- Upgrading from Coveo for Salesforce V2 to V3
- Configuring Coveo for Salesforce
- Refreshing Coveo for Salesforce in a Sandbox
- Identifying Your Coveo for Salesforce Version
- Using SSO with Coveo for Salesforce
- Upgrading the Coveo for Salesforce Application
- Investigating Coveo for Salesforce Performance
- Accessing the Health Check Page
- Switching from a Coveo for Salesforce Free to a Pro Trial with One-Click Upgrade
- Synchronizing Your Configuration
- Coveo for Salesforce V2 vs Coveo for Salesforce Service Cloud (V1)
- Coveo for Salesforce Service Cloud (V1) Help
Configuring Coveo for Salesforce
The Coveo for Salesforce configuration page allows you to configure your search and the related actions to your Coveo for Salesforce organization.
Accessing the Configuration Page
Ensure that you have the right permissions to access the configuration page (see Accessing the Coveo for Salesforce Configuration Pages).
In the Setup menu, search for and click Installed Packages.Lightning ExperienceSalesforce 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
In the Coveo for Salesforce Configuration page, you can:
- Review the Configure Search section:
- Review the Related Actions section:
Full Search: to access your Coveo search page (see Integrating a Coveo Full Search Page).
Coveo Source Status: to find if your sources are indexed and their number of documents, instead of looking directly in the Coveo Cloud V2 Administration Console.
Getting Started: to review the documentation on how to get started with Coveo for Salesforce (see Getting Started with Coveo for Salesforce).
Reset Your Configuration: to disconnect your Coveo Cloud organization from your Coveo for Salesforce application (see Resetting Your Coveo for Salesforce Configuration). You must re-provision your Coveo for Salesforce application.
Synchronize your configuration: to ensure that your organization is still synchronized with the Coveo organization (see Synchronizing Your Configuration).
Advanced Configuration: To manage the way your user profiles are handled during queries.
Using the Advanced Configuration Page
Modifying these settings can negatively impact your content privacy. You are strongly discouraged from modifying these options unless instructed by Coveo Support.
With the Free Edition
The Advanced Configuration allows you to configure the JWT Flow (see Understanding How Coveo Uses the JWT Flow).
With the Pro Edition
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 in Salesforce user.
QueryingUserProfile: queries present content available to the user performing the query and to the default querying user profile.
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.
Coveo for Salesforce 3.42 (November 2019) To manage the Coveo Global DNS (Multi-region) support, choose whether you enable the Multi-Region Deployments. You have to enable this option if you want to take advantage of your multi-region deployments.
To manage the information sent to Coveo Analytics, select one of the following options:
- Entire E-mail address: the e-mail address of the user is hashed before being sent to Coveo Analytics.
- E-mail username: the first part of the e-mail address is hashed, while the second part is not.
Nothing: the e-mail address is left intact when sent to the Coveo Analytics. This is the default and recommended option.
Hashing the e-mail address may lead to your users essentially querying only publicly available content.