
AI Search & Generative Answering for your Salesforce ecosystem
Amplify your Salesforce Ecosystem with AI Search & Generative Answering
Maximize your Salesforce investment with AI Search & Generative Answering that unifies content within and beyond Salesforce. Leverage agnostic AI that can provide recommendations, personalization, and answers on public sites, community portals, and for agents.
Are you on a mission to create the best experiences for your employees and your customers? Part of driving the best experiences is making sure that each digital interaction is relevant. It means each employee and each customer gets what they need at the time they need it, whether they are trying to learn something, fix something, or buy something. So how can Coveo help you connect each person with what they need? By bringing AI powered search and recommendations directly to the Salesforce ecosystem so you can tailor experiences for customers and employees across your Salesforce clouds and at scale. Managing a business successfully depends on having good data and strong knowledge management. Businesses today run on many applications with knowledge and data spread out across multiple systems. Coveo for Salesforce helps by unifying information across the enterprise from applications like SharePoint, Box, and YouTube, and providing access to it within service, sales, community, and b2b commerce clouds. Then, by applying machine learning, Coveo understands what content people really need. This means that as customers interact with your products and your online community, you will be personalizing information from the very start and enhancing your customer profiles over time so that you are delivering the most relevant experiences all while tracking engagements and informing your customer facing teams with actionable insights. With Coveo for Salesforce, when customers need support, Coveo's case deflection panel automatically suggests relevant helpful content to prevent them from submitting a case. In the event a case does get submitted, agents can use Coveo's insight panel, where they gain visibility to the customer's online activity and are recommended content resources that will help resolve the case in a quick and personalized manner. The best part is that Coveo for Salesforce comes with fully loaded and configurable analytics dashboards so you can see key user and content trends and what knowledge gaps to fill to deliver the most optimal customer experience. Join our growing list of customers that have transformed their business using Coveo for Salesforce. To learn more, visit coveo dot com slash salesforce.
Seamlessly amplify the world’s #1 CRM
Seamlessly amplify the world’s #1 CRM
- Intelligent search & recommendations
Automatically deliver relevant answers, content, and products by using context from Salesforce interactions and beyond, enhancing content discovery with AI-driven insights. - Cross-cloud & cross-channel insights
Unify search and interaction data from all your channels into one view. Coveo connects the dots across customer journeys, providing actionable insights for a truly omnichannel experience. - Unified content discovery
Make content from Salesforce and any external sources accessible across your Salesforce experiences, breaking down silos and enabling customers and agents to easily find the most relevant information.
Coveo brings AI Relevance to Salesforce Clouds
Coveo for Agentforce
Your AI agents depend on secure, relevant knowledge to deliver trusted answers and outputs. Deliver the best passages from enterprise-wide knowledge bases, so your AI agents can act autonomously with confidence.
- Speed up content extraction with prebuilt connectors while respecting existing access control lists
- Streamline varying file formats and ensure content freshness with a unified index
- Use hybrid ranking and retrieval to deliver the most relevant information to LLMs

Coveo for Salesforce Experience Cloud
Enhance your self-service sites and portals with personalized generative answers, AI-search results, and intelligent content recommendations. Improve case deflection while dynamically optimizing responses and results in real time.
- Optimize search results and content recommendations in real-time
- Increase case deflection and streamline case submission with AI-case assists.
- Unify access to enterprise-wide content with out-the-box connectors
- Enhance self-service and content engagement with generated answers

Coveo for Salesforce Service Cloud
Empower your customer service & support reps with the content they need to resolve issues faster, in context.
- Get contextual answers and recommendations on cases
- Leverage cross-channel insights into customer behavior
- Benefit from enterprise-wide knowledge – within and beyond Salesforce
- KCS-aligned ensuring optimal knowledge management practices

Coveo for Salesforce Commerce Cloud
Remove friction from the buying experience with intelligent product search, AI-powered listing pages, dynamic faceting, and relevant recommendations.
With Coveo powering your Salesforce storefront, you can:
- Simplify product findability regardless of catalog complexity
- Manage customer specific pricing, entitlements, and real-time inventory at search time
- Adjust experiences in real-time with search and recommendations that adapt to shopper intent

Coveo for Salesforce Sales Cloud
Accelerate your sales cycle by providing sales reps with the most relevant information, while keeping your brand secure and on-message.
- Leverage analytics to see what customer-facing teams are searching for and not finding
- Deliver a unified search experience with proactive recommendations so sales reps spend less time searching
- Help sales improve knowledge proficiency with generative answers they can trust

Make your KCS journey a success
Enhance findability, knowledge sharing, and content health tracking – all with the help of our AI-powered platform.
Discover the impact of AI-powered experiences
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Coveo is instrumental in bringing all our different sites together. It helps us have one voice, one F5 experience for our customers.
Laurel PoertnerSenior Director, Digital Services, F5 Networks -
Coveo helped solve some of our greatest pain points… we would not have been able to achieve the results we have today without the support of this outstanding team.
Cora LaRoseSenior Manager, Digital Customer Engagement, Forcepoint -
At Salesforce, we’re leveraging Coveo across 9 different use cases internally and externally. In customer support, Coveo’s machine learning helps customers help themselves, contributing to a self-help success rate of over 90%. With Coveo, the numbers speak for themselves.
Jim RothExecutive Vice President, Customer Support, Salesforce -
What started with a test turned quickly into rolling out to our global support platform, Xero Central, and the transformation is outstanding.
Nigel PiperExecutive General Manager, Xero
Salesforce customers achieve impressive results with Coveo

Build faster with our trusted partners
Whether you need a quick deployment or are looking for a long-term strategy, navigate complexity with confidence. Coveo's trusted partner network helps you scale effortlessly and accelerate time-to-value with tailored solutions for Agentforce & Salesforce Clouds.
See how Coveo AI enhances your Salesforce search and discovery

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