Salesforce Service Cloud Search & Discovery

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.

Coveo for Salesforce Service Cloud
Overview

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

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

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

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

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

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.
Partners

Build faster with our trusted partners

For faster implementations to broader solution strategies, find a partner to help accelerate your relevance transformation.

More ways to use Coveo for Salesforce

See how AI search & agent assist transform the Salesforce experience

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