---
title: Change the default Quick view in Coveo for Salesforce
slug: '1234'
canonical_url: https://docs.coveo.com/en/1234/
collection: coveo-for-salesforce
source_format: adoc
---
# Change the default Quick view in Coveo for Salesforce
In your result templates, you can choose to show a [quickview](https://docs.coveo.com/en/3311/) control, allowing users to see a preview of a result without leaving the search page.

By default, the [**Quickview**](https://coveo.github.io/search-ui/components/quickview.html) uses the item `body` field in the index to display the preview.

You will oftentimes want to adapt the default Quickview to fit your needs.

There are two ways to do so:

* Building a custom **body** for your items in the index (see [Add or edit a body mapping](https://docs.coveo.com/en/1847/)).


> **Important**
>
> This method is only available with Coveo for Salesforce Pro and Enterprise.
* Specifying a **Quickview** template to control how to display the preview (see [Coveo Quickview Component (CoveoQuickview)](https://coveo.github.io/search-ui/components/quickview.html)).

Each method presents their own advantages:


<div class='table-wrap'>
<table>
<colgroup>
<col style="width: 50%" />
<col style="width: 50%" />
</colgroup>
<thead>
<tr>
<th>Changing the indexed Quick view</th>
<th>Specifying a Quick view template</th>
</tr>
</thead>
<tbody>
<tr>
<td><ul>
<li>Index-Side</li>
<li>Only available with Coveo for Salesforce Pro and Enterprise</li>
<li>Configured in the Coveo Administration Console</li>
</ul></td>
<td><ul>
<li>Client-Side</li>
<li>Available with all editions of Coveo for Salesforce</li>
<li>Configured in HTML directly on your search page</li>
</ul></td>
</tr>
</tbody>
</table>
</div>

## Changing the indexed Quick view

[.version.c4sf.c4sf-edition.c4sf-pro-enterprise]
[Pro and Enterprise editions](https://docs.coveo.com/en/l2590456#salesforce)


Integrators usually prefer to change the indexed Quick view when they can.

To do this, you need to change the `body` field (see [View or Edit a Salesforce object body](https://docs.coveo.com/en/1052#define-a-salesforce-object-body)), which affects both the Quick view and the excerpt.

## Specifying a Quick view template

While not the preferred approach for users with Coveo for Salesforce Pro or Enterprise, adding a Quick view template is the ideal solution to add Quick views if you have a particular use case.

To add a Quick view template, you need to add it in the code of your page.

. [Access the Coveo for Salesforce Interface Editor](https://docs.coveo.com/en/3081/).
. At the top of the page, select the **Code View** tab.
. At the end of your result template list, add a template that you will use as your Quick view.

An example template for an account could look like this:

```xml
 <script id="accountQuickview" type="text/html" class="result-template">
   <div class="coveo-result-frame">
     <div class="coveo-result-row">
       <span class="CoveoFieldValue" data-field="@sfname"></span>
     </div>
     <div class="coveo-result-row">
       <span class="CoveoFieldValue" data-field="@sfindustry"></span>
     </div>
     <div class="coveo-result-row">
       <span class="CoveoFieldValue" data-field="@sfdescription"></span>
     </div>
     <div class="coveo-result-row">
       <span class="CoveoFieldValue" data-field="@sfannualrevenue" data-helper="currency"></span>
     </div>
     <div class="coveo-result-row">
       <span class="CoveoFieldValue" data-field="@sfaccountnumber"></span>
     </div>
     <div class="coveo-result-row">
       <span class="CoveoFieldValue" data-field="@sfcreateddate" data-helper="date"></span>
     </div>
   </div>
 </script>
```

> **Note**
>
> For more information on how to build result templates, see [Configure JavaScript search result templates](https://docs.coveo.com/en/1767/).

. Select **UI View** at the top of the page.
. Edit the result template of one of your results that should use the Quick view you just added.
Hover over it and click **Edit** that appears in its upper-right corner.
. Click **Layout**.
. Drag the **Quick View** component where you want to put it on your page.
. In the **Quickview Options** window, ensure that the **Always show** checkbox is checked.
. Select **Save**.
. Select the **Code View** tab again.
. Search for your newly added `Quickview` component.
It should look like this:

```xml
<span class="CoveoQuickview" data-always-show="true"></span>
```

> **Important**
>
> The `CoveoQuickview` component isn't compliant with Lightning Locker.
> Therefore, in Coveo for Salesforce v3.16 and up (Lightning Experience), use the [`CoveoSalesforceQuickview`](https://docs.coveo.com/en/20#salesforcequickview-component) component instead.

. Add a reference to the template id that the Quick view should use.

According to our previous example, your `CoveoQuickview` component would now look like this:

```xml
<span class="CoveoQuickview" data-always-show="true" data-template-id="accountQuickview"></span>
```

. Repeat these steps for all the objects on which you want to add Quick views.