Getting Started with Coveo for Salesforce

Coveo for Salesforce enables you to optimize your users efficiency by combining easy-to-use Lightning components, Usage Analytics, Machine Learning, and simple connectivity via the Coveo Cloud administration console.

Your Salesforce administrator needs to go through the following steps to install, setup, and deploy Coveo for Salesforce.

Internet Explorer 11 is not supported when configuring Coveo for Salesforce, but end users can use Internet Explorer 11.

Step 1 - Install Coveo for Salesforce

Download and install the Coveo for Salesforce application in your Salesforce organization (see Installing the Coveo for Salesforce Application).

To try Coveo for Salesforce, you should create a Salesforce Developer or Sandbox organization (see Create a Developer Org or Create a Developer or Sandbox Org).

Step 2 - Configure Coveo for Salesforce

Now that the application is installed, you have to configure it by creating a new Coveo organization or linking it to an existing one. This allows you to index content from your Salesforce organization and other external sources in your Coveo organization (see Configuring the Coveo for Salesforce Application).

You can create a Free, which is indexless, or a 30 day Pro trial organization for development and testing purposes, or to familiarize yourself with the Coveo Cloud platform.

Remember to link Coveo for Salesforce to your Coveo Cloud organization using a dedicated linking account (see Creating a Dedicated Salesforce Linking Account).

Step 3 - Insert Coveo Components in Your Salesforce Organization

Now that the application is installed and configured, you can add Coveo components to your Salesforce Lightning Console or Community (see Inserting Coveo Components in Salesforce).

  • Always try your components in your Developer or Sandbox organization.
  • Duplicate the Coveo components instead of using the default ones.

Step 4 - Navigate in Your Coveo Cloud Administration Console

The Coveo Cloud administration console offers multiple options that you can use to interact with your Coveo organization (see Familiarize Yourself With the Administration Console).

Some of the options are not available while using a Coveo for Salesforce Free edition, such as the Source tab.

Coveo for Salesforce Pro and Enterprise editions allow you to index content from repositories outside of Salesforce that can be searched from within your Salesforce organization. To have access to their content, you first need to add any of the available sources to your index in the Coveo Cloud administration console (see Manage Sources).

You should follow the optimization list for your configuration (see Optimizing the Salesforce Source Configuration).

Step 5 - Develop and Customize Your Components With Coveo for Salesforce

You can continue exploring your Coveo for Salesforce organization, start working with your components, and discover how you can develop with Coveo for Salesforce (see Developing With Coveo for Salesforce).

You should start with the basic setup (see Basic Setup Before You Can Start to Develop).

You can consider enabling some of the most common customizations with Coveo for Salesforce (see Common Coveo for Salesforce Customization).

You should also explore the content about search optimization (see Search and Relevance) or the objects and fields that you can use (see Objects and Fields).

Step 6 - Go Live in Production

When you are ready to go live in production with Coveo for Salesforce, you should follow the leading practices about the migration from a Developer to a Production organization (see Going to Production with Coveo for Salesforce).

If you initially installed the application only for administrators, you need to make it accessible to appropriate Salesforce users (see Granting Users Access to Your Coveo Components).

You can have multiple components to which you need to give access: Lightning Components or Visualforce Components (see Reference).

Step 7 - Post-Production: Understanding Usage Analytics, Coveo Machine Learning, and Search Optimization

Make the most of your integration: Coveo Usage Analytics, Coveo Machine Learning, and Search Optimization.

  • The Coveo Cloud Usage Analytics feature lets you understand how your users interact with your Coveo components, can point out trends or content gaps, and describe the customer journey. It can be consulted directly from the Coveo Cloud administration console.
  • While Coveo Machine Learning (Coveo ML) is enabled by default in your organization, you might want to tweak it in different ways.
  • Search Optimization allows you to use pipelines to maximize the way your results are returned to your users.

You might also want to invite colleagues to your Coveo organization so they can, for instance, review your Coveo Analytics dashboards (see Adding and Managing Members).