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.

ConfiguringC4SF

Accessing the Configuration Page

  1. Ensure that you have the right permissions to access the Coveo for Salesforce Configuration Pages.

  2. In the Setup menu, search for and click Installed Packages.

    Lightning Experience
    Salesforce Classic
    Under Platform Tools, select Apps > Installed Packages. Under Build, select Installed Packages.
  3. In the Installed Packages list, next to the Coveo package, click Configure.

Configuring Your Coveo for Salesforce Organization

On the Coveo for Salesforce Configuration page, you can:

Using the Advanced Configuration Page

Modifying these settings can negatively impact your content privacy. You’re strongly discouraged from modifying these options unless instructed by Coveo Support.

AdvancedConfigurationMultiRegion

  • 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.

  • To manage the information sent to Coveo Analytics, select one of the following options:

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

    • 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 Analytics. This is the default and recommended option.

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

  • Coveo for Salesforce 3.42 (November 2019) To manage the endpoint used for your search queries in multi-region deployments, specify a custom domain name (e.g., mycompany.cloud.coveo.com) for the endpoint. Click Test to validate the connectivity for your custom endpoint.

    Only multi-region deployments require a custom domain name. No need to specify a value for the endpoint if your deployment strategy doesn’t include satellite deployment regions.

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