- Upgrading from Coveo for Salesforce V2 to V3
- Configuring Coveo for Salesforce
- Refreshing Coveo for Salesforce in a Sandbox
- Identifying Your Coveo for Salesforce Version
- Using SSO with Coveo for Salesforce
- Upgrading the Coveo for Salesforce Application
- Investigating Coveo for Salesforce Performance
- Accessing the Health Check Page
- Switching from a Coveo for Salesforce Free to a Pro Trial with One-Click Upgrade
- Synchronizing Your Configuration
- Coveo for Salesforce V2 vs Coveo for Salesforce Service Cloud (V1)
- Coveo for Salesforce Service Cloud (V1) Help
Using SSO With Coveo for Salesforce
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 should not affect the way search and indexing behave. Nevertheless, you should follow the leading practices below to ensure that the best integration.
Index your Salesforce content using a native Salesforce user (see Creating a Dedicated Salesforce Crawling Account).
There is no need to use a crawling account when using the Coveo for Salesforce Free edition, as these editions do not crawl your Salesforce content.
It is recommended 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 cannot 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.