Salesforce
Salesforce
You can integrate Salesforce with Coveo to index Salesforce content and permissions and surface relevant results, recommendations, case-related insights, and AI-generated answers in Salesforce.
About Salesforce
Salesforce is a cloud platform for Customer Relationship Management (CRM), commerce, service, and business applications.
Why use Coveo with Salesforce?
Help Salesforce users find relevant customer, product, and service content in the workflows where they already work.
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Resolve cases faster. Service agents get related knowledge base content and insights on the user that opened the case in an Insight Panel, right next to the case they’re working on.
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Improve customer self-service and deflect cases. Coveo recommends relevant answers in Experience Cloud sites as customers search or create a case. Coveo also helps customers complete case information accurately, so that the case can be routed to the right support team.
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Find trusted content wherever it lives. A unified index brings Salesforce and external content together for service and sales teams.
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Surface relevant results and recommendations in Salesforce Service Cloud and Experience Cloud sites.
Integrate Salesforce and Coveo
Access the Coveo for Salesforce documentation for detailed installation, configuration, and search implementation guidance.