Configuring the Coveo for Salesforce Application

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 Cloud V2 Organization.
  • Pro and Enterprise editions only

    You instruct Coveo Cloud to index your Salesforce content and optionally content from other repositories.

Internet Explorer 11 is not supported when configuring Coveo for Salesforce.

Default Configuration

New Coveo organizations are automatically created in the Coveo Cloud V2 platform. If you want to install the application on a different Coveo platform, see Configuring the Application on a Different Coveo Platform.

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

  2. In Setup, search for and select Installed Packages.

    With Salesforce Lightning With Salesforce Classic
    Under Platform Tools, select Apps > Installed Packages. Under Build, select Installed Packages.
  3. Next to your Coveo package row, select Configure.

  4. Under Configure Coveo for Salesforce, you must either create a new Coveo organization, or link to an existing one.

Create a New Organization

  1. Select Create a New Coveo Organization.

  2. Select either the Free, Pro, or Enterprise plan.

  3. In the Select Your Edition page, click Get Started or Start Trial.

    SelectYourEdition

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

  5. Pro and Enterprise editions only

    Under Select the Salesforce sources that you wish to index, select the Salesforce objects you wish to make searchable.

  6. Acknowledge that you have read and agree to the Terms of Service and Privacy Policy by checking the box.

  7. Click Create to create your Coveo organization.

  8. In the newly opened Allow Access? window, allow Coveo access to your Salesforce organization by selecting Allow. The window should close itself.

    AllowAccess

  9. After a few seconds, you will be directed to the Coveo for Salesforce Getting Started page. Your Coveo organization is now created.

  • When you have already purchased a Coveo license, you first need to add your Salesforce user as a member of your Coveo organization (see Add Members). You must then select the Link to an Existing Organization option (see Link to an Existing Organization).
  • When you have more than one Salesforce environment, ensure that your Salesforce sandbox organization is connected to your Coveo Cloud sandbox organization, and your Salesforce production organization to your Coveo Cloud production organization.
  1. Select Link to an Existing Organization.

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

  3. Allow Salesforce access to your Coveo organization by selecting Authorize.

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

  5. You will be directed to the Coveo for Salesforce Getting Started page. Your Salesforce organization is now connected to your Coveo organization.

    Pro and Enterprise editions only

    While your Salesforce is connected to your Coveo organization, you still need to index your Salesforce content in the Coveo index (see Add or Edit a Salesforce Source).

Configuring the Application on a Different Coveo Platform

You can connect to a different platform than Coveo Cloud V2, by clicking the Configure in Coveo Cloud V1 link at the top right of the Coveo for Salesforce configuration page, which automatically allows you to connect to an existing Coveo Cloud V1 organization. You can also use the following steps to change the platform.

CoveoCloudV1

What’s Next?

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

Pro and Enterprise editions only

Free edition only