Coveo For Salesforce

Experience Cloud

AI-powered search for every customer, partner, and employee interaction.

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Turn Your Salesforce Experience Cloud into a Case Deflection and Recommendation Juggernaut

Intelligent search that always delivers the most relevant answers and content to help your community members succeed.

Unify Content Across Multiple Content Sources

Relevant content resides everywhere. And not always inside Salesforce. Coveo securely indexes and applies machine learning to more than 50 cloud and on-premise content sources so customers, employees, partners, and agents can easily access the most relevant knowledge without leaving your community and self-service sites.

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Increase Case Deflection and Self-Service Success

Delivering relevant content means customers learn to self-serve, which drives down your support costs and creates a more effortless service experience. If a case needs to be created online, Coveo’s built-in case deflection workflow helps recommend the most appropriate content in the context of submitting a case.

Deliver Proactive Recommendations

Integrated Coveo Machine Learning analyzes past usage behavior and proactively optimizes the search experience by recommending content that others have found helpful. And then improves the self-service experience for future users.

Learn more about Coveo Machine Learning Recommenders

Designed for Flexibility with Salesforce Lightning

Use the Lightning Community Builder to easily drag and drop Coveo into your customer, employee or partner community with clicks – not code. Not on Lightning yet? Coveo for Salesforce delivers the same results in Salesforce Portals and Visualforce sites.

Focus on What Matters

Coveo Usage Analytics gives total visibility into users’ search and navigation behavior. Analyze how members are finding the information they need, identify content and relevance gaps, understand how trends impact self-service success, prioritize knowledge creation, and measure the success of your search implementation.

Learn about Coveo Usage Analytics

Sales and Partner Enablement Communities

Launch internal sales and partner communities so teams can quickly and effortlessly find collateral, presentations, price sheets, and case studies, regardless of where the data resides. With Coveo Usage Analytics, your Sales Operations can understand which content the field finds useful. These dashboards can notify management what your sales team is searching for but not finding, and help you improve your future content strategy.

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.

KCS Aligned

KCS® is a service mark of the Consortium for Service Innovation™

See how Coveo enhances the Salesforce Experience Cloud