Add a UserActions component to the Coveo Insight Panel Classic Component (Deprecated)

This is for:

Salesforce Classic

Deprecated

This feature is still available, but no longer supported as of the August 2023 release of Coveo for Salesforce version 5.2.

Note

For the Coveo Insight Panel Lightning Component, see Add the UserActions component to the Coveo Insight Panel Lightning Component.

You can take advantage of the UserActions component to allow agents to see the actions performed by the end user before or after the creation of a case within the Salesforce console (see UserActions Component).

When creating a case, the unique VisitId of the session is stored in the case in the VisitId__c custom field. With that information, the UserActions Component retrieves all actions from Coveo Analytics that have been performed by the end user in that session so that agents can easily refer to the information in the Coveo Insight Panel Classic Component.

To implement the UserActions component

In Salesforce, access your Coveo Insight Panel Classic Component.
In the Coveo Insight Panel Classic Component, select Customize Panel to access the Interface Editor.

Add code to get your user VisitId from Coveo UA.

Go to step 4 if you’re using Coveo for Salesforce v2.6 or higher.

In the Interface Editor, check the Advanced Mode box, and select Code.

Add a script tab with the following code:

 $(".CoveoAnalytics").coveo().client.getCurrentVisitIdPromise().done(function(visitId) {
     $("#{!$Component.VisitId}").val(visitId); // Assuming that you have an <apex:inputfield /> element with "VisitId" as id.
 });

Add the UserActions component.
1. In the Interface Editor, select the Code View tab at the top of the page, or check the Advanced Mode box and select Code when using an older version of Coveo for Salesforce.
2. Locate the coveo-box-popups-section div of your component.
3. In this div, add the following divs:
  <div class="CoveoBoxPopup" data-title="User actions" data-full-width="true" data-full-height="true" data-icon="coveo-sprites-tab-people"> <div class="CoveoUserActions"></div> </div>
4. Save the page by selecting Save.

Your page should now have a User actions button under your tabs.