Coveo for Salesforce
- New Features
- Installing the Application
- Configuring the Application
- Inserting Coveo Components
- Configuring a Salesforce Source
- Going to Production
- Get Started With Coveo Case Assist
- Get Started With Coveo for Einstein Bots
- Get Started With Coveo for Salesforce B2B Commerce on Lightning Experience
- Get Started With Coveo for Salesforce B2B Commerce for Visualforce
- Release Notes
Get Started With Coveo for Salesforce
Coveo for Salesforce lets you optimize your users efficiency by combining easy-to-use Lightning components, Coveo Usage Analytics (Coveo UA), Coveo Machine Learning (Coveo ML), and simple connectivity via the Coveo Administration Console.
Your Salesforce administrator needs to perform the following steps to install, set up, 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).
To try Coveo for Salesforce, you should create a Salesforce Developer or Sandbox organization.
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 lets you 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 Coveo.
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).
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 Advanced Configuration of a Salesforce Source).
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 to migrate your development environment to a production environment (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 lets you 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).