Install the Coveo for Salesforce application

This is for:

Developer System Administrator

This article describes how to install the Coveo for Salesforce application.

Important
Important

If you’re an existing customer, use the download links available in the release notes to install or upgrade Coveo for Salesforce in your production or sandbox environment.

  1. Go to the Salesforce AppExchange.

  2. On the Coveo - AI-Powered Search & Recommendations for Salesforce page, click Get It Now.

    AppExchange listing | Coveo for Salesforce

  3. On the Log In to AppExchange page, click Log In, and then provide your Salesforce administrator credentials if you haven’t already.

  4. On the Where do you want to install this package? page, click Install in Production or Install in Sandbox, as appropriate.

    Tip
    Tip

    Select the Install in Sandbox option when first trying the application.
    Installation environment options | Coveo for Salesforce

  5. On the Confirm Installation Details page:

    Confirmation of installation details | Coveo for Salesforce

    1. Click the terms and conditions link to review the application’s legal agreement.

    2. Select the I have read and agree to the terms and conditions checkbox.

    3. Click Confirm and Install.

      Notes

      • Before installation, you always see Subscription as Free or Free Trial and Duration as 30 days. If you have bought a different license, the Coveo team will transparently change your license according to your subscription.

      • You might have to fill in the Here are the details we’ll share from your profile section.

  6. On the Install Coveo - AI-Powered Search & Recommendations for Salesforce page, choose the users you want to install the application for, and then click Install or Upgrade.

    Select target user | Coveo for Salesforce
    Tip
    Leading practice

    You should make the search component available to all or specific users later when the deployment is completed (see Grant users access to your Coveo Lightning components or Grant users access to your Coveo Classic components). Selecting Install for All Users grants every custom profile the permissions to modify the configuration of Coveo components.

  7. In the Approve Third-Party Access dialog box:

    Grant access to third-party web sites | Coveo for Salesforce

    1. Select the Yes, grant access to these third-party web sites checkbox.

    2. Click Continue.

      Note

      If the app takes longer than expected to install, you’ll receive an email confirmation from support@salesforce.com within minutes.

You’re automatically redirected to the Installed Packages page. You can now validate the state of the package and start configuring the Coveo for Salesforce application.