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Because of the technical complexity in setting up this integration, we recommend having Salesforce developer console knowledge before completing the setup. However, we also recognize many customers will not have this knowledge already. Therefore, feel free to file a ticket with Simpplr Support, and our engineers will integrate Coveo Search with your Simpplr instance. Once integrated, all ongoing intranet changes will be synced to the Coveo repository, and the Simpplr native global search will be replaced by Coveo’s search. 

Table of Contents

Prerequisites

Get the credentials from the Coveo administration console

Enabling the Coveo Search in Salesforce

Configure the Salesforce connector for Simpplr’s data in Coveo

Set up the autosuggestion ML model & query pipeline

Switch between the default Simpplr Search and Coveo Search

Please note that only Global search will be powered by Coveo Search. All of Simpplr's role-based access permissions will be synced with Coveo, so users will only receive search results they have access to.

Prerequisites

• Coveo console access

• Salesforce Service Account access

Get the credentials from the Coveo administration console

1. From Coveo, navigate to the Organization tab on the left, then Settings > Organization. Locate the Organization ID and copy it. Paste it somewhere you'll have easy access to. We'll use it shortly.
   

   

2. From the Organization tab on the left, navigate to API Keys > Add key.

3. Upon clicking, a modal will appear. Name the key in the Configuration tab. Then in the Privileges tab, in the Preset dropdown, select Search. In the Limit the API Key Scope section, inputSimpplrGlobalSearchHub (create one if it does not already exist). Then select Add key.
   
   
   

4. Here is what the success message looks like with the API Key. Copy it and paste it along with the Organization ID you pasted earlier. Share both the Org ID and API Key with the developer. This will be utilized to create search tokens from Simpplr’s Coveo interface.
   

Enabling the Coveo Search in Simpplr

For these next steps, you'll need to log in to the Salesforce environment your intranet is built on with the Service Account credentials.

1. From the Salesforce home page, head to the Setup (gear) icon in the top right, then click Developer Console.
   

2. From the Query Editor tab, execute the following query to replace default search with Coveo.
   
   Select Id, Simpplr__Global_Search_Provider__c from Simpplr__App_Config__c
   

Configure the Salesforce connector for Simpplr’s data in Coveo

1. Back in Coveo, head to the Content tab > Sources, then select Salesforce from the list of connector sources.
   

2. Depending on the configuration, choose Sandbox or Production.
   
   
   

3. Upon successful authentication, a modal interface is presented to facilitate the selection of Salesforce objects that will be incorporated into the index. Currently Simpplr supports a total of six (6) objects.
   User
Simpplr People
Simpplr Site
Simpplr Content
Feed Item
Feed Comment
   
   
   

4. In regards to relational fields, since they are not provided by default, we will need to manually choose them.
   Simpplr Site -> Site Category -> Simpplr__Name__c
Simpplr Content -> Primary author -> Simpplr__Full_Name__c
Simpplr Content -> Site -> Simpplr_Name__c
Simpplr Content -> Site -> Simpplr__Is_Active__c
Simpplr Content -> Site -> Simpplr__Is_Deleted__c
Feed Item -> Parent -> Simpplr__SiteName__c
Feed Item -> Inserted By -> Name
Feed Item -> Created By -> Name
Feed Comment -> Inserted By -> Name

5. Navigate to Sources > Fields > Search to input the following fields, making them searchable.
   sfsimpplr__title__c
sfsimpplr__site_category__rsimpplr__name__c
   
   
   

6. Similarly, search for the following field:
   sfsimpplr__type__c
   In the Edit field option, check the box next to Facet.
   

    

7. Back in the Source menu where you chose Salesforce as the connector source, make sure to update the following JSON by navigating to Edit JSON.

Set up the autosuggestion ML model & query pipeline

Query pipeline makes it is easy to fine-tune, customize, filter and modify relevancy of search results.

1. In Coveo, navigate to Machine Learning > Models and select Query Suggestions.
   
   
   

2. Navigate to Query Pipelines and choose default pipeline (you could also associate to an existing one or create new one).

3. Associate the autosuggestion ML model to the query pipeline.
   
   

4. Add a filter rule to filter out inactive and deleted content from the search results. To do so,

   navigate to Query Pipeline > Advanced > Filters > Add. Copy and paste the following strings into the query field.
   
   

   NOT @sfsimpplr__is_active__c==false
NOT @sfsimpplr__is_deleted__c==true
NOT @sfsimpplr__is_unpublished__c==true
NOT @sfsimpplr__site__rsimpplr__is_deleted__c==true
NOT @sfsimpplr__site__rsimpplr__is_active__c==false
   

Switch between the default Simpplr Search and Coveo Search

Disabling/switching to default search is easy. Back in the Salesforce Developer Console, remove the Coveo value from Simpplr__Global_Search_Provider__c column.

Our default data ingestion pipelines ensure constant synchronization of data with ElasticSearch. This guarantees uninterrupted functioning of the default search even when transitioning from Coveo.