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 a SSO provider shouldn’t affect the way search and indexing behave. Nevertheless, you should follow the leading practices below to ensure that the best integration.

Ensure that you have 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).
We recommend that you 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, you must ensure 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.