Using Coveo for Salesforce in the Lightning App Builder

The Salesforce Lightning App Builder is a tool that allows you to build Salesforce1 and Lightning custom pages (see Lightning App Builder).

You can use Coveo for Salesforce components in the Lightning App Builder. To do so, follow these steps.

Coveo for Salesforce only supports using components within Visualforce Pages in the Lightning App Builder. Using the Coveo Lightning components in the Lightning App Builder isn’t yet supported.

  1. Ensure that you have created a Custom Lightning App (see Create a Custom App Page: The Big Picture).

  2. Ensure that you have created a Custom Visualforce Search Page to be used in your Lightning App (see Creating a Custom Visualforce Search Page).

    Ensure that the Available for Salesforce mobile apps and Lightning Pages box of your Visualforce page is checked.

  3. Access your custom Lightning App Builder.

    1. In Salesforce, under Setup, search for and select Lightning App Builder (Build > Lightning App Builder).

    2. Under Lightning Pages, next to the App you want to customize, select Edit.

  4. In the App Builder, under Standard, drag the Visualforce component and drop it where you want to add the Coveo search component in your page.

  5. In the panel on the right, under Visualforce Page Name, select your custom Visualforce Page.

  6. To customize the component, either edit the code directly or use the Interface Editor:

    1. To edit the code:

      1. in Setup, search for and select Visualforce Components (Build > Develop > Visualforce Components).

      2. Next to the appropriate Visualforce component, select Edit.

      3. Edit the code found in the Visualforce Markup tab.

      For more information about the Lightning pages configuration, see Configure Components for Lightning Pages and the Lightning App Builder. You can also look at the available interfaces (see Interfaces).

    2. To use the Interface Editor:

      1. Ensure that your Lightning App is activated.

      2. Access the Lightning App.

      3. In your search page, access the Interface Editor (see Access the Interface Editor).

      4. Edit your search page using the Interface Editor.

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