Configure the Coveo for Salesforce application

This is for:

In this article

Default configuration
What’s next?

Once the Coveo for Salesforce application is installed, you must perform the initial application configuration during which:

You connect your Salesforce organization to a new or existing Coveo V2 organization.
You instruct Coveo to index your Salesforce content and optionally content from other repositories.

Default configuration

New organizations are automatically created in Coveo (platform-ca | platform-eu | platform-au).

Using an administrator account, log in to your Salesforce organization where the application is installed, if not already done.
In Setup, search for and select Installed Packages.

With Salesforce Lightning With Salesforce Classic

Under Platform Tools, select Apps > Packaging > Installed Packages.

Under Build, select Installed Packages.
Next to your Coveo package row, select Configure.
From the Current Region dropdown menu on the right, select a primary deployment region. Available options include United States (default), Canada, Europe, and Australia.
Under Configure Coveo for Salesforce, you must either create a new Coveo organization, or link to an existing one.
Leading practices

You should invite another user to act as a System Administrator in your Coveo organization.

You should also create a dedicated Salesforce crawling user.

With Salesforce Lightning	With Salesforce Classic
Under Platform Tools, select Apps > Packaging > Installed Packages.	Under Build, select Installed Packages.

Create a new organization

Note

If you already have a Coveo trial organization, you can skip the steps described in this section and go directly to Link to an existing organization to learn how to link the Coveo trial organization to your Salesforce environment.

Select Create a New Coveo Organization.
Select either the Pro or Enterprise plan.
On the Select Your Edition page, click Start Trial.
Under Organization Name, choose a name for your Coveo organization.
Under Select the Salesforce sources that you want to index, select the Salesforce objects you want to make searchable.
Acknowledge that you have read and agree to the Terms of Service and Privacy Policy by checking the box.
Click Create to create your Coveo organization.
In the newly opened Allow Access? window, allow Coveo access to your Salesforce organization by selecting Allow. The window should close itself.
After a few seconds, you will be directed to the Coveo for Salesforce Getting Started page. Your Coveo organization is now created.

Link to an existing organization

Coveo for Salesforce 2.15

Leading practices

If you have already purchased a Coveo license, you must first add your Salesforce user as a member of your Coveo organization. Once added, proceed with the steps provided below.
During the authentication process, we don’t recommend using the Log in with email option to log in to Coveo. Use the Salesforce identity provider instead.
When you have more than one Salesforce environment, ensure that your Salesforce sandbox organization is connected to your Coveo sandbox organization, and your Salesforce production organization to your Coveo production organization.

Select Link to an existing organization.
In the newly opened Grant Privileges window, select the organization you want to link and click Next.
Allow Salesforce access to your Coveo organization by selecting Authorize.
In the new Allow Access? page, click Allow. The window should close itself.
You will be directed to the Coveo for Salesforce Getting Started page. Your Salesforce organization is now connected to your Coveo organization.

Note

While your Salesforce organization is connected to your Coveo organization, you still need to index your Salesforce content in the Coveo index.

What’s next?

Now that Coveo for Salesforce is properly installed and configured, you’re ready to:

Build your first Coveo-powered search page using the Interface Editor (see Integrate a Coveo Full Search page).
Build your first Coveo Insight Panel Lightning Component (see Integrate a Coveo Insight Panel Lightning Component).
Change the indexed objects and fields in your Salesforce source.