
Salesforce Experience Cloud Search & Discovery
Make your community the place to be
Unify your content and improve findability with machine learning in Salesforce designed for efficient self-service. Ensure customers, partners, and employees find success with Coveo’s intelligent search and recommendations.

- Overview Overview
- KCS KCS
- Partners Partners
- Customer Stories Customer Stories
- Top Resources Top Resources
Easy self-service, more company advocates
Sometimes your best content and answers live outside the Experience Cloud platform. Using Coveo’s Salesforce search extension, connect useful knowledge from virtually any source to make your community a trusted source of information whenever someone has a question. Keep your community members self-serving and satisfied with AI powering search, personalizing content discovery, and optimizing the experience.
Increase findability with smarter search
Increase findability with smarter search

Create the ultimate Experience Cloud search experience
Create the ultimate Experience Cloud search experience

Automatically optimize in real time
Automatically optimize in real time

Measure what matters most, across channels
Measure what matters most, across channels

Improve case quality and reduce MTTR
Improve case quality and reduce MTTR

Coveo & KCS
Make your KCS journey a success by enhancing findability, knowledge sharing, and content health tracking with the help of our AI-powered platform.
Build faster with our trusted partners
For faster implementations to broader solution strategies, find a partner to help accelerate your relevance transformation.
Coveo has been a great partner for us as we’ve continued to evolve our digital experience and really create a world-class journey for our customers that are using our web properties to self-serve.
Madhav Thattai
VP, Strategy & Operations, Salesforce
Hello, everyone, and welcome back to another episode of Relevant Experience Heroes, where we cover how companies are handling both their customers, employees, as well as future customers, the experiences that they enjoy, and how they find the relevant information to become proficient at what they do and get back to their lives and really become masters of their own work. Today, I have a very special guest who has an incredible journey to share with us, Madhav Pattai, who is the who is not only at Salesforce, but is the VP of strategy and operations at Salesforce. So he's got an incredible wealth of knowledge, and we're just gonna dip our toes into that knowledge today. So thank you for joining us today. Thank you, Ari. Great to be here. It's a pleasure. And since you handle how Salesforce not only delivers relevant support experiences, but you serve tens of millions of customers, And this is an operation at a massive scale. You've really had to hone in and focus in on not only the delivery of that experience, but how do you programatize and organize and achieve the type of results that allow you to continue to scale. Yeah. You know, we've had a great experience with, with Kaveo, and so happy to be here and and and share more with you today as well as, you know, in the future event. And they've been a great partner, for us as we've continued to evolve our our digital, experience and really create a world class journey for our customers, that are using our web property to to to self serve. It really comes down to three things that I think, we see a ton about value from. One is the capability of the product itself, being able to federate our content. We are a complex organization, with a variety of incredibly valuable content for our customers, not just within support, but other key properties, such as Trailhead and other parts of our, of our organization. And so being able to provide one view of that content, really bring it all together and make sure we're serving customers the right way, that's huge. The machine learning capabilities that underpin Coveo, to be able to drive, you know, greater personalization, more specific results for customers, that's really been fantastic. We also really value the tools, being able to track the data, really have dashboards, have administration capabilities, to really manage our search experience, really manage the way customers, interact with our properties. That's been fantastic as well. And then the third one, which is usually valuable for us, is the ability to integrate with our products. So we use, of course, a lot of our own products to deliver our experience, and having Coveo be able to plug in, integrate easily, for us to put together a holistic experience that feels really seamless to customers, has been huge. So really value the partnership, and, and we really enjoyed the experience. You know, you hit on something that that I think really not only resonates, but is is important for people to understand, which is it's not about creating a single silo of information. Content can live many places, but the experience you provide has to be a holistic and unified experience. So it's kind of like there are gonna be seams everywhere, but a customer doesn't need to see those seems. They need to be hidden. Right? So that they feel familiar and confident in what they're doing and how they're doing it. Moving from that and understanding how many different places Coveo and Salesforce really partner together, You know, what are the results been? How have you seen this help you scale? It's been great. I mean, we we get, you know, over seventy five million visits, a year to our help website. It's one of the most used properties, at the company, and, Coveo helps bring information together from, you know, over ten different sources, the customers are all able to self serve and have access to, via their health experience, which has been fantastic. We have seen in a consistently increasing, self-service success rate. We're now, over ninety percent and continuing to trend up, and that means our customers are really finding the right content. They're able to engage with it, and it satisfies, whatever outcome they're looking for, whether they're looking to solve a problem, whether they're looking to learn something, and we think that that is tremendously valuable. On the, engineering experience side, that is internally, we found our engineers, rely on the recommended results, from Coveo, over seventy five percent of the time, which is fantastic. It really cuts down on the amount of time they have to spend, improves their efficiency, and being able to get access to that information really quickly allows them to then provide a better experience, with Coveo. So really great results, that we've seen across the board, both on the customer experience, but also internally as our support engineers, use the capabilities as well. You you know I love hearing that. You know my I'm smiling from ear to ear right now, but I understand, you know, why we really work well together. It's been a phenomenal partnership for years now, but and I also understand how we've helped you scale. But what am I missing? What what parts of this company should what haven't I asked? Yeah. No. It's a good question. I mean, I think the the main thing to center on is we always wanna start with what is the journey that the customer is on. That's really the first question to ask, and we all have fantastic technology and fantastic capabilities that we bring together to deliver on those journeys. But the first question really is what are the outcomes that customers want? What kind of experience do they want? And when we think about in our space, we think about customers really wanting to resolve issues that they have. We think about customers wanting to develop their own expertise to get education. We think about customers wanting to get value from their Salesforce products, and these are all reasons customers come to support, by the way. So really learning about the customer, what journey they're on, providing a more personal experience, providing a more guided experience for customers, that's really where we start the conversation. And then we think about what is the right technology, the best capabilities out there that we can bring to bear, and Coveo is a key partner for us in being able to really develop that experience. But always start journey first and then think about what the solution is. That's really been a guiding principle for us as we've been on our own, transformation journey to improve our digital experiences, and it's been great partnering, with Coveo as we continue to do that. I I mean, as a Salesforce customer myself, I've seen the experience absolutely transform over the years and just continue to push the envelope in how it's not only supported, but allowed us to become subject matter experts ourselves, you know, and really be take everything into our own hands. And, I know that you've got so much more to share. And if you're watching this, he's gonna dive deep into how he's accomplished this and how Salesforce has really continued to personalize and extend relevance across the board and hide those seams. I highly recommend you join the conversation. Thank you for joining us today, Marav. I I appreciate it. Thank you, Ari. Really enjoyed it and looking forward to the session. Looking forward to it too. Thank you.
We wanted to remove the need for our customers to try to understand where content lives and surface it where they need it instead. Coveo helped us create one centralized hub for all our content where customers can self-serve, driving a 300% increase in case deflection in the first 3 months.
Matt Krebsbach
Senior Manager of Boomiverse, Dell Boomi
Today, I am joined by none other than Boomi's global head of community and user groups, Andrew Mitchell. And today, we're gonna dive into a a really unique story because Boomi is fresh on their journey. And along the way, we're gonna find out about what this road map looks like for bill me. So thanks for joining us today, Andrew. Of course. Ari, thank you for having me. Pleasure to be here and, excited to share our journey with you all today. So let's just get started. Let's jump in that way back machine, and let's cover what really pushed this initiative. You know, what were you going through? What was that experience like previous to now that forced you to look for a new waveform. Sure. So I, you know, if we had to think back a couple of years when I I joined the company. Community was was definitely an important component of our customer experience and our customer journey. But, it's become more of an essential and core to our business strategy and our objectives, for how we enable our and empower our customers to be successful on our platform. So with that, we made a business decision to move off of a legacy community tool onto Salesforce. So we we we had this this idea of moving to a a a richer experience, a better search platform that would allow our customers to engage with us and find the information they need when they need it no matter where it lives. And we have a combination of native Salesforce objects and custom Salesforce objects and this the the search experience available through Salesforce, out of the box was treating the different, objects, you know, differently So we wanted to create this experience where they could find the information they need when they need it from where they need it. And we felt that Cavell had the tools and the functionality to make that happen. So that was the beginning of the journey. We started knowing that at some point in the future, we would be upgrading and here we are now about a couple months into our our Coveo journey. And we're we're super happy. But this is a big lit. Boomi has a large community active users But this is this is not something to take, you know, lightheartedly, and a lot of planning and, integrations and thought process had to go through this. And I know that a vital part of both the Salesforce, the Coveo, the Boomi, partnership is also seven summits. And what part did seven summits play in all this? So, you know, seven summits. My relationship with them goes back to two thousand eleven. And I I really give them a lot of credit for helping to transform my career, and become an expert in this space. It's something that I'm incredibly passionate about. I mean, I love connecting with our customers. I love to be, be put in a position where I can empower them to help themselves to be more successful with our our products and our services. And community really allows me to do that. Seven summits has always been there as an extension of my team. My teams have always been, you know, I think in general community teams are always pretty lean. So I look at them as a key partner in that journey so that I can continue to stay ahead of the curve and they can really help me look around corners to see what's trending what new features and functionality are becoming available. What are other companies doing with this technology to help us stay competitive in the space? So they've they've been a key partner for me both strategically, but also on the the more tactical side of things where they're helping us look at our community experience understand what the customers are going through, put together a road map that can help us continue to improve that overall experience. So we're super happy, and they've they've been a strategic partner from from day one, helping to plant the seed, build the business case around it, scope it, launch it, roll it out, help with change management, help with promotion of the new program, new features, and to continue to, like I said, build that roadmap for the future. Hearing House Seventy Summit has done more than just being, a business partner. Right? They've been a personal partner. They've helped you personally grow, and that's what this is all about. It's about partnerships at the human level. Right? And the the products and the software, they support us. They augment us, but it's really what can we do. Now can we grow together and how can we all become better through these experiences? You know, And our success is our success is their success. Clearly. Which is which is our success. Which is your success? That's right. Right? It's the right. Everybody wins. There are a lot of people who play a part. It's not it's never an individual game. It's always a team support. So is there any shout outs you wanna give to anyone that's that's really help andy? Let me start with some folks over at seven summits. So I met I met Paul Stomank and RJ Rymers back in twenty eleven. And from day one, those folks have been They've been friends, they've been partners, they've been advisors. I'd say that Adam Brown as well at Southern Summit has been, again, a a friend you know, on the Boomi side, you know, I have to, of course, thank, my, my first initial boss manager at at Boomi is Adam Arris Smith, So, Adam, so I sold I put together the business plan and the business pitch for why we need to move off of off of Jive onto Salesforce. Adam was the one that was responsible for putting together the business pitch and selling it to the right folks at Boomi to make that happen. So if it weren't for Adam, we wouldn't be here today with Cavell. So I had to give him a shout out for believing in me to bring me on board, but then also for helping us get across the finish line with Cavell. On the Cavell side, you know, so far, Christine's been awesome. She's been, you know, putting up with our weekly calls and helping us, you know, tune our engine and and get to where we are so that we are really starting to see the fruit of our labor and really starting to to track and measure against some of our KPI. So let's give a big shout out to her for helping us along along that journey. So really, really thank you for taking the time today. I know you're gonna dive in all of that with Bonnie. And I I just really appreciate. And I know that whoever is watching this, you're gonna get a lot more out of the conversation. One is gonna have because Bonnie and, Andrew here are are absolute SNEs, and, I really appreciate you taking the time. So thank you. Of course. It's fun. Thank you.
Coveo has been instrumental in helping us work towards providing the optimal experience to our users. It makes it easy to bring together content from many sources and serve it up in one place. Machine learning has allowed us to stay hands-off with tuning the search experience and the analytics make it easy to identify customer trends.
Keri Rogers
Program Manager, Learning, Ultimate Software

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