- Available Source Types
- Confluence Legacy Source
- Confluence Source
- Confluence Cloud Source
- Dropbox Source
- Gmail Source
- Google Drive Source
- Google Drive for Work Source
- Jira Source
- Jira Cloud Source
- Jive Source
- Jive Cloud Source
- Lithium Source
- Microsoft Exchange Source
- RSS Source
- Salesforce Source
- SharePoint Source
- SharePoint Legacy Source
- SharePoint Online Source
- Sitemap Source
- YouTube Source
- Web Crawler Source
Adding a Salesforce Source
You can index Salesforce content using three types of sources covering different objects and fields. Using different Salesforce source types is needed because indexing various types of Salesforce objects and files requires different configuration.
|Source type||Indexed content||Secured||Incremental refresh|
Not supported for deleted items
Not supported for deleted items
When indexed objects or fields are renamed or deleted in Salesforce, in your Coveo Organization, the configuration of your Salesforce source becomes invalid. You must start a refresh (incremental or full) by modifying the source refresh schedule or rebuild the source in your Coveo Organization to take account of these changes (see Modify a Source Schedule and Rebuild a Source).
Source Features Summary
|Salesforce versions||API 30 to API 34||All objects from the latest supported API or below can be indexed. Objects that use an API version higher than the latest supported API cannot be indexed (see Standard Objects).|
|Searchable content types||
Service Cloud standard/custom objects and fields, Chatter feed items and files, multilingual Knowledge base articles and attachments, and CRM content (binary files such as PDF).
|Content update||Incremental refresh||
Full refresh or rebuild needed to retrieve:
|Private||Only accessible once the source is created in the Sources page [more]|
|Shared||(Salesforce Content and Salesforce sources only) Only accessible once the source is created in the Sources page [more]|
Add a Salesforce Source
To edit a Salesforce source, see Edit the Source Configuration to Re-index its Content or Re-authorize the Access, and then follow the steps below, starting from step 5.
Login to your Salesforce organization using an administrator account and create a dedicated indexing account for Coveo (see Creating a Dedicated Salesforce Indexing Account).
If not already done, log in to your Coveo Organization.
In the navigation bar on the left, under Search Content, select Sources, and then click Add Source.
In the Add Source page, click of the available Salesforce source type:
When you create a source, you become the owner of the source.
In the Add Salesforce Source/Add Salesforce Content/Add Knowledge Source (or Edit Salesforce Source/Edit Salesforce Content/Edit Knowledge Sourcewhen editing the source) dialog box, click Production to access your production Salesforce organization, or click Sandbox when you want to experiment with the content of a Salesforce test organization.
In the Salesforce log in page that appears, enter the email address and password of the Salesforce account that you created for the source to index your Salesforce content, and then click Log in to Salesforce or Log in to Sandbox.
In the dialog box, optionally rename the source, and then click Start Indexing (or Rebuild Source when editing the source) to index default optimized selection of typically meaningful Salesforce objects and fields.
It is recommended to initially index your Salesforce content with the default configuration and use the Advanced Configuration only after evaluating search results proposed with this configuration and adjust the configuration (see Customizing the Salesforce Source Configuration).
A Salesforce Knowledge source is a shared source. This means that all Salesforce Knowledge items will be indexed and searchable by all users.
For the Salesforce source type, when you want to index Chatter content, you must click Advanced Configuration and then select the FeedComment and FeedItem objects as well as their desired items (see Customizing the Salesforce Source Configuration).
Back in the Coveo administration console Sources page, you can review the progress of your Salesforce source addition (see Review the State of Sources Available to You).
Schedule source incremental and full refresh to maintain your source content up to date (see Modify a Source Schedule).
Ensure source item titles are correctly set in search results by reviewing the title selection sequence (see Decide How Item Titles Are Determined in Search Result Lists).