Getting Started With Coveo for Salesforce B2B Commerce

Pro and Enterprise editions only

Coveo for Salesforce B2B Commerce allows you to grow your revenue by making B2B buying experiences relevant and personal, with Enterprise-grade AI-powered search and product recommendations technology.

This section explains how to index the necessary objects and how to create a Coveo Search page within B2B Commerce.

  1. Ensure you have installed Salesforce B2B Commerce in your Salesforce Organization (see B2B Commerce Install Managed Package).
  2. Install Coveo for Salesforce Pro or Enterprise edition (see Installing Coveo for Salesforce Application).
  3. Install Coveo for Salesforce B2B Commerce (see Coveo for B2B Commerce and CloudCraze. AI-Powered Search & Recommendations).

CoveoforB2BCommerce

For more information about Coveo for Commerce, see Coveo for Commerce and Website Search.

Configuring Your B2B Commerce Sources

Add a CCProducts Source

Create a Salesforce Source with the following configuration (see Add or Edit a Salesforce Source):

  • Source name: choose a significant name, such as CCProducts
  • Schema version: choose the Current version in the dropdown menu
  • Objects: you must click the Select specific objects manually button and select CC Product.

Add a CCProductsEntitlements Source

  1. Create a Salesforce Source with the following configuration (see Add or Edit a Salesforce Source):
    • Source name: choose a significant name, such as CCProductsEntitlements
    • Schema version: choose the Current version in the dropdown menu
    • Objects: you must click the Select specific objects manually button and select CC Price List Item.
      • End Date (ccrz__EndDate__c)
      • Price (ccrz__Price__c)
      • Start Date (ccrz__StartDate__c)
      • Ccrz Product R (ccrz__product__r) > Record ID (Record IDccrz__Product__r.Id)
  2. Create the following fields (see Adding and Managing Fields):

    Field name Type Checkboxes Advanced Setting
    sfccrzenddatec Date Facet Use cache for nested queries
    sfccrzstartdatec Date Facet Use cache for nested queries
    sfccrzpricelistc String Facet Use cache for nested queries
    sfccrzproductrid String Facet Use cache for nested queries
  3. Create the mappings associated to each field (see Adding and Managing Source Mappings):

    Field name Mapping Rule
    sfccrzenddatec %[ccrz__EndDate__c]
    sfccrzstartdatec %[ccrz__StartDate__c]
    sfccrzpricelistc %[ccrz__Pricelist__r.Id]
    sfccrzproductrid %[ccrz__Product__r.Id]

Add a CCOrders Source

Create a Salesforce Source with the following configuration (see Add or Edit a Salesforce Source):

  • Source name: choose a significant name, such as Order Objects
  • Schema version: choose the Current version in the dropdown menu
  • Objects: you must click the Select specific objects manually button and select CC Order and CC Order Item.

Creating a Coveo Search Page Inside a Subscriber Page

To create a Coveo Search Page in your Salesforce organization, you must include it in a Subscriber page.

  1. In Setup, search for and select Visualforce Pages (Platform Tools > Custom Code > Visualforce Pages).
  2. In the Visualforce Pages page, click New.
    1. Enter a Label, such as CoveoSearchPage. The Name box should be automatically filled.
    2. In the Visualforce Markup tab, entre your custom code, such as:

        <apex:page sidebar="false" showHeader="false" standardStylesheets="false" applyHtmlTag="false">
            <CoveoV2:SearchInterface name="search"></CoveoV2:SearchInterface>
        </apex:page>
      
    3. Click Save, then access the Preview mode.
    4. Follow the steps to create you search page.

You can now use your own Coveo Search page in your B2B Commerce organization.