Get Started With Coveo for Salesforce.
- Step 1: Install Coveo for Salesforce. Download and install the Coveo for Salesforce application in your Salesforce organization (see Installing the ...
- Step 2: Configure Coveo for Salesforce.
- Step 3: Insert Coveo Components in Your Salesforce Organization.
- Step 4: Navigate in Your Coveo Administration Console.
- Step 5: Develop and Customize Your Components With Coveo for Salesforce.
- Step 1: Install Coveo for Salesforce. ...
- Step 2: Configure Coveo for Salesforce. ...
- Step 3: Insert Coveo Components in Your Salesforce Organization. ...
- Step 4: Navigate in Your Coveo Administration Console.
What is Coveo and how does it work?
The beauty of Coveo is that content is unified through a single index rather than reformatted or migrated. Once your content and metadata have been indexed, Coveo’s AI-powered search and recommendations can surface content when relevant, no matter where it is or in which format.
What is the Coveo API and SDK?
The Coveo Push API and SDK provides packaged code and documentation for your development teams, while partners can also provide integration services. Do I need to reformat or migrate content to use Coveo?
Can I add a Coveo UI to other platforms?
You can add a Coveo UI to virtually any platform and index content from almost any source through our powerful APIs. Does Coveo offer prepackaged UI elements? Yes.
Do I need to reformat content to use Coveo?
The Coveo Push API and SDK provides packaged code and documentation for your development teams, while partners can also provide integration services. Do I need to reformat or migrate content to use Coveo? No. The beauty of Coveo is that content is unified through a single index rather than reformatted or migrated.
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Which experience cloud template is supported by Coveo?
Customer ServiceThe only supported template is Customer Service. If you select another template, you may experience unexpected behavior with certain components.
What is coveo software?
Coveo is a software-as-a-service (SaaS) search engine, powered by artificial intelligence based in Quebec, Canada. The Coveo Relevance Cloud offers solutions for ecommerce, customer service, digital workforce, and website search.
Is coveo free?
Additionally, with the Free Edition, your content stays in your Salesforce organization index, where Coveo Machine Learning is applied. You don't need to configure the index content.
What is Coveo for Salesforce?
Coveo for Salesforce is an application that integrates search interfaces and Coveo Machine Learning (Coveo ML) into your Salesforce organization to display relevant results from your Coveo organization.
Who uses Coveo?
We have data on 730 companies that use Coveo....Who uses Coveo?CompanyBROOKINGS INSTITUTIONRevenue100M-200MCompany Size500-1000CompanyLorven TechnologiesWebsitelorventech.com7 more rows
Is coveo a good company?
Is Coveo Solutions a good company to work for? Coveo Solutions has an overall rating of 4.2 out of 5, based on over 165 reviews left anonymously by employees. 83% of employees would recommend working at Coveo Solutions to a friend and 75% have a positive outlook for the business.
Is coveo a public company?
Quebec City-based artificial intelligence (AI) and retail tech company Coveo made its market debut on the Toronto Stock Exchange on last month at $15 per share.
What is Coveo for Sitecore?
Coveo for Sitecore is the simplest gateway for Sitecore users to benefit from the power of Coveo. Coveo for Sitecore is a package you install using the Sitecore Installation Wizard. Once deployed, it adds the following features: native indexing capabilities (including multi-site and multi-language support)
What is experience cloud salesforce?
Experience Cloud is an online social platform that enables companies to connect customers, partners, and employees with each other — and the data and records they need to get work done.
Choose Production or Sandbox
It is recommended to Install in a Sandbox when first trying the application.
Confirm and Install
In the Confirm Installation Details page, c lick the terms and conditions link to review the application legal agreement.
Select audience and third party access
In the Install Coveo - AI-Powered Search for Salesforce page, choose for whom you want to install the application and then click Install or Upgrade.
Default configuration
New Coveo organizations are automatically created in the Coveo Cloud V2 platform. If you want to install the application on a different Coveo platform, see Configuring the Application on a Different Coveo Platform.
Step 1: Install Coveo for Salesforce
Download and install the Coveo for Salesforce application in your Salesforce organization (see Installing the Coveo for Salesforce Application ).
Step 2: Configure Coveo for Salesforce
Now that the application is installed, you have to configure it by creating a new Coveo organization or linking it to an existing one. This allows you to index content from your Salesforce organization and other external sources in your Coveo organization (see Configuring the Coveo for Salesforce Application ).
Step 3: Insert Coveo Components in Your Salesforce Organization
Now that the application is installed and configured, you can add Coveo components to your Salesforce Lightning Console or Community (see Inserting Coveo Components in Salesforce ).
Step 4: Navigate in Your Coveo Administration Console
The Coveo Administration Console offers many options that you can use to interact with your Coveo organization (see Familiarize Yourself With the Administration Console ).
Step 5: Develop and Customize Your Components With Coveo for Salesforce
You can continue exploring your Coveo for Salesforce organization, start working with your components, and discover how you can develop with Coveo for Salesforce (see Developing With Coveo for Salesforce ).
Step 6: Go Live in Production
When you’re ready to go live in production with Coveo for Salesforce, you should follow the leading practices about the migration from a Developer to a Production organization (see Going to Production with Coveo for Salesforce ).
Step 7: Post-Production: Understanding Usage Analytics, Coveo Machine Learning, and Search Optimization
Make the most of your integration: Coveo Usage Analytics (Coveo UA), Coveo Machine Learning (Coveo ML), and Search Optimization.
Default Configuration
New Coveo organizations are automatically created in the Coveo V2 Platform. If you want to install the application on a different Coveo platform, see Configuring the Application on a Different Coveo Platform.
Create a New Organization
If you already have a Coveo Platform trial organization, you can skip the steps described in this section and go directly to Link to an Existing Organization to learn how to link the Coveo Platform trial organization to your Salesforce environment.
Link to an Existing Organization
When you have already purchased a Coveo license, you first need to add your Salesforce user as a member of your Coveo organization (see Add Members ). You must then select the Link to an Existing Organization option (see Link to an Existing Organization ).
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What is a coveo package?
The Coveo for Salesforce package allows you to insert Coveo components in your Salesforce organization. From this section, you can access the various available components offered by the Coveo for Salesforce package:
What is a coveo recommendation?
The Coveo Recommendation Component is a Lightning Web Component that displays a list of recommended results. The results are based on recorded events and the history of the user who is navigating the website (see Integrating a Coveo Recommendation Component ).
What is a coveo case deflection?
The Coveo Case Deflection component increases self-service in a Salesforce Community by providing recommended solutions to users before they submit a case to your Support Agents (see Integrating a Coveo Case Deflection Component ).
Easily find your best resolution-driving content
Access enterprise-wide content and personalize discovery right within Salesforce Service Cloud. With Coveo’s AI-powered search and agent assist, you can deliver great cross-channel customer service experiences that people expect.
Upgrade your contact center and empower your agents
Coveo Machine Learning is purpose-built for Service to help you get the most value out of your Salesforce experience. With Coveo for Salesforce integration, you can ensure your agents have relevant answers at their fingertips, right within Service Cloud.
Surface case-solving content from virtually anywhere
Sometimes the best content isn’t a knowledge article. With Coveo, your agents can quickly access content and rich media from other systems right within their workspace. Pre-built connectors to over 55 content sources make it even easier to get started.
Automatically boost relevant search results based on case context
Coveo uses previous interactions, case information, and product metadata to recommend the best results in real time. Using machine learning to understand what content has successfully solved related cases, your agents see the most relevant content with every customer interaction, resulting in less searching and more solving.
Gain cross-channel customer insights
Get to know your customers with a streamlined view of click and search behavior. Whether they’re viewing content in the community, interacting with an Einstein bot, or using Coveo-powered search on your website, agents get an informed view to offer better service.
Drive KCS adoption and success
Track agent adoption and performance with easily configurable dashboards. See who your top contributors are and monitor case and content trends over time to ensure continued success over time.
Get started quickly with Lightning-ready components
Coveo’s Salesforce Service Cloud search and recommendations are built natively for the Lightning Platform. Just drag and drop Coveo components into the App Builder to get started with the Coveo Service Cloud Lightning Console. Haven’t made the move to Lightning? Coveo is 100% compatible with Salesforce Classic and Visualforce pages.
Accessing The Configuration Page
Configuring Your Coveo For Salesforce Organization
- On the Coveo for Salesforce Configurationpage, you can: 1. Review the Configure Search section by clicking: 1.1. Configure a Coveo Search Page to configure a Coveo-powered Full Search page. 1.2. Configure a Coveo Insight Panel to review the documentation on how to integrate a Coveo Insight Panel Lightning Component. 2. Review the Related Actions se...
Using The Advanced Configuration Page
- To manage the profile used for your search queries before logging in, select one of the following options:
- To manage the information sent to Coveo Analytics, select one of the following options:
- Coveo for Salesforce 3.42 (November 2019) To manage the endpoint used for your search queries in multi-region deployments, specify a custom domain name (e.g., mycompany.org.c…
- To manage the profile used for your search queries before logging in, select one of the following options:
- To manage the information sent to Coveo Analytics, select one of the following options:
- Coveo for Salesforce 3.42 (November 2019) To manage the endpoint used for your search queries in multi-region deployments, specify a custom domain name (e.g., mycompany.org.coveo.com) for the endpo...
