---
title: Configure the Coveo for Salesforce application
slug: '1153'
canonical_url: https://docs.coveo.com/en/1153/
collection: coveo-for-salesforce
source_format: adoc
---
# Configure the Coveo for Salesforce application

To perform the initial configuration of the Coveo for Salesforce application, you must:

1. Connect your Salesforce organization to a new or existing Coveo V2 organization.

1. Instruct Coveo to index your Salesforce content and optionally content from other repositories.

## Default configuration

New organizations are automatically created in [Coveo](https://platform.cloud.coveo.com/) ([platform-ca](https://platform-ca.cloud.coveo.com/) | [platform-eu](https://platform-eu.cloud.coveo.com/) | [platform-au](https://platform-au.cloud.coveo.com/)).

1. Using an administrator account, log in to your Salesforce organization where the application is installed, if not already done.

1. In **Setup**, search for and select **Installed Packages**.

   [%autowidth]
   |===
   | With Salesforce Lightning | With Salesforce Classic

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

| Under **Build**, select **Installed Packages**.
|===

1. Next to your Coveo package row, select **Configure**.

1. From the **Current Region** dropdown menu on the right, select a [primary deployment region](https://docs.coveo.com/en/2976.md).
Available options include **United States** (default), **Canada**, **Europe**, and **Australia**.

1. Under **Configure Coveo for Salesforce**, either [create a new Coveo organization](#create-a-new-organization) or [link to an existing one](#link-to-an-existing-organization).

   > **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](https://docs.coveo.com/en/1052.md#prerequisite-create-a-dedicated-salesforce-crawling-user).

### 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](https://docs.coveo.com/en/1153.md#link-to-an-existing-organization) to learn how to link the Coveo trial organization to your Salesforce environment.

1. Select **Create a New Coveo Organization**.

1. Select either the **Pro** or **Enterprise** plan.

1. On the **Select Your Edition** page, click **Start Trial**.

1. Under **Organization Name**, choose a name for your Coveo organization.

1. Under **Select the Salesforce sources that you want to index**, select the Salesforce objects you want to make searchable.

1. Acknowledge that you have read and agree to the [Terms of Service](https://www.coveo.com/en/support/terms-agreements) and [Privacy Policy](https://www.coveo.com/privacy) by checking the box.

1. Click **Create** to create your Coveo organization.

   ![CreateOrg](https://docs.coveo.com/en/assets/images/coveo-for-salesforce/create-coveo-org-nb.png)

1. In the newly opened **Allow Access?** window, allow Coveo access to your Salesforce organization by selecting **Allow**.
The window should close itself.
+
![AllowAccess](https://docs.coveo.com/en/assets/images/coveo-for-salesforce/allow-access-nb-50.png)

1. 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

> **Leading practices**
>
> * If you have already purchased a Coveo license, you must first [add your Salesforce user as a member of your Coveo organization](https://docs.coveo.com/en/1821.md#add-members).
> Once added, proceed with the steps provided below.
>
> * During the authentication process, we don't recommend using the [**Log in with email**](https://docs.coveo.com/en/1697.md#logging-in-with-email) option to [log in to Coveo](https://docs.coveo.com/en/1697.md).
> Use the Salesforce [identity provider](https://docs.coveo.com/en/242.md) instead.
>
> * When you have more than one Salesforce environment, ensure that your Salesforce sandbox organization is connected to your Coveo [sandbox organization](https://docs.coveo.com/en/2959.md), and your Salesforce production organization to your Coveo production organization.

1. Select **Link to an existing organization**.

1. In the newly opened **Grant Privileges** window, select the organization you want to link and click **Next**.

1. Allow Salesforce access to your Coveo organization by selecting **Authorize**.

1. In the new **Allow Access?** page, click **Allow**.
The window should close itself.

1. 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](https://docs.coveo.com/en/1052.md) in the Coveo [index](https://docs.coveo.com/en/204.md).

## 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](https://docs.coveo.com/en/1082.md)).

* Build your first Coveo Insight Panel Lightning Component (see [Integrate a Coveo Insight Panel Lightning Component](https://docs.coveo.com/en/1028.md)).

* Change the indexed objects and fields in your [Salesforce source](https://docs.coveo.com/en/1052.md).