- Installing the Application
- Configuring the Application
Inserting Coveo Components
- Integrating a Coveo Full Search Page
- Integrating a Coveo Insight Panel Lightning Component
- Integrating a Coveo Case Deflection Component
- Integrating Coveo in a Lightning Community
- Integrating a Coveo Insight Panel Classic Component
- Integrating a Case Creation Component
- Integrating a Coveo Recommendation Component
- Accessing the Coveo for Salesforce Interface Editor
- Integrate a Coveo VisitorIdAccessor Lightning Component
- Configuring a Salesforce Source
- Going to Production
- Getting Started with Coveo Case Assist
- Getting Started With Coveo for Einstein Bots
- Getting Started With Coveo for Salesforce B2B Commerce on Lightning Experience
- Getting Started With Coveo for Salesforce B2B Commerce for Visualforce
Inserting Coveo Components in Salesforce
The Coveo for Salesforce package allows you to insert Coveo components in your Salesforce organization. From this section, you can access the various available components offered by the Coveo for Salesforce package:
Coveo Insight Panel Lightning Component
The Coveo Insight Panel Lightning Component is a search interface that suggests contextually relevant information to your agents (see Integrating a Coveo Insight Panel Lightning Component).
Full Search Page
While the Coveo Insight Panel Lightning Component offers a convenient search interface for your users to easily find contextually relevant information, your agents may need to take advantage of Coveo’s entire search capabilities. A Coveo for Salesforce Full Search page provides a complete Coveo search interface that can be accessed directly from any Salesforce application (see About the Default Coveo for Salesforce Full Search Page).
To learn how to integrate a Coveo Full Search page, see Integrating a Coveo Full Search Page.
Case Deflection Component
The Coveo Case Deflection component increases self-service in a Salesforce Community by providing recommended solutions to users before they submit a case to your Support Agents (see Integrating a Coveo Case Deflection Component).
Lightning Community Components
Beside the Case Deflection component, you can also use the Coveo Community Search, the Coveo Community Searchbox, and the Page View Tracker component to help you have a great experience (see Integrating Coveo Components in a Lightning Community).
Coveo Insight Panel Classic Component
The Classic Insight Panel automatically pulls information related to the Salesforce object that’s currently selected, therefore automatically providing contextually relevant information (see Integrating a Coveo Insight Panel Classic Component).
Case Creation Component
The Case Creation component allows your administrators to easily create a Salesforce page where community users can create a support case (see Integrating a Case Creation Page).
Coveo Recommendation Component
The Coveo Recommendation Component is a Lightning Web Component that displays a list of recommended results. The results are based on recorded events and the history of the user who is navigating the website (see Integrating a Coveo Recommendation Component).