Installing the Coveo for Salesforce Application

This article describes how to get and install the Coveo for Salesforce application to try it with your Salesforce organization.

  1. Go to the Salesforce AppExchange, and then:

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

    2. If not already done, in the Log In to AppExchange page, click Log In, and then provide your Salesforce administrator credentials.

    3. In the Where do you want to install this package? page, choose whether Install in Production or Install in Sandbox.

      It is recommended to click Install in a Sandbox when first trying the application.

    4. In the Confirm Installation Details page:

      1 Click the terms and conditions link to review the application legal agreement.
      2 Select the I have read and agree to the terms and conditions check box.
      3 Click Confirm and Install.
      • Before the installation, you will 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.
  2. In the Install Coveo - AI-Powered Search for Salesforce page, choose to whom you want to install the application, and then click Install or Upgrade.

    You should make the search component available to all or specific users later when the deployment is completed (see Granting Users Access to Your Coveo Components). Selecting Install for All Users grant every custom profile the permissions to modify the configuration of Coveo components.

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

    1. Select the Yes, grant access to these third-party web sites check box.
    2. Click Continue.

    When the app is reported to take a long time to install, within minutes, you shall receive an email confirmation from support@salesforce.com.

You will be automatically redirected to the Installed Packages page where you can validate the state of the package and start configuring your organization (see Configuring the Coveo for Salesforce Application).