Coveo for Salesforce Main Features

Before getting started with Coveo for Salesforce, you might want to know what you can do with the product. This page is an overview of the main features of the Coveo for Salesforce integration.

Global Components

Feature Version Edition Description Availability in Lightning
Free Pro and Enterprise
Synchronize your configuration button Coveo for Salesforce 3.16+ A button that informs your administrators if your Coveo Cloud organization is still working, and if your expiration date and license type have changed (see Synchronizing Your Configuration).
Custom Scripts Coveo for Salesforce 3.16+ A feature that allows you to create custom scripts by using many scripts in the same Static Resource to run different scripts for every component (see Adding JavaScript to the Coveo for Salesforce Lightning Components With Custom Code).
Coveo Salesforce Quickview Component1 Coveo for Salesforce 3.16+ A component that allows your users to quickly view a document in a preview window instead of loading it in a new tab, when using an API level over 43.
Coveo Quickview Component1 A component that allows your users to quickly view a document in a floating window instead of loading it in a new tab, when using an API level under 43 (see Coveo Quickview Component (CoveoQuickview)).
Health Check Page Coveo for Salesforce 3.10+ A page that displays every services status, associated with an explanation, which allows your administrators to easily find a fix to their issues (see Accessing the Health Check Page).
Coveo Search Component A component that allows your community users to search by typing their keywords in the search box and that displays relevant results in a list (see Adding a Coveo Community Search Component).

Note 1: You have to build your own custom Quickview with Free.

Console (Lightning Experience)

Feature Version Edition Description Availability in Lightning
Free Pro and Enterprise
Result Actions (Send to Email, Post to Feed, Send to Chat) Components Coveo for Salesforce 3.16+ Components in the Lightning Insight Panel that help your Salesforce agents to easily share the appropriate result with their users by clicking an icon (see Using the Results Actions).
AttachedResults Component Coveo for Salesforce 3.16+ A component that displays the results that have been attached to a case by an agent to quickly visualize the most relevant results in a Lightning Insight Panel (see AttachedResults Lightning Component).
Full Search Page Component Coveo for Salesforce 3.10+ A component that creates a search page complete with a search box and a result list to make the content easily findable for your Salesforce users (see Integrating a Coveo Full Search Page).
Lightning Insight Panel Component Coveo for Salesforce 3.10+ A component that automatically provides users with the relevant results and information related to their cases or Live Agent chat sessions context (see Integrating a Coveo Lightning Insight Panel).

Community (Lightning Experience)

Feature Version Edition Description Availability in Lightning
Free Pro and Enterprise
Case Deflection Component1 Coveo for Salesforce 3.10+ A component that helps your Community users self-serve instead of logging a case by displaying relevant results as recommended solutions to their issue (see Integrating a Coveo Case Deflection Component).
Page View Tracker Component Coveo for Salesforce 3.10+ A component inserted in any community page that counts the number of visits in each page to allow administrators to quickly visualize the page views (see Inserting the Coveo Page View Tracker Component).
Case Creation Component Coveo for Salesforce 2.6+ A component that allows the community users to create support cases and that provides relevant results as recommended solutions to allow self-service (see Integrating a Case Creation Page).
Standalone Searchbox Component Coveo for Salesforce 2.41+ A component that enables your community users to search by entering keywords in a search box findable in every selected page of your Community (see Including the Standalone Searchbox in Your Community).

Note 1: Offers suggestion to deflect a case while the user is filling the case information.

Console (Classic)

Feature Version Edition Description Availability in Lightning
Free Pro and Enterprise
One-Click Upgrade1 Pilot Feature in 3.16

Generally Available in 3.29+
A widget that allows you to easily switch from a Free edition to a Pro trial edition to compare both result lists and to upgrade to a Pro edition (see Switching From a Coveo for Salesforce Free to a Pro Trial With One-Click Upgrade).
Classic Insight Panel Component Coveo for Salesforce 2.3+ A component that automatically displays the most relevant information about the selected Salesforce objects in the currently viewed Salesforce page (see Integrating a Coveo Classic Insight Panel).
UserActions Visualforce Component Coveo for Salesforce 2.3+ A component that allows your agents to use the Coveo Usage Analytics events data to quickly visualize the user's journey before they created a case (see UserActions Component).
BoxCreateArticle Component Coveo for Salesforce 2.17+ A button in your Classic Insight Panel that allows you to create a Knowledge base Article directly from a result related to the currently viewed case (see Adding a Create Article Button to the Insight Panel and BoxCreateArticle Component).
AttachToCase Component A component that displays the results that have been attached to a case by an agent to quickly visualize results attached to a case in a Classic Insight Panel (see Customizing the AttachToCase).

Note 1: Upgrade seamlessly from Free to Enterprise.