Synchronizing Your Configuration

Coveo for Salesforce 3.16 (August 2018)

Your administrators can easily synchronize the Coveo for Salesforce configuration by clicking the Synchronize Your Organization button in the Coveo for Salesforce Configuration page. This button allows your administrators to ensure that, if the expiration date or the license type of your Coveo Cloud organization has changed, your organization still works.

SynchronizeYourConfigurationButton

To use the Synchronize Your Organization button, follow these steps.

  1. If not already done, log in to Salesforce using an administrator account.
  2. Ensure that your Salesforce Organization is linked to a Coveo Cloud Organization (see Configuring the Coveo for Salesforce Application).
  3. In Setup, search for and select Installed packages.
    With Salesforce Lightning With Salesforce Classic
    Under Platform Tools, select Apps > Installed Packages. Under Build, select Installed Packages.
  4. Next your Coveo Package, select Configure to access the Coveo for Salesforce Configuration page.
  5. In the Coveo for Salesforce Configuration page, click the Synchronize Your Configuration button.

    SynchronizeYourConfigurationButton2

  6. At the top of the page, a window appears:
    1. If the synchronization succeeded, you will see this message:

      ConfigurationSynchronized

    2. If the synchronization failed, you will see this error message:

      CannotRefreshtheStatus

      The error message only appears when the Coveo platform is not responding or your Access Token is invalid.

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