Creating a Custom Coveo Insight Panel Classic Component

Pro and Enterprise editions only

When integrating the Coveo Insight Panel Classic Component in your Salesforce organization, you usually want to create a custom Insight Panel instead of using the default one. This allows you to add new components and custom behavior to the panel (see Reference).

This tutorial shows you how to create a custom Coveo Insight Panel Classic Component.

1. In Salesforce, under Setup, search for and select Visualforce Pages (Build > Develop > Visualforce Pages).

2. On the Visualforce Pages page, select New.

3. Give your new component a Label; the Name should be filled automatically.

4. In the Visualforce Markup tab, enter the following template:

    <apex:page standardController="Case" docType="html-5.0">
      <CoveoV2:Box name="myCustomPanel" recordId="{!id}"/>
    </apex:page>
   

   This template will use a Visualforce component called myCustomPanel, which you will be prompted to create when accessing your Visualforce page if it doesn’t already exist.

5. When you want to use your custom Coveo Insight Panel Classic Component for something other than cases, replace Case with the API Name of the record you want to show.

   Remember that custom objects have __c at the end of their API names.

6. Save the controller by clicking Save.

Now that you have a custom Coveo Insight Panel Classic Component, you’re ready to customize it as you see fit.