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Introduction:

In today’s digital era, providing a seamless and personalized user experience is paramount for businesses looking to stay ahead of the curve. Salesforce Experience Cloud has emerged as a powerful platform for building immersive digital experiences for customers, partners, and employees. To further enhance the user experience, integrating Coveo Search into Salesforce Experience Cloud can prove to be a game-changer. In this blog post, we’ll explore the steps to integrate Salesforce Experience Cloud with Coveo Search and unlock a new level of efficiency and effectiveness.

 

Problem Statement:

In current business landscape, where information is abundant and user expectations are high, our organization faces challenges in providing a seamless and efficient digital experience within Salesforce Experience Cloud. Users often struggle to quickly locate relevant content, leading to decreased productivity, frustrated stakeholders, and a potential impact on the overall effectiveness of Salesforce community.

 

Target Audience:

  1. Healthcare and Life Sciences
  2. Pharmaceutical and Biotechnology
  3. Technology and Software Companies
  4. Manufacturing and Engineering
  5. Financial Services
  6. Consumer Goods and Retail
  7. Education and E-Learning
  8. Professional Services
  9. Nonprofit Organizations
  10. Government and Public Sector
  11. Telecommunications

In summary, businesses with a need for organized and efficient knowledge management, collaboration, and content discovery can find value in integrating Salesforce Experience Cloud with Coveo Search. The benefits extend across various industries and organizational sizes, supporting a more seamless and productive digital experience for users.

 

Understanding Salesforce Experience Cloud and Coveo Search

Salesforce Experience Cloud:

Salesforce Experience Cloud, formerly known as Community Cloud, enables organizations to create branded, fully customizable digital experiences for their external stakeholders. Whether it’s customers, partners, or employees, Experience Cloud provides a platform to build engaging portals and communities that streamline collaboration and interaction.

 

Coveo Search:

Coveo is a leading provider of AI-powered search and recommendations. Coveo Search leverages machine learning algorithms to deliver highly relevant and personalized search results, transforming how users interact with information. By harnessing the power of Coveo, businesses can provide users with an intelligent and efficient search experience.

 

Integration Steps:

1. Coveo Organization Setup:

Begin by setting up a Coveo organization. This involves creating an account on the Coveo platform and configuring the necessary settings to align with your organization’s requirements.

Setup Coveo Source Steps:

1) Create Coveo Source

 

2) Select the REST API as Source

3) Enter the Source Name

4) Go to AUTHENTICATION tab and enter Username Password

5) Add the CONTENT TO INCLUDE JSON Configuration.

6) Click on Add and build source.

 

2. Create a Coveo Search Interface:

In the Coveo platform, create a search interface that will be embedded into Salesforce Experience Cloud. Customize the interface to match the branding and design guidelines of your Experience Cloud community.

Setup Query Pipeline Steps:

1) On home page go to Query Pipelines and click on Add Pipeline

2) Enter pipeline name and description and click Save

Create a new Search Page:

1) On home page go to Search Pages and click on Add search page

2) Click on the Classic Interface Editor

3) Provide the page title and click on Add search page.

4) Open the Search page in edit and click on the edit icon.

5) Provide the Unique Id and Caption and click on Filter Lookup edit icon

6) Select the appropriate filter.

7) Click on Done

8) Update pipeline with search hub. On home page go to Query Pipelines and select the pipeline you created.

9) On Overview tab -> Condition select the Search Hub

 

3. Obtain Coveo API Key:

Generate an API key in Coveo, which will be used to establish a secure connection between Salesforce Experience Cloud and Coveo Search.

Steps:

1) On home page go to API Keys and click on Add Key

2) Enter Key Name and Description

3) On Privileges tab select the required access levels

4) Click on Save

 

4. Install Coveo Quantic package:

Install the Coveo Quantic package in Salesforce. This app acts as a bridge between Salesforce and Coveo, facilitating seamless integration.

Quantic is released as an unlocked package. You can install it using the following links:

 

5. Configure Coveo Search in Salesforce:

In Salesforce, configure Coveo Search by providing the Coveo organization details and the API key obtained in earlier steps. This establishes the connection between the two platforms.

 

6. Embed Coveo Search in Salesforce Experience Cloud:

Utilize Salesforce Experience Cloud’s Lightning components to embed the Coveo Search interface into your community pages. This step ensures that users can seamlessly access Coveo-powered search directly within the Experience Cloud environment.

 

7. Customize Search Experience:

Leverage Coveo’s customization options to tailor the search experience according to your community’s unique needs. This may include configuring search filters, result layouts, and relevance settings.

 

Benefits of Integration:

 

  1. Enhanced User Experience:

Coveo’s intelligent search capabilities provide users with highly relevant and personalized search results, enhancing overall user satisfaction.

  1. Increased Efficiency:

With Coveo Search integrated into Salesforce Experience Cloud, users can quickly find the information they need, reducing the time spent searching for relevant content.

  1. Seamless Collaboration:

Foster collaboration among community members by providing them with a unified and efficient search experience, promoting knowledge sharing and engagement.

  1. Data-driven Insights:

Leverage Coveo’s analytics to gain insights into user behavior, search patterns, and content effectiveness, enabling data-driven decision-making.

  1. Scalability:

As your community grows, Coveo’s scalable architecture ensures that the search experience remains robust and efficient, regardless of the volume of data.

 

Conclusion:

Integrating Salesforce Experience Cloud with Coveo Search is a strategic move for organizations aiming to elevate their user experience. By combining the power of Salesforce’s community-building capabilities with Coveo’s advanced search and recommendation engine, businesses can create a digital environment that fosters collaboration, efficiency, and user satisfaction. Follow the outlined steps to seamlessly integrate Coveo Search into Salesforce Experience Cloud and unlock the full potential of your digital communities.