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Explain use of Coveo for salesforce

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akhila priya

Coveo offers AI-powered searching inside Service Cloud, Group Cloud and App Cloud for every Salesforce customer. In this article I briefly explained about coveo for salesforce online training and its implementation. Before going through that let us discuss coveo first.

What is coveo?

Coveo is an integrated web search and indexing solution for various sectors such as retail, telecommunications, manufacturing, media, high-tech, energy and utilities, healthcare, financial, and industry. It is an AI-driven framework, securely consolidates repositories of knowledge across many cloud-based, business, and social networks. The framework ensures that all employees and corporate partners and consumers can access relevant data with meaning at each engagement. Hence it enables  companies to offer custom-built experience on a scale.

Coveo is a comprehensive information consolidation platform that provides global, secure, and fast access to unregulated and controlled information across multiple enterprise systems. For better performance this software program uses predictive, smart search features with optimized plug-ins.

Coveo's key features for Salesforce:

The following are the main features of the Coveo AI-powered search engine, which adds to its strong and constructive design and provides users and businesses a lot of benefits.

Machine learning 

 The advanced and deep intelligence collection capability of Coveo makes it easy for business analysts to recognise trends and positive outcomes. This allows them to orchestrate better search results and eventually deliver better self-service performance to customers. Coveo's machine learning capabilities also include power type-ahead search, content suggestions, and proactive features that simplify search.

Powerful Analytics:

Coveo provides rich analytics to identify content gaps, monitor success metrics and case deflection metrics as well. The deep analytical capabilities make it clear how customers behave on websites, applications, forums and other places, and provide insights on what they are searching for. Usage Analytics also helps companies to participate in a process of continuous learn salesforce course online, and grow with earning repetition.

 Customizability:

It provides a rich UI, versatile enough to fit different tastes, expectations and circumstances. Related metadata can be stored in different custom fields, and displayed in search interfaces.

The GUI editor available in Lightning and Salesforce Visualforce components with the open source JavaScript search UI comes with simple drag-and-drop tools, and allows users to customize all aspects of the search experience. The net result is a highly personalized faceted quest, customizable results templates, and configurable tabs, with a user interface that suits the site's aesthetic.

Deep Personalization 

Coveo Search pipelines allow rules such as synonyms and featured results to be configured, as well as generic rules to improve certain types of content based on metadata, all of which are further the cause of personalized search.

Users have already begun to use Coveo in a number of creative use cases that go beyond customer care and support. HR groups, for example, use Coveo to scan applicant resumes, and university alumni portals.

The implementation of artificial intelligence helps businesses to cope with both the rising magnitude of content and the increasing quantity. The obvious next-in-line upgrade is to render graphic images, audio, and video files searchable in Coveo. It is also an imminent change to provide non-textual query styles, such as the use of an example image or video fragment, and these innovations will turn search into another dimension entirely, unlocking many new possibilities.

Key points of Coveo: 

  • It gives your community members what they want, all in one location.
  • It instantly provides what actually helps people make personal and constructive self-service.
  • It also includes your community members.
  • It reaches new levels of significance with less effort. 
  • It helps to maintain ownership of the search experience. 
  • It is easy to customize. 
  • This offers scalability in the cloud efficiency.
  • It includes Enterprise-grade security Coveo.

 Implementation of Coveo in Salesforce Group 

  • First Install Coveo controlled package in Salesforce Org with the latest covea for Salesforce AppExchange version. Download the Coveo package. Sign in to the Salesforce organisation, if not already completed.
  • You can pick any of the options below on the Install Coveo V3 tab. I have selected Install for Admins Only, and then click Update.
Coveo1
  •  After you have redirected to the Authorize Third-Party Access window, check Yes, grant access to certain third-party websites, and choose Continue.
  • When you have finished downloading, press Done.

Configuring Coveo Express:

  • In Salesforce select Configure as shown in the screenshot below on the Enabled Packages tab, next to the Coveo V3 box.
Coveo2
  • You have the following two choices under Configure Coveo , either choose Build a New Coveo or Connect To An Existing Coveo Organization, if already established.
Coveo3
  • If you build a new Coveo Company, Under Choose a Coveo Program, choose either the Free Version or start a Coveo trial for Salesforce Express by selecting Start Trial under Express. After choosing your strategy, pick a name for your company under the name of the company, and pick Build.
Coveo4

Enable User Impersonation and Disable Automatic Identity Fallback

  • In Setup, check for Installed Packages (Build > Installed Packages) and pick them.
  • Next, pick Customize to the Coveo V2 kit.
  • Tap on Advanced Setup.
  • In the panel that appears under Failure to configure the JWT flow properly, fallback on admin identity, click Disallow.
Coveo5
  • Save Changes 

Customizing your search pages 

  • The Group Manager accesses this.
  • Check and pick All Communities in Setup (Build > Customise > Communities > All Communities).
  • Pick Builder next to your Party.
  • Open the People list, and drag and drop the Search Part for Coveo.
Coveo6
  •  Access the feature Coveo, Click the arrow button to enlarge the box in the lower-right corner of the screen.
Coveo7
  •  Click on Edit in the Gui Editor menu.
  • Click Code View, this is where you can edit code and press Save.

Benefits of coveo:

The benefits of coveo are as follows.

Innovative Technology 

Coveo is a resourceful site search system that empowers leading businesses to retain their competitive advantage. It empowers partners, website users, clients, staff, and support agents with powerful functionality to get accurate information anywhere with on- and cloud deployments. The program developed to provide critical comprehensions and information on scale across the entire IT infrastructure.

Backend and Fronted Applications 

This application maintains an interactive database of your company's ever- data masses, making it easy to find relevant information. Its front end also provides several out - of-- access points inside an optimized search box to enable one- or one- operations. It helps you find content quickly and get valuable insights to run your company efficiently. The platform also enables continuous, up-- indexing of client information and offers custom composite data mash- and search- dashboards for fast searches.

Strategic interactions:

Coveo has close relationships with leading technology suppliers and system integrators. For example, its seamless integration with Salesforce and Sitecore enables maximum value for shared users. Sitecore is a customer service application that enables automated indexing, search management, user analytics, and machine-- search through its console. The extension works in tandem with Salesforce CRM to help users optimize technology, assets, and processes 'full potential. Innovative Technology Coveo is a resourceful site search system that empowers leading businesses to retain their competitive advantage. It empowers partners, website users, clients, staff, and support agents with powerful functionality to get accurate information anywhere with on- and cloud deployments. The program was developed to provide critical comprehensions and information on scale across the entire IT infrastructure.

Conclusion:

I hope you reached a conclusion about the use of coveo in Salesforce applications. You can learn more about Salesforce through Salesforce online training in Hyderabad.

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