Changing the Default Coveo-Powered Search Page

When implementing Coveo for Salesforce in your Salesforce integration, you may want to replace the default Coveo-powered search page with your own customized version. To do so, follow this procedure.

Requirements

Assign Your Custom Search Page to a New Tab

To make your customized search page the default one, you first have to assign the custom Visualforce page you have created before to a tab.

  1. In Salesforce, under Setup, search for and select Tabs.

  2. On the Salesforce Custom Tabs page, in the Visualforce Tabs section, click New.

  3. On the New Visualforce Tab page that opens, under Step 1. Enter the Details, enter the following information:

    1. Visualforce page: Select the custom Visualforce page you created.

    2. Tab Label: Enter a label for your tab. This is the name used visually on your Salesforce tabs.

    3. Tab Name: Give your tab a name. This is the name used by the Salesforce API.

    4. Tab Style: Choose an icon for your tab.

    5. Description: To quickly recognize the purpose of your tab, enter a short description.

  4. Click Next.

  5. In Step 2. Add to Profiles, select the profiles who should have access to your Visualforce page, and click Next.

  6. In Step 3. Add to Custom Apps, select the apps in which you want your tab to be present.

  7. Click Save.

Make Your Custom Search Page the Default Tab

Now that you have assigned your Visualforce page to a tab, you need to make this tab the default landing one when opening an app.

  1. In Salesforce, under Setup, select Build > Create > Apps.

  2. Next to the app you want to change, select Edit.

  3. Under Custom App Edit > Default Landing Tab, select your new tab.

    If you can’t find your custom tab in the scrolling menu, you might not have added it to your app. Select it under Choose the Tabs > Available Tabs, and click Add.

  4. Consider removing the default Coveo-powered search page.

    1. Under Choose the Tabs > Selected Tabs, select the Coveo Search tab.

    2. Click Remove.

  5. Repeat these steps for any app for which you want your custom Visualforce page to be the default tab.

Changing the Default Insight Panel

Similarly, you may want to change the default search page for your Insight Panels to implement your customized one.

When You Already Have an Insight Panel

When you already have an Insight Panel implemented, follow these steps:

This tutorial assumes your Insight Panel is implemented in your case view. However, the steps are easily adaptable for other types of Insight Panels.

  1. From the Force.com App Menu, select the console in which you want to customize the Insight Panel.

  2. Select a Case item, and select the Edit Layout icon.

  3. 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.

  4. In the section of your Insight Panel, under Component, replace Insight Panel for Cases with your Visualforce page.

    Click the magnifying glass icon to select your Visualforce page.

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

  6. On the Case Layout editing page, click Save.

When You Do Not Already Have an Insight Panel

When you don’t already have an Insight Panel, you need to follow the steps for Integrating a Coveo Insight Panel Classic Component.

When prompted to select PanelForCases, you instead need to select your own Visualforce page.