- Installing the Application
- Configuring the Application
Inserting Coveo Components
- Integrating a Coveo Full Search Page
- Integrating a Coveo Lightning Insight Panel
- Integrating a Coveo Case Deflection Component
- Integrating Coveo in a Lightning Community
- Integrating a Coveo Classic Insight Panel
- Integrating a Case Creation Page
- Integrating a Coveo Recommendation Component
- Accessing the Coveo for Salesforce Interface Editor
- Configuring the Salesforce Source
- Going to Production
- Getting Started With Coveo for Salesforce B2B Commerce
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:
- Full Search Page
- Lightning Insight Panel
- Case Deflection Component
- Lightning Community Components
- Classic Insight Panel
- Case Creation Page
Internet Explorer 11 is not supported when inserting Coveo components in Salesforce.
Full Search Page
A Full Search page allows your Salesforce administrator to easily create a search page with the automatic creation process (see Integrating a Coveo Full Search Page).
Lightning Insight Panel
The Lightning Insight Panel is a search interface that suggests contextually relevant information to your agents (see Integrating a Coveo Insight Panel).
Case Deflection Component
The Coveo Case Deflection component increases self-service in a Salesforce Community (see Integrating a Coveo Case Deflection Component).
Lightning Community Components
Beside the Case Deflection component, you can also use the Coveo Community Search, the Standalone Searchbox and the Page View Tracker component to help you have a great (see Integrating Coveo Components in a Lightning Community).
Classic Insight Panel
The Classic Insight Panel automatically pulls information related to the Salesforce object that is currently selected, thus automatically providing contextually relevant information (see Integrating a Coveo Classic Insight Panel).
Case Creation Page
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).