Getting Started With Coveo for Salesforce B2B Commerce on Lightning Experience

Coveo for Salesforce B2B Commerce on Lightning Experience lets you 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-powered search page within Salesforce B2B Commerce on Lightning Experience.

Contact Coveo Support to get started with Coveo for Salesforce B2B Commerce on Lightning Experience.

Prerequisites

To take advantage of Coveo for Salesforce B2B Commerce on Lightning Experience in your Salesforce organization, you must:

Step 1: Configure B2B Commerce Sources

To configure B2B Commerce sources, you must create two separate sources (i.e., one for the Product objects and another for the Order objects).

Add a Source for the Product Objects

  1. On the Sources page, click Add source.

  2. Add a Salesforce source linked to your Salesforce organization with the B2B Commerce content and specify the following configuration information:

    1. Source name: Enter a significant name. This source will index your Product objects.

    2. Schema version: Select the Current version in the drop-down menu.

    3. Objects:

      • Unselect Service Cloud.

      • Click Select Specific Objects Manually and then select the Product and Price Book objects.

    The Product object retrieves information related to the Categories, Inventory_Items, ProductMedias, and Specs child objects.

  3. Click Add source.

Add a Source for the Order Objects

  1. On the Sources page, click Add source.

  2. Add a Salesforce source linked to your Salesforce organization with the B2B Commerce content and specify the following configuration information:

  3. Source name: Enter a significant name. This source will index your Order objects.

  4. Schema version: Select the Current version in the drop-down menu.

  5. Objects:

    • Unselect Service Cloud.

    • Click Select Specific Objects Manually and then select the Order and Order Product objects.

  6. Click Add source.

Step 2: Create a Commerce Catalog to Support Commerce Entitlements

  1. On the Catalogs page, click Add catalog.

  2. Add a commerce catalog for your product source.

  3. Create a new catalog configuration.

    Once your commerce catalog is created, stream your catalog data into the source. This ensures that the catalog is properly registered.

Step 3: Create a Search Page

Once you have configured your B2B Commerce sources and created your commerce catalog, you can now create a Coveo-powered search page.

What’s next

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