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 are 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.

You can also create a scratch organization by using Salesforce CLI (see Salesforce DX and Salesforce CLI Command Reference).

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.

Free edition only

To install the Coveo for Salesforce Free edition, see Getting Started With Coveo for Salesforce Free Edition.

Pro and Enterprise editions only

To install Coveo for Salesforce Pro and Enterprise, see Getting Started with Coveo for Salesforce.

Use the Migration Tool

To better manage your deployment and migration steps during your project, you are encourage to make use of the Migration Tool.