Going to Production with Coveo for Salesforce
When pushing your changes to production, you must ensure that you migrate your entire organization, including your Coveo Cloud settings.
This page gives you the leading practices to migrate your development environment to a production environment, which is the last step of the Coveo for Salesforce integration.
You must ensure that:
- You install the same version (see Identifying Your Coveo for Salesforce Version).
When your versions differ, you should upgrade Coveo for Salesforce to the same version (see Upgrading the Coveo for Salesforce Application).
- Your selected users can access your Coveo components (see Granting Users Access to Your Coveo Components).
- You created a dedicated linking account (see Creating a Dedicated Salesforce Linking Account).
- Your change sets are working (see Change Sets Best Practices).
- Your components are deployed and accessible to the appropriate users (see Deploying Components to Production and Granting Users Access to Your Coveo Components).
- Your Sandbox and Production environments point to the same Coveo organization (see Link to an Existing Organization).
- You transfer your Coveo Cloud content:
- Your query pipelines (see Adding and Managing Query Pipelines)
- Your pipeline extensions (see Add or Edit an Indexing Pipeline Extension)
- Your sources (see Add or Edit a Source and Adding and Managing Source Mappings)
- Your security identities (see Managing Security Identities)
- Your Community configuration is the same as in your Sandbox (see Deploying Communities).