Refresh Coveo for Salesforce in a sandbox

This is for:

Developer System Administrator

After refreshing your Salesforce sandbox, you might notice that Coveo for Salesforce no longer works. This occurs because a sandbox refresh resets the authentication token between the Coveo index and your Salesforce sandbox.

To refresh Coveo for Salesforce

  1. Reset the link to your Coveo organization to reset the connection.

  2. Log in to your Coveo organization.

  3. If your Salesforce sources have an Authentication Issue status, follow these steps for each source with an error:

    1. On the Sources (platform-ca | platform-eu | platform-au) page, click the source with the error, and then click Edit in the Action bar.

      You’ll be prompted to authenticate.

    2. Enter your sandbox credentials.

    3. For sources that are disabled, contact Coveo Support and inform them that you’ve refreshed your sandbox and need to reset the authentication on your disabled sources.