Coveo Cloud New Features of 2015

This topic presents the Coveo Cloud Platform features introduced during the year 2015.

The latest Coveo Cloud Platform new features are available in Coveo Cloud New Features.

December 21, 2015 Update

Coveo for Salesforce v2.7

JavaScript Search Framework v1.0.273

JSUI-LightningDesignCorner2

Enjoy the New Lightning Friendly Search Interface Theme

The out-of-the-box JavaScript Search Framework pages now come with a new look that fits well with the Salesforce Lightning user interface. You can also transparently upgrade search pages built with the original theme that is still included in the package. [more]

Take Advantage of the New Coveo Lightning Components

Coveo for Salesforce now comes with Coveo Lightning components that you can drag-and-drop in your Community template. The package contains a search page as well as a case creation form that offers contextually relevant results as the user creates a case. You can configure these components with the WYSIWYG Interface Editor directly from the Salesforce Community Builder. [more]

JSUI-CommunityBuildereEx1

JSUI-OmniboxRevealQSEx1_275x232

Get Coveo Machine Learning Search Box Suggestions

The Omnibox of the JavaScript Search Framework offers new out-of-the-box features to show field value suggestions and most importantly, Coveo Machine Learning query suggestions. [more]

Take Advantage of Interface Editor Improvements

With the JavaScript Search Interface Editor, you can now:

  • Set the text color (background color was already available) of the original Badge components design (Badge-OriginalDesignEx1) or the icon and the text of the new design (). [more]

  • Enable the Thumbnail component to be clickable to open the result link or the Quick View, with options to open in a new window and, for Microsoft Exchange results, directly in Microsoft Outlook. [more]

  • When you edit a result template, you now see the result template name above the component panel so that you can easily identify which template you are editing.

Add More Custom Analytics Data for Clicked Search Result Events

A developer can now catch the changeAnalyticsCustomData analytics event and extract desired clicked result properties to be included as custom analytics data. [more]

Catch an Event When a User Clicks Show|More

When users click the Folding component Show More button, developers can now catch the new preprocessMoreResults event to perform custom actions on child results such as changing how they are sorted or modifying their clickable URL. [more]

Send Customized Fields for Attach Anything to Case

With Coveo for Salesforce, developers can now customize the fields that are sent when attaching objects to a case. [more]

November 21, 2015 Update

Coveo Cloud Platform

Get Self-Tuned Search Results Relevance

Automatic Relevance Tuning (ART) is a feature of the new Coveo Machine Learning machine learning service. ART automatically tunes search results ranking based on usage analytics data, learning what search users seek and simply delivering it.

You can enable ART for your Coveo for Salesforce Community search page in a few clicks from the administration console. [more]

RevealARTSchema1c

Reveal-QuerySuggestionsEx3

Get More Relevant Query Suggestions

In your Salesforce Community search box, users can now get Coveo Machine Learning query suggestions that:

  • Are learned from your crowd.

  • Provide the most relevant exact, partial, or fuzzy matches in any keyword in any order.

  • Are very tolerant to typographical errors.

You can enable Coveo Machine Learning Query Suggestions in a few clicks. [more]

Index Jira Content

Coveo Organization users can now use Jira sources to add secured, shared or private content, and thus make relevant Jira instances searchable. [more]

NewFeature-JIRASource

NewFeature-Automaticlntervals

Automated Interval Selection in Line Charts

Usage analysts can select a date range to review directly in a line chart since the previous release. Line charts now automatically adapt themselves based on the selected date range (for example when a day is selected in a line chart, each point represents an hour). [more]

Filter Out User Sessions in the Visit Browser

Usage analysts can now filter out user sessions in the Visit Browser that contain specific events they do not want to review. For example, they may want to analyze user sessions containing a specific query, but in which no support cases were created. [more]

NewFeature-ExcludeUserSessions

Create Global Custom Dimensions

Analytics managers can now create custom dimensions under which can be logged events of all types (click, search, custom event). Prior to this feature, they had to create three separate dimensions (one for each event type). [more]

Follow User Actions Even When He Logs Out From Your Site

Usage analysts can now take advantage of the reviewed visit ID dimension, which is now persisted when users switch from authenticated users to anonymous, or the contrary. When the user switches to a second authenticated user, a new visit ID is created. [more]

More Width Options When Resizing Dashboard Sections

Usage analysts can now among other things place dashboard sections side-by-side so that each fills 50% of the dashboard width. Previously, section width sizes were limited to multiples of 33%. Now, sections can have five different widths, starting at a third of the available space.

Refer to the Resolved Issues for the November 21, 2015 update.

November 3, 2015 Update

Coveo for Salesforce v2.6

JavaScript Search Framework v1.0.139
REST Search API v8.0.885

NewFeature-CaseCreationPage1b

Deflect Cases With a Search-Powered Case Creation Page

Administrators can now customize the new CaseCreation component with the Interface Editor to easily implement a Salesforce page where end-users typing the description of their issue are automatically presented with relevant items, ultimately allowing them to resolve the issue without having to open the case.[more]

Leverage Search Results Through Export to Excel

End-users can now take advantage of a JavaScript search interface to gather a list of items meeting specific criteria, export the results to a Microsoft Excel file, copy one or more columns (such as item titles and their links), and paste the information anywhere else. [more]

NewFeature-ExportToExcel1

SFIntV2-IntEdtPipelineContext1

Easily Add Query Context Information

Administrators can now easily add query contextual values (key/value pairs) in the Interface Editor, and then use the contextual information in query pipeline conditions, for example to apply specific thesaurus rules to a specific Salesforce user type. [more]

Filter Usage Analytics Activity by Account

When a user associated with a Salesforce contact performs search actions on a Salesforce community, Coveo for Salesforce now sends the additional AccountId and AccountName usage analytics dimensions with each search event. These additional dimensions allow Analyst Managers to filter usage analytics data by accounts, for example to create a dashboard of all search activity by users associated with a specific customer account. [more]

Easily Test Query Pipeline Changes

Business Analyst can now try their query pipeline changes without having to modify the JavaScript search interface code. They can now simply include the pipeline query string parameter to their search page URL to instruct the query to temporarily use a specific pipeline (e.g., https://search.company.com?pipeline=MyTestPipeline). [more]

October 3, 2015 Update

Coveo Cloud Platform

NewFeature-Timezone

Set the Time Zone Used in the administration console

Administrators can now use the Settings page of the administration console to determine the time zone to be used all across the console pages, such as in the usage analytics reports and in the Visit Browser. When the selected time zone differs from your browser’s time zone, the time zone abbreviation appears in the pages next to the selected date range (e.g., PDT). [more]

Select Date Range in Line Charts

Analytics managers can now quickly change the period to review the usage analytics data in reports by clicking and dragging the mouse over an area of any line chart. All the data shown in the report will match the selected period. This feature is particularly useful when you notice a period where there was an unexpected change for one or more metrics. [more]

NewFeature-ZoomInTimeline

Admin-PipelinesConditions2

Configure Query Pipeline Routing Rules

Relevance Analysts can now centrally define query pipeline conditions in the administration console to easily define which pipeline applies to each query, eliminating the need to set the pipeline in the JavaScript code of each search interface. [more]

Create Thesaurus REGEX Rules

In the administration console, relevance analysts can now use regular expressions to define powerful query pipeline thesaurus rules, for example to expand product names. [more]

Admin-ThesaurusRegex1

Report on Events Moments After They Happen

Before, events were available in reports 15 minutes after they were logged or after 1 000 events, whichever came first. Now, analytics managers can review events in reports less than five minutes after the events occurred.

Also, analytics managers no longer have to manually refresh the Visit Browser to get the latest visits since the Visit Browser is now updated live.

Analyze Usage Analytics Faster

Reports that were loaded once in the last 24 hours are now available instantly to analytics managers when they do not contain the data of the current day (which is the default setting).

Better Monitoring of the Cloud Platform and Services

More statuses, which are automatically updated when incidents occur, are now available on the Coveo Cloud Platform system status page. These statuses display the current availability and health of the administration console and other services such as the Search Analytics API.

Moreover, in the System Metrics section, new graphs show the search response time as well as the Cloud Platform and usage analytics availability over time (day, week or month).

Refer to the Resolved Issues for the October 3, 2015 update.

August 15, 2015 Update

NewFeature-PermissionFilters2

Restrict the Usage Analytics Data Analytics Managers Can Review

Administrators can now set permissions or a scope on the usage analytics data analytics managers can review in reports using permission filters. For instance, they can prevent analytics managers of a public Community Portal to see the usage analytics data produced internally on the Agent Portal and vice versa. [more]

Create Sets of Filters

Usage analytics managers can now create many filters and save them into one named filter. Named filters can then quickly be added to any report. For instance, they can create a named filter that only shows data from a specific country on a given web portal. [more]

NewFeature-NamedFilters

NewFeature-SupportNumericalDimensions

Leverage Numerical Dimensions

Previously, all dimension values were processed as strings, but now numerical dimension values are processed as numbers, allowing usage analysts and administrators to sort and create filters on numerical dimension (such as Click Rank) values in reports.

Import/Export Dashboard Configuration

Analytics managers can now easily export a specific dashboard configuration and import it to another dashboard. Dashboard configuration appears as XML/HTML/JSON code that can quickly be copied and pasted. This feature is useful when you want to export dashboard configurations from a staging environment to production. [more]

NewFeature-ImportExport

More Easily See Selected Dimensions/Metrics

In reports, the dimension/metric picker has been redesigned, allowing analytics managers to more easily view which dimensions and metrics are selected in usage analytics cards such as tables. Moreover, when adding filters the All tab (listing all available dimensions) provides the event type (click, search, custom event, all) of every dimension.

Take Advantage of the Calendar Picker Improvements

Previously, when analytics managers selected last 7 days, 31 days or 365 days, the current day was part of the date range, potentially affecting the trends among other things since today is typically not complete. Now these default date range selections contain only complete days, meaning that the current day is excluded. Moreover, the calendar picker is now placed at the top right section of reports and has a clearer look.

See Metric Percentage Values as Percentages

Previously, the Click-Through metric values were shown in decimal (e.g., 0.17). Now they appear as percentages (e.g., 17%).

Refer to the Resolved Issues for the August 15, 2015 update.

June 20, 2015 Update

Coveo for Salesforce (June 2015 Release - AppExchange v1.901)

SFInt-InterfaceEditorResultTemplate1a

Manage Result Templates With the Interface Editor

Administrators can now use the Coveo JavaScript Search Interface Editor to easily modify or create result templates. They can add, remove, adjust rows and columns in the template layout and then drag and drop fields in the desired cells. A search result preview allows to immediately visualize and validate the changes. [more]

Review Customer Actions Prior to Case Creation

Using the new Coveo Box User Actions tab, a support agent can now easily review the actions performed by the customer (like queries and opened items) during the visit in which the case under review was created. The agent can then better infer the customer intentions and efforts to resolve his issue before submitting the case and plan the intervention accordingly. [more]

SFInt-UserActions1b

NewFeature-QuickView1

More efficiently Review Items With an Improved Quick View

The Coveo JavaScript Search Quick View had a facelift with a new look, reduced header size, slicker controls, and increased width taking 100% of the search interface window to increase the space for the item being reviewed (particularly useful on mobile devices). You can now also use the ESC key to close the Quick View.

See Effect of Record Sharing Permission Changes More Rapidly in Search Results

The Salesforce connector incremental refresh can now catch new record shared permissions and therefore make these immediately effective in search results, rather than following the next full refresh.

Toggle DidYouMean Automatic Correction

In the Coveo JavaScript Search, you can now use the new enableAutoCorrection option to control if the DidYouMean component automatically corrects misspelled terms typed in the search box or rather simply suggests corrected terms. [more]

Coveo Cloud Platform

Control Access to Your Analytics Reports

Analytics managers and administrators can now manage which Organization users see specific dashboards or explorers. This feature is useful for Organizations with a large number of custom explorers and dashboards as each user can then see only relevant reports. [more]

NewFeature-ManageReportAccess

Pipelines-ABTest2

Test Your Query Pipelines Efficiency

In the Coveo Cloud Console, an administrator can now define one or more A/B tests for pairs of query pipelines and set the proportion of traffic sent to each pipeline. Setting up an A/B test allows to easily see the impact of query pipeline changes. [more]

Copy a Rule From One Pipeline to Another

In the Coveo Cloud Console, an administrator can now easily replicate one or more rules available in one query pipeline to another one using the Copy To menu item. [more]

Pipelines-RuleCopyTo1

NewFeature-HybridOrganization

Configure Your Coveo Organization to Use an On-Premises Index

With an On-Premises license, a Coveo Organization administrator can now configure the Organization to securely get and return search results from an on-premises Coveo Enterprise Search (CES) index rather than from an index hosted in the Cloud. In this hybrid configuration, the communication between the Coveo Cloud Platform and the CES instance is over an SSL channel protected by certificates. [more]

Create a Jira Cloud Source

Coveo Organization users can now add a private or shared source to make Jira Cloud content searchable. [more]

NewFeature-JIRACloudSource

NewFeature-JiveSource

NewFeature-JiveCloudSource

Create Jive and Jive Cloud Sources

Coveo Organization users can now use Jive and Jive Cloud sources to add secured (Jive only), shared or private content, and thus make relevant Jive spaces and groups searchable. [more]

Create SharePoint and SharePoint Online Sources

Coveo Organization users can now use the second generation of SharePoint and SharePoint Online sources to add private or shared SharePoint farm content in their Organization and make it searchable. [more]

NewFeature-SharePointSource

NewFeature-SharePointOnlineSource

NewFeature-EmailNotification

Configure Source Error Notifications

Coveo Organization administrators can now enable or disable notifications to be sent to specific email addresses when a source error occurs. [more]

Manage Stop Words Independently for Each Pipeline

The stop word configuration is now saved in the search API query pipeline rather than in the Coveo Cloud back-end index. A Coveo Organization administrators can consequently define different stop words for each pipeline. With the new Cloud Console Stop Words page, administrators can also associate conditions to a set of stop words to more precisely control when they are applied. Your existing Organization stop words will be automatically migrated to the default pipeline. [more]

Centrally Manage Query Pipeline Conditions

Coveo Organization administrators can now globally manage conditions available for query pipeline statements from the new Cloud Console Conditions page. They can define a condition once and apply it to more than one statement in more than one pipeline. [more]

Identify the Origin of a Custom Event With Hub and Interface Dimensions

Usage analysts can now use the Hub and Interface dimensions to filter on or analyze the origin of custom events.

Report on Custom Events in Visits Without Searches

Metrics such as Visit Count and Unique User ID can now count visits in which no queries were performed, enabling usage analysts to better evaluate visits that only include custom events.

Export Analytics Data Excluding Specified Items

Usage analysts can now create different types of filters to precisely filter data on common events, search/click events (queries, clicks and keywords), or custom events when exporting usage analytics data. This configuration allows usage analysts to exclude some custom events without removing the click and search events that are linked to them (e.g., search events that occurred during a visit containing a page view that you want to filter out).

Drag-And-Drop Dashboard Cards Through Sections

Usage analysts can now easily move a usage analytics card, such as a Line Chart or a Trend, from one dashboard section to another.

Take Advantage of More Analytics Report Options

Usage analysts can now:

  • Use the new A/B testing dimensions (A/B Test Name and A/B Test Version) to better analyze which query pipeline is the most effective. [more]

  • Review the date selection range in the calendar picker before it is applied to the current report.

  • Confirm the deletion of a report before it is actually deleted.

Add REGEX Rules in a Query Pipeline

Regular Expression lovers will be happy to know that they can now use REGEX to define query pipeline Thesaurus rules in the Coveo Cloud Console.

More Rapidly See the Effect of Record Sharing Permission Changes

The Salesforce source incremental refresh can now catch new record shared permissions and therefore make these immediately effective in search results, rather than following the next full refresh.

Minor Cloud Platform Improvements

  • The Organization invitation email now includes the sender name, helping to establish the email legitimacy.

  • Coveo Organization administrators attempting to delete the user who performed the Salesforce integration deployment are notified of the consequences of this action.

Refer to the Resolved Issues for the June 20, 2015 update.

April 18, 2015 Update

Coveo Cloud Platform

Analytics Managers can now get trends on a metric for all the values of a dimension (e.g., Query Count by Country). You can add filters (e.g., Queries from Canada), select the period to compare to (last week vs the current), and sort the trend by values, direction (up/down), or changes. [more]

NewFeature-Trendb

NewFeature-GDEnterpriseSource

Index Google Drive for Work Content

Coveo Organization users can now add a private or secured source for indexing Google Drive for Work content. [more]

Index Website Content Using the Sitemap

Coveo Organization users can now use a Sitemap source to add shared or private sources to make relevant web pages searchable. [more]

NewFeature-SitemapSource

Gmail Source Supports OAuth2

Coveo Organization users can now authorize the Coveo Organization to read their Gmail account using OAuth2, a protocol that authorizes access without giving their password. [more]

NewFeature-ChatterFeeds

Index Chatter Feed Content

The Salesforce source now indexes Chatter feed objects by default.

Set a Password Policy

Coveo Organization owners can now define password requirements for their Organization users such as the password expiration frequency and minimal number of characters. Owners can also decide to reinitialize all passwords. [more]

NewFeature-CustomizePasswordPolicies

NewFeature-PieChart

Take Advantage of the Pie Chart and Bar Chart Cards

Analytics Managers can now create pie charts and bar charts in dashboards to better visualize dimensions values. You can add filters, filter your dashboard by clicking a pie chart/histogram value, and customize the look of these widgets. [more]

Coveo for Salesforce (April 2015 Release - AppExchange v1.893)

Easily Customize Your Search Interfaces

Coveo for Salesforce now comes with the new Interface Editor of the Coveo JavaScript Search Framework that allows administrators to easily create and modify search interfaces without having to edit the HTML. [more]

NewFeature-InterfaceEditor

Optimize your Global Users Search Experience

Analytics Managers can now create query pipelines in which they define thesaurus rules, top results and query ranking expressions directly in the administration console of the Cloud Platform. Query Pipelines are useful to optimize search results relevance and search experience in general. Once created, an analytics manager can easily edit, delete, or duplicate them. [more]

Attach any item to a case

Support agents in Salesforce can now attach any Coveo item to a case, helping other agents to solve similar cases more quickly and allowing customers to self-solve their related support questions before they open a case.

March 7, 2015 Update

Coveo Cloud Platform

NewFeature-TopResults2

Promote Results

Relevance Analysts can now define which items are going to appear first in the search results list. [more]

This feature is being progressively rolled out to all customers, please contact Coveo Support to request priority activation.

Fine-Tune Ranking of Items

Relevance Analysts can now modify the ranking score of search results matching a query expression. [more]

This feature is being progressively rolled out to all customers, please contact Coveo Support to request priority activation.

NewFeature-QRE2

NewFeature-Thesaurus

Add More Context to Your Thesaurus

Relevance Analysts have now access to the new and greatly improved Thesaurus that can replace the current Thesaurus included in the administration console. [more]

This feature is being progressively rolled out to all customers, please contact Coveo Support to request priority activation.

Index YouTube Content

Coveo Organization users can now add shared sources to bring relevant YouTube content into their Organization. [more]

NewFeature-YouTubeSource

NewFeature-GroupedDimAndMetrics

Quickly Select the Content to be Displayed in Your Data Tables

Dimensions and metrics are now grouped by event type, facilitating their selection when creating a data table.

Easily Change the Order of Dimensions & Metrics Columns in Analytics Tables

Analytics Managers can now change the column order in data tables by a simple drag and drop operation. Custom explorers and dashboards save the status of the column order.

NewFeature-ChangingColumnOrder

Security Update on the Platform

In order to increase security, Coveo provides encryption of customer data at rest. Keys are stored in a highly secured facility, inaccessible by Coveo itself and rotated yearly. Moreover, Coveo now has a comprehensive disaster recovery plan. This plan was successfully tested during a drill imitating a real-life scenario.

Search all Items Within the Content Browser

Using the Content Browser, Coveo Organization administrators can now view all the content of their Organization index thanks to the full access mode.[more]

Better Support of Source Security Models

The Coveo Cloud Platform now provides a better integration between cloud and on-premises security permissions models. System administrators are allowed to directly use, for instance, Salesforce specific user identity when querying the index instead of an email security based identity.

End of Support Notice

  • The administration console no longer works with Internet Explorer 9. Coveo Organization administrators running the Coveo Cloud Platform on this web browser must use a more recent version of Internet Explorer or another supported web browser (see Supported Browsers - Coveo Cloud V1 Administration Console).

  • As stated in the December 6th release notification, data pushed to the custom_metadata_x are now ignored.

Contact Coveo Support if you have any questions or concerns regarding this notice.

Refer to the Resolved Issues for the March 7, 2015 update.

Coveo for Salesforce (March 2015 Release - v1.886 AppExchange)

New Coveo Insight Box

The new Box Visualforce component can now be used in Coveo for Salesforce as an alternative to the built-in Coveo Insight Box. The new Box component can be easily configured by developers. [more]

February 8, 2015 Update

Coveo Cloud Platform

More Customizable Options in Explorers

Analytics managers have now more flexibility when customizing explorers. They can, among other things, determine a different landing page when clicking on a table header versus on table values, add a title to graph charts, and navigate quickly through table results using the pager.

Easily Know Which Metric Values Need Your Attention

Coveo Organization administrators can now quickly distinguish good relevance metric values from bad ones by their color. [more]

January 17, 2015 Update

Coveo Cloud Platform

NewFeature-SessionBrowser

Search and Browse User Visits

Coveo Organization administrators can now browse user visits and analyze what happened in a sequence of events. For instance, after grouping the results by visits, the Visit Browser allows you to search all visits in which a Case Deflection occurred. [more]

Redesigned administration console Menu

Coveo Organization administrators can now reach the desired page in fewer clicks. The administration console menu, which is now searchable, has also a new improved look and regroups related pages under the same folder.

NewFeature-Menub

NewFeature-CustomizeBodySFObject

Customize Salesforce Content

Coveo Organization administrators can now customize the body of a Salesforce object directly in the source configuration panel. [more]

Index Confluence Content

Coveo Organization users can now add shared sources to bring relevant Atlassian Confluence content into their Organization. [more]

NewFeature-ConfluenceSource

New Role With Read-Only Access to Usage Analytics Reports

A Coveo Organization administrator can now grant the new Analytics Viewer and Analytics Manager roles to more precisely control which users have respectively read-only and write access to usage analytics reports.

Configure Clickable Landing Pages in Report Tables

Coveo Organization analytics manager can now configure the landing page to make tables clickable in reports. They can determine where clicking on table titles and values will redirect. The links can even redirect to an existing report, adding the value as a filter. [more]

Your Usage Analytics Database Is Now Encrypted

In order to increase security, Coveo provides encrypted storage of your usage analytics, index content and other related content.