Install Coveo for Agentforce

This is for:

Developer System Administrator

This article describes how to install Coveo for Agentforce. It includes the prerequisites and installation steps. Follow the instructions carefully to ensure a successful installation.

Prerequisites

Before installing Coveo for Agentforce, ensure that you have the following:

Install Coveo for Agentforce

  1. Access the Coveo for Agentforce listing on the Salesforce AppExchange, and then click Get it Now.

    Tip
    Tip

    You can also use the download links available in the release notes to install Coveo for Agentforce.

  2. On the Let’s Get Started page, click Log In, and then provide your Salesforce administrator credentials if you haven’t already.

  3. On the Where do you want to install this package? page, click Install in Production or Install in Sandbox, as appropriate.

    Tip
    Tip

    We recommend the Install in Sandbox option when first trying the application.
    Install in Production or Sandbox screen | Coveo for Agentforce

  4. On the Confirm Installation Details page:

    1. Click the terms and conditions link to review the legal agreement.

    2. Select the I have read and agree to the terms and conditions checkbox.

    3. Click Confirm and Install.

  5. On the Install Coveo for Agentforce page, choose who should have access to the package, and then click Install.

    Installation screen | Coveo for Agentforce

  6. On the Approve Third-Party Access page, select the Yes, grant access to these third-party websites checkbox, and then click Continue.

    Third-party access screen | Coveo for Agentforce

The installation may take a few minutes to complete.

What’s next?

After the installation is complete, you must configure the Coveo for Agentforce package to suit your needs. The available configuration options are: