Get started with Coveo for Salesforce B2B and D2C Commerce on Lightning Experience

This is for:

Developer System Administrator

Pro and Enterprise editions

Coveo for Salesforce B2B and D2C Commerce on Lightning Experience lets you grow your revenue by making B2B and D2C 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 and D2C Commerce on Lightning Experience.

Note

Contact Coveo Support to get started with Coveo for Salesforce B2B and D2C Commerce on Lightning Experience.

Prerequisites

To take advantage of Coveo for Salesforce B2B and D2C Commerce on Lightning Experience in your Salesforce organization, you must:

  1. Set up your org for commerce on Lightning Experience in your Salesforce organization.

  2. Configure, customize, and publish your store in your Salesforce organization.

  3. Install the Coveo for Salesforce application.

  4. Configure the Coveo for Salesforce application.

  5. Create a dedicated Salesforce crawling user.

Step 1: Configure B2B and D2C commerce sources

To configure B2B and D2C Commerce sources, you must create two separate sources (that is, one for the Product objects and another for the Order objects).

In order for your source to benefit from the group of functionalities that promote the personalization feature, it needs to be Stream API enabled.

Add a source for the Product objects

  1. On the Sources (platform-ca | platform-eu | platform-au) page, click Add source.

  2. Add a Salesforce source linked to your Salesforce organization with the B2B and D2C 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 dropdown menu.

    3. Objects:

      • Unselect Service Cloud.

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

        Note

        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 (platform-ca | platform-eu | platform-au) page, click Add source.

  2. Add a Salesforce source linked to your Salesforce organization with the B2B and D2C Commerce content and specify the following configuration information:

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

    2. Schema version: Select the Current version in the dropdown menu.

    3. Objects:

      • Unselect Service Cloud.

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

  3. Click Add source.

Step 2: Create a catalog entity to support Commerce entitlements

  1. On the Catalogs (platform-ca | platform-eu | platform-au) page, click Add catalog.

  2. Add a catalog entity for your product source.

  3. Create a new catalog configuration.

    Note

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

Step 3: Create a search page

Once you’ve configured your B2B and D2C Commerce sources and created your catalog entity, you can create a Coveo-powered search page.

What’s next?

Learn about common Coveo for Salesforce customizations.