and customize your Coveo components while they are accessible only to Salesforce administrators. Once a component is ready for your production environment, you must make it accessible to appropriate Salesforce users.

Internet Explorer 11 is not supported when configuring user access.

Granting Users Access to Your Coveo for Salesforce Search Page

Similarly, if you create a new Salesforce page to host a customized Coveo search page, you also need to grant appropriate Salesforce users access to your custom Salesforce page.

To grant Salesforce users access to your Coveo for Salesforce search page, follow these steps:

  1. Using an administrator account, connect to your Salesforce organization.

  2. On the User menu, select Setup.

  3. In the navigation bar on the left, search for and select Visualforce Pages page.

    With Salesforce Lightning With Salesforce Classic
    Under Platform Tools, select Custom Code > Visualforce Pages. Under Build, select Develop> Visualforce Pages.
  4. In the Visualforce Pages page, on the line for your standard search page (such as Search, MobileSearch, and CommunitySearch) or custom search page, click Security.

  5. In the Enable Profile Access for Visualforce Page page for your custom page, from the Available Profiles list, add to the Enabled Profiles list the profile(s) corresponding to users that must have access to the Coveo search page, and then click Save.

  6. When using the Coveo for Salesforce Free edition, ensure all the profiles that should access your components have API Enabled.

    1. In Setup, search for and select Profiles.

      With Salesforce Lightning With Salesforce Classic
      Under Administration, select Users > Profiles. Under Administer, select Manage Users > Profiles.
    2. Next to a profile that should access your search page, select Edit.

    3. Under Administrative Permissions, ensure the API Enabled box is checked.

    4. Repeat these steps for all profiles.

Granting Users Access to Your Coveo Lightning Components

If you do not grant your users access to the Coveo Lightning components, they will receive the following error when trying to view the component:

Insufficient read access to the Coveo Lightning Configuration object

You will typically want certain user profiles to have access to your community components.

  1. Using an administrator account, connect to your Salesforce organization.

  2. On the User menu, select Setup.

  3. Make the Coveo Lightning components fields available to your desired profiles:

    1. In the navigation bar on the left, search for and select the Field Accessibility page.

      With Salesforce Lightning With Salesforce Classic
      Under Settings, select Security > Field Accessibility. Under App Setup, select Administer > SecurityControls > Field Accessibility.
    2. Under Select one, select Coveo Lightning Settings.

    3. Select View by Profiles, and then select a profile that should have access to your Coveo Lightning components.

    4. Ensure that the profile has at least Read-Only access to all fields.

    5. Repeat these steps for every profile that should have access to the Coveo Lightning components.

  4. Allow your users access to the Coveo Lightning settings:

    1. In Setup, search for and select the Profiles page.

      With Salesforce Lightning With Salesforce Classic
      Under Administration, select Users > Profiles. Under Administer, select ManageUsers > Profiles.
    2. Next to a profile that should access your Coveo Lightning component, select Edit.

    3. Under Custom Objects Permission, next to Coveo Lightning Settings, ensure the profile has at least Read access.

    4. When using Coveo for Salesforce Free, under Administrative Permissions, ensure the API Enabled box is checked.

    5. Repeat these steps for every profile that should have access to the Coveo Lightning components.

Grant Anonymous Users Access to Your Community

You will sometimes want to have a public community that can welcome guest users. You must thus ensure that guest users can access your components once they are ready.

There are three places where you need to enable settings for your guest users to have access to your Coveo Lightning components:

  • The Community Management Administration settings

  • The Community Builder settings

  • The Guest User Profile settings

Edit the Community Management Administration Settings

  1. Access the Community Management Administration settings (see Access Community Management).

  2. In the menu on the left, select Administration.

  3. Under Administration, select Preferences.

  4. Ensure the Give access to public API requests on Chatter and Show all settings in Community Management boxes are selected.

  5. Under Administration, select Members.

  6. Ensure all the profiles and permission sets that should be able to access your community are in the Selected Permission Sets section.

Edit the Community Builder Settings

  1. Access the Community Builder (see Navigate Community Builder).

  2. In the menu on the left, select the cog icon to access the Settings options.

  3. In General, ensure the Public can access the community checkbox is selected.

Edit the Guest User Profile

When using Coveo for Salesforce Free, you must ensure that you create a custom guest user first (see Creating a Guest User Profile for Your Community).

  1. Still in the Community Builder settings, in General, under Guest User Profile, click the guest user profile associated to your community. This should redirect you to its Profile Detail page.

  2. In Field-Level Security, under Custom Field-Level Security, next to Coveo Lightning Settings, select View.

  3. Ensure the guest user profile has at least Read Access to Configuration and Site Name.

  4. Select Back to Profile to come back to the guest user profile.

  5. Under Custom Object Permissions, ensure the profile has at least Read access to the Coveo Lightning Settings.

  6. When using Coveo for Salesforce Free, under Administrative Permissions, ensure the API Enabled box is checked.

Your guest users should now have access to your Coveo Lightning components in your community.

Granting Salesforce Users Access to the Coveo Classic Insight Panels

After installing the Coveo for Salesforce application and following the recommendation to set the security level to grant access to admins only (see Installing the Coveo for Salesforce Application), your normal Salesforce users do not yet have access to the Coveo Insight Panels.

Once you completed the setup of a Coveo Classic Insight Panel and want to make it available to your Salesforce users, you must allow them to see the Coveo Classic Insight Panel.

To grant Salesforce users access to the Coveo Classic Insight Panels, follow these steps:

  1. Using an administrator account, connect to your Salesforce organization.
  2. Grant user profiles access to Coveo Classic Insight Panels. There are two methods to grant your users access to Coveo Classic Insight Panels depending on the number of profiles within your organization:

Grant a profile access to Coveo Classic Insight Panel

  1. Access the Profiles page:

    1. In the User menu, select Setup.

    2. In the navigation bar on the left, under Administration Setup, select Manage Users> Profiles.

  2. In the Profiles page, click the profile name to which you want to grant access to the Coveo Insight Panel.

  3. In the Profile Edit page, in the Enabled Visualforce Page Access section, click Edit.

  4. In the Enable Visualforce Page Access page:

    1. In the Available Visualforce Pages list, select CoveoV2.CoveoPanelForCases.
    2. Click Add to make it appear in the Enabled Visualforce Pages list.
    3. Click Save.
  5. Repeat this procedure for each profile to which you want to grant access the Coveo Classic Insight Panel.

Edit Visualforce page permissions

  1. In the navigation bar on the left, under App Setup, select Develop> Pages.

  2. In the Visualforce Pages page, in the Action column, click the Security link on the line on which PanelForCases is in the Name column.

  3. In the Enable Profile Access for Visualforce Page:

    1. In the Available Profiles list, select one or more profile to which you want to grant access to the PanelForCases page.
    2. Click Add to make it appear in the Enabled Profiles list.
    3. Click Save.

Granting Access to Attach to Case Users

Coveo for Salesforce V1 and V2 come with a component to allow Salesforce users such as support agents to attach a search result to a Salesforce object such as a case. These users must, however, have Read, Create, Edit, and Delete permissions on the Attached Results object to be able to use the Attach to Case feature.

To grant access to Attach to Case users, follow these steps:

  1. Using a Salesforce administrator account, log in to your Salesforce organization.

  2. In Salesforce, select Setup> Manage Users > Profiles.

  3. In the Profiles page, click Edit next to a profile that requires access to the Attached Results.

  4. In the selected Profile Edit page, under Custom Object Permissions, for the Attached Results object, under Basic Access, select the Read, Create, Edit, and Delete check boxes, and then click Save.

    When your Salesforce organization uses the enhanced profile user interface (see Working with Object Settings in the Enhanced Profile User Interface), in the selected Profile Edit page, instead:

    1. Under Apps, click Object Settings.
    2. In the All Object Settings list, click the Attached Results object.
    3. In the Attached Results Object Permissions list, in the Enabled column, select the check box for the Read, Create, and Edit lines, and then click Save.