- Basic Setup Before You Can Start to Develop
- About Search and Relevance
- About Usage Analytics
- Customizing Coveo for Salesforce Components
- Indexing Lightning Flows with Coveo for Salesforce
- Consuming the Case Assist API Using Apex
- Apex Classes
Basic Setup Before You Can Start to Develop
Before developing using Coveo for Salesforce, you should consider following these tips.
Set Up a Salesforce Developer Environment
When first installing and developing with Coveo for Salesforce, you’re encouraged to install it either in a Salesforce developer environment, or in a sandbox.
To have access to a Salesforce developer environment, sign up on the Salesforce Developer portal. This organization already has Salesforce data available, making it quick to setup.
For installation purposes, this is considered a production environment.
To create a sandbox of your organization, see Creating a Sandbox.
Install and Configure Coveo for Salesforce
During these steps, you should install and configure Coveo for Salesforce, as well as create a functional search page.
To install Coveo for Salesforce, see Getting Started with Coveo for Salesforce.
Use the Force.com Migration Tool
To better manage your deployment and migration steps during your project, you’re encourage to make use of the Force.com Migration Tool.