Switching From a Coveo for Salesforce Free to a Pro Trial With One-Click Upgrade
Switching From a Coveo for Salesforce Free to a Pro Trial With One-Click Upgrade
Free edition only - Deprecated
Pilot Feature in 3.16 Generally Available in 3.29+
The One-Click Upgrade widget allows your administrators to quickly switch from a Coveo for Salesforce Free edition to a Coveo for Salesforce Pro Trial organization, and vice versa, to compare both editions.
It starts by retrieving your Salesforce content and information. Then, it creates a new source, where your content is transferred, which eases your transition.
One-Click Upgrade only works in a Salesforce Classic Coveo-powered search page.
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Log in to your Salesforce organization using an administrator account.
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Ensure that you created a search page in Salesforce Classic (see Integrating a Coveo Full Search Page).
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Access the Interface Editor in the selected search page (see Accessing the Interface Editor).
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At the lower left, hover over the Start Your Pro Trial widget.
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Next to Pro Trial, select Start Your Pro Trial.
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On the Coveo for Salesforce Pro Edition page, click Start Your Trial Now.
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In the Allow Access? window, select Allow.
Your trial should now be provisioning. This may take between 15 and 30 minutes.
Don’t close the window until the provisioning process starts.
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Click Activate for all users.
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To try each version, hover over the Free or Pro Trial, and click Preview.
You now have a Salesforce source in your Coveo Administration Console (see Logging in to Coveo Cloud).
The trial starts by the time you click Start Your Pro Trial.