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 provides an overview of the main features of the Coveo for Salesforce integration.

The features listed on this page are available in the Coveo for Salesforce Pro and Enterprise editions.

Console (Lightning Experience)

Feature Version Description
Result Actions (Send to Email, Post to Feed, Send to Chat) Components Coveo for Salesforce 3.16+ Components in the Coveo Insight Panel Lightning Component 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 the Coveo Insight Panel Lightning Component (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).
Coveo Insight Panel Lightning 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 Insight Panel Lightning Component).

Community (Lightning Experience)

Feature Version Description
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).
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).
Coveo Community Search Component Coveo for Salesforce 4.0 (April 2020) A component that lets you insert a complete search results page in your community, including features such as facets, tabs, sorting, and pagination (see Adding the Coveo Community Search Component).

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

Console (Classic)

Feature Version Description
Coveo Insight Panel Classic 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 Insight Panel Classic Component).
UserActions Visualforce Component Coveo for Salesforce 2.3+ A component that allows your agents to use Coveo Usage Analytics (Coveo UA) event 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 Coveo Insight Panel Classic Component 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 Coveo Insight Panel Classic Component and BoxCreateArticle Component).
AttachToCase Component Coveo for Salesforce 2.8+ 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 Coveo Insight Panel Classic Component (see Customizing the AttachToCase for the Coveo Insight Panel Classic Component).
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