Synchronizing Your Configuration

In this article

Coveo for Salesforce 3.16 (August 2018)

Your administrators can easily synchronize the Coveo for Salesforce configuration by clicking Synchronize Your Organization on 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 organization has changed, your organization still works.


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

  1. Log in to Salesforce using an administrator account, if not already done.

  2. Ensure that your Salesforce Organization is linked to a Coveo 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. On the Coveo for Salesforce Configuration page, click Synchronize Your Configuration.


  6. At the top of the page, a window appears:

    1. If the synchronization succeeded, you will see this message:


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


      The error message only appears when Coveo isn’t responding or your Access Token is invalid.

What's next for me?