What’s New in Coveo Product Documentation

Our documentation is continually updated with new articles and changes made to existing content. You can subscribe to our RSS feed to be notified when new updates are published (see Subscribing to our Feed).

Coveo Relevance Cloud

New - Published the "Machine Learning Advanced Parameters" Article

June 17, 2022

This article provides instructions on how to use the Coveo Administration Console to configure advanced parameters for your Coveo Machine Learning models.

See Machine Learning Advanced Parameters.

Update - Modified the "Manage Ranking Expression Rules" Article

June 6, 2022

This article has been updated to reflect the new workflow for creating and editing query pipeline ranking expression rules.

See Manage Ranking Expression Rules.

New - Published the "Third-Party Cookie Deprecation" Article

June 6, 2022

This article provides details on the upcoming cookie deprecation and instructions on when to upgrade your Coveo implementation.

See Third-Party Cookie Deprecation.

Update - Modified the "Source JSON Modification Options" Article

May 27, 2022

The JSON Filter Reference section of this article was updated to reinforce the importance of the all-inclusive filter in preventing source starting addresses from being excluded.

See Source JSON Modification Options.

New - Published the "Add Structured Data (JSON-LD) to HTML Items From Index Fields" Article

May 25, 2022

This article provides instructions on how to create an indexing pipeline extension script that lets you specify index fields whose content must be targeted as questions and answers by a Coveo Machine Learning Smart Snippets model.

See Add Structured Data (JSON-LD) to HTML Items From Index Fields.

Release - Coveo Relevance Cloud May 19, 2022 Release

May 18, 2022

You can now review the content and documentation of the Coveo Relevance Cloud May 19, 2022 release.

See Coveo Relevance Cloud New Features.

Release - Coveo Relevance Cloud May 10, 2022 Release

May 13, 2022

You can now review the content and documentation of the Coveo Relevance Cloud May 10, 2022 release.

See Coveo Relevance Cloud New Features.

Update - Modified the "Create a Slack Connector Bot" Article

May 2, 2022

This article was updated to include instructions on how to create a Slack bot using a preconfigured manifest file for use with a Slack source.

See Create a Slack Connector Bot.

New - Published the "PhantomJS End-Of-Life" Article

April 28, 2022

As of January 2023, Coveo will no longer support the PhantomJS web driver in Web and Sitemap sources. This article guides customers on how to migrate their existing PhantomJS sources to use ChromeDriver.

See PhantomJS End-Of-Life.

Update - Modified the "Manage Coveo In-Product Experiences (IPX)" Article

April 8, 2022

This article was updated to include the new Coveo Chrome Extension implementation method for the Coveo In-Product Experience (IPX) feature. The Coveo Chrome Extension lets you quickly distribute your IPX interface to company employees through your private domain Google Chrome Web Store, and it allows employees to customize the websites in which your IPX interface appears when using Google Chrome based on their personal workflows.

See Manage Coveo In-Product Experiences (IPX).

Release - Coveo Relevance Cloud April 1, 2022 Release

April 1, 2022

You can now review the content and documentation of the Coveo Relevance Cloud April 1, 2022 release.

See Coveo Relevance Cloud New Features.

New - Published the "Manage Data Share" Article

March 21, 2022

This article provides details on how to use the Data Share feature that lets you integrate your Coveo data into your existing Snowflake account.

See Manage Data Share.

Update - Modified the "Index XML Sitemap Metadata" Article

March 15, 2022

The scope of the IndexHtmlMetadata JSON parameter was clarified by specifying that this is a crawling stage parameter. The metadata set during the crawling stage is, by default, overridden when the document is processed in the indexing pipeline.

See Index XML Sitemap Metadata.

Update - Updated the "Privilege Reference" Article

February 17, 2022

This article has been updated to include information about the new Allow content preview privilege of the Machine Learning service.

See Privilege Reference.

Update - Modified the "Index XML Sitemap Metadata" Article

February 8, 2022

This article was updated as it’s no longer necessary to prefix a custom sitemap metadata field name with “sitemap”. The article text and examples were adjusted accordingly. An article note about Coveo support for nested custom metadata XML elements was also clarified.

See Index XML Sitemap Metadata.

Update - Refactored the "Add Source Filters" Section

January 14, 2022

The “Add Source Filters” section of the “Source JSON Modification Examples” article has been restructured and streamlined to enhance usability.

See Source JSON Modification Options.

Release - Coveo Relevance Cloud January 11, 2022 Release

January 12, 2022

You can now review the content and documentation of Coveo January 11, 2022 release.

See Coveo Relevance Cloud New Features.

New - Published the "Add Structured Data (JSON-LD) to HTML Items" Article

December 16, 2021

This article provides instructions on how to create an indexing pipeline extension script that allows you to specify CSS selectors to be targeted as questions and answers by a Coveo Machine Learning Smart Snippets model.

See Add Structured Data (JSON-LD) to HTML Items From CSS Selectors.

New - Created the "Configure an Automatic Relevance Tuning Model for Case Deflection" Article

December 16, 2021

This article provides instructions on how to configure a Coveo Machine Learning Automatic Relevance Tuning model that is optimized for case deflection.

See Configure an Automatic Relevance Tuning Model for Case Deflection or Case Assist Document Suggestions.

Release - Coveo Relevance Cloud December 3, 2021 Release

December 3, 2021

You can now review the content and documentation of the Coveo Relevance Cloud December 3, 2021 release.

See Coveo Relevance Cloud New Features.

New - Critical Update: Optimized Security for Quick Views

December 2, 2021

This article provides instructions on how to ensure that your item quick views work as expected following the activation of a critical update that includes a security patch for implementations using the Quickview component.

See Critical Update: Optimized Security for Quick Views.

New - Published the "Whitespace Character" Section

November 5, 2021

This new section presents the syntax to use when including dynamic values that contain whitespace characters in your Generic REST API source configuration.

See Generic REST API Source Concepts.

Release - Coveo Relevance Cloud October 18, 2021 Release

October 18, 2021

You can now review the content and documentation of the Coveo Relevance Cloud October 18, 2021 release.

See Coveo Relevance Cloud New Features.

New - Published the "Manage Snowflake Reader Account" Article

October 4, 2021

This new article explains how to access and manage the Snowflake reader account using the Coveo Administration Console.

See Manage Snowflake Reader Account.

Release - Coveo Relevance Cloud September 29, 2021 Release

September 29, 2021

You can now review the content and documentation of the Coveo Relevance Cloud September 29, 2021 release.

See Coveo Relevance Cloud New Features.

New - Created the "Smart Snippets Deployment Overview" Article

September 28, 2021

This new article provides a step-by-step guide to help users configure and test their Coveo Machine Learning Smart Snippets models.

See Smart Snippets Deployment Overview.

Release - Coveo Relevance Cloud September 9, 2021 Release

September 22, 2021

You can now review the content and related documentation of the Coveo Relevance Cloud September 9, 2021 release.

See Coveo Relevance Cloud New Features.

New - Created the "Exclude Search Interfaces From External Search Engines" article

September 15, 2021

This new article explains how to exclude Coveo-powered search interfaces from external search engines.

See Exclude Search Interfaces From External Search Engines.

Release - Coveo Relevance Cloud September 8, 2021 Release

September 14, 2021

You can now review the content and related documentation of the Coveo Relevance Cloud September 8, 2021 release.

See Coveo Relevance Cloud New Features.

Release - Coveo Relevance Cloud September 2, 2021 Release

September 2, 2021

You can now review the content and related documentation of the Coveo Relevance Cloud September 2, 2021 release.

See Coveo Relevance Cloud New Features.

Release - Coveo Relevance Cloud August 17, 2021 Release

August 17, 2021

You can now review the content and related documentation of the Coveo Relevance Cloud August 17, 2021 release.

See Coveo Relevance Cloud New Features.

Release - Coveo Relevance Cloud July 7, 2021 Release

July 9, 2021

You can now review the content and related documentation of the Coveo Relevance Cloud July 7, 2021 release.

See Coveo Relevance Cloud New Features.

New - Published the "Use Smart Snippets" Section

July 7, 2021

This new section provides an overview of the Coveo Machine Learning Smart Snippets model. It also provides instructions on how to configure and manage Smart Snippets models using the Coveo Administration Console.

See:

New - Published the "Use Coveo Machine Learning Case Classification (CC)" Section

June 21, 2021

This new section provides an overview of the Coveo Machine Learning Case Classification model. It also provides instructions on how to configure and manage Case Classification models using the Coveo Administration Console.

See:

Release - Coveo Relevance Cloud June 16, 2021 Release

June 17, 2021

You can now review the content and related documentation of the Coveo Relevance Cloud June 16, 2021 release.

See Coveo Relevance Cloud New Features.

Release - Coveo June 10, 2021 Release

June 11, 2021

You can now review the content and related documentation of the Coveo June 10, 2021 release.

See Coveo Relevance Cloud New Features.

Update - Modified the "Add or Edit a SharePoint Online Source" Instructions

May 12, 2021

Coveo now offers improved indexing for SharePoint Online items when a SharePoint Online source is set to not index unapproved items. As a result, we removed mention of Coveo potentially deleting an approved item from the index when a newer Draft or Pending version of the item exists in a SharePoint Online list. Now, if the Unapproved items option is disabled in a SharePoint Online source, approved items are no longer deleted from the index when a draft version of the item exists.

See Add or Edit a SharePoint Online Source.

New - Published the "Index Content of Shared Drives" Instructions

April 21, 2021

These instructions describe how to configure your Google Drive for Work source to index content from users’ Shared Drives.

See Add or Edit a Google Drive for Work Source.

Update - Modified the Web and Sitemap Source JSON Modification Articles

April 14, 2021

The Web and Sitemap connectors now support JSON-LD metadata. The Web Source JSON Modification and Sitemap Source JSON Modification articles were updated accordingly.

See:

Release - Coveo March 10, 2021 Release

March 11, 2021

You can now review the content and related documentation of the Coveo March 10, 2021 release.

See Coveo Relevance Cloud New Features.

Update - Modified the "Sitemap Source JSON Modification" Article

March 9, 2021

With the added support of alternate language links in Sitemap files, we updated the Sitemap Source JSON Modification article. The article was also moved and now resides under the Sitemap Source article in the Connector Directory.

See Sitemap Source JSON Modification.

Update - Refactored the "Leverage Machine Learning" Collection

March 1, 2021

The “Leverage Machine Learning” collection has been restructured to enhance usability. Each type of Coveo Machine Learning model now has documentation articles dedicated to model creation and model association with query pipelines.

See Leverage Machine Learning.

New - Published "Changing the Identity Used by the Maestro Service" Instructions

February 19, 2021

If you use the Coveo On-Premises Crawling Module, you might need to have the Maestro Service use a specific identity to retrieve your content. These new instructions explain how to change the identity used by the service.

See Crawling Module Additional Configuration.

Release - Coveo Relevance Cloud February 12, 2021 Release

February 12, 2021

You can now review the content and related documentation of the Coveo Relevance Cloud February 12, 2021 release.

See Coveo Relevance Cloud New Features.

New - Created Fourth Module of Platform Developer Tutorial Phase 5

February 1, 2021

The fourth module of Platform Developer Tutorial Phase 5 is now available. In this module, you will configure Coveo Machine Learning models and associate them to different query pipelines. You will then create a group that grants its members the privilege to view your hosted search page so that you can gather usage analytics data.

See Lesson 3: Machine Learning.

New - Published the "Log Case Assist Events" Article

January 28, 2021

The article explains how to log usage analytics events in the Case Assist workflow.

See Log Case Assist Events.

New - Created Fourth Module of Platform Developer Tutorial Phase 4

January 25, 2021

The fourth module of Platform Developer Tutorial Phase 4 is now available. In this module, you will use the Push API SDK for Python to make a single call and a batch call, and to push security identities and aliases.

See Lesson 4: Using the Push API SDK for Python.

New - Published the "User Profile Service" Article

December 21, 2020

This new article explains how the User Profile service tailors the browsing experience by customizing recommendations and search results based on user preferences and usage history.

See User Profile.

New - Created Second Module of Platform Developer Tutorial Phase 5

December 10, 2020

The second module of Platform Developer Tutorial Phase 5 is now available. In this module, you will continue to learn about query pipelines and query pipeline rules.

See Lesson 2: Query Pipelines Part 2.

Update - Modified the "Create a File Container" Article

November 30, 2020

The article now includes a section about the upcoming deprecation of path-style URLs and the impact it will have on Push API batch calls.

See Create a File Container.

New - Created First Module of Platform Developer Tutorial Phase 5

November 25, 2020

The first module of Platform Developer Tutorial Phase 5 is now available. In this module, you will learn the basics of query pipelines and query pipeline rules.

See Lesson 1: Query Pipelines Part 1.

Update - Modified JSON Data in Module 1 - Creating a Push Source Article

November 23, 2020

In the employee_items.json file used in the third Action of Phase 4 Module 1 of the Platform Developer Tutorial, each item in the addOrUpdate array now includes a short biography of the employee in its data field. Unused fields have been removed, while some other metadata keys have been renamed to ensure that their values are automatically mapped to the intended fields when indexing the batch.

If you have already completed this module, you should perform this action once again to push the corrected items.

See Lesson 1: Pushing Public Content.

New - Published the "Manage Groups and Campaigns" Article

November 20, 2020

This article explains how you can group query pipeline rules using the new Groups & Campaigns feature in your query pipeline configurations.

See Manage Groups and Campaigns.

Release - Coveo November 5, 2020 Release

November 5, 2020

You can now review the content and related documentation of the Coveo November 5, 2020 release.

See Coveo Relevance Cloud New Features.

New - Created First Three Modules of Platform Developer Tutorial Phase 4

October 28, 2020

The first three modules of Platform Developer Tutorial Phase 4 are now available! In these modules, you’ll configure a Push source and use the Push API to interact with it. You’ll learn about making batch calls with the Push API, using security identity providers and permission sets, as well as result template conditions and usage analytics.

See:

New - Published the Coveo Connectivity Library and Connector Building Best Practices

October 23, 2020

The range of content that Coveo can index and make searchable isn’t limited to the native connectors available in the Administration Console. Thanks to the generic connectors, Coveo can also retrieve content from databases, web applications, websites, etc. To help you index this content, Coveo has created an open-source Connectivity Library on GitHub. This library contains over 15 REST API connector configurations that you can adapt to your needs to index your Slack messages, Stack Overflow questions, etc.

Alternatively, you might want to build your own connector. To help you in this project, Coveo has published the guidelines and best practices you should follow for a successful journey.

See:

New - Critical Update: Safer Conditional Pipeline Routing

October 21, 2020

This article explains what the Safer Conditional Pipeline Routing critical update does, and provides instructions to follow before applying the update in a production organization.

See Critical Update: Safer Conditional Pipeline Routing.

Update - Modified the "Deployment Regions and Strategies" Article

October 7, 2020

The article has been rewritten following the new data residency options. It distinguishes between primary and secondary deployment regions and explains how to implement data residency and multi-region deployments.

See Deployment Regions and Strategies.

Update - Modified the "Using Special Characters in Queries" Article

October 1, 2020

The list of special characters has been restructured in an effort to make the information more concise and easier to follow.

See Using Special Characters in Queries.

New - Created Second and Third Modules of Platform Developer Tutorial Phase 3

August 28, 2020

The second and third modules of Platform Developer Tutorial Phase 3 are now available. In these modules, you will learn about dynamic values, subqueries, and configuring metadata in Generic REST API sources, as well as using geospatial data, event handlers, and result boosting in search interfaces.

See:

New - Published the "Critical Update: Improve Performance Robustness for Case Deflection and Insight Panels" Article

August 20, 2020

This article explains what the Improve Performance Robustness for Case Deflection and Insight Panels critical update does, and provides instructions to follow before applying the update in a production organization.

See Critical Update: Improve Performance Robustness for Case Deflection and Insight Panels.

New - Created First Module of Platform Developer Tutorial Phase 3

August 6, 2020

The first module of Platform Developer Tutorial Phase 3 is now available. In this module, you will learn the basics of Generic REST API sources.

See Lesson 1: Creating a Generic REST API Source Part 1.

New - Published the "About User Stitching" Article

July 30, 2020

This new article explains how the Coveo User Stitching service keeps track of user identities across their visits.

See About User Stitching.

New - Published the Documentation of the New Crawling Module

July 30, 2020

A new version of the Coveo On-Premises Crawling Module has been released. This entirely refactored version, which doesn’t require Docker, is meant to replace the Crawling Module working with Docker by December 31, 2020.

The documentation of the new Crawling Module is now available alongside the original Crawling Module documentation.

See:

Release - Coveo Relevance Cloud July 29, 2020 Release

July 29, 2020

You can now review the content and related documentation of the Coveo Relevance Cloud July 29, 2020 release.

See Coveo Relevance Cloud New Features.

Update - Modified the "Switch to the New Crawling Module" Article

July 27, 2020

Details and leading practices regarding the migration process have been added.

See Switch to the New Crawling Module.

Release - Coveo Relevance Cloud July 22, 2020 Release

July 22, 2020

You can now review the content and related documentation of the Coveo Relevance Cloud July 22, 2020 release.

See Coveo Relevance Cloud New Features.

New - Created Fourth Module of Platform Developer Tutorial Phase 2

July 20, 2020

The fourth module of Platform Developer Tutorial Phase 2 is now available. In this module, you will learn about item permissions and source content security.

See Lesson 4: Manage Source Schedules and Content Security.

Release - Coveo Relevance Cloud July 13, 2020 Release

July 13, 2020

You can now review the content and related documentation of the Coveo Relevance Cloud July 13, 2020 release.

See Coveo Relevance Cloud New Features.

Update - Coveo for Microsoft Dynamics 365 End-of-Life

July 8, 2020

In December 2020, the Coveo for Microsoft Dynamics 365 integration will reach its end-of-life and will no longer be supported by Coveo. This deprecation does not impact custom integrations in a Microsoft Dynamics 365 Portal.

Past the integration end-of-life, the Microsoft Dynamics 365 source will remain available in the Coveo Administration Console to allow you to index Microsoft Dynamics 365 content.

See Coveo for Microsoft Dynamics 365 End-of-Life.

New - Created First Three Modules of Platform Developer Tutorial Phase 2

July 2, 2020

The first three modules of Platform Developer Tutorial Phase 2 are now available!

See:

Release - Coveo Relevance Cloud June 26, 2020 Release

June 26, 2020

You can now review the content and related documentation of the Coveo Relevance Cloud June 26, 2020 release.

See Coveo Relevance Cloud New Features.

Release - Coveo Relevance Cloud June 4, 2020 Release

June 4, 2020

You can now review the content and related documentation of the Coveo Relevance Cloud June 4, 2020 release.

See Coveo Relevance Cloud New Features.

Release - Coveo Relevance Cloud May 26, 2020 Release

May 26, 2020

You can now review the content and related documentation of the Coveo Relevance Cloud May 26, 2020 release.

See Coveo Relevance Cloud New Features.

Update - Modified the "Add or Edit a Dropbox Business Source" Article

May 25, 2020

Details regarding the shared folder and file permissions that Coveo supports have been added.

See Add or Edit a Dropbox Business Source.

New - Published the "Defining Source-Level Permissions" Article

May 13, 2020

This article explains how you can leverage source-level permissions to restrict access to your indexed content when a connector doesn’t support replicating item-level permissions.

See Defining Source-Level Permissions.

New - Created Fourth Module of Platform Developer Tutorial

May 5, 2020

The fourth module of Platform Developer Tutorial is now available. In this module, you will configure URL filters, and use web scraping to extract metadata and exclude unwanted document sections.

See Lesson 4: URL Filters and Web Scraping.

Update - Modified the "Manage Sources" Article

May 4, 2020

This article has been refactored and reorganized in an effort to make the information clearer and more concise.

See Add or Edit a Source.

New - Created Third Module of Platform Developer Tutorial

April 24, 2020

The third module of Platform Developer Tutorial is now available. In this module, you will create a hosted search page and modify its default components.

See Lesson 3: Creating a Hosted Search Page.

Release - Coveo Relevance Cloud April 22, 2020 Release

April 22, 2020

You can now review the content and related documentation of the Coveo Relevance Cloud April 22, 2020 release.

See Coveo Relevance Cloud New Features.

New - Created First Two Modules of Platform Developer Tutorial

April 17, 2020

The two first modules of Platform Developer Tutorial are now available!

See:

Release - Coveo Relevance Cloud April 2, 2020 Release

April 3, 2020

You can now review the content and related documentation of the Coveo Relevance Cloud April 2, 2020 release.

See Coveo Relevance Cloud New Features.

Release - Coveo Relevance Cloud March 26, 2020 Release

March 26, 2020

You can now review the content and related documentation of the Coveo Relevance Cloud March 26, 2020 release.

See Coveo Relevance Cloud New Features.

New - Published "Subscribing to Crawling Module Deactivation Notifications" Instructions

March 25, 2020

These instructions explain how you can subscribe to activity notifications to receive an alert when a Crawling Module component becomes obsolete and stops your workers.

See Additional Configuration (Docker Version).

Release - Coveo Relevance Cloud March 23, 2020 Release

March 23, 2020

You can now review the content and related documentation of the Coveo Relevance Cloud March 23, 2020 release.

See Coveo Relevance Cloud New Features.

New - Published the "Implement Facets" Article

March 20, 2020

This new article provides explanations and examples regarding the implementation of facets using the facets query parameter.

See Implement Facets.

Update - Modified the Crawling Module Documentation

March 16, 2020

The next Coveo On-Premises Crawling Module release will introduce a security update requiring your host server to run Windows Server 2016 version 14393.3504 or greater. The Crawling Module documentation has therefore been updated to reflect this new requirement. In addition, a knowledge base article with details has been published.

See:

Update - Modified the "About Non-Production Coveo Organizations" Article

March 13, 2020

The “About Non-Production Coveo Organizations” article has been rewritten to include the new test organization feature and further information on trial organizations.

See About Non-Production Organizations.

New - Published the "How Do the Visit Metric and Visit Metric Time Series Cards, and the Other Card Types Compute Visits?" Article

March 5, 2020

This article explains how visit metric and visit metric time series, and the other card types compute visits.

See How the Visit Metric and Visit Metric Time Series Cards, and the Other Card Types Compute Visits.

Update - Modified the "Taking Advantage of the Partial Match Feature" Article

March 4, 2020

This article has been rewritten to be clearer, and a realistic use case has been added.

See Taking Advantage of the Partial Match Feature.

Update - Modified the "Rejecting Items" Article

March 4, 2020

The indexing pipeline extension script sample has been rewritten in an effort to make it easier to understand and use.

See Rejecting Items.

Update - Modified the "Generic REST API Source Reference" Article

February 25, 2020

This article has been extensively restructured in an effort to make the information on the configuration properties more readable and modular.

See Generic REST API Source Reference.

Update - Modified the "Uploading a Data Stream for an Extension Test" Article

February 24, 2020

A section on how to request a data stream has been added to the article, and the examples have been updated to display a more realistic use case.

See Uploading a Data Stream for an Extension Test.

Update - Modified the "Indexing Pipeline Extension Parameters" Article

February 12, 2020

The “Indexing Pipeline Extension Parameters” article has been rewritten in an effort to make it clearer and more concise.

See Indexing Pipeline Extension Parameters.

Update - Modified the "Generic REST API Source JSON Configuration Examples" Article

February 11, 2020

An example of a source JSON configuration with OAuth 2.0 authentication has been added.

See Generic REST API Source JSON Configuration Examples.

Update - Modified the "Manage Query Pipeline Featured Results" Article

February 4, 2020

The “Manage Query Pipeline Featured Results” article has been extensively refactored and reorganized in an effort to make it more readable.

See Manage Featured Result Rules.

New - Created the Coveo In-Product Experience (IPX) Article

January 30, 2020

This article explains how to take advantage of the new Coveo In-Product Experience (IPX) feature to deploy and maintain Coveo-powered search interfaces within web sites and applications.

See Manage Coveo In-Product Experiences (IPX).

New - Created the "Pushing Embedded Documents" Article

January 24, 2020

This article explains which fields to leverage to implement result folding on embedded documents.

See Pushing Embedded Documents.

Update - Modified the "Testing Coveo Machine Learning Models" Article

January 23, 2020

The “Testing Coveo Machine Learning Models” article has been updated to explain how to simulate a pipeline-model association and to test the results it would provide on the Model Testing page of the Administration Console.

See Test Coveo Machine Learning Models.

New - Published the "About SameSite Cookie Changes in Chrome 80" Article

January 23, 2020

This article explains that Coveo is committed to updating its Platform and related applications before the release of Google Chrome 80.

See Coveo Documentation Home.

Update - Modified the Single Sign-On Documentation

January 17, 2020

The single sign-on identity provider configuration articles have been reorganized in an effort to make the procedures easier to follow and complete.

See:

Update - Modified the "Manage Coveo Machine Learning Models" Article

January 15, 2020

The “Manage Coveo Machine Learning Models” article has been extensively refactored and reorganized in an effort to make it more readable and modular.

See Manage Machine Learning Models.

Update - Modified the "Manage the Coveo Machine Learning Model Associations With Query Pipelines" Article

January 15, 2020

The “Manage the Coveo Machine Learning Model Associations With Query Pipelines” article has been extensively refactored and reorganized in an effort to make it more readable and modular.

See Manage the Coveo Machine Learning Model Associations With Query Pipelines.

New - Published the TLS 1.1 Deprecation Article

January 14, 2020

This article explains how to validate that your Coveo On-Premises Crawling Module instance will seamlessly transition to TLS 1.2.

See Crawling Module Additional Configuration.

Update - Modified the "Query Correction Feature" Article

December 19, 2019

The “Query Correction Feature” article has been rewritten in an effort to make it more cohesive. Furthermore, the article now provides code samples for how to enable the Did You Mean feature in a JavaScript Search Framework interface.

See Query Correction Feature.

Update - Modified the "Testing Coveo Machine Learning Models" Article

December 17, 2019

The “Testing Coveo Machine Learning Models” article has been extensively refactored and reorganized in an effort to make it more readable and modular.

See Test Coveo Machine Learning Models.

Update - Modified the "Export and Import Query Pipeline Elements" Article

December 12, 2019

The “Export and Import Query Pipeline Elements” article has been rewritten in an effort to make it more readable and modular. Furthermore, the article now indicates how to create CSV files to batch import query pipeline rules.

See Export and Import Query Pipeline Elements.

Update - Modified the "Manage Query Pipeline Thesaurus Rules" Article

December 12, 2019

The “Manage Query Pipeline Thesaurus Rules” article has been extensively refactored and reorganized in an effort to make it more readable and modular.

See Manage Thesaurus Rules.

Update - Modified the "Inspecting All Metadata Values" Article

December 9, 2019

The “Inspecting All Metadata Values” article has been rewritten to show the leading practices for tracing all metadata field values.

See Inspecting All Metadata Values.

Update - Modified the "About Stemming" Article

November 25, 2019

The article includes more detailed information and has been extensively reorganized to make it more readable and modular.

See About Stemming.

Release - Coveo Relevance Cloud November 19, 2019 Release

November 19, 2019

You can now review the content and related documentation of the Coveo Relevance Cloud November 19, 2019 release.

See November 19, 2019 Update.

New - Published the "Modifying Item Language" Article

October 31, 2019

This article explains how to use an indexing pipeline extension to modify item language when many or no languages have been detected.

See Modifying Item Language.

Update - Modified the "Manage Query Pipeline Ranking Expressions" Article

October 31, 2019

The “Manage Query Pipeline Ranking Expressions” article has been extensively refactored and reorganized in an effort to make it more readable and modular.

See Manage Ranking Expression Rules.

Update - Modified the "Push API Limits" Article

October 31, 2019

The recommended maximum number of pushed items/security identities per hour has been disambiguated and more thoroughly explained.

See Recommended Maximum Number of Items/Security Identities per Hour.

Release - Coveo Relevance Cloud October 22, 2019 Release

October 22, 2019

You can now review the content and related documentation of the Coveo Relevance Cloud October 22, 2019 Release.

See October 22, 2019 Update.

New - Published the "Copying Fields From an Organization to Another" Article

October 10, 2019

This article explains how to export fields from one organization and import them into another.

See Copying Fields From an Organization to Another.

Update - Modified the "Manage Members" Article

October 8, 2019

The “Manage Members” article underwent some general improvements.

See Manage Members.

Update - Modified the "Add or Edit a Database Source" Article

October 8, 2019

A section describing how to retrieve database content using a stored procedure has been added. Stored procedures are especially useful when the query to run against the database is complex.

See Use a Stored Procedure.

Update - Modified the Manage Privileges Documentation

The articles in the “Manage Privileges” section have been extensively refactored and reorganized in an effort to make them more readable and modular.

See Manage Privileges.

Coveo for Adobe

Release - Coveo Adobe Experience Manager Connector February 28, 2022 Release

March 1, 2022

Packed with new features, this release of the Coveo Adobe Experience Manager Connector marks a significant evolution in usability, convenience, and flexibility.

See:

New - Published the "Supported Adobe Experience Manager Versions and Dependencies" Article

December 21, 2021

This article lists the Adobe Experience Manager (AEM) offerings and versions that Coveo for Adobe releases support.

See Supported Adobe Experience Manager Versions and Dependencies.

Release - Coveo Adobe Experience Manager Connector Package Initial Release

September 28, 2021

Coveo proudly introduces its Adobe Experience Manager connector package.

The initial release of the Coveo Adobe Experience Manager Connector lets you index all web pages under the /content node or just a specified part of the Adobe Experience Manager sites content tree. Performing a rebuild indexes all related assets in the process. Automatic indexing of pages on publishing events can be enabled. The connector also retrieves all page and asset properties.

See:

New - Published the "Adobe Experience Manager" Section Articles

April 30, 2021

Coveo now has a beta package for Adobe Experience Manager (AEM)! This package contains a Coveo Hosted Search Page component that retrieves and injects the code of a Coveo organization hosted search page in an Adobe Experience Manager web page.

The new Adobe Experience Manager documentation section includes the following articles:

  • Adobe Experience Manager

    This is the section home page. It contains tiles that serve as links to the Adobe Experience Manager documentation subsections.

  • Overview

    This article presents general information about the technologies that developers will use and the development workflow they will follow to implement a Coveo-powered search and relevance solution in Adobe Experience Manager.

  • Index Your Adobe Experience Manager Content

    This article highlights Coveo indexing options as they pertain to an Adobe Experience Manager context, so that Coveo for Adobe integrators may select the optimal indexing strategy for their Adobe Experience Manager content.

  • Develop and Deploy Hosted Search Pages With Coveo Turbo

    This article illustrates how Coveo Turbo, hosted search pages, and the Coveo Hosted Search Page component form a coherent, well-integrated, end-to-end search interface development configuration. This article also explains in detail how to use Coveo Turbo to develop, style, and deploy hosted search pages to a Coveo organization.

  • Add the Coveo Hosted Search Page Component to Your Site

    This article guides you through all the steps required to seamlessly embed a Coveo organization hosted search page within an Adobe Experience Manager web page, from installing the Coveo for Adobe Experience Manager package to inserting and configuring the Coveo Hosted Search Page component.

  • Coveo for Adobe New Features

    This article lists the functionalities we added to Coveo for Adobe over time.

See:

Coveo for Commerce

New - Created the "Session-Based Product Recommendations" Article

June 13, 2022

This article describes the capabilities of the Coveo Machine Learning Session-based product recommendations feature.

See Session-Based Product Recommendations.

New - Created the "About Intent-Aware Product Ranking" Article

June 5, 2022

This article describes the Intent-Aware Product Ranking (IAPR) feature as an additional layer of personalization to the offerings of Automatic Relevance Tuning (ART) for commerce.

See About Intent-Aware Product Ranking.

Update - Modified the “Collect Commerce Events" Article

May 31, 2022

The “Collect Commerce Events” article was renamed to the “Commerce Data-Health Implementation Guide”. This guide covers the data collection implementation for Coveo for Commerce.

See Commerce Data-Health Implementation Guide.

Update - Modified the “Source JSON Modification Options” Article

May 2, 2022

This article was updated to describe how to enable the group of functionalities that promote the personalization feature for the Generic REST API and Salesforce sources.

See Source JSON Modification Options.

New - Created the "Partial Document Update" Article

April 21, 2022

This article describes how to perform a partial document update by modifying specific field(s) within an existing catalog source.

See Partial Document Update.

Update - Modified the "Leverage Variants and Availabilities" Article

April 12, 2022

This article was updated to describe the new percentage values in the Facet Association tab that represent the frequency of each field by object type.

See Leverage Variants and Availabilities.

New - Created the "Product Listings" Article

February 11, 2022

This article describes the Product Listing Page (PLP) REST API feature. The PLP configuration captures a series of include and exclude filters in its search syntax. The search then returns products that share a common trait.

See m27d0229.

New - Created the "About Predictive Query Suggestions" Article

January 26, 2022

This article describes the Predictive Query Suggestions (PQS) feature as an additional layer of personalization to the offerings of Query Suggestions (QS) for commerce.

See About Predictive Query Suggestions.

Update - Modified the “How to Stream Your Catalog Data to Your Source” Article

December 16, 2021

Added a link to the readme file that describes the Stream API operations that are also available in the Coveo C# Platform SDK.

See How to Stream Your Catalog Data to Your Source.

Update - Modified the "Initialize the Coveo Analytics JavaScript" and "Integrate a Search Page Into Your Commerce Solution" Articles

December 10, 2021

We added an option to create an API key directly from the catalog management menu. It makes the configuration of the key automatic for search and usage analytics. For search, we currently don’t filter on products for the catalog, so it’s mainly used for UA where it will automatically be associated with the catalog ID.

See:

New - Created the "Indexing SAP Commerce Using the SAP OData2 GET API" Article

October 14, 2021

This article describes how to import products from an endpoint in SAP Commerce (previously called Hybris) and how to crawl the content using a Generic REST API connector.

See Index SAP Commerce Using the SAP OData2 GET API.

New - Created the "Product Embeddings and Vectors" Article

September 21, 2021

This article describes how embeddings and vectors can provide information about products and create personalization in search results.

See Product Embeddings and Vectors.

Update - Modified the “External Search Engine Optimization (SEO)" Article

September 15, 2021

This article has been improved to ensure that your content is optimally indexed by external search engines. In addition, we have created an article that explains how to exclude search pages from external search engines.

See:

Update - Modified the “Product Grouping" Article

August 20, 2021

This article has been updated to explain how to apply product grouping when using the Headless library.

See Product Grouping.

Update - Modified the “Product Grouping" Article

July 30, 2021

This article has been updated to explain how to manually set up product grouping within a recommendation component.

See Product Grouping.

New - Created the "Product Grouping" Article

July 21, 2021

This article explains how to apply product grouping in a commerce interface.

See Product Grouping.

Update - Modified the “Log Coveo Events From Google Tag Manager" Article

June 22, 2021

This article has been updated to explain how a user can override a data field value in Google Tag Manager (GTM).

See Log Coveo Events From Google Tag Manager.

New - Created the "Update Your Catalog Source" Article

June 10, 2021

This article explains how to add, update or delete specific products in your source without having to re-upload the entire catalog.

See Full Document Update.

New - Created the "Event Parameters and Associated Product Recommendations Models" Article

June 4, 2021

This article lists the Product Recommendations (PR) strategies linked to specific tracking events.

See Event Parameters and Associated Product Recommendation Models.

Update - Modified the “Gather Data and Integrate Your Catalog" Article

May 18, 2021

This article has been updated to explain why your catalog metadata must contain unique SKUs before you index your data to create a Commerce catalog.

See Gather Data and Integrate Your Catalog.

Update - Modified the “Indexing Commerce Catalog Content" Article

May 14, 2021

In this article, the Step 2: Prepare Your Catalog Data section was updated with an example to explain how to use the dictionary field parameter.

See Index Commerce Catalog Content With the Stream API.

Update - Modified the “External Search Engine Optimization" Article

May 7, 2021

This article’s best practices have been updated to provide a better approach for client-side and server-side renderings.

See External Search Engine Optimization (SEO).

Update - Modified the “Creating a Coveo Commerce Catalog" Article

May 5, 2021

This article has been updated to explain that the product source you select when creating a catalog can only be used with a single catalog.

See Create a Coveo Commerce Catalog.

Update - Modified the “Creating a Coveo Commerce Catalog" Article

May 3, 2021

This article has been updated with a Manage Configurations section that explains how to edit and delete a configuration.

See Create a Coveo Commerce Catalog.

New - Created the "Support Multiple Prices per Product" Article

April 26, 2021

This article describes how to support a dynamic pricing structure in your commerce catalog.

See Support Multiple Prices per Product.

Update - Modified the “Initialize the Coveo Analytics JavaScript" Article

April 23, 2021

This article has been updated with a list of Coveo Usage Analytics (Coveo UA) alternate endpoints.

See Initialize the Coveo Analytics JavaScript.

Update - Modified the “Tracking Commerce Events" Article

April 9, 2021

This article has been updated to separate the coveo.analytics.js script flow and examples from the reference documentation.

See Commerce Data-Health Implementation Guide.

New - Created the "Measure Events on a Listing or Search Page" Article

April 8, 2021

This article describes how to track and measure changes made on a listing or search page.

See Measure Events on a Listing or Search Page.

New - Created the "Measure Cart Page Events" Article

March 25, 2021

This article describes how to track and measure changes made on a Cart page.

See Measure Cart Page Events.

Update - Modified the "Measure Events on a Product Detail Page" Article

March 25, 2021

The Add Impression Data section was updated with clear instructions on how to log impressions manually when a product recommendation list is powered by Coveo and when it isn’t.

See Measure Events on a Product Detail Page.

Update - Modified the “Creating a Coveo Commerce Catalog” Article

March 17, 2021

The article has been updated with the new catalog creation process that now includes Catalog Configurations and the introduction of Standard Fields to assist with machine learning.

See Create a Coveo Commerce Catalog.

New - Created Pages for Dispatching Events and Tracking a Checkout Confirmation

March 15, 2021

The Dispatch an Event article describes how to collect and send page view data. The Measure a Purchase article is an example of how to track data from a checkout page using TheGym web store.

See:

Update - Modified the "Tracking Commerce Events" Article

March 5, 2021

We’re in the process of breaking down the “Tracking Commerce Events” section into bite-sized pieces of information. We’ve created specific sections on how to “Initialize the Coveo Analytics JavaScript” and “Extract the SearchUid”. We have also added a “Product Detail Page” article and a “Tracking Commerce Events Reference” page.

See:

New - Created a Landing Page for Build Search

January 29, 2021

This article describes how to integrate a search page and leverage variants and availabilities in Coveo.

See Build Search.

Update - Modified the "Tracking Commerce Events" Article

January 12, 2021

The “Initialize the Script” section was updated to instruct the user to replace the COVEO_API_KEY parameter with an API Key or a search token with the Push access level on the Analytics Data domain and the Allowed access level on the Impersonate domain.

See Commerce Data-Health Implementation Guide.

New - Created a Landing Page for Gathering Data and Integrating Your Catalog

December 16, 2020

This article describes how to integrate your products and catalogs into Coveo.

See Gather Data and Integrate Your Catalog.

New - Created a Landing Page for Analytics Tracking

December 14, 2020

This new article describes the two exclusive approaches that exist for tracking analytics within Coveo for Commerce: the Tag Management System and Coveo Analytics JavaScript.

See Collect Usage Analytics Events.

Update - Modified the "Leveraging Machine Learning Product Recommendations" Article

November 24, 2020

The article now includes a procedure that describes how to render Product Recommendations with the Headless library.

See Query a Product Recommendation model.

Update - Modified the "Log Coveo Events From Google Tag Manager" Article

November 9, 2020

The article has been reworked in order to better align with the process flow of Google Tag Manager workspace.

See Log Coveo Events From Google Tag Manager.

New - Published Coveo Machine Learning Product Recommendations Public Documentation

July 22, 2020

The following articles now include procedures that describe how to manage Coveo Machine Learning Product Recommendations (PR) models in a Coveo-powered commerce solution.

See:

Update - Modified the "Integrating a Search Page Into Your Commerce Solution or Website" Article

April 9, 2020

The “Integrating a Search Page Into Your Commerce Solution or Website” article has been reworked to give a clearer overview of how to use the Coveo Javascript Search Framework.

See Integrate a Search Page Into Your Commerce Solution.

New - Created the "Configuring a Coveo for Commerce Query Pipeline (Advanced)" Article

February 18, 2020

This article explains how to tune query pipeline components to improve the relevance of a Coveo for Commerce solution.

See Recommended Query Pipeline Configurations.

New - Published the "Querying Commerce Catalog Content" Article

December 17, 2019

This new article explains how to configure a search interface to query a specific Coveo commerce catalog.

See Leverage Variants and Availabilities.

New - Published the "Creating a Coveo Commerce Catalog" Article

December 12, 2019

This new article explains how to create and configure a commerce catalog to define the structure of commerce-related items in your index.

See Create a Coveo Commerce Catalog.

Update - Modified the "Log Coveo Events From Google Tag Manager" Article

November 20, 2019

The article includes additional reference information, and now explains how to configure tags to record page view, product detail view, and add to cart usage analytics events.

See Log Coveo Events From Google Tag Manager.

Coveo for Salesforce

New - Published the "SalesforceAdaptiveResultLink Component" Article

June 28, 2022

This article provides developer reference documentation for the SalesforceAdaptiveResultLink component, which brings together the benefits of the ConsoleResultLink, SalesforceResultLink, and ResultLink components.

See SalesforceAdaptiveResultLink Component.

Release - Coveo for Salesforce June 2022 Release (4.26)

June 7, 2022

You can now review the content and related documentation for the Coveo for Salesforce June 2022 (v4.26) release.

See Coveo for Salesforce June 2022 (4.26) Release Notes.

Release - Coveo for Salesforce May 2022 Release (4.25)

May 2, 2022

You can now review the content and related documentation for the Coveo for Salesforce May 2022 (v4.25) release.

See Coveo for Salesforce May 2022 (4.25) Release Notes.

Release - Coveo for Salesforce April 2022 Release (4.24)

April 6, 2022

You can now review the content and related documentation for the Coveo for Salesforce April 2022 (v4.24) release.

See Coveo for Salesforce April 2022 (4.24) Release Notes.

Release - Coveo for Salesforce March 2022 Release (4.23)

March 8, 2022

You can now review the content and related documentation for the Coveo for Salesforce March 2022 (v4.23) release.

See Coveo for Salesforce March 2022 (4.23) Release Notes.

Update - Modified the "Adding the User Actions Component to the Coveo Insight Panel Lightning Component" Article

March 8, 2022

This article has been updated to describe the latest Session Summary and User Activity Timeline improvements. It also includes a new section that describes how to enable User Action History in your Coveo organization.

See Adding the User Actions Component to the Coveo Insight Panel Lightning Component.

New - Published the "Before You Begin: Identify the Requirements" and the "Design Your Form" Articles

February 11, 2022

The first article covers the information you need to configure the Coveo Case Assist solution. The second highlights key points to consider when designing a case creation form.

See:

Update - Modified the "Getting Started with Coveo Case Assist" Article

February 11, 2022

This article has been updated to showcase the latest Quantic Case Assist demo. The “Ensure You Have All the Requirements” and “Design Your User Interface” steps have also been added. Finally, a new “Documentation Quick Reference” section has been included to regroup all the articles that relate to Coveo Case Assist.

See Get Started with Coveo Case Assist.

New - Published the "Safely Apply Content Filtering" Article

December 15, 2021

This article provides instructions on how to safely filter content from a Salesforce source whose content is accessible to everyone in a Salesforce Community.

See Safely Apply Content Filtering.

New - Published the "Index Chatter Feeds" Article

December 14, 2021

This article describes how to index the Chatter feeds that are associated with each type of object in your Salesforce organization.

See Index Chatter Feeds.

Release - Coveo for Salesforce November 2021 Release (4.20)

November 15, 2021

You can now review the content and related documentation for the Coveo for Salesforce November 2021 (v4.20) release.

See Coveo for Salesforce November 2021 (4.20) Release Notes.

Update - Modified the "Generate Case Assist Reports" Article

October 19, 2021

This article has been updated to describe how to add a custom dimension using the new “Semi-structured dimension” feature. A new “Common Dimensions Quick Reference” section has also been added to list the dimensions that are most commonly used in Case Assist reports. Finally, this section also describes how to create a dimension for your custom data.

See Generate Case Assist Reports.

Release - Coveo for Salesforce August 2021 Release (4.18)

August 31, 2021

You can now review the content and related documentation for the Coveo for Salesforce August 2021 (v4.18) release.

See Coveo for Salesforce August 2021 (v4.18) Release Notes.

New - Published the "Integrate a Coveo VisitorIdAccessor Lightning Component" and the "VisitorIdAccessor Lightning Component" Articles

August 13, 2021

The first article describes how to integrate the new Coveo VisitorIdAccessor Lightning component to enable customers to retrieve the visitor ID in their custom components. The second article provides developer reference information about the component.

See:

Release - Coveo for Salesforce August 2021 Release

August 12, 2021

You can now review the content and related documentation for the Coveo for Salesforce August 2021 (v4.17) release.

See Coveo for Salesforce August 2021 (v4.17) Release Notes.

Update - Modified the "Manage Case Assist Configurations" Article

June 21, 2021

This article has been updated to describe the new Case Classification methods (i.e., Case Similarity and Context Recognition) that can be used to generate classification suggestions.

See Manage Case Assist Configurations.

Update - Modified the "Configuring a Salesforce Source" and "Get Started With Coveo for Salesforce B2B Commerce" Articles

May 28, 2021

These articles have been updated to document the new B2B Commerce for Visualforce (Products) and B2B Commerce for Visualforce (Orders) presets that can be used to configure B2B Commerce for Visualforce sources. For clarity and consistency, the “Get Started With Coveo for Salesforce B2B Commerce” article has also been renamed to “Get Started with Coveo for Salesforce B2B Commerce for Visualforce”.

See:

New - Published the "Generate Case Assist Reports" Article

April 20, 2021

This article describes how to generate a Case Assist dashboard based on the standard Case Assist events.

See Generate Case Assist Reports.

Release - Coveo for Salesforce March 2021 Release

March 4, 2021

You can now review the content and related documentation for the Coveo for Salesforce March 2021 (v4.13) release.

See Coveo for Salesforce March 2021 (v4.13) Release Notes.

New - Published the "Get Started with Coveo Case Assist" Article

February 24, 2021

The new Get Started with Coveo Case Assist article provides an overview of the resources available to implement a case creation experience powered by Coveo Case Assist.

See Get Started with Coveo Case Assist.

Release - Coveo for Salesforce December 2020 Release

December 22, 2020

You can now review the content and related documentation for the Coveo for Salesforce December 2020 (v4.11) release.

See Coveo for Salesforce December 2020 (v4.11) Release Notes.

New - Published the "Displaying Product Pricing in a B2B Search Page With the Augmented Result List Component" Article

December 22, 2020

The article explains how to use the AugmentedResultList component and CloudCraze APIs to display product pricing information in a Salesforce B2B Commerce Storefront search page.

See Displaying Product Pricing in a B2B Search Page With the Augmented Result List Component.

Update - Modified the "Configuring a Salesforce Source" Article

November 23, 2020

The permission descriptions in the “Creating a Dedicated Salesforce Crawling User” section have been updated and a new “Permissions Quick Reference” section has been added. This new section provides a summary of the permissions that must be set for the crawling user depending on the Salesforce objects you want to index.

See Configuring a Salesforce Source.

Release - Coveo for Salesforce October 2020 Release

October 15, 2020

You can now review the content and related documentation for the Coveo for Salesforce October 2020 (v4.8) release.

See Coveo for Salesforce October 2020 (v4.8) Release Notes.

Update - Modified the "Configuring the Salesforce Source" Article

September 21, 2020

A dedicated Salesforce linking account is no longer required to configure the Coveo for Salesforce integration package. For information on how to crawl and index your Salesforce content, see the new “Creating a Dedicated Salesforce Crawling User” section in the “Configuring the Salesforce Source” article.

See Configuring a Salesforce Source.

New - Published the "Get Started With Coveo for Einstein Bots" Article

August 31, 2020

The new Get Started With Coveo for Einstein Bots article explains how to take advantage of Coveo’s search and recommendation capabilities in your Salesforce Einstein bots.

See Get Started With Coveo for Einstein Bots.

Release - Coveo for Salesforce August 2020 (v4.7)

August 12, 2020

You can now review the content and related documentation for the Coveo for Salesforce August 2020 (v4.7) release.

See Coveo for Salesforce August 2020 (v4.7) Release Notes.

Update - Modified the "About the Coveo for Salesforce Architecture" Article

August 4, 2020

This article has been refactored and reorganized to make it clearer and easier to follow.

See About the Coveo for Salesforce Architecture.

New - Published the "Migrating to the New Coveo Insight Panel Lightning Component Experience" Article

August 3, 2020

This article describes how to migrate your existing Coveo Insight Panel Lightning Component to the new design and activate the new experience available in the Coveo for Salesforce v4.6 release package.

See Migrating to the New Coveo Insight Panel Lightning Component Experience.

Release - Coveo for Salesforce July 2020 (v4.6)

July 31, 2020

You can now review the content and related documentation for the Coveo for Salesforce July 31, 2020 release.

See Coveo for Salesforce July 2020 (v4.6) Release Notes.

Update - Modified the "Creating a Dedicated Salesforce Linking Account" Article

June 23, 2020

The “Modify All Data” permission is no longer required by the Salesforce crawling account to index content inside the Coveo index.

See Configuring a Salesforce Source.

New - Insight Query Summary Component

June 4, 2020

These articles respectively provide reference and administrator documentation for the new Insight Query Summary Component that was introduced in the Coveo for Salesforce v4.4 release package.

See:

Release - Coveo for Salesforce June 2020 (v4.4)

June 4, 2020

You can now review the content and related documentation for the Coveo for Salesforce June 4, 2020 release.

See Coveo for Salesforce June 2020 (v4.4) Release Notes.

Release - Coveo for Salesforce April 2020 (v4.1)

April 21, 2020

You can now review the content and related documentation for the Coveo for Salesforce April 21, 2020 release.

See Coveo for Salesforce April 2020 (v4.1) Release Notes.

Update - Modified the Attached Results Component Documentation

March 18, 2020

The Attached Results component documentation has been updated to highlight the differences between the AttachedResults Lightning component, the AttachedResults tab, and the AttachToCase result action.

See Adding the AttachedResults Component.

Release - Coveo for Salesforce February 2020 (v3.46)

February 19, 2020

You can now review the content and related documentation for the Coveo for Salesforce February 19, 2020 release.

See Coveo for Salesforce (3.46) - Winter ‘20 Release - February 19, 2020.

New - Coveo for Einstein Bots Documentation Available

October 31, 2019

These articles explain how to create the Apex classes needed to use the Coveo for Einstein Bots.

See:

New - Published the "Accessing the Coveo for Salesforce Interface Editor" Article

October 8, 2019

This article explains how to access the Interface Editor with different versions of Coveo for Salesforce.

See Accessing the Coveo for Salesforce Interface Editor.

Coveo for ServiceNow

Update - Modified the "Use Extension Points to Customize Your Deployment" Article

April 5, 2022

This article was updated to include the new getJsUiCultureMap extension point function that’s used to map a ServiceNow language ID to the appropriate language culture file key in the Coveo JavaScript Search Framework.

See Use Extension Points to Customize Your Deployment.

Update - Modified the "Create a ServiceNow Source" Article

March 28, 2022

This article was updated to include a new Safely Apply Content Filtering section that details leading practices to ensure that your source content is safely filtered and only accessible by the appropriate users when the indexed source content is accessible to everyone.

See Create a ServiceNow Source.

Update - Modified the "Create a ServiceNow Source" Article

October 22, 2021

This article was updated to add the sys_db_object and sys_dictionary tables to the list of tables to which your ServiceNow crawling account must have access. These tables provide the crawling account with access to your ServiceNow system tables in the source panel “Content to include” tab.

See Create a ServiceNow Source.

New - Added the "Add the Coveo Search Box to a Service Portal Header" Section

September 13, 2021

This section describes how to add the standalone Coveo search box to a header in your Service Portal.

See Replace the Service Portal Search Boxes.

Update - Modified the "Install Coveo for ServiceNow" Article

September 3, 2021

This article was updated to include instructions on how to connect a ServiceNow instance to an organization on the Coveo HIPAA Platform.

See Install Coveo for ServiceNow.

New - Published the "Create a ServiceNow Business Rule for Work Notes" Article

June 8, 2021

This article describes how to create a ServiceNow business rule that automatically adds a custom work note when a user attaches or detaches a Coveo search result in a case or incident.

See Create a ServiceNow Business Rule for Work Notes.

Update - Modified the "Coveo for ServiceNow Widget Reference" Article

April 13, 2021

Updated the article to include details on how to add the Coveo Top Queries widget to your ServiceNow instance.

See Coveo for ServiceNow Widget Reference.

New - Published the "Index ServiceNow Knowledge Blocks" Article

March 30, 2021

This article describes how your ServiceNow source indexes the content of ServiceNow knowledge blocks, and how to exclude knowledge blocks from Coveo search results.

See Index ServiceNow Knowledge Blocks.

New - Published the "Use Custom Table Fields in User Criteria Records" Article

February 17, 2021

This article describes how to use custom table fields in a ServiceNow user criteria record with advanced (scripted) permissions to replicate the ServiceNow user permissions and index who can access source items through a Coveo-powered search interface in ServiceNow.

See Use Custom Table Fields in User Criteria Records.

New - Published the "Implement a 'Create Knowledge Article' Button" Article

October 22, 2020

This article explains how you can implement a “Create Knowledge Article” button to help support agents create knowledge articles for future reference. This button appears on the case or incident form and acts as a shortcut to open a knowledge article creation form. This button can also be added to the Insight Panel.

See Implement a Create Knowledge Article Button.

Update - Modified the "Creating a ServiceNow Source" Article

August 5, 2020

Details regarding field and mapping creation have been added.

See Create a ServiceNow Source.

Release - Coveo for ServiceNow June 9, 2020 Release

June 9, 2020

You can now review the content and related documentation of the Coveo for ServiceNow June 9, 2020 release.

See Coveo for ServiceNow New Features.

Update - Modified the "Configuring Coveo Query Filters" Article

May 7, 2020

An example has been added to illustrate a way in which you can leverage Coveo query filters.

See Configure Coveo Query Filters.

Release - Coveo for ServiceNow April 6, 2020 Release

April 6, 2020

You can now review the content and related documentation of the Coveo for ServiceNow April 6, 2020 release.

See Coveo Relevance Cloud New Features.

New - Created the "Throttling the Coveo for ServiceNow Indexing Process" Article

February 13, 2020

This article explains how to take advantage of REST API rate limiting feature of ServiceNow to throttle the Coveo for ServiceNow indexing process when it significantly impacts the server hosting your ServiceNow instance.

See Throttle the Coveo for ServiceNow Indexing Process.

Release - Coveo for ServiceNow January 2020 Release

January 21, 2020

You can now review the content and related documentation of the Coveo for ServiceNow January 2020 release.

See:

New - Published the "Powering the Global Search Box With Coveo" Article

December 11, 2019

This article explains how you can power the Now Platform UI search box with Coveo. This customization allows you to leverage the improved Coveo search experience while working in your ServiceNow instance.

See Configure the Built-In Coveo-Powered Search Page.

New - Created the "About the Coveo for ServiceNow" Architecture Article

This article summarizes how the Coveo for ServiceNow solution integrates in your ServiceNow instance and exchanges information with it to provide a proactive and personalized search experience to your ServiceNow end users.

See Coveo for ServiceNow Architecture.

Coveo for Sitecore

Update - Modified the "Computed Fields" Section

June 14, 2022

The Computed Fields section home page has been reworked and enriched with additional general information. The entire content in this section has also been refreshed and clarified, with all children articles now sharing a common structure.

See Computed Fields.

Update - Modified the "Analyze the Rebuild Process" Article

May 10, 2022

This article has been reworked to improve clarity. A section on configuring custom Coveo for Sitecore logs has also been added.

See Analyze the Rebuild Process.

Update - Modified the "About the Architecture of Coveo for Sitecore" Article

April 13, 2022

Notes were added in the query event workflow sections to explain how Coveo for Sitecore generates and uses search tokens.

See About the Architecture of Coveo for Sitecore.

Update - Modified the "Coveo for Sitecore Configuration Guide" Article

February 17, 2022

This article was redone to better describe the resources it references. The child articles have also been reorganized more logically.

See Coveo for Sitecore Configuration Guide.

Update - Modified the "Specify Which Templates to Index" Article

December 13, 2021

This article was reworked to improve clarity. Configuration instructions were separated into two sections, one for pre-Sitecore 8.1 versions and the other for more recent Sitecore versions. Example code blocks are more meaningful as they now include multiple child template elements, each with a unique name and Item ID.

See Specify Which Templates to Index.

Update - Modified the "Prepare the Main Sitecore Content Manager for a Scaled Environment" Article

December 10, 2021

This article has been revised to reduce the number of configuration steps and to make it easier to follow.

See Prepare the Main Sitecore Content Manager for a Scaled Environment.

New - Published the "Install Coveo for Sitecore With Sitecore in Docker" Article

November 24, 2021

This article provides instructions on how to generate Coveo for Sitecore Docker images and launch Sitecore Docker instances with Coveo for Sitecore pre-installed.

See Install Coveo for Sitecore With Sitecore in Docker.

Release - Coveo for Sitecore 5 November 19, 2021 Release

November 22, 2021

You can now review the content of the Coveo for Sitecore 5 November 19, 2021 release.

See November 19, 2021 Release (5.0.1039.1).

Update - Modified Coveo Distance Resources Related Articles

October 18, 2021

An example item showing latitude and longitude coordinates of the Coveo Quebec City office was added to the Insert and Customize a Distance Resources Component and Coveo Distance Resources articles. The former was also updated to provide links to related Coveo for Sitecore Hive Rendering reference articles and to make it more in line with current Coveo for Sitecore documentation practices.

See:

Update - Modified and Renamed the "Set Up the Interface" Article

July 19, 2021

This article has been renamed and its purpose has slightly changed. While it remains a general overview of the articles in the section, the Create the Search Solution article now more clearly specifies the search solution pieces that should be created by the end of the current implementation phase. The article now also describes Coveo for Sitecore main search page creation options, with pros and cons and getting started instructions for each one.

See Create the Search Solution.

Update - Modified the "Understanding the REST Endpoint Configuration File" Article

July 12, 2021

This article has been reworked to improve clarity by adding, among other changes, information on the Coveo.SearchProvider.Rest.Custom.config file and how its settings impact the compiled configuration in Sitecore. The article terminology has also been harmonized with more recent wording used throughout the Coveo for Sitecore documentation and other Coveo documentation collections.

See About the REST Endpoint Configuration Files.

Release - Coveo for Sitecore 5 May 28, 2021 Release

May 31, 2021

You can now review the content of the Coveo for Sitecore 5 May 28, 2021 release.

See May 28, 2021 Release (5.0.971.3).

New - Published the "Coveo for Sitecore JSS" Documentation

April 23, 2021

Coveo for Sitecore JSS gives you the ability to deploy a Coveo-powered search interface within your Sitecore JSS apps. In this new documentation section, we cover all the Coveo for Sitecore JSS implementation steps, from installing the Coveo for Sitecore JSS beta package, to integrating and deploying Coveo for Sitecore JSS components within a JSS app. As the recommended Coveo for Sitecore JSS implementation strategy is to use the Coveo Hosted Search Page component to retrieve the HTML of a hosted search page, the documentation also explains how developers can use Coveo Turbo to create, update, and deploy search pages to a Coveo organization.

See:

Release - Coveo for Sitecore 5 March 26, 2021 Release

March 31, 2021

You can now review the content of the Coveo for Sitecore 5 March 26, 2021 release.

See March 26, 2021 Release (5.0.943.3).

Release - Coveo for Sitecore 5 December 11, 2020 Release

December 14, 2020

You can now review the content of the Coveo for Sitecore 5 December 11, 2020 release.

See December 11, 2020 Release (5.0.858.1).

Update - Modified the "What's Coveo for Sitecore?" and "About the Architecture of Coveo for Sitecore" Articles

December 3, 2020

The product architecture diagram in the What’s Coveo for Sitecore? article has been updated to include Coveo modules. All diagrams in the About the Architecture of Coveo for Sitecore article have also been revamped, with Query Pipeline and Machine Learning modules added to the query processing workflow.

See:

Update - Modified the "Query Suggestions" Article

November 12, 2020

This article on implementing Query Suggestions in Coveo for Sitecore search interfaces has been reworked to improve clarity with regards to the amount of usage analytics required before the Coveo Searchbox component begins suggesting queries. We also added a link to the Coveo UA bot, a tool that empowers users to batch generate usage analytics events.

See Query Suggestions.

Update - Modified Articles in the "Change the Settings of Sitecore Fields" Section

November 12, 2020

The listed articles have been reviewed to improve accuracy and consistency.

See:

Release - Coveo for Sitecore 5 October 30, 2020 Release

November 2, 2020

You can now review the content of the Coveo for Sitecore 5 October 30, 2020 release.

See October 30, 2020 Release (5.0.822.2).

Update - Added Section to the "Editing the Content of a Result Template" Article

October 2, 2020

The new Server-Side Versus Client-Side Result Template Resolution section provides syntax for both server-side and client-side code. Using an example, the article explains how a piece of code from a .cshtml file is progressively resolved until it’s rendered as HTML in a browser.

See Server-Side Versus Client-Side Result Template Resolution.

New - Published the "Accessibility in Coveo for Sitecore" Article

September 17, 2020

This article explains how accessibility in Coveo for Sitecore is handled through the underlying Coveo JavaScript Search Framework, and provides guidance on adding ARIA landmarks in Coveo for Sitecore search interfaces.

See Accessibility in Coveo for Sitecore.

New - Enriched the Reference Articles of the "Components" Group

September 8, 2020

The overhaul of the Coveo Hive Renderings Reference Documentation articles continues.

In this installment, the articles of the Components group were enriched to provide developers and system integrators with all the information they need to add these renderings to a search interface, whether in standard Hive or in an SXA site. The articles provide details on the data source options each rendering exposes. Finally, each article includes a sample of the HTML generated by the rendering and the corresponding rendering visual output and behavior.

See:

New - Enriched the Four Remaining Reference Articles of the "Facets" Group

August 28, 2020

The overhaul of the Coveo Hive Renderings Reference Documentation articles continues.

In this installment, the Coveo Category Facet, Coveo Distance Facet Range, Coveo Numeric Facet Range, and Coveo Numeric Facet Slider articles were enriched to provide developers and system integrators with all the information they need to add these renderings to a search interface, whether in standard Hive or in an SXA site. The articles provide details on the data source options each rendering exposes. Finally, each article includes a sample of the HTML generated by the rendering and the corresponding rendering visual output and behavior.

See:

Release - Coveo for Sitecore 5 August 10, 2020 Release

August 24, 2020

You can now review the content of the Coveo for Sitecore 5 August 10, 2020 release.

See August 10, 2020 Release (5.0.761.5).

New - Enriched Two Rendering Reference Articles of the "Sections" Group

August 6, 2020

The overhaul of the Coveo Hive Renderings Reference Documentation articles continues.

In this installment, the External Components Section and Placeholder Section articles were enriched to provide developers and system integrators with all the information they need to add these renderings to a search interface. The articles provide details on the data source options each rendering exposes. Finally, each article includes a sample of the HTML generated by the rendering and the corresponding rendering behavior or output in the Experience Editor.

See:

New - Enriched Three Rendering Reference Articles of the "Facets" Group

July 31, 2020

The overhaul of the Coveo Hive Renderings Reference Documentation articles continues.

In this installment, three articles in the Facets group were enriched to provide developers and system integrators with all the information they need to add these renderings to a search interface, whether in standard Hive or an SXA site. The articles also list all rendering data source options, with details on their usage. Finally, the articles include a sample of the HTML generated by the rendering and the corresponding visual output.

See:

New - Added the "About the Search Hub" Article

July 28, 2020

In the Setting Up the Interface section, the About the Search Hub article was added to emphasize the importance of providing custom search hub values and show integrators where they can be applied in Coveo for Sitecore rendering data sources.

See About the Search Hub.

New - Enriched Most Rendering Reference Articles of the "Sections" Group

July 13, 2020

The overhaul of the Coveo Hive Renderings Reference Documentation articles continues.

In this installment, ten of the twelve articles in the Sections group were enriched to provide developers and system integrators with all the information they need to add these renderings to a standard Hive search interface. For SXA sites, we suggest alternatives to Coveo Hive section renderings (i.e., Sitecore Containers and Splitters) and link to relevant SXA rendering insertion sequence videos, when possible. The articles also include a sample of the HTML generated by the rendering in the Sitecore Experience Editor.

See The Sections Group.

New - Enriched the "Coveo Facet Value Suggestions" Rendering Reference Article

June 19, 2020

The overhaul of the Hive Renderings List articles continues.

The Coveo Facet Value Suggestions article was enriched to provide developers and system integrators with all the information they need to add this rendering to a search interface, whether in standard Hive or an SXA site. The article also lists all rendering data source options, with details on their usage. Finally, the article includes a sample of the HTML generated by the rendering and the corresponding rendering behavior.

See Coveo Facet Value Suggestions.

New - Enriched the "Coveo Tab" Rendering Reference Article

June 19, 2020

The overhaul of the Hive Renderings List articles continues.

The Coveo Tab article was enriched to provide developers and system integrators with all the information they need to add this rendering to a search interface, whether in standard Hive or an SXA site. The article also lists all rendering data source options, with details on their usage. Finally, the article includes a sample of the HTML generated by the rendering and the corresponding Search API call aq value.

See Coveo Tab.

Update - Modified the "Coveo for Sitecore 4 to Coveo for Sitecore 5 Upgrade Procedure" Article

June 16, 2020

The Coveo for Sitecore 4 to Coveo for Sitecore 5 Upgrade Procedure article has been reworked in an effort to make the information clearer.

See Coveo for Sitecore 4 to Coveo for Sitecore 5 Upgrade Procedure.

Release - Coveo for Sitecore 5 June 12, 2020 Release

June 12, 2020

You can now review the content of the Coveo for Sitecore 5 June 12, 2020 release.

See June 12, 2020 Release (5.0.710.1).

Update - Added Troubleshooting Documentation for Malformed or Unexpected ClickableURIs

June 12, 2020

We added a Troubleshooting section to the Understanding How Coveo for Sitecore Resolves the Site for the Clickable URI article to help customers facing malformed or unexpected ClickableURI issues.

See Troubleshooting.

Update - Increased Prominence of the Version 5 Collection and Enhanced the Home Page

May 28, 2020

To streamline access to Coveo for Sitecore 5 documentation, we moved the entire collection up one level in the public documentation hierarchy. As a result, the Coveo for Sitecore 5 Documentation article becomes the Coveo for Sitecore root page in the table of contents. Coveo for Sitecore 4 articles remain accessible using the same navigation path as before.

We also reinvented the Coveo for Sitecore home page.

See Coveo for Sitecore 5 Documentation.

New - Enriched the "Search Boxes" Rendering Reference Articles

May 22, 2020

The overhaul of the Hive Renderings List articles continues.

In this installment, the Search Boxes section articles provide developers and system integrators with all the information they need to add these renderings to a search interface, whether in standard Hive or an SXA site. The articles also list all rendering data source options, with details on their usage. Finally, the articles include a sample of the HTML generated by the rendering and an illustration of the corresponding search box behavior.

See:

New - Enriched the "Resources" Rendering Reference Articles

May 19, 2020

The overhaul of the Hive Renderings List articles continues.

In this installment, the Resources section articles provide developers and system integrators with all the information they need to add these renderings to a search interface, whether in standard Hive or an SXA site. The articles also list all rendering data source options, with details on their usage. Finally, the articles include a sample of the HTML generated by the rendering and an illustration of the corresponding rendering behavior.

See:

New - Enriched the "Settings Button Options" Rendering Reference Articles

May 6, 2020

The overhaul of the Hive Renderings List articles continues.

In this installment, the Settings Button Options section articles provide developers and system integrators with all the information they need to add these renderings to a search interface, whether in standard Hive or an SXA site. The articles also list all rendering data source options, with details on their usage. Finally, the articles include a sample of the HTML generated by the rendering and an illustration of the corresponding rendering behavior.

See:

New - Enriched the "Analytics" Rendering Reference Articles

April 21, 2020

The overhaul of the Hive Renderings List articles continues.

In this installment, the Analytics section articles were written to provide developers and system integrators with all the information they need to add these renderings to a search interface, whether in standard Hive or an SXA site. The articles also list all rendering data source options, with details on their usage. Finally, the articles include a sample of the HTML generated by the rendering and of the related requests to the Coveo Usage Analytics service or to Sitecore Experience Analytics.

See:

Release - Coveo for Sitecore 5 April 15, 2020 Release

April 16, 2020

You can now review the content of the Coveo for Sitecore 5 April 15, 2020 release.

See April 15, 2020 Release (5.0.655.1).

New - Enriched the "Sorts" Rendering Reference Articles

April 6, 2020

The overhaul of the Hive Renderings List articles continues.

In this installment, the Sorts section articles were written to provide developers and system integrators with all the information they need to add these renderings to a search interface, whether in standard Hive or an SXA site. The articles also list all rendering data source options, with details on their usage. Finally, the articles include a sample of the HTML generated by the rendering and an animation demonstrating the user interface control in action.

See:

Release - Coveo for Sitecore 5 April 1, 2020 Release

April 2, 2020

You can now review the content of the Coveo for Sitecore 5 April 1, 2020 release.

See April 1, 2020 Release (5.0.642.2).

New - Enriched the "Frames" Rendering Reference Articles

March 27, 2020

The overhaul of the Hive Renderings List articles continues.

In this installment, the Frames rendering articles were written to provide developers and system integrators with all the information they need to add these renderings to a standard Hive search interface, and the alternatives to frames in SXA. Each article also includes the HTML generated by the rendering and a layout of the frame placeholders.

See:

Release - Coveo for Sitecore 4.1 March 2020 Release

March 4, 2020

You can now review the content of the Coveo for Sitecore 4.1 March 2020 release.

See Release Notes for March 2020.

Release - Coveo for Sitecore 5 February 28, 2020 Release

March 2, 2020

You can now review the content of the Coveo for Sitecore 5 February 28, 2020 release.

See February 28, 2020 (5.0.587.9).

New - Fleshed out the "Scopes" Rendering Reference Articles

February 28, 2020

The overhaul of the Hive Renderings List articles continues.

In this installment, the Scopes rendering articles were written to provide developers and system integrators with all the information they need to add these renderings to a search interface, whether in standard Hive or an SXA site. The articles also list all rendering data source options, with details on their usage. Finally, the articles include samples of the HTML generated by the rendering, the way the rendering data source configuration alters Search API calls, and its effect on query results.

See:

New - Fleshed out the "Result Templates" Rendering Reference Articles

February 17, 2020

The overhaul of the Hive Renderings List articles continues.

In this installment, the Coveo File Result Template and Coveo Item Result Template articles were written to provide developers and system integrators with all the information they need to add these renderings to a search interface, whether in standard Hive or an SXA site. The articles also list all rendering data source options, with details on their usage. Finally, the articles include a sample of the HTML generated by the rendering and a screenshot of what the corresponding visual output could look like.

See:

New - Fleshed out the "Search Interfaces" Rendering Reference Articles

February 11, 2020

Most of the Hive Renderings List articles currently contain only a brief description of the rendering and, where applicable, a link to the reference documentation of its related Coveo JavaScript Search Framework component.

In the weeks to come, we’ll flesh out these articles and provide readers with all the information they need to add a rendering to a search interface, illustrated through video examples both in standard Hive and SXA sites. The articles will also list all rendering data source options, with the details on their usage. Finally, the articles will include a sample of the HTML generated by the rendering and a screenshot of what the corresponding visual output could look like.

Today, we unveil the first articles to undergo these changes, the Search Interfaces rendering reference pages.

See:

Update - Clarified Coveo for Sitecore 5 Scaling Instructions

January 16, 2020

The Copying the Configuration Files scaling instructions have been further detailed and clarified, especially regarding the location of the Coveo configuration files folder(s) which changes depending on the Sitecore version.

See:

Update - Modified the "Understanding How Coveo for Sitecore Resolves the Site for the Clickable URI" Article

January 6, 2020

The Understanding How Coveo for Sitecore Resolves the Site for the Clickable URI article has undergone general improvements, with a special focus on clarifying that URIs are updated automatically at query time.

See Understanding How Coveo for Sitecore Resolves the Site for the Clickable URI.

New - Added the "Installation" and "Scaling" Section Home Pages

December 13, 2019

As part of the structural changes we are bringing to the Coveo for Sitecore 5 documentation, the Installation and Scaling home pages have been added to introduce the new breakdown of both sections.

See:

Update - Modified the "Indexing" Section Home Page

December 5, 2019

As part of the structural changes we are bringing to the Coveo for Sitecore 5 documentation, the Indexing home page has been repurposed to introduce the new breakdown of the section content.

See Indexing Guide.

New - Added the "Handling Sitecore Access Rights" Section Home Page

December 2, 2019

As part of the structural changes we are bringing to the Coveo for Sitecore 5 documentation, the Handling Sitecore Access Rights section home page was added. The related content was revisited and gathered under this section.

See Handle Sitecore Access Rights.

Release - Coveo for Sitecore 5 November 22, 2019 Release

November 25, 2019

You can now review the content of the Coveo for Sitecore 5 November 22, 2019 release.

See November 22, 2019 (5.0.515.1).

Update - Added Note in the "Troubleshooting Top Result Issues" Article

November 19, 2019

With Coveo for Sitecore on-premises installations, top results are only segregated by environment if you apply field name translation. A note to that effect was added.

See More on the Sitecore Key Format.

New - Added the "Indexing Fields" Section Home Page

November 19, 2019

As part of the structural changes we are bringing to the Coveo for Sitecore 5 documentation, the Indexing Fields section home page was added. The related content was revisited and gathered under this section.

See Index Fields.

New - Added the "Indexing Page Content" Section Home Page

November 5, 2019

As part of the structural changes we are bringing to the Coveo for Sitecore 5 documentation, the Indexing Page Content section home page was added. The related content was revisited and gathered under this section.

See Index Page Content.

Update - Modified the "Field Is No Longer Indexed in the Sitecore Items" Article

October 31, 2019

Added a table showing the comprehensive list of legacy fields that were removed in the October 2018 release of Coveo for Sitecore 4.1.

See Cause.

New - Added the "Filtering Your Content" Section Home Page

October 29, 2019

As part of the structural changes we are bringing to the Coveo for Sitecore 5 documentation, the Filtering Your Content section home page was added. The related content was revisited and gathered under this section.

See Filtering Your Content.

New - Added the "Modifying Your Content" Home Page

October 18, 2019

As part of the structural changes we are bringing to the Coveo for Sitecore 5 documentation, the Modifying Your Content section home page was added. The related content was revisited and gathered under this section.

See Modifying Your Content.

Update - Modified the "Enabling the External Source in Sitecore" Article

October 11, 2019

Improved the “Enabling the External Source in Sitecore” instructions by working through the Coveo Search Interface component (thus eliminating the need to insert an External Content component), and by clarifying when filtering rule changes are needed to have external content displayed in search results.

See:

Update - Modified the "Unexpected Token When Editing SXA Page" Article

October 10, 2019

Updated the JavaScript code sample in the “Workaround” section to support Internet Explorer.

See:

Coveo for Slack

New - Created the "Coveo for Slack" Section

June 14, 2022

The Coveo for Slack integration adds a Coveo-powered search interface directly in Slack. This new section describes the Coveo for Slack integration and provides instructions on how to install, configure, and use the Coveo for Slack app.

See Coveo for Slack.

Coveo for Zendesk

New - Published the "Safely Apply Content Filtering for Zendesk"

March 29, 2022

This article provides the leading practices to ensure that your indexed content is accessible to the appropriate users when your Zendesk source items are available to everyone.

See Safely Apply Content Filtering for Zendesk.

New - Published the "Coveo for Zendesk" Collection

February 1, 2021

This article collection explains how the Coveo for Zendesk integration connects a Coveo organization to a Zendesk instance and enhances the user experience for agents using Zendesk Support, and end users using the self-service Help Center on Zendesk Guide.

See Coveo for Zendesk.

Coveo JavaScript Search Framework

Release - JavaScript Search Framework June 2022 (v2.10098) Release

June 29, 2022

You can now review the content and related documentation of the JavaScript Search Framework June 2022 2nd release (v2.10098).

See JavaScript Search Framework Release Notes.

Release - JavaScript Search Framework June 2022 (v2.10097) Release

June 1, 2022

You can now review the content and related documentation of the JavaScript Search Framework June 2022 release (v2.10097).

See JavaScript Search Framework Release Notes.

Release - JavaScript Search Framework May 2022 (v2.10096) Release

May 11, 2022

You can now review the content and related documentation of the JavaScript Search Framework May 2022 release (v2.10096).

See JavaScript Search Framework Release Notes.

Release - JavaScript Search Framework April 2022 (v2.10095) 2nd Release

April 21, 2022

You can now review the content and related documentation of the JavaScript Search Framework April 2022 2nd release (v2.10095).

See JavaScript Search Framework Release Notes.

Release - JavaScript Search Framework April 2022 (v2.10095) 1st Release

April 7, 2022

You can now review the content and related documentation of the JavaScript Search Framework April 2022 1st release (v2.10095).

See JavaScript Search Framework Release Notes.

Release - Interface Editor March 2022 (v1.29.1) Release

March 14, 2022

You can now review the content and related documentation of the Interface Editor March 2022 release (v1.29.1).

See March 2022 Release.

Release - JavaScript Search Framework March 2022 (v2.10094) Release

March 8, 2022

You can now review the content and related documentation of the JavaScript Search Framework March 2022 release (v2.10094).

See JavaScript Search Framework Release Notes.

Release - JavaScript Search Framework February 2022 (v2.10093) Release

February 9, 2022

You can now review the content and related documentation of the JavaScript Search Framework February 2022 release (v2.10093).

See JavaScript Search Framework Release Notes.

Release - JavaScript Search Framework December 2021 (v2.10092) Release

January 10, 2022

You can now review the content and related documentation of the JavaScript Search Framework December 2021 release (v2.10092).

See JavaScript Search Framework V2 2021 Releases.

Release - JavaScript Search Framework November 2021 (v2.10091) Release

November 19, 2021

You can now review the content and related documentation of the JavaScript Search Framework November 2021 release (v2.10091).

See JavaScript Search Framework V2 2021 Releases.

Release - JavaScript Search Framework October 2021 (v2.10090) Release

October 21, 2021

You can now review the content and related documentation of the JavaScript Search Framework October 2021 release (v2.10090).

See JavaScript Search Framework V2 2021 Releases.

Release - JavaScript Search Framework July and August 2021 Releases

August 30, 2021

You can now review the content and related documentation of the JavaScript Search Framework July (v2.10088) and August (v2.10089) 2021 releases.

See:

Release - JavaScript Search Framework June 2021 (v2.10087) 2nd Release

July 7, 2021

You can now review the content and related documentation of the JavaScript Search Framework June 2021 2nd release (v2.10087).

See JavaScript Search Framework V2 2021 Releases.

Release - JavaScript Search Framework June 2021 (v2.10086) Release

June 28, 2021

You can now review the content and related documentation of the JavaScript Search Framework June 2021 release (v2.10086).

See JavaScript Search Framework V2 2021 Releases.

Release - JavaScript Search Framework April 2021 (v2.10085) Release

May 11, 2021

You can now review the content and related documentation of the JavaScript Search Framework April 2021 release (v2.10085).

See JavaScript Search Framework V2 2021 Releases.

Release - JavaScript Search Framework March 2021 (v2.10084) Release

April 1, 2021

You can now review the content and related documentation of the JavaScript Search Framework March 2021 release (v2.10084).

See JavaScript Search Framework V2 2021 Releases.

Release - Interface Editor March 2021 (v1.21.2) Release

March 29, 2021

You can now review the content and related documentation of the Interface Editor March 2021 release (v1.21.2).

See March 2021 Release.

Release - JavaScript Search Framework February 2021 (v2.10083) Release

February 24, 2021

You can now review the content and related documentation of the JavaScript Search Framework February 2021 release (v2.10083).

See JavaScript Search Framework V2 2021 Releases.

Release - JavaScript Search Framework January 2021 (v2.10082) Release

January 25, 2021

You can now review the content and related documentation of the JavaScript Search Framework January 2021 release (v2.10082).

See JavaScript Search Framework V2 2021 Releases.

Release - JavaScript Search Framework October 2020 (v2.10081) Release

November 2, 2020

You can now review the content and related documentation of the JavaScript Search Framework October 2020 release (v2.10081).

See October 2020 Release.

Release - JavaScript Search Framework September 2020 (v2.9856) Release

October 5, 2020

You can now review the content and related documentation of the JavaScript Search Framework September 2020 release (v2.9856).

See September 2020 Release.

Release - JavaScript Search Framework August 2020 (v2.9659) Release

September 2, 2020

You can now review the content and related documentation of the JavaScript Search Framework August 2020 release (v2.9659).

See August 2020 Release.

Release - JavaScript Search Framework July 2020 (v2.9373) Release

July 16, 2020

You can now review the content and related documentation of the JavaScript Search Framework July 2020 release (v2.9373).

See July 2020 Release.

Release - JavaScript Search Framework June 2020 (v2.9159) Release

June 16, 2020

You can now review the content and related documentation of the JavaScript Search Framework June 2020 release (v2.9159).

See June 2020 Release.

Update - Modified the "Facet Types" Article

May 11, 2020

The “Facet Types” article has been rewritten to be more thorough and to include examples as well as screen captures for all dynamic and regular facet types.

See Facet Types.

Release - JavaScript Search Framework May 2020 (v2.8959) Release

May 1, 2020

You can now review the content and related documentation of the JavaScript Search Framework May 2020 release (v2.8959).

See May 2020 Release.

Update - Modified the "Using Hierarchical Facets" Article

April 28, 2020

The “Navigating and Filtering” section was added to explain how navigation works in hierarchical facets and how to combine them with dependent facets for increased filtering capabilities.

See Use Hierarchical Facets.

New - Published the "Defining Dependent Facets" Article

April 9, 2020

This article explains how to use the dependsOn and dependsOnCondition facet options to display a facet only when another facet is in a certain state.

See Define Dependent Facets.

Release - JavaScript Search Framework April 2020 (v2.8864) Release

April 6, 2020

You can now review the content and related documentation of the JavaScript Search Framework April 2020 release (v2.8864).

See April 2020 Release.

New - Published the "Adding the Settings Component to a Search Interface" Article

March 26, 2020

The article explains how to integrate the Settings component to a Coveo-powered search interface.

See Add the Settings Component to a Search Interface.

Release - JavaScript Search Framework March 2020 (v2.8521) Release

March 6, 2020

You can now review the content and related documentation of the JavaScript Search Framework March 2020 release (v2.8521).

See March 2020 Release.

Release - Interface Editor February 2020 (v1.14.4) Release

February 10, 2020

You can now review the content and related documentation of the Interface Editor February 2020 release (v1.14.4).

See 2020 Interface Editor Releases.

Update - Modified the "Sending Custom Context Information" Article

January 30, 2020

The article has been reworked to clarify the use of the PipelineContext component.

See Send Custom Context Information.

Update - Modified the "Version 1.x to 2.x Breaking Changes and Migration Guidelines" Article

January 29, 2020

Generic guidelines for migrating Coveo hosted search pages from v1.x to v2.x have been added to the article.

See JavaScript Search Framework Version 1.x to 2.x Breaking Changes and Migration Guidelines.

Release - JavaScript Search Framework January 2020 (v2.7968) Release

January 27, 2020

You can now review the content and related documentation of the JavaScript Search Framework January 2020 release (v2.7968).

See January 2020 Release.

Update - Modified the "Folding Results - Example" Article

January 23, 2020

The article has been completely rewritten to make it easier to read and to make the example work out-of-the-box.

See Folding Results - Example.

Release - Interface Editor December 2019 (v1.13.2) Release

December 20, 2019

You can now review the content of the Interface Editor December 2019 Release.

See December 2019 Release.

New - Published the "Leveraging Geolocalization" Article

December 11, 2019

This article explains how to use the DistanceResources component to leverage geospatial data and provides several sample use cases.

See Leverage Geolocalization.

Update - Modified the "JavaScript Search Framework Tutorial 5" Article

December 9, 2019

The fifth JavaScript Search Framework tutorial has been restructured and updated to make it easier to follow and understand.

See JavaScript Search Framework Tutorial 8: Configure Your Own Search Endpoint.

Update - Modified the "Creating a Standalone Search Box" Page

December 9, 2019

The “Creating a Standalone Search Box” article now includes a Node.js Express application example, and has been extensively refactored in an effort to make it easier to use.

See Create a Standalone Search Box.

Release - JavaScript Search Framework December 2019 (v2.7610.7) Release

December 6, 2019

You can now review the content and related documentation of the JavaScript Search Framework December 2019 release (v2.7610.7).

See JavaScript Search Framework V2 2019 Releases.

Release - Interface Editor November 2019 (v1.12.3) Release

November 20, 2019

You can now review the content of the Interface Editor November 2019 release (v1.12.3).

In particular, this release introduces intelligent code completion when using the Code View.

See November 2019 Release (v1.12.3).

Update - Modified the "JavaScript Search Framework Endpoints" Section

November 20, 2019

The JavaScript Search Framework Endpoints page has been entirely rewritten. Its former child articles have been removed, as they were no longer relevant.

See JavaScript Search Framework Endpoints.

New - Published the "Adding Promoted Results Badges" Article

November 11, 2019

This article explains how to add badges which highlight promoted items in a search interface.

See Add Promoted Results Badges.

New - Published the "Setting the Search Hub" Article

November 5, 2019

This article explains the purpose of the search hub and how to set it properly.

See Set the Search Hub.

Update - Modified the "Normalizing Facet Value Captions" Article

October 31, 2019

The “Normalizing Facet Value Captions” article has been fully rewritten to offer a clearer overview of the various ways to customize facet value captions in a search interface.

See Normalize Facet Value Captions.

Update - Modified the "Interface Editor" Article

October 21, 2019

The “Interface Editor” article has been rewritten and updated with new animated GIFs.

See Use the Classic Interface Editor.

Release - JavaScript Search Framework October 2019 (v2.7219) Release

October 10, 2019

You can now review the content and related documentation of the JavaScript Search Framework October 2019 Release.

See Identify the JavaScript Search Framework Version.

Coveo Atomic Library

New - Published the "Download Your Atomic Project via CLI" Article

June 27, 2022

This article explains how to download search page projects from the Coveo Administration Console using the Coveo CLI.

See Download Your Atomic Project via CLI.

New - Published the "Use a Standalone Search Box" Article

June 21, 2022

This article explains how to create a standalone search box using the Coveo Atomic library.

See Use a Standalone Search Box.

New - Published the "Atomic Code Samples" Article

June 21, 2022

This article provides a list of the available Coveo Atomic code samples.

See Code Samples.

Release - Atomic Library v1.69.0

June 15, 2022

You can now review the documentation of the Coveo Atomic Library v1.69.0 release.

See Coveo Atomic v1.69.0.

New - Published the "Displaying Results" Articles

June 2, 2022

These articles provide instructions on how to manage the result section in your search interfaces.

See Displaying Results.

Release - Atomic Library v1.62.0

May 27, 2022

You can now review the documentation of the Coveo Atomic Library v1.62.0 release.

See Coveo Atomic v1.62.0.

New - Published the "Implement Folding" Article

May 18, 2022

This article explains how to implement result folding in your search interfaces using the Atomic library.

See Implement Folding.

Release - Atomic Library v1.56.1

May 18, 2022

You can now review the documentation of the Coveo Atomic Library v1.56.1 release.

See Coveo Atomic v1.56.1.

Release - Atomic Library v1.49.0

May 9, 2022

You can now review the documentation of the Coveo Atomic Library v1.49.0 release.

See Coveo Atomic v1.49.0.

Release - Atomic Library v1.46.0

April 21, 2022

You can now review the documentation of the Coveo Atomic Library v1.46.0 release.

See Coveo Atomic v1.46.0.

Release - Atomic Library v1.44.0

April 13, 2022

You can now review the documentation of the Coveo Atomic Library v1.44.0 release.

See Coveo Atomic v1.44.0.

New - Published the "Use Atomic in a Vue Project" Article

March 29, 2022

This article explains how to use the Atomic library in a Vue.js project.

See Use Atomic in a Vue Project.

Release - Atomic Library v1.33.2

March 15, 2022

You can now review the documentation of the Coveo Atomic Library v1.33.2 release.

See Coveo Atomic v1.33.2.

New - Published the "Use the Atomic Angular Wrapper" Article

March 4, 2022

This article explains how to use the Atomic Angular wrapper to facilitate the use of the Coveo Atomic library in Angular projects.

See Use the Atomic Angular Wrapper.

Release - Atomic Library v1.32.0

March 3, 2022

You can now review the content and related documentation of the Coveo Atomic Library v1.32.0 release.

See Coveo Atomic v1.32.0.

Release - Atomic Library v1.0.4

September 17, 2021

You can now review the content and related documentation of the Coveo Atomic Library v1.0.4 release.

See Coveo Atomic Library v1.0.4.

Coveo Headless Library

New - Published the "Headless Code Samples" Article

June 21, 2022

This article provides a list of the available Coveo Headless code samples.

See Code Samples.

Release - Headless Library v1.71.0

June 15, 2022

You can now review the documentation of the Coveo Headless Library v1.71.0 release.

See Coveo Headless v1.71.0.

Release - Headless Library v1.66.3

May 27, 2022

You can now review the documentation of the Coveo Headless Library v1.66.3 release.

See Coveo Headless v1.66.3.

Release - Headless Library v1.65.0

May 18, 2022

You can now review the documentation of the Coveo Headless Library v1.65.0 release.

See Coveo Headless v1.65.0.

Release - Headless Library v1.62.0

May 9, 2022

You can now review the documentation of the Coveo Headless Library v1.62.0 release.

See Coveo Headless v1.62.0.

Release - Headless Library v1.60.0

April 21, 2022

You can now review the documentation of the Coveo Headless Library v1.60.0 release.

See Coveo Headless v1.60.0.

Release - Headless Library v1.55.0

April 13, 2022

You can now review the documentation of the Coveo Headless Library v1.55.0 release.

See Coveo Headless v1.55.0.

Release - Headless Library v1.50.0

March 15, 2022

You can now review the documentation of the Coveo Headless Library v1.50.0 release.

See Coveo Headless v1.50.0.

Release - Headless Library v1.48.1

March 3, 2022

You can now review the content and related documentation of the Coveo Headless Library v1.48.1 release.

See Coveo Headless v1.48.1.

Coveo Quantic Library

Release - Quantic Library v1.22.2.1

June 15, 2022

You can now review the documentation of the Coveo Quantic Library v1.22.2.1 release.

See Coveo Quantic v1.22.2.1.

Release - Quantic Library v1.13.10.1

May 9, 2022

You can now review the documentation of the Coveo Quantic Library v1.13.10.1 release.

See Coveo Quantic v1.13.10.1.

Update - Modified the "QuanticDocumentSuggestion" Article

May 6, 2022

This article was updated to include a section detailing the different slots you can use when implementing your Document Suggestion interface.

See QuanticDocumentSuggestion.

New - Created the "Access Headless Through Quantic" Article

April 26, 2022

This article explains how to leverage the Headless library in Quantic components.

See Access Headless Through Quantic.

Release - Quantic Library v1.13.4.1

April 21, 2022

You can now review the documentation of the Coveo Quantic Library v1.13.4.1 release.

See Coveo Quantic v1.13.4.1.

Release - Quantic Library v1.13.1.1

April 13, 2022

You can now review the documentation of the Coveo Quantic Library v1.13.1.1 release.

See Coveo Quantic v1.13.1.1.

Release - Quantic Library v1.11.3.1

March 15, 2022

You can now review the documentation of the Coveo Quantic Library v1.11.3.1 release.

See Coveo Quantic v1.11.3.1.

Release - Quantic Library v1.10.1.1

March 3, 2022

You can now review the content and related documentation of the Coveo Quantic Library v1.10.1.1 release.

See Coveo Quantic v1.10.1.1.

New - Created the "Safely Set the Search Hub Value" Article

March 2, 2022

This article explains how to safely enforce a search hub through search tokens when using the Coveo Quantic library.

See Safely Set the Search Hub Value.

Release - Quantic Library v1.0.0

November 11, 2021

You can now review the content and related documentation of the Coveo Quantic Library v1.0.0 release.

See Coveo Quantic Library v1.0.0.

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