--- title: Use the result actions slug: '2934' canonical_url: https://docs.coveo.com/en/2934/ collection: coveo-for-salesforce source_format: adoc --- # Use the result actions [.version.c4sf.c4sf-edition.c4sf-pro-enterprise] [Pro and Enterprise editions](https://docs.coveo.com/en/l2590456#salesforce) Result actions are buttons that enable users to perform one-click actions on search results from the Coveo [Insight Panel](https://docs.coveo.com/en/2898/) Lightning Component (see [Integrate a Coveo Insight Panel Lightning Component](https://docs.coveo.com/en/1028/)). In addition to providing a convenient way for your agents to explore and share search results, result actions usage is recorded and intelligently used by [Coveo Machine Learning (Coveo ML)](https://docs.coveo.com/en/188/) [Automatic Relevance Tuning (ART)](https://docs.coveo.com/en/1013/) [models](https://docs.coveo.com/en/1012/) to improve the search result ranking. The following result actions are available: * [Attach to Case](#attach-to-case) * [Copy to Clipboard](#copy-to-clipboard) * [Quick view](#quick-view) * [Send as Email](#send-as-email) * [Post to Feed](#post-to-feed) * [Send to Chat](#send-to-chat) * [CoveoResultQuickAction](#coveoresultquickaction) Each action has an icon. Icons are always displayed beside a result. ## Attach to Case The Attach to Case result action adds a paperclip ![Paperclip icon | Coveo for Salesforce](https://docs.coveo.com/en/assets/images/coveo-for-salesforce/attachments/35488202/37096509.png) to the items suggested in the Coveo Insight Panel Lightning Component. Users can attach those items to any Salesforce object, even non-case objects, by clicking the paperclip icon. Attached items have a yellow paperclip ![Paperclip icon | Coveo for Salesforce](https://docs.coveo.com/en/assets/images/coveo-for-salesforce/attachments/35488202/37096510.png). For more information, see [Add the Attached to case result action in a Coveo Insight Panel Lightning Component](https://docs.coveo.com/en/3102#add-the-attach-to-case-result-action-to-a-coveo-insight-panel-lightning-component). ## Copy to Clipboard The Copy to Clipboard result action lets users copy a result to their clipboard by clicking ![Copy to Clipboard icon | Coveo for Salesforce](https://docs.coveo.com/en/assets/images/coveo-for-salesforce/copy-to-clipboard-icon.png). > **Note** > > You can also [customize the Copy to Clipboard options](https://docs.coveo.com/en/3217/). ## Quick view The Quick view result action lets users preview a result without leaving the search page by clicking [eye]. > **Note** > > You can also [change the default Quick view in Coveo for Salesforce](https://docs.coveo.com/en/1234/). ## Send as Email The Send as Email result action lets users insert a result link to an email by clicking ![Send as Email icon | Coveo for Salesforce](https://docs.coveo.com/en/assets/images/coveo-for-salesforce/send-as-email-icon.png). By default, the Send as Email result action is automatically handled for all Salesforce standard object types (for example, Account, Opportunity, etc.), except Case. However, you may want to: * [Configure the Send as Email result action for the Case object type](#configuring-send-as-email-for-cases) * [Configure the Send as Email result action for a custom object type](#configuring-send-as-email-for-custom-objects) ### Configuring Send as Email for cases . [Enable the **Email-to-Case** option](https://help.salesforce.com/articleView?id=customizesupport_enabling_email_to_case.htm&type=5). . [Create a Send Email quick action](https://help.salesforce.com/s/articleView?id=service.case_interaction_send_email_quick_action_create.htm&type=5) and name it `SendEmail`. . In Salesforce, access your Lightning Service Console, and open any of your cases. . Select the Email action. . Hover over a result in the Coveo Insight Panel Lightning Component and click ![Send as Email icon | Coveo for Salesforce](https://docs.coveo.com/en/assets/images/coveo-for-salesforce/send-as-email-icon.png). You should now see your recommended solution inserted in your email text box. > **Notes** > > * To customize your Send as Email component, see [ResultActionsSendEmail Component](https://docs.coveo.com/en/1408/). > * Changing the default name of the component might affect the custom code (see [Send as Email Result action appears to be missing from the Insight Panel](https://connect.coveo.com/s/article/4829)). ### Configuring Send as Email for custom objects To take advantage of the Send as Email result action for custom objects, you must set up the Email tab in your custom object record pages: . Select the **Allow Activities** option on your custom object (see [Manage Custom Objects](https://help.salesforce.com/articleView?id=dev_objectedit.htm&type=5)). . Add the Salesforce **Activities** component to your record pages (see [Standard Lightning Page Components](https://help.salesforce.com/articleView?id=lightning_page_components.htm&type=5)). ## Post to Feed The Post to Feed result action lets users insert a result into a chatter post by clicking ![Post to Feed icon | Coveo for Salesforce](https://docs.coveo.com/en/assets/images/coveo-for-salesforce/post-to-feed-icon.png). . In Salesforce, access your Lightning application, and then open any of your records. > **Note** > > You must open an object record for which the Coveo Insight Panel Lightning Component was integrated. . Access the **Chatter** Salesforce component, and then select the **Post** tab. . Hover over a result in the Coveo Insight Panel Lightning Component, and then click ![Post to Feed icon | Coveo for Salesforce](https://docs.coveo.com/en/assets/images/coveo-for-salesforce/post-to-feed-icon.png). > **Note** > > To customize your Post to Feed component, see [ResultActionsPostToFeed component](https://docs.coveo.com/en/1409/). ## Send to Chat The Send to Chat result action lets users insert a result to a chat conversation by clicking ![Send to Chat icon | Coveo for Salesforce](https://docs.coveo.com/en/assets/images/coveo-for-salesforce/send-to-chat-icon.png). . Ensure that you've enabled the Live Agent in your Salesforce organization. . While you're in an active Live Agent chat session, you can hover over a result in the Coveo Insight Panel Lightning Component and click ![Send to Chat icon | Coveo for Salesforce](https://docs.coveo.com/en/assets/images/coveo-for-salesforce/send-to-chat-icon.png). > **Note** > > To customize your Send to Chat component, see [ResultActionsSendLiveAgent component](https://docs.coveo.com/en/1412/). ## `CoveoResultQuickAction` The CoveoResultQuickAction result action is a result template component that lets users add a custom result action that uses a Salesforce action. You can replace the existing result actions with the generic `CoveoResultQuickAction` component. . In Salesforce, access the Lightning Console that contains your Coveo Insight Panel Lightning Component. . Access the **Edit** mode of your Coveo Insight Panel Lightning Component. .. Access the **Code View** tab. .. Under `
`, add the following line: ```xml
``` > **Note** > > To customize your CoveoResultQuickAction, see [CoveoResultQuickAction component](https://docs.coveo.com/en/2963/). ## Adding the result actions to the Full Search page You can take advantage of the [Attach to Case](#attach-to-case), [Copy to Clipboard](#copy-to-clipboard), and [Quick view](#quick-view) result actions in your Full Search page. > **Important** > > Result actions must be added to each result template in the Full Search page. . In your Coveo Insight Panel Lightning Component, click **Full Search** to access the Full Search page. . [Access the Interface Editor](https://docs.coveo.com/en/3081#different-ways-to-access-the-interface-editor) of the Full Search page. . In the menu on the left, click the cogwheel icon to access the **Result Templates** tab. . Choose the result template where you want to insert the result actions, and access the **Code** tab. . Under the `
` element, depending on the result actions you want to add to the search page, add the following snippet: ```xml
```