Overview of Coveo for Salesforce

Overview of Coveo for Salesforce

A native integration to Salesforce and a 100% cloud, SaaS-based product, Coveo for Salesforce offers easy-to-use Lightning components across Salesforce Clouds to help personalize digital experiences for your customers and employees.

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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.

Find out more about Coveo for Salesforce

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Getting started

How to begin your Coveo for Salesforce installation

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Get the product datasheet

Learn more about the Coveo for Salesforce product

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Documentation

Helpful resources and instructions for Coveo for Salesforce

Release notes

Learn about the latest product innovations and updates

Discover the new features of Coveo for Salesforce

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Product FAQs

The most-asked questions about Coveo for Salesforce editons

Developers

How to build and customize Coveo for Salesforce for your own business needs

Training

Unlock the power of AI-powered search with online and in-person training

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Coveo for Salesforce

Resources

Find out more about Coveo for Salesforce with our relevant selection of videos and download our white books, ebooks, and case studies.

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