Use SSO with Coveo for Salesforce

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Many Salesforce environments use a Single Sign-On (SSO) provider to control access to their Salesforce Community or site. In the context of Coveo for Salesforce, the use of an SSO provider shouldn’t affect the way search and indexing behave. Nevertheless, make sure to follow these leading practices:

Ensure that you’ve followed the Salesforce SSO leading practices (see Best Practices for Implementing Single Sign-On and Configure SAML for Communities).
Index your Salesforce content using a native Salesforce user (see Creating a Dedicated Salesforce Crawling Account).
Activate HTTP Redirect with your SSO (see Single Sign-On with Force.com and Microsoft Active Directory Federation Services).
In the rare cases where you can’t activate HTTP Redirect, make sure that the SSO authentication token or session ID is passed alongside the result link of your search page (see Coveo Component ResultLink). The exact implementation depends on your SSO provider.

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