Integrating a Coveo Insight Panel Classic Component

Pro and Enterprise editions only

A Coveo Insight Panel Classic Component automatically pulls information related to the Salesforce object that’s currently selected, thus automatically providing contextually relevant information.

It’s the Classic equivalent of the Coveo Insight Panel Lightning Component (see Integrating a Coveo Insight Panel Lightning Component).

This article describes how to add a Coveo Insight Panel Classic Component in a Salesforce Support Console as a subtab component in the right sidebar.

  1. Log in to Salesforce using an account that has the permissions to set up a Salesforce Console for Service, if not already done.

  2. If you don’t yet have a console, create one (see Setting Up a Salesforce Console for Service).

  3. From the Force.com App Menu, select the console in which you want to create the Coveo Insight Panel Classic Component.

  4. Select a Case item, and then click Edit-Layout.

  5. In the Case Layout editing box at the top of the page, on the right of the Case Layout bar, click the Custom Console Components link.

  6. On the Custom Console Components page, configure a Coveo Insight Panel Classic Component in the same type of tab (Sub tab or a Primary Tab) as the one in which cases open in your console.

    You can see how your console is configured to open cases from your console configuration page (Setup > App Setup > Create > Apps, and clicking Edit on the console line) by looking at the Choose How Records Display section.

    Under Primary Tab Components or Sub tab Components > Right Sidebar or Right Sidebar (Knowledge Sidebar):

    1. In Style, select Stack, the recommended option.

    2. In Width (Pixel), enter a desired default sidebar width. A value of 400 px is recommended.

    3. In Type, select Visualforce Page.

    4. In Component, type PanelForCases, and then click Look-Up to find and select the CoveoV2 Insight Panel for Cases component.

      The Coveo for Salesforce V2 package currently only includes the PanelForCases Visualforce component. A developer can however easily duplicate this component and adapt it for other Salesforce object types, such as Account.

    5. In Label, you can leave the box empty when you want to save the panel real estate, or enter a title such as Coveo Insight Panel to clearly identify the purpose of the panel.

    6. In Height %, enter the recommended value, which is 100 %.

    7. At the top of the page, click Save.

    8. In the Case Layout editing page, click Save.

      You might have to refresh your case to see the Coveo Insight Panel Classic Component.

  7. In the new panel, when the Coveo Insight Panel Classic Component isn’t yet configured, click Set Up a Search Page in the box that appears to initiate the search page creation process.

  8. On the Setup Search Page page that proposes search tabs for the detected index content:

    1. When you don’t want all the proposed tabs (All Content, Chatter Content, Salesforce, and Salesforce Cases in the example), deselect the one(s) you don’t want.

    2. When you want to immediately create more tabs, even for content types that aren’t yet indexed, click More Tabs, and then select the desired tabs.

    3. Click Create Page.

      The Insight Panel appears, showing content pulled from the index that’s related to the currently selected case.

  9. Select a different case to see the Coveo Insight Panel Classic Component content changes.

What’s Next?

You can customize the Coveo Insight Panel Classic Component with the Interface Editor (see Interface Editor). You can also create a custom Coveo Insight Panel Classic Component without using the Interface Editor (see Creating a Custom Coveo Insight Panel Classic Component).

If you initially installed the application for administrators only, you need to give permissions to your Salesforce users once your Coveo Insight Panel Classic Component is completed (see Granting Salesforce Users Access to the Coveo Insight Panel Classic Components).

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