Common customizations

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This article presents some of the most common customizations Coveo for Salesforce administrators and developers perform when using Coveo in their Salesforce environments.

For more information on other customizations you can do with Coveo for Salesforce, see Customizing components.

Disable query syntax

When testing, having the Coveo query syntax enabled in your search box allows you to quickly test the queries you want to perform. However, before going to production, you usually want to turn query syntax off so as to prevent your users from accidentally using an invalid query syntax, giving unexpected results.
Adding JavaScript to the Coveo for Salesforce Lightning components with custom code

When using Coveo components in your Experience Cloud site, you will most likely want to add your own code.
Activating Machine Learning Intelligent Term Detection (ITD)

Using Machine Learning to reduce large queries leads to improved relevancy over time and with more traffic, and is an improvement on the default method in the long run.
Sending context information in Salesforce Lightning

Adding your own Usage Analytics contexts and events allow you to get the most out of your Coveo organization.
Configure JavaScript search result templates

Change the way your results are presented in your search pages.
Changing the default Quick view in Coveo for Salesforce

Change the way the Quick view of your items is displayed, either index-side or client-side.
Change the default result links to open in a new window or tab (see Coveo Component ResultLink - alwaysOpenInNewWindow).

By default, clicking a result link opens the result in the same window.
Normalize facet value captions

Change the way field values are displayed in facets to ensure that you have user-friendly captions.
Taking advantage of keywords partial matches

Partial Match allows results to be returned even when not all the words from the query are found.
Using indexing pipeline extensions to alter results in the Coveo index (see Add or edit an indexing pipeline extension).