---
title: Configure Coveo for Salesforce
slug: '1275'
canonical_url: https://docs.coveo.com/en/1275/
collection: coveo-for-salesforce
source_format: adoc
---
# Configure Coveo for Salesforce
To manage your Coveo for Salesforce application, you can use the **Coveo for Salesforce configuration** page.

![Configuration page | Coveo for Salesforce](https://docs.coveo.com/en/assets/images/coveo-for-salesforce/app-configuration-page.png)

## Accessing the configuration page

. Make sure you have the [right permissions](https://docs.coveo.com/en/1048/) to access the Coveo for Salesforce configuration pages.

. From Setup, enter `installed packages` in the Quick Find box, and then select **Installed Packages**.

[%autowidth]
|===
|Lightning experience |Salesforce classic

|Under **Platform Tools**, select **Apps** > **Installed Packages**.
|Under **Build**, select **Installed Packages**.

|===

. In the **Installed Packages** list, next to the Coveo package, click **Configure**.

## Configuring your Coveo for Salesforce organization

The **Coveo for Salesforce configuration** page provides the following options:

* Click **Integrate a Hosted Insight Panel** to learn how to [Integrate the Coveo Hosted Insight Panel component](https://docs.coveo.com/en/m7ed8015/).

* Click **Integrate a Full Search Page** to learn how to [Integrate a Coveo Full Search page in a Lightning Console app](https://docs.coveo.com/en/nbm90465/).

* Under **Related Actions**:

** Click **Source status** to check the [indexing](https://docs.coveo.com/en/204/) status of your [sources](https://docs.coveo.com/en/246/) without using the [Coveo Administration Console](https://docs.coveo.com/en/183/).

** Click **Get started** to access the Getting Started page that's part of the Coveo for Salesforce package.
This page provides useful resources to help you leverage your Coveo for Salesforce implementation.

** Click **Synchronize your configuration** to ensure your Coveo for Salesforce application is [synchronized with your Coveo organization](https://docs.coveo.com/en/1439/).

** Click **Advanced configuration** to manage the way your user profiles are handled during [queries](https://docs.coveo.com/en/231/).
See [Using the Advanced Configuration page](https://docs.coveo.com/en/1275#using-the-advanced-configuration-page) for details.

** Click **Reset your configuration** to disconnect your [Coveo organization](https://docs.coveo.com/en/185/) from your Coveo for Salesforce application (for example, to switch from a staging organization to a production organization).
Once you reset your configuration, you'll need to provision your Coveo for Salesforce application again.
For more information, see [Reset your Coveo for Salesforce configuration](https://docs.coveo.com/en/1135/).

## Using the Advanced Configuration page

![Advanced Configuration page options | Coveo for Salesforce](https://docs.coveo.com/en/assets/images/coveo-for-salesforce/advanced-configuration.png)

> **Important**
>
> Modifying these settings can negatively impact your content privacy.

* To manage the profile used for your search queries before logging in, select one of the following options:

 ** **Anonymous Profile**: Queries present content based only on the currently logged Salesforce user.

 ** **QueryingUserProfile**: Queries present content available to the user performing the query and to the default querying user profile.

> **Note**
>
> Prior to the May 2017 release of Coveo for Salesforce (v2.41), the **Anonymous Profile** and the **QueryingUserProfile** were reversed, meaning that the description for the **Anonymous Profile** applied to the **QueryingUserProfile** and vice versa.

* To manage the information sent to [Coveo Analytics](https://docs.coveo.com/en/182/), select one of the following options:

 ** **Email address**: The email address of the user is hashed before being sent to Coveo UA.

 ** **Email username**: The first part of the email address is hashed, while the second part isn't.

 ** **Nothing**: The email address is left intact when sent to Coveo UA.
This is the default and recommended option.

> **Important**
>
> Hashing the email address may lead to your users essentially querying only publicly available content.

* **Coveo for Salesforce v5.2+**

To use the [organization endpoints](https://docs.coveo.com/en/mcc80216/) for your search and analytics queries, enable the **Organization endpoints** setting. _Organization endpoints_ improve separation of concerns, resiliency, and make multi-region and data residency deployments smoother.

> **Important**
>
> This setting is disabled by default.
> Make sure the `<ORG_ID>.org.coveo.com` (Search) and `<ORG_ID>.analytics.org.coveo.com` (Analytics) endpoints are registered as [CSP Trusted Sites](++https://help.salesforce.com/s/articleView?id=sf.csp_trusted_sites.htm&type=5++) before enabling this option.

* **Coveo for Salesforce v3.42+**

To set a custom endpoint for your search queries, [specify a custom domain name](https://docs.coveo.com/en/2976#configuration) such as `mycompany.org.coveo.com` for the endpoint, and then click **Test** to validate the connectivity for your custom endpoint.

> **Note**
>
> The **Organization endpoints** setting takes priority over the custom endpoint if both settings are enabled.