Cloud V2 for Administrators
- New Features
- Searching with Coveo Cloud
- Administration Console
- Management of Security Identities and Item Permissions
- Coveo Cloud V2 SAML SSO
- Troubleshooting Querying Issues
- IPs to Whitelist
- Coveo Index Items
- Supported File Formats
- Indexing by Reference
- Leverage Multiple Coveo Indexes
- About the Coveo Cloud HIPAA Platform
- GDPR Compliance FAQ
- Security FAQ
- Application Change Control Process
Coveo Cloud New Features
The Coveo Cloud Platform is where your Coveo Cloud organization index is hosted and Coveo for Salesforce is the application that brings the power of Coveo inside your Salesforce environment. Coveo Cloud Platform and Coveo for Salesforce updates are regularly made available to offer new and improved features.
Coveo for Salesforce application updates are made available from the AppExchange.
You can review the detailed product release notes from the Coveo Developers site:
May 21, 2019 Update
Update Your Atlassian Cloud Sources
Starting June 3rd, 2019, due to a change in Atlassian Cloud sites, Confluence Cloud and Jira Software Cloud sources will require an Atlassian account and an API token instead of a native user account and password for authentication. If you have such sources, you must edit them to provide the required information so that they continue to retrieve content after June 3rd, 2019.
Coveo Cloud V2
Improved Add/Edit a Query Pipeline Panel
In the Add/Edit a Query Pipeline panel, you can now apply a condition to the pipeline you are creating or editing. The panel also includes a new Access tab, which allows you to determine which groups and API keys can access your pipeline.
Moreover, since access to query pipelines is now granular, you can edit groups and API keys to grant each of them the privilege to view, edit, and create query pipelines.
New Dynamic Navigation Experience Machine Learning Model
In organizations created on May 21, 2019 or later, you can leverage Dynamic Navigation Experience (DNE) models. This new Coveo Machine Learning (Coveo ML) feature can modify search requests to fine-tune the ordering of facets and facet values, and provide slight ranking score boosts to items with relevant field values. DNE thus contributes to automatically increase the visibility of the most relevant items, facets, and facet values.
April 19, 2019 Update
Coveo Cloud V2
Improved Hosted Search Pages
March 20, 2019 Update
Coveo for Salesforce (3.29)
Enhance Your Salesforce Lightning Community With New Lightning Components
Coveo has introduced three new Lightning components available now in the Lightning Community Builder: Coveo Community Searchbox, Coveo Community Search, and Coveo Case Deflection. These Lightning Locker compliant components reinforce Coveo’s commitment on security while enabling new and interesting use cases, like embedding Coveo in a Lightning Flow.
Deflect More Cases in Your Lightning Community
The new Coveo Case Deflection component provides contextually relevant solutions to Community users while they create a case. It leverages the native Salesforce Contact Support Form in your community and allows users to find self-serve content easily. Coveo Machine Learning uses Intelligent Term Detection (ITD) to display the most relevant results across your enterprise content, and learns and improves over time.
Upgrade Your Coveo Free Edition Users’ Search Experience to a Coveo Pro Trial With One Click
The One-Click Upgrade feature allows Coveo Free Edition administrators to easily start a Coveo Pro Edition Trial. This trial offers users the opportunity to experience the benefits of the Coveo unified index and to retrieve external content from over 30 sources such as YouTube, SharePoint, and Web. During the trial, administrators can easily switch between the two experiences. If you are ready to move to Coveo Pro Edition, contact Coveo Sales.
Provide Best-in-Class Search and Recommendations in Financial Services Cloud
Create more personalized and connected experiences using Coveo for Salesforce in Salesforce Financial Services Cloud. Coveo is now certified for use in Financial Services Cloud and now has “Designed to Work With” designation on its AppExchange listing. Use Coveo Lightning Components and index your Financial Services Cloud content along with content across your enterprise ecosystem. Provide your employees, partners, and customers with exceptional experiences.
Build Dynamic Search Interfaces With the Coveo Interface Editor in Lightning
Deliver Relevant Experiences With Coveo for Einstein Bots (Beta)
Coveo’s integration with Salesforce Einstein Bots brings relevant results from your entire ecosystem, i.e., content from inside and outside of Salesforce, into your bot experience. It is a pre-packaged set of Apex Classes for use with Einstein Bots that leverages Coveo APIs to retrieve results from your Coveo index and send usage analytics. This enables rich reporting with the ability to follow the user’s journey across multiple interfaces, from your bot to your support site, to your contact page.
This integration is still a beta feature. Contact Coveo Sales if you are interested.
March 19, 2019 Update
Coveo Cloud V2
Review the Health of Your Coveo Solution
You can now use the Metric Alerts page to review anomalies for about 30 metrics that the Coveo Cloud Platform actively monitors. An alert is only generated for persistent issues which require an investigation on your end to ensure nothing is broken in your Coveo implementation.
February 6, 2019 Update
Coveo Cloud V2
Additional Sets of Privileges
When granting privileges to a user group, you can use the Preset drop-down menu to quickly and broadly set access levels. Options based on the built-in groups are now available.
You can save time by selecting the preset configuration closest to the privilege set you want to grant, and then editing the desired privileges.
January 22, 2019 Update
Coveo Cloud V2
Discard Privilege Changes
When you edit the privileges of a group or an API key, a Discard changes button appears on the right-hand side of the privilege rows you modified, allowing you to revert all changes made for this privilege.
Moreover, in the service menu on the left-hand side, a number between parentheses indicates the number of edited privilege rows in the corresponding service that will be saved when you click Save.
January 8, 2019 Update
Coveo Cloud V2
Extensions Access Management
In the Add/Edit an Extension panel, the new Access tab allows you to manage which groups and API keys can view and/or edit your extension.
New Relevance Index Metric
You can now take advantage of the new Relevance Index metric. Among its improvements, the formula on which the metric is based now introduces the concept of confidence. Thus, for the same proportion of Click-Through and the same Average Click Rank, the new Relevance Index value will increase proportionally to the number of times a query is performed.
The previous metric is still available and renamed Relevance Index (Legacy). Existing cards will use the Relevance Index (Legacy) until edited to report on the new Relevance Index. Having the new and previous Relevance Index cohabiting allows you to compare both metric values and decide whether you want to transition to the new metric.