coveo Articles / Blogs / Perficient

Integrate Coveo Atomic CLI-Based Hosted Search Page into Adobe Experience Manager (AEM)

Ashwini Bhave — Wed, 18 Jun 2025 06:20:24 +0000

Getting Started with Coveo Atomic CLI

This section explains how to install, configure, and deploy a Coveo Atomic project using the Coveo CLI

Install the CLI

To get started, install the Coveo CLI globally with npm:

npm install -g @coveo/cli

To ensure you’re always using the latest version, update it anytime with:

npm update -g @coveo/cli

Authentication

Once the CLI is installed, you will need to authenticate to your coveo organization. Use the following command, replacing the placeholders with your specific organization details:

coveo auth:login --environment=prod --organization= --region=

For example:

coveo auth:login --environment=prod --organization=blogtestorgiekhkuqk --region=us

Initialize an Coveo Atomic CLI Project

After logging in, initialize a new atomic project by running:

coveo atomic:init  --type=app

For example:

coveo atomic:init atomicInterface  --type=app

Building and Deploying the Project

Once the project is ready, build the application:

npm run build

This command compiles your code and prepares it for deployment. It creates a production-ready build inside the dist/ folder.

Then deploy your interface to Coveo using:

coveo ui:deploy

After deployment, your search interface will be hosted on Coveo’s infrastructure, ready to embed anywhere—like Adobe

Using and Initializing Atomic-Hosted-Page

This section guides you through using and initializing the Atomic-Hosted-Page component of your Coveo project.

Use Atomic-Hosted-Page

If you have customized your Atomic search page locally and deployed it to the Coveo infrastructure, then it will be listed in the Custom Deployment tab of the Search Pages (platform-ca | platform-eu | platform-au) page of the Administration Console. You can use the atomic-hosted-page component to consume it from anywhere on the web.

Initialize Atomic-Hosted-Page

Once you have installed the atomic-hosted-page or atomic-hosted-ui web component, you’ll need to add a script like the following to initialize the atomic-hosted-page component:

In this script, replace the placeholders with coveo specific details:

(string) is an API key or platform token that grants the View all access level on the Search Pages domain in the target Coveo organization.
(string) is the unique identifier of your organization (for example, mycoveoorganizationa1b23c).
(string) is the unique identifier of the hosted page, which you can copy from the Administration Console.

Steps to Embed in Adobe Experience Manager (AEM)

Login to Adobe AEM Author Instance
Example URL: https://author-555.adobeaemcloud.com/
Navigate to the AEM Sites Console
Go to:https://author-555.adobeaemcloud.com/sites.html/content/blog/us/en/search-results
The Sites Console in AEM, used to manage your website’s pages and structure.
Create or Select the Page
- Create new or use an existing page, for example: search-results.
- Select the page’s checkbox → click Edit (top toolbar).
- You’ll be redirected to the Page Editor: https://author-555.adobeaemcloud.com/editor.html/content/blog/us/en/search-results.html.
Embed the Coveo Script:
In the Page Editor, open the Content Tree on the left, select Layout Container, click the Configure (wrench icon) button
Choose Embed Type
Choose Embed → iFrame. Paste your script inside the iFrame.
Preview and Publish the Page

Click Page Information icon → Publish Page, the alert confirms that the page will be live
View the Published Page
Example URL:http://localhost:4502/content/blog/us/en/search-results.html

That’s it—you’ve successfully embedded your Coveo Atomic CLI-based Hosted Search Page inside Adobe!

References:

Use a hosted page in your infrastructure | Coveo Atomic

NRF 2025 and the AI Trends on the Horizon

Galvé Deleste — Fri, 31 Jan 2025 16:47:33 +0000

Months before the ball even dropped, our experts were analyzing the trends they believed would shape the retail and commerce landscape in 2025. To confirm the hypotheses, we attended NRF: Retail’s Big Show in New York City. Namely, Justin Racine, Principal of Commerce Strategy, and Zach Zalowitz, Principal of Order Management, attended and shared their preliminary thoughts for the 2025 show. When the dust settled, two major themes emerged.

The first theme is brands humanizing experiences with their consumers. Justin Racine explained that he had heard a lot about this during 2024, with organizations beginning to emulate niche brands by creating and cultivating consumer communities. This involves bringing together like-minded people who share interests and products, fostering a herd culture where they can share buying experiences and personal lives. In 2025, it looks like these brands are all-in on this approach.

The second theme is agentic AI, especially focusing on AI acting without human intervention. This trend may sound more like science fiction, but we’re already so close to an age where AI understands your buying behaviors and automatically purchases products for you. For example, in the cosmetics space, AI could learn your preferences for products like lipstick or eyeliner based on past purchases, engaged content, and social media activity, and start ordering these products for you automatically.

Let’s dive into what they saw at the show that confirmed their suspicions.

The Big Show’s Big Takeaways

Before taking on a full day at the show, Perficient hosted a breakfast with our partner Coveo – leader in smart search — for a morning mix-and-mingle event. The topic? To discuss how AI is reshaping the future of e-commerce and consumer experience. Coveo’s smart search capabilities have greatly improved B2C commerce sites that have had poor search relevance, and we have partnered with them to generate conversions by leveraging multiple complex AI models for optimized merchandising, product placement, and page views. This in turn has driven billions of desktop and mobile views for various brick-and-mortar and online retailers – an incredible advancement that will continue to grow in 2025.

During the show, there was an emphasis on AI, specifically around customer experience and operational innovation AI use cases. This was exemplified during Nvidia’s session about Real-World AI. They’ve built some incredible AI-backed programs, particularly around digital twins for some of the world’s largest brands: L’Oréal, Walmart, and Lowe’s. From their work with L’Oréal’s creative team to speedily deliver new campaigns, to their project for crucial forecasting of inventory for accurate and efficient supply chains at Walmart, Nvidia’s AI initiatives were some of the most cutting-edge use cases we’ve seen to date.

As Justin and Zach walked the NRF show floor, they met with brands and vendors to get their thoughts on the year ahead. Rohit Goyal, CEO of inriver, expressed hope that in 2025 we’ll start to see real deployments of AI, along with value at scale. Dominick Miserandino, CEO of RetailWire, expressed that we’re getting used to AI, we’re familiar with it, and we’re not surprised when it gives us really bad or good answers. He believes because of this normalization of AI, we should start to see greater implementation in the year to come. Kristen Naragon, Chief Strategy Officer of Akeneo, highlighted that 2025 is the year of AI in product experiences. She noted that business innovation will have to occur, especially surrounding the use of customer data and employee .

NRF 2025 highlighted two pivotal trends, the humanization of consumer experiences and the rise of agentic AI, with both set to transform the retail and commerce landscape in the years to come. As brands continue to focus on creating community-driven interactions and AI leads the way for smarter, enhanced interconnected organizational capabilities, e-commerce is poised for significant innovation.

Learn more about our commerce expertise.

Learn more about our retail + distribution expertise

Lessons from the Front: Indexing Content Hub in Coveo

Nick Sturdivant — Wed, 29 May 2024 16:56:52 +0000

Intro

In the new composable world, it’s common for medium to large Sitecore solutions to include a search appliance like Coveo and a digital asset management tool like Sitecore Content Hub. A typical use-case is to build search sources in Coveo that index content residing in Content Hub. Those indexes, in turn, can then be used to build front-end search experiences. In this blog post, I’d like to cover a few tips for working with the Content Hub REST API to populate search sources in Coveo. These tips are based on my experiences on a recent project that used the Content Hub REST API to index PDF documents in Coveo.

#1 – Knowing Which API to Use

Having not previously used the Content Hub REST API, I wasn’t initially aware that there are several endpoints. Here’s a quick rundown of a few of them:

Query API (GET http:///api/entities/query/)

The Querying feature allows you to query for specific entities using specific indexed metadata fields. This basic querying is contrasted against the more elaborate search functionality offered by the M.Content API.

Scroll API (GET http:///api/entities/scroll/)

You can use Scroll API to retrieve a large number of results (or even all results) from a single query.

It does not support the skip parameter and only lets you request the next page through the resource. You can continue paging until it no longer returns results or you have reached the last page.

SearchAfter API (POST http:///api/entities/searchafter/)

The SearchAfter API is used to fetch multiple pages of search results sequentially. To start, a request is made for the first page of results, which includes a last_hit_data value corresponding to the last item in the page. This value is then used to fetch subsequent pages until all results are retrieved.

On this particular project, the Query API was used to pull PDFs. By design, the Query API returns a maximum of 10k results. In this case, that was okay–there were something like ~9k assets in Content Hub at the time (without any additional filtering applied). However, in order to future-proof the query a little and to avoid unnecessary processing of non-PDF documents, it made sense to make the query more specific (see #2, below ).

Net out: If you know you’ll need to pull 10k+ items from Content Hub and efficiently paginate through all of them, use the SearchAfter API. If your number of assets is smaller than 10k, then the Query API is probably fine. Note that the SearchAfter API will soon deprecate and replace the Scroll API so it’s best to avoid the Scroll API for any new work.

#2 – Filtering on Media Type and Approval Status

I like to think that I can figure most things out if I read the documentation. However, when it came to updating the query to filter down to approved PDFs for indexing, it wasn’t at all clear to me how to do that. As mentioned above, the Query API is limited to 10k results and we were pretty close to that in terms of total asset count. It was important to be more selective when pulling assets such that only approved PDFs were returned.

After unsuccessfully experimenting for while, I broke down and opened a Sitecore support ticket to ask how that could be accomplished. I got an answer…and it worked, but it wasn’t as obvious as I would have liked it to be. Who likes magic numbers?

To query for PDF assets: ... AND Parent('AssetMediaToAsset').id==1057.

To ensure that only approved assets are included: ... AND Parent('FinalLifeCycleStatusToAsset')==544.

Putting it together, the full query URL (without any ordering applied; see #3 below ) was:

{baseURL}/api/entities/query?query=Definition.Name=='M.Asset' AND Parent('AssetMediaToAsset').id==1057 AND Parent('FinalLifeCycleStatusToAsset').id==544

In other words:

Give me all assets whose file type is PDF and whose approval status is approved.

Now, I think these IDs are common across all Content Hub instances but, just in case, please make sure they match the appropriate values in your Content Hub instance prior to using the same IDs in your queries. You can find the asset media type IDs under Taxonomy Management in Content Hub:

Asset media types in Content Hub’s Taxonomy Management interface.

#3 – Sorting

When you’re building a REST API source in Coveo with the intention of iterating through hundreds or thousands of assets in Content Hub, it’s best to return them in a consistent order. At one point during the troubleshooting of some indexing issues, Coveo support suggested that the Content Hub API was returning results in an inconsistent order and that that was potentially a contributing factor. While that was never conclusively shown to be the case, it does make sense to apply a sort, even if only to ensure assets are processed in a specific, predictable order.

The query was updated to sort on createdOn ascending (oldest first); the updated query URL looked like this:

{baseURL}/api/entities/query?query=Definition.Name=='M.Asset' AND Parent('AssetMediaToAsset').id==1057 AND Parent('FinalLifeCycleStatusToAsset').id==544&sort=createdOn&order=Asc

Interestingly enough, I found that created_on worked, too, but, according to Sitecore support, createdOn should be used instead.

#4 – Paging

REST API sources in Coveo will almost always be configured to paginate through the results coming from the external API, otherwise only the first page’s worth of data will be processed and indexed. It’s important to ensure paging is configured correctly to allow for reasonable index rebuild and rescan times, too. In this case, using the Query API, and with a page size of 25 items per page, the paging configuration section in the Coveo REST API source looked like this:

...
"paging": {
  "pageSize": 25,
  "offsetType": "url",
  "nextPageKey": "next.href",
  "parameters": {
    "limit": "take"
  },
  "totalCountKey": "total_items"
},
...

The corresponding paging properties as returned in the Query API response (for the first page) looked like this:

{
  "items": [ ... ],
  "total_items": 12345,
  "returned_items": 25,
  "next": {
    "href": "https://{baseURL}/api/entities/query?skip=25&take=25&query=Definition.Name%3D%3D%27M.Asset%27%20AND%20Parent(%27AssetMediaToAsset%27).id%3D%3D1057%20AND%20Parent(%27FinalLifeCycleStatusToAsset%27).id%3D%3D%20544&sort=createdOn&order=Asc",
    ...
  },
  ...
}

Note that the paging configuration may need to change if you’re using a different Content Hub API endpoint. For more information about configuring paging in Coveo REST API sources, refer to the official documentation.

#5 – File Size Can Affect Document Properties in Extensions

In Coveo, the maximum size for a single item is approximately 256 MB (reference). That number includes the item’s permissions, metadata, and content. For larger files, the content isn’t indexed, just the metadata. This limit came to light indirectly on this recent project.

While outside the scope of this post, Coveo supports extensions that can be attached to search sources. Extensions are bits of Python code that Coveo will run in the context of each document while processing the source. On this project, an extension was used to do things like conditionally reject (skip indexing) documents, set metadata fields based on other properties, etc. At one point, the extension attempted to resolve the extension (file type) for the document using the following code:

filetype = document.get_meta_data_value("detectedfiletype")[0]

For any documents not above the maximum size, the filetype variable would have the expected value: "pdf". For any documents that were above the maximum size, the variable had a generic value that, while non-empty, was also not the expected file type. Because the document was too large, the document object available within the extension didn’t have the expected values, including detectedfiletype. As a result, because the file was large, some logic within the extension broke as this case wasn’t accounted for.

Upon further investigation of the PDFs in Content Hub, it was noted that, of the 10 or so that consistently exhibited indexing issues, all of them were 300+ MB in size.

For more information on indexing pipeline extensions (IPE), please see Indexing pipeline extension overview.

Net out: If you’re using an extension on a source and you’re noticing that the document object has one or more properties that aren’t returning what you’d expect to see, double-check to ensure that the underlying document isn’t > 256 MB and that you aren’t trying to access properties within the extension that will never correctly resolve.

Thanks for the read!

Perficient Wins 2023-24 Coveo Relevance Accelerator Award

Susan Welton — Thu, 25 Jan 2024 23:19:18 +0000

Perficient is excited to announce we’ve won Coveo’s exclusive partner award! The Accelerator Award commemorates a Coveo partner that exhibited deep knowledge and technical expertise, understands a customers’ business challenges, and clearly delivers value-driven business outcomes.

Perficient is a trusted Coveo Platinum Partner with expertise in modern intelligent search solutions. Our award-winning work helps organizations provide their customers and employees with relevant search results and recommendations while increasing revenue, boosting conversion rates, and improving employee efficiency.

This award marks the second time Perficient has received a Coveo partner award. These awards are a testament to the incredible work our teams deliver using the Coveo platform to accelerate outcomes for our clients. Huge shoutout to Perficient’s own Eric Immermann, Director Enterprise Search, and Kyla Faust, Alliance Manager, for their investment in the partnership, as well as the extended team for all their continuous collaboration in making our joint customers successful.

“We’re honored to be recognized by Coveo for the delivery of value-driven business outcomes,” said Eric Immermann. “Coveo serves as a powerful platform as customers demand more personalized and conversational experiences. In partnering with them, Perficient can deploy the latest advancements in AI and search to our clients.”

Our cross-technology and platform expertise enables us to seamlessly integrate intelligent search with a variety of enterprise applications to unlock the value of information and transform your business. We leverage the best features across industry-leading platforms to provide innovative solutions and drive outcomes that meet the unique needs of each client. With Coveo, you can expect to see tangible results such as higher productivity, improved customer satisfaction, and increased revenue.

Blog Recap: 3 Reasons to be HIPAA Compliant Across Digital Experiences

Jonathan Cochrum — Mon, 03 Jul 2023 17:26:50 +0000

Recently, Coveo hosted a webinar discussing the importance of HIPAA compliance in the digital world. Perficient’s very own Michael Porter shed light on key considerations and challenges organizations face when protecting sensitive patient information.

In today’s digital era, healthcare organizations strive to provide exceptional digital experiences while ensuring the security and privacy of patient information. Meeting the rigorous standards of the Health Insurance Portability and Accountability Act (HIPAA) is of utmost importance.

Use of Online Tracking Technologies in Healthcare

Michael Porter delved into the specific concerns raised by the use of online tracking technologies in healthcare organizations. Mike emphasized that any online tracking, be it web analytics, embedded scripts, or other forms, can potentially transmit sensitive patient data. A significant incident involving a hospital using Facebook’s look-alike audience technology to gather patient information to find a doctor. As a result, unauthenticated patient PHI was sitting in a database that Facebook owned. Consequently, the Department of Health and Human Services (HHS) expanded the guidance to encompass all online tracking technologies, and now the use of tracking technologies that result in PHI disclosures is prohibited for Providers.

Staying HIPAA Compliant with Coveo

Compliance with HIPAA is essential for all healthcare organizations, as failure to do so can lead to severe consequences, including financial penalties and reputational damage. By partnering with a HIPAA-compliant technologies like Coveo, healthcare organizations can enhance their digital experiences while meeting regulatory requirements.

Leveraging Coveo for HIPAA Compliance

Secure Data Handling: Coveo provides robust security measures to protect PHI. It employs encryption techniques to ensure data remains secure at all stages, both in transit and at rest. Coveo’s platform is designed to meet stringent security standards, helping healthcare organizations comply with HIPAA regulations.
Intelligent Data Management: Coveo’s AI-powered search and relevance capabilities enable healthcare organizations to efficiently manage and retrieve patient information while maintaining compliance. Coveo indexes and organizes data from various sources, such as electronic health records, clinical systems, and knowledge bases, allowing authorized users to access relevant information securely and quickly.
Role-Based Access Control: Coveo enables healthcare organizations to implement role-based access control, ensuring that only authorized personnel can view or modify patient data. This feature allows organizations to maintain strict access controls, protecting patient privacy and meeting HIPAA requirements.
Compliance Reporting and Audit Trails: Coveo provides robust reporting capabilities, allowing healthcare organizations to track user activity, monitor access to patient data, and generate audit trails. These features are vital for demonstrating HIPAA compliance during regulatory audits or investigations.
Personalized Patient Experiences: Coveo’s AI-powered platform enables healthcare organizations to deliver highly personalized experiences to patients while adhering to HIPAA regulations. By leveraging machine learning algorithms, Coveo helps healthcare providers deliver relevant content and recommendations to patients, empowering them to make informed healthcare decisions without compromising data privacy.
Vendor Compliance: Coveo understands the importance of vendor compliance in the healthcare industry. As a HIPAA-compliant technology provider, Coveo is willing to sign Business Associate Agreements (BAAs) with healthcare organizations, outlining responsibilities and liabilities to ensure the protection of patient data.

Learn More About HIPAA Compliance

HIPAA compliance is a critical aspect of healthcare organizations’ digital experiences. By partnering with a HIPAA-compliant technology provider like Coveo, healthcare organizations can enhance their digital experiences while meeting regulatory requirements and protecting patient data. Coveo’s AI-powered search and relevance platform offers robust security measures, intelligent data management, role-based access control, compliance reporting, and personalized patient experiences—all crucial components for achieving HIPAA compliance and delivering exceptional digital experiences in healthcare. To learn more about how Coveo can help you stay HIPAA compliant while delivering exceptional digital experiences, reach out to one of our members from our award-winning team.

Enhancing Sales Efficiency with Coveo for Salesforce

Ram Shrirao — Tue, 13 Jun 2023 14:12:12 +0000

Introduction

In today’s competitive business landscape, sales teams face numerous challenges in maximizing their efficiency and productivity. To overcome these obstacles, organizations are turning to advanced technologies to streamline their sales processes and improve customer experiences. One such powerful solution is Coveo for Salesforce, an innovative tool that revolutionizes sales efficiency and empowers sales teams to achieve remarkable results. This blog will delve into the ways in which Coveo for Salesforce can optimize sales productivity and revolutionize the sales approach of businesses when it comes to selling their offerings.

Personalized and Relevant Insights:

Coveo for Salesforce leverages the power of artificial intelligence (AI) and machine learning to provide personalized and relevant insights to sales professionals. Coveo empowers sales teams to gain deeper insights into their customers by leveraging extensive data analysis from diverse sources such as customer interactions, previous purchases, and browsing behaviour. Armed with this information, sales representatives can tailor their approach, deliver more targeted pitches, and provide personalized recommendations, resulting in higher conversion rates and customer satisfaction.

Unified and Centralized Knowledge Base:

Sales teams often struggle with accessing relevant information quickly, leading to delays and missed opportunities. Coveo for Salesforce solves this challenge by creating a unified and centralized knowledge base, pulling data from disparate sources such as CRM systems, support documentation, and external repositories. With Coveo’s powerful search capabilities, sales representatives can instantly access the information they need, eliminating the need for manual searching across multiple platforms. This saves valuable time and enables sales professionals to focus on selling rather than information retrieval.

Intelligent Recommendations and Upselling Opportunities:

Cross-selling and upselling are essential strategies for driving revenue growth. Coveo for Salesforce takes this a step further by leveraging AI algorithms to deliver intelligent product recommendations based on customer behaviour and preferences. By analysing historical data and patterns, Coveo helps sales representatives identify upselling opportunities, enabling them to provide customers with relevant additional products or services. This intelligent recommendation engine not only boosts sales but also enhances customer satisfaction by demonstrating a deep understanding of their needs.

Enhanced Collaboration and Knowledge Sharing:

Successful sales teams thrive on collaboration and knowledge sharing. Coveo for Salesforce facilitates this by fostering a culture of collaboration and empowering sales representatives to share their expertise and insights. With features like collaboration spaces, real-time document collaboration, and discussion forums, Coveo enhances communication within the sales team, enabling them to leverage each other’s knowledge and experiences. This collaborative environment promotes continuous learning, fosters innovation, and ultimately improves sales performance.

Data-Driven Insights and Analytics:

Coveo for Salesforce provides valuable data-driven insights and analytics to sales managers and leaders. By analysing customer interactions, sales data, and performance metrics, Coveo generates comprehensive reports and dashboards that offer actionable insights. Sales managers can use these insights to identify areas for improvement, track individual and team performance, and make informed strategic decisions. With access to real-time data and analytics, organizations can optimize their sales processes, identify bottlenecks, and drive continuous sales growth.

Conclusion:

In today’s hypercompetitive business environment, organizations must harness the power of technology to enhance sales efficiency and stay ahead of the competition. Coveo for Salesforce empowers sales teams with personalized insights, a unified knowledge base, intelligent recommendations, enhanced collaboration, and data-driven analytics. By leveraging these capabilities, organizations can streamline their sales processes, deliver exceptional customer experiences, and drive revenue growth. As Coveo continues to innovate and integrate with Salesforce, it promises to be an indispensable tool for sales teams looking to achieve remarkable results in the digital age.

Unlocking the Power of Coveo for Salesforce: A Comprehensive Guide

Ram Shrirao — Thu, 01 Jun 2023 11:27:12 +0000

In today’s digital era, providing exceptional customer experiences is paramount for businesses. To deliver personalized, relevant, and efficient experiences, organizations often rely on Salesforce as their CRM platform.
However, to truly unlock the power of Salesforce and enhance its search capabilities, many businesses turn to Coveo for Salesforce. In this comprehensive guide, we will explore how Coveo can revolutionize your Salesforce implementation and provide a seamless and intelligent search experience for your users.
Whether you’re new to Coveo or seeking to maximize its potential, this guide will help you harness its power and take your Salesforce instance to new heights.

Chapter 1: Introduction to Coveo for Salesforce

Understanding the core features and benefits of Coveo for Salesforce.
Exploring how Coveo enhances search functionality and relevance within Salesforce.
Discussing the importance of intelligent search and its impact on user experiences.

Chapter 2: Setting Up Coveo for Salesforce

Step-by-step instructions on how to set up Coveo for Salesforce in your organization.
Integrating Coveo with your Salesforce instance.
Configuring indexing and ensuring data integrity.

Chapter 3: Customizing the Coveo Experience

Exploring the customization options available in Coveo for Salesforce.
Tailoring search results and relevance to meet your business requirements.
Designing personalized search interfaces and implementing filters to improve user experience.

Chapter 4: Leveraging Analytics and Insights

Harnessing the power of Coveo analytics to gain valuable insights into user behavior and search patterns.
Understanding key metrics and using them to optimize search performance.
Utilizing AI-powered recommendations to enhance search results and drive conversions.

Chapter 5: Advanced Features and Integrations

Exploring advanced features such as machine learning models and query pipelines.
Integrating Coveo with other Salesforce Clouds and third-party applications.
Incorporating Coveo into your customer support and self-service portals.

Chapter 6: Best Practices and Tips for Success

Proven strategies and best practices for maximizing the value of Coveo for Salesforce.
Optimizing relevance and search performance.
Ensuring scalability and future-proofing your Coveo implementation.

Conclusion:

Coveo for Salesforce is a game-changer when it comes to improving search capabilities within the Salesforce ecosystem. In this comprehensive guide, we have covered the fundamental aspects of Coveo for Salesforce, from setup and customization to leveraging advanced features and best practices. By implementing Coveo, you can deliver exceptional search experiences, drive productivity, and elevate customer satisfaction within your organization.
Remember, the true power of Coveo for Salesforce lies in continuous optimization and evolution. As your business requirements evolve, regularly revisit your Coveo implementation to ensure it aligns with your objectives. Stay up to date with the latest Coveo releases and enhancements and leverage the vibrant Coveo community and resources for ongoing support and inspiration. Embrace the power of Coveo for Salesforce and embark on a journey of transforming your Salesforce implementation into a search-driven powerhouse that delights your users and fuels your business success.

Making Sense of Search Options in Sitecore

David San Filippo — Wed, 24 May 2023 16:33:16 +0000

When Sitecore announced their Cloud Offerings at Sitecore Symposium in October 2022, It crystalized their composable strategy in providing separate product offerings that were each best of breed but could be better together. When you look at Engagement Cloud and Commerce Cloud, with products that have clear capabilities with little cross over, that strategy is well understood.

But when you look at Content Cloud, things get a bit more fuzzy. Even more so when you consider how their platform DXP solutions do very similar things. With multiple CMS offerings and several “Content Hub” products, it may not be clear what are the differences and when should you consider one product versus another. In this series I’ll compare and contrast these options. Looking back at my first post I compared Sitecore’s CMS offerings. In my second post, I covered Sitecore’s Content Hub offerings. Today I’ll look at Sitecore Search and other composable alternatives.

The Need for Composable Search

Sitecore’s flagship CMS product, XM Cloud brings a different architecture compared to the traditional platform DXP. Sitecore XP and XM required a SOLR instance to manage internal search features, but also supported website search needs.

When items were published, it automatically updated the search index, keeping results up to date, and that index could be queried using Sitecore’s Content Search API, a flexible API that was easier to use than consuming the SOLR API’s directly. Sitecore’s SXA toolkit even provided additional features to make it even easier to configure queries and boosting rules, but everything was dependent on the content search API’s and SOLR.

XM Cloud

XM Cloud is a pure SaaS solution for content management. It does not include indexes for published content as content is only published to “Experience Edge.” Although under the covers, it does leverage SOLR for internal search needs, it does not provide the ability for you to create custom indexes, and the Content Search API is not supported. XM Cloud doesn’t include Content Delivery servers, so there is no place to serve a custom search API from.

XM cloud does support graphQL, which does provide the ability to run simple queries against the content published in Experience edge. This does not support features like faceting, boosting, or any other advanced relevancy features.
So websites on XM Cloud that require more than simple query capabilities need to find another solution. This is not only needed if implementing a site search feature but any other feature that requires faceting and filtering. Blogs, News, Events, Locations, and other similar features would require a composable search solution.

Even if you’re not on XM Cloud today, you may want to consider the implications of these architectural restrictions when implementing search features on your site today. If you want to be able to move to XM Cloud in the future, you’ll need to remove any dependencies on the web index, content search API’s and CD servers in order to do that. Even those these techniques may work on a headless solution running on XP or XM today, you’ll need to rewrite that functionality completely in order to move to XM Cloud. It may be better to invest in a composable search solution today to avoid having to throw away that code in the future.

Benefits of Composable Search

Besides compatibility with modern architecture’s, composable search solutions offer a number of advantages over Sitecore’s out-of-the-box search capabilities. These include:

Search Component Library – Composable search solutions usually provide a robust UX library that includes common features like type-ahead, faceting, filtering, sorting, paging, and other features that visitors have come to expect. These are usually provided as configurable and themeable components that reduce the implementation effort over building the experience from scratch.

Ease of Management – Composable search solutions usually provide a web-based interface that allows less technical users to manage the search experience. From configuring relevancy rules to controlling the search interface itself.

Better Relevancy – Composable search solutions usually support better relevancy results, leveraging machine learning models and AI to improve results and improve conversions.

Analytics & Reporting – Composable search solutions usually include tracking of what’s being searched for, clicked and goals converted and create reports that show you how well search is performing. There usually are dashboards that show you what search terms are popular, which ones are ineffective and which ones don’t have any results. All of this can help you plan your content strategy.

Ability to Index Multiple Sources – Another key benefit of composable search solutions is that you are not limited to just indexing content on your website. You can index content on multiple sites or even additional sources, although some solutions may require additional licensing.

Sitecore Search

In October 2022, Sitecore announced a new composable search product: Sitecore Search. Building off the search technology behind Sitecore Discover (formerly Reflektion), Sitecore Search aims to bring the relevancy, speed and flexibility of Sitecore Discover’s product driven search to content-based search.

Other Perficient bloggers have written in-depth articles about how Sitecore search works and what it’s capabilities are, which are all worth a read, especially if you’re moving toward an implementation phase. I suspect many clients will purchase Sitecore search when they license XM Cloud as it fills a functionality gap, and there will be additional advantages to leveraging Sitecore Search with XM Cloud over using other options:

Unified Tracking – Sitecore is working on a unified tracking approach that will reduce the overhead of tracking events to drive analytics across their composable suite. This will avoid having to fire multiple events to multiple tracking targets to support Sitecore’s multiple composable solutions that require analytics to properly function.

Indexing Experience Edge – Content published to Experience edge may include additional fields not rendered on the page. Being able to combine rendered content with additional meta data stored in the CMS could help drive additional relevancy and should be an area that Sitecore supports in the future.

For more details on Sitecore Search, read this series of posts by Eric Sanner.

Common Search Alternatives

It is worth noting that there are other composable search options to consider besides Sitecore search. There are many platforms that support enterprise search needs, but there are a few that we tend to see used with Sitecore implementations.

Coveo

Coveo and Sitecore have a long history. They’ve filled a lot of the gaps that out of the box Sitecore required customization to achieve. It integrated directly into Sitecore, re-indexing on publish, and provided some of the best AI driven search results available. Today, Coveo remains a market leader in search experience. Perficient even has a Coveo practice with 6 Coveo MVP’s supporting customers on the platform with and without Sitecore.

Coveo is probably one of the most fully featured solutions out there, but also more expensive than some of the other options. But there are some key requirements that would quickly make it the best option including:

Security Trimmed Search – Coveo Supports a robust security model so you can make sure your visitors have access to all the content being returned in the search results.
Connect Multiple Additional Sources – Coveo has a robust connector library. If you are trying to federate search with other content sources, using these connectors saves a ton of time.
Integration with XP Marketing Features – If you’re still using XP, Coveo actually can integrate directly with xDB and supports personalization of search results based on

For more details on Coveo and its capabilities in a Sitecore context, read this article from Martin Miles.

Search Stax Studio

Sitecore customers may be familiar with Search Stax as a SOLR PaaS solution. Sitecore Managed Cloud customers typically used this service to manage their SOLR environments. Search Stax Studio is a separate stand-alone composable Search solution that can be integrated with XM cloud or any other site to provide search capabilities.
Although this option is probably one of the more affordable options, it brings a lot of functionality that meets most search requirements out of the box including search components, analytics, auto suggest, related searches and more.

For more details on implementing Search Stax Studio, read this article from Martin Miles.

Why You Shouldn’t Roll Your Own

You may be tempted to build out your own search implementation, especially if you have simpler requirements. I strongly suggest not to go down that path. The complexity of such solutions is deceptively complex. As you peel down that onion, you’ll find even more complexity. And any of these composable search solutions will be much more robust than anything you roll your own. Don’t forget about indexing, performance, troubleshooting and monitoring, not to mention effort needed to build a custom search interface.

If you don’t want to heed this advice, for more details on how to approach it, read this article from Martin Miles.

Wrapping Up

Composable Search solutions fill a real need in modern architectures and something you need to consider if XM Cloud is on your roadmap. This post wraps up my series on Making Sense of Sitecore’s Content Cloud. You can read the first post on content management options here, and the second post on Content Hub offerings here.

If you need help with evaluating your composable search options, we’d love to help. Reach out to me on LinkedIn, Twitter or fill out our contact form.

How Does Coveo for Salesforce Integrate?

Ram Shrirao — Wed, 17 May 2023 06:10:55 +0000

Coveo for Salesforce Integrates: Boosting Your Salesforce Experience

As a business, you need a platform that can help you manage your customer data and interactions with ease. Salesforce is a popular CRM platform that helps businesses to manage customer relationships effectively. However, using Salesforce alone may not always be enough. That’s where Coveo comes in. Coveo for Salesforce is a powerful search and relevance solution that can enhance your Salesforce experience. In this blog, we’ll explore how Coveo for Salesforce integrates and how it can benefit your business.

What is Coveo for Salesforce?

Coveo for Salesforce is a search and relevance platform that enhances the Salesforce platform. It provides intelligent search capabilities that can help users find relevant content, such as customer data and interactions, quickly and easily. Coveo for Salesforce uses machine learning algorithms to understand user queries and provide relevant results. It also offers a personalized search experience, considering user behaviour and preferences.

How Does Coveo for Salesforce Integrate?

Coveo for Salesforce integrates with Salesforce in several ways. Firstly, it can be easily installed as a managed package on your Salesforce instance. Once installed, it automatically indexes your Salesforce content, including accounts, leads, contacts, opportunities, and custom objects. This means that your Salesforce data is always up to date and available for search.
Secondly, Coveo for Salesforce provides a set of pre-built components that can be added to your Salesforce pages. These components include a search bar, search results page, and search-driven analytics. The search bar can be added to any Salesforce page, allowing users to search for content within Salesforce. The search results page displays relevant content based on the user’s search query, and search-driven analytics provide insights into user behaviour and search patterns.
Thirdly, Coveo for Salesforce integrates with Salesforces’ security model. This means that users can only see search results for content that they have access to within Salesforce. Coveo for Salesforce also supports Salesforce’s sharing model, ensuring that search results are only displayed for content that users have been granted access.

What are the Benefits of Coveo for Salesforce?

Coveo for Salesforce offers several benefits for businesses using Salesforce. Here are some of the advantages:

Improved search experience – Coveo for Salesforce provides a personalized and intelligent search experience, making it easier for users to find the content they need.
Increased productivity – With Coveo for Salesforce, users can find information quickly and easily, allowing them to be more productive.
Better customer insights – Coveo for Salesforce allows businesses to gain a deeper understanding of their customers by providing insights into user behaviour and search patterns.
Enhanced security – Coveo for Salesforce integrates with Salesforce’s security model, ensuring that users can only access search results for content that they have access to within Salesforce.
Customizable – Coveo for Salesforce provides a range of pre-built components that can be customized to meet your business needs. This means that you can tailor the search experience to your specific requirements.

Conclusion

Coveo for Salesforce is a powerful search and relevance platform that can enhance your Salesforce experience. By providing a personalized and intelligent search experience, Coveo for Salesforce can help businesses to find the content they need quickly and easily. With its integration with Salesforce’s security model, businesses can rest assured that search results are only displayed for content that users have access to. If you’re looking to improve your Salesforce experience, Coveo for Salesforce is worth considering.

4 Key Takeaways from Coveo’s Speaking Session at Salesforce World Tour in NYC

Jonathan Cochrum — Fri, 12 May 2023 18:02:25 +0000

Coveo Shares Valuable Insight at Salesforce World Tour

Salesforce World Tour in New York City was a hit! This event provided an opportunity for businesses to connect with Salesforce experts and partners to learn about best practices to use when leveraging Salesforce. As Salesforce’s number one AI-powered search partner and number one partner for knowledge and services, Coveo had the opportunity to share valuable insights and expertise with attendees during its theatre session. Here are the top 4 takeaways from the session.

Revolutionizing Customer Service with the Power of AI-Powered Search

Leveraging AI-powered search offers several benefits, one of which is improved customer service. By integrating customer data stored in Salesforce with relevant information surfaced through the Coveo platform, organizations can provide faster and more accurate responses to customer inquiries and support requests. This leads to increased customer satisfaction, as well as increased case deflection and customer loyalty. Additionally, this technology can also benefit employees by improving their performance and empowering them to resolve more help inquiries.

Boosting Employee Productivity with AI-Powered Search in Salesforce

Your employees can also benefit from the use of Coveo, from improved performance and empowerment to solving more inquiries with the help of Salesforce and Coveo. Quick access to relevant customer data leads to increased productivity for sales and support teams. By easily finding the information they need, these teams can work more efficiently and effectively, ultimately saving time and improving overall productivity.

Delivering Exceptional Customer Experiences with Coveo and Salesforce

Personalization is key to a great customer experience, and AI-powered search can help organizations achieve this by providing personalized and relevant search results. By tailoring search results to each customer’s unique needs and preferences, organizations can improve the overall customer experience and strengthen customer loyalty.

Transforming Business Insights with AI-Powered Search in Salesforce

Salesforce is a leading customer relationship management (CRM) platform, while Coveo is a leading enterprise search and relevance platform. The two platforms can be integrated to help organizations better leverage customer data and insights to drive business results.

By indexing and analyzing customer data from Salesforce, organizations can gain deeper insights into customer behavior and preferences. This information can be used to inform business decisions and drive better results. For example, organizations can use these insights to optimize marketing campaigns, improve product offerings, and enhance the customer experience.

Learn more about how you can leverage Salesforce and Coveo

Perficient’s expertise in digital transformation and implementation is a valuable asset for both Coveo and Salesforce. With this partnership, customers can realize the full potential of their technology investments, thanks to a comprehensive set of services and solutions that drive business value and growth.

By combining forces, Coveo, Salesforce, and Perficient provide a powerful resource for businesses seeking to transform their operations and achieve success in today’s digital landscape. Discover how Perficient can help you leverage Coveo and Salesforce to achieve your business goals.

Connect With Us At Salesforce World Tour NYC

Caitlin Koenig — Mon, 17 Apr 2023 20:52:23 +0000

Salesforce World Tour NYC is just a few weeks away! This year’s event is the biggest World Tour yet and will be held at the Javits Center on May 4. It’s not too late to register – World Tour is free to attend. It helps cultivate a community of Salesforce thought leaders, technical experts, sellers, and partners for a day of learning and network opportunities.

The event features more than 250 expert-led sessions and 40 hands-on demos to help you accelerate growth with data-driven decisions, automation, and AI. View sessions and plan your day, but remember that all sessions are first come, first served.

Key times to keep in mind:

7 am EST: Registration opens
8:30 am-5 pm EST: World Tour Campus open
10:00 am-11:30 am EST: Main keynote
7:30 pm-10:30 pm EST: Concert featuring the Roots

Our team is excited to meet you there! Request a meeting with our industry and technology experts.

If you’re in town early, join us for a happy hour with Coveo on Wednesday, May 3, from 5:30-7:30 pm EST at Porchlight. Space is limited.

If you’re unable to attend in person, the majority of the sessions and demos will be available on Salesforce+ for streaming.

Why Perficient + Salesforce

We are a Salesforce Summit Partner with over two decades of experience delivering digital solutions in the healthcare, manufacturing, automotive, life sciences, financial services, and high-tech industries. Our team has deep expertise in all Salesforce Clouds and products, artificial intelligence, DevOps, and specialized domains to help you reap the benefits of implementing Salesforce solutions.

As one of few implementation partners with dedicated industry, Salesforce, and MuleSoft practices, we are uniquely positioned to solve our client’s challenges with an innovative approach that delivers intelligent, connected user experiences.

Coveo Announces Coveo Relevance Generative Answering

Jonathan Cochrum — Fri, 24 Mar 2023 20:51:08 +0000

A New Generative AI Question Answering Capability for Enterprises

Coveo has introduced a new feature called “Coveo Relevance Generative Answering.” This feature will be initially available to customers with self-service use cases starting this summer, followed by other use cases in customer service, commerce, website, and workplace search. This new feature will use various Large Language Models (LLMs) to provide the most accurate answers for different use cases. The Coveo Relevance Generative Answering will combine these LLM technologies with its own powerful enterprise search and relevance technology, which uses strategies such as Retrieval Augmented Generation (RAG).

This new feature will help companies improve their search capabilities by providing quick, relevant, accurate, and easy to read answers to search inquiries.

Coveo’s Mission to Avoid Generative AI Pitfalls

The rapid rise of ChatGTP has put generative AI in the forefront of people’s minds. Despite generative AI having downfalls, such as misinformation, lack of personalization, and lack of privacy, Coveo believes that the demand for generative AI in digital experiences will be paramount. This is why it is important to Coveo that their Coveo Relevance Generative Answering technology avoids the pitfalls that other generative AI has. It is a priority that their technology provides their users with answers that are relevant, accurate, and based on current sources while also complying with their users’ security and privacy.

How Coveo Relevance Generative Answering Works for Customer Service

Coveo creates a unified index of all customer service and knowledge documents and keeps them up-to-date, secure, and private. These documents might include manuals, user guides, customer support articles, FAQs, etc. When a user searches for information, Coveo will search through the unified index for relevant information and answers for the specific user. While doing this, Coveo also considers the user’s access rights to ensure that they only see information they are allowed to see.

Coveo Relevance Generative Answering will then use an LLM to summarize the relevant information and content it found from the unified index to provide an easy-to-understand personalized answer with proper citations so the user can track where the information came from.

Benefits of Coveo Relevance Generative Answering

As you can tell from the example above, Coveo Relevance Generative Answering will help improve your company’s customer service, but the benefits don’t stop there. This new technology will positively impact commerce, websites, and workplace applications as well. Coveo Relevance Generative Answering will help customers find the products they are looking for, help customer service representatives find solutions quicker, and help employees find resources and answers to questions relevant to their job. This ultimately results in more satisfied customers and employees, which means improved customer loyalty and reduced employee turnover.

Learn More

Coveo’s new Relevance Answering technology is going to revolutionize enterprise search by providing relevant, accurate, and personalized information that is easy to understand and is secure. Coveo has made it a priority to avoid the pitfalls other generative AI faces. With their expertise and experience, Coveo has successfully positioned to make LLM capabilities enterprise-ready.

As one of the select few Coveo Platinum partners, Perficient offers specialized expertise in creating cutting-edge intelligent search solutions that enhance user productivity and improve the overall customer experience. We are excited to leverage Coveo Relevance Answering to set our clients up for success in today’s fast-paced digital landscape. Learn more about how we can help your business integrate Coveo’s new capabilities.