Legacy Interface Editor Overview
- Accessing the Interface Editor
- Making Basic Search Page Customization
- Configuring Search Result Templates
- Customizing the Localization of a Search Interface
- Adding a Contextual Query to the Insight Panel with the Legacy Interface Editor
- Leveraging Custom Context Information in Salesforce with the Legacy Interface Editor
- Adding the Export to Excel Feature
Adding a Contextual Query to the Insight Panel V2 with the Legacy Interface Editor
The out-of-the-box Insight Panel (see Creating a Coveo for Salesforce V2 Insight Panel) provides search result that are relevant to the Salesforce case being reviewed, based on basic case fields such as the
Subject. You can improve the search result relevance by adding a custom contextual query to your Insight Panel.
Your cases feature a
Product field for which customers must select a value when entering a case. You can add a contextual query to your Insight Panel, automatically including the product specified for the case in the query, ensuring the Insight Panel search results include the product name, which helps to get more relevant results.
To add a contextual query to the Insight Panel
If not already done, log in to Salesforce using an administrator account.
In your Salesforce support console, navigate to a case to see your Coveo Insight Panel.
In the Insight Panel, below the search box, click Customize Panel.
Drag-and-drop the Related Items component, from the panel on the right to the zone above the search box.
In the Related items configuration panel, in the Contextual fields to include box, select one or more case fields for which the content should be automatically included in the query.
By default, the filter resulting from this selection applies to all Insight Panel tabs.
Optionally, when your Insight Panel has more than one tab, you can apply the added filter to specific tabs:
Next to Use in the following tabs, deselect the All tabs toggle.
Toggles for all available tabs appear.
Leave selected only the toggles for tabs for which you want the filter to be applied.
You added a filter based on the
Productfield of your
Caseobject, which make sense to add to the Case tab, but not to the All Content, Chatter, or YouTube tabs.
When you want to take advantage of your developer skills, you can also use the Query component to add more sophisticated dynamic filters:
In the Interface Editor, drag-and-drop the Query component, from the panel on the right to the zone above the search box.
Fine-tune the search results relevance by entering an appropriate query extension (see Query Extension Language).