Coveo for Salesforce
- New Features
- Getting Started
- Release Notes
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 Administration Console.
Your Salesforce administrator needs to go through the following steps to install, setup, and deploy Coveo for Salesforce.
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).
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 30 day Pro trial organization for development and testing purposes, or to familiarize yourself with the Coveo Platform.
Remember to create a dedicated Salesforce crawling user to crawl your Salesforce content and index it in a Coveo index.
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 Administration Console
The Coveo Administration Console offers many options that you can use to interact with your Coveo organization (see Familiarize Yourself With the Administration Console).
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 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).
Step 6: Go Live in Production
When you’re 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 many 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
Coveo UA lets you understand how your users interact with your Coveo components, can point out trends or content gaps, and describes the customer journey. It can be consulted directly from the Coveo Administration Console.
While 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 example, review your Coveo Analytics dashboards (see Manage Members).