Main features
Main features
Before getting started with Coveo for Salesforce, you might want to know what you can do with the product. This page provides an overview of the main product features.
Console (Lightning experience)
The Coveo for Salesforce integration offers a set of packaged Lightning components that you can use to create or supplement a Coveo-powered search interface or Insight Panel in your Salesforce console.
This table describes the packaged Lightning components as well as some noteworthy complimentary features.
| Feature | Version | Description |
|---|---|---|
Coveo Attached Results |
A component that displays the results that have been attached to the current record (see Add the AttachedResults component). |
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Coveo Full Search |
A component that creates a Coveo-powered full search page to be used in a Lightning Console App (see |
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Coveo Insight Full Search |
A component that displays the Coveo Hosted Insight Panel as a full page (see Activate the Insight Full Search functionality). |
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Coveo Insight Panel Lightning Component |
A component that automatically provides users with the relevant results and information related to their cases or Chat sessions (see Integrate a Coveo Insight Panel Lightning Component). |
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Coveo Hosted Insight Panel (formerly Coveo Quantic Insight Panel) |
A component that lets you easily integrate a Coveo Hosted Insight Panel in Salesforce. It enables your service agents to access valuable Coveo-powered content and user insights without leaving the case record they’re viewing or editing (see Integrate a Coveo Hosted Insight Panel component). |
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Coveo Result Actions |
Buttons such as Send to Email and Post to Feed that provide agents with one-click actions when hovering over search results in an Insight Panel. See Using the results actions for Coveo Insight Panel Lightning Component implementations or About results actions for Coveo Hosted Insight Panel component implementations. |
Experience Cloud (Lightning experience)
The Coveo for Salesforce integration offers a set of packaged Lightning components that you can use to improve the search and relevance of your Salesforce Experience Cloud site.
This table describes the packaged Lightning components as well as a noteworthy complimentary feature.
| Feature | Version | Description |
|---|---|---|
Coveo Case Deflection [1] |
A component that helps your Experience Cloud site users self-serve instead of logging a case while filling out a Salesforce Case Creation Form by displaying relevant results as recommended solutions to their issue (see Integrate a Coveo Case Deflection component). |
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Coveo Community Search |
A component that lets you insert a full search page in your Experience Cloud site. It includes features such as facets, tabs, sorting, and pagination (see Add the Coveo Community Search component). |
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Coveo Page View Tracker |
A component that can be added to your Experience Cloud site to send usage analytics data to Coveo. The page view data gathered by this component is used by the Coveo Machine Learning (Coveo ML) Content Recommendation (CR) model to recommend pages to users (see Add the Coveo Page View Tracker component). |
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Coveo Recommendation |
A Lightning Web Component (LWC) that displays a list of recommended results, which are based on the recorded events and history of the user who is navigating the site (see Integrate a Coveo Recommendation component). |
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Coveo Community Searchbox |
A Coveo standalone search box for your Experience Cloud site. This search box offers advanced features such as query suggestions, query correction, and facet value suggestions (see Add the Coveo standalone search box). |
Console (Classic)
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Warning
As of the Coveo for Salesforce v5.2 release, the Coveo Visualforce (Classic) components are no longer supported (see What’s new in v5?). Your existing Coveo Classic search interfaces, however, will continue to load and work like before. |
| Feature | Version | Description |
|---|---|---|
Coveo AttachToCase |
A component that displays the results that have been attached to a case by an agent in the Coveo Insight Panel Classic Component (see Customize the AttachToCase for the Coveo Insight Panel Classic Component). |
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Coveo BoxCreateArticle |
A button in the Coveo Insight Panel Classic Component that allows you to create a Knowledge Base (KB) article directly from a result related to the currently viewed case (see Add a Create Article button to the Coveo Insight Panel Classic Component and BoxCreateArticle component). |
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Coveo Insight Panel Classic Component |
A component that automatically displays the most relevant information about the selected Salesforce objects in the currently viewed Salesforce page (see Integrate a Coveo Insight Panel Classic Component). |
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Coveo UserActions Visualforce component |
A component that allows agents to use usage analytics event data to quickly visualize the user’s journey before they created a case (see Add a UserActions component to the Coveo Insight Panel Classic Component). |
Very useful
Not really
Very useful
Not really