Integrating a Coveo Full Search Page

A Full Search page allows your Salesforce administrator to easily create a search page with the automatic creation process. This time-saving process automatically detects currently indexed content types and offers to create corresponding search page tabs with appropriate default facets and search results templates (see Understanding the Default Coveo for Salesforce Full Search Page).

This page explains how to insert the default Coveo Search page.

You should duplicate the Coveo components instead of using the default ones when creating a search page (see Creating a Custom Visualforce Search Page).

Creating Your First Full Search Page

  1. If not already done, log in to your Salesforce organization using an administrator account.

    The administrator account (email) used to log in to Salesforce must also be an administrator in the Coveo Organization to which you linked Coveo for Salesforce (see Configuring the Coveo for Salesforce Application).

    Since personal account permissions can be revoked, you should, particularly for a production environment, create and use a dedicated account (such as coveoforsalesforce@mycompany.com) to minimize risks of breaking the authorization token and the search page.

  2. In Salesforce, access your Coveo app.

    With Salesforce Lightning With Salesforce Classic

    At the top left of your page, click the app, click the App Launcher and select Coveo.

    At the top right of the page, in the Force.com App Menu, select Coveo.

  3. In the Coveo page, click one of the available predefined full search page tab, such as Coveo Search.

    With Salesforce Lightning With Salesforce Classic
  4. In the This Search Page Is not Configured Yet. dialog box, click Set Up a Search Page to launch the search page creation process.

    • If the dialog indefinitely indicates Reviewing Index Content with a spinning icon, the account with which you are logged in does not have administrator permissions in the Coveo Organization.

    • With Internet Explorer, the dialog box may not appear (all white), failing to load when the Compatibility mode is enabled. Deactivate the Compatibility mode (see Supported Browsers - Coveo JavaScript Search Framework).

  5. In the Setup Search Page dialog:

    1. You can disable one or more suggested tabs corresponding to the found index content.

    2. Optionally, click More Tabs when you want to immediately add tabs for other types of sources that are not yet indexed.

      Added tabs contain no results until you index content of the corresponding type.

      You can always add or remove tabs later using the Interface Editor (see Making Basic JavaScript Search Page Customization With the Legacy Interface Editor).

    3. Click Create Page.

The new search page should appear with results from your index.

What’s Next?

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