Accessing the Coveo Legacy Interface Editor in Salesforce

Coveo for Salesforce 1.886 - March 2015 

Administrators of a Salesforce organization can access the Coveo Interface Editor to easily customize JavaScript search interfaces and Insight Panels integrated in Salesforce pages.

Coveo for Salesforce 2.26 - July 2016  A newer Coveo JavaScript Search Interface Editor replaces the legacy Interface Editor described in this topic (see JavaScript Search Interface Editor).

To access the JavaScript Search Interface Editor in Salesforce

  1. Using a Salesforce account with Modify all data permission, log in to the Salesforce organization hosting the Coveo JavaScript Search page or insight panel that you want to modify.

    • Your Salesforce user must have the Modify all data permission through a profile. The user will not gain access to the Interface Editor if the Modify all data permission is granted through a permission set. The Modify all data permission is required to gain access to the Salesforce Metadata API that the Interface Editor needs.

    • When a Coveo Organization is already connected to Coveo for Salesforce in your Salesforce organization, your Salesforce account does not need a Coveo Cloud account or permissions to be able access the Interface Editor.

    • It is recommended to first make changes to your JavaScript Search interfaces in a sandbox organization, and then deploy your changes in the production organization (see Deployment Overview and Change Sets Best Practices).

  2. When using the Coveo for Salesforce Service Cloud (V1) package, ensure that version 1.886+ is installed (see Identifying Your Coveo for Salesforce Version).

  3. In Salesforce, navigate to the Coveo JavaScript Search page or Insight Panel that you want to modify.

  4. SFInt-InterfaceEditorMenu1 For a search page:

    1. In the lower-right corner of the browser window, click the Interface Editor menu button (SFInt-InterfaceEditorMenuButton).

    2. In the Interface Editor menu, click Edit.

      The Interface Editor appears in a side panel on the right.

      SFInt-InterfaceEditorMenu2

  5. Coveo for Salesforce 2.0 - July 2015  For an Insight Panel, click Customize Panel.

    SFIntV2-InsightPanelEditLink2

What’s Next?

Use the Interface Editor to modify basic JavaScript Search components in your search page (see Making Basic JavaScript Search Page Customization With the Legacy Interface Editor).