Add or Edit a Salesforce Source

When you have the required privileges, you can include four types of Salesforce content to your Coveo Cloud organization: Service Cloud, Chatter, Content, and Knowledge. Each type covers different Salesforce objects and fields. The source can be shared or secured depending on the selected Salesforce content type(s) (see Source Permission Types).

By default, your Salesforce source starts a refresh every 15 minutes to retrieve Salesforce file changes (addition, modification, or deletion).