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. Search for Coveo and select the Coveo - AI-Powered Search for Salesforce application page.

    2. Click Get It Now.

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

    4. In the Where do you want to install this package? page, it is recommended to click Install in a Sandbox when first trying the application.

      When you are ready to install the application in production, the Salesforce account with which you log into Salesforce must meet certain requirements (see Creating a Dedicated Salesforce Linking Account).

    5. In the Confirm Installation Details page:

      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.

      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.

      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, select Install for Admins Only, 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).

    For a deployment in production, it is not recommended to select Install for All Users as this grants every custom profile the permissions to modify the configuration of Coveo Insight Panels.

  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.
  4. In the Install Coveo - AI-Powered Search for Salesforce page, once the installation or upgrade is completed or when an indication that the app takes a long time to install appears, click Done.

    When the app is reported to take a long time to install, within minutes, you shall receive an email confirmation with the subject Package Coveo for Salesforce Install Successful from support@salesforce.com.

    For Coveo for Salesforce V2, the email subject is Package Coveo for Salesforce V2 Install Successful.

  5. In the Installed Packages page where you are redirected, you can validate the state of the package.

What’s Next?