Coveo for Salesforce - Getting Started for End-Users

Once your Salesforce administrator deployed the Coveo for Salesforce application (see Coveo for Salesforce Deployment Guide), using the Coveo Insight Panels, you can start finding context sensitive relevant information from Salesforce.

To get started with Coveo for Salesforce

  1. Ask your Salesforce administrator where the Coveo Insight Panel and search page are available, and then discover the context sensitive relevant information that they assemble for you (see Coveo for Salesforce Overview).

  2. If implemented, review the actions the user who opened a case performed while creating their cases (see Reviewing User Actions Performed Prior to Creating a Case).