Coveo for Salesforce new features

Coveo for Salesforce updates are regularly made available to offer new and improved features. This page presents the main new features of 2023.

  • Coveo for Salesforce application updates are made available from the AppExchange.

  • You can also review the detailed product release notes for more information.

Coveo for Salesforce - Fall ‘23 release - October 12, 2023

New v5 package release

The Coveo for Salesforce v5 package is now live on the AppExchange.

This major release includes new features and improvements you don’t want to miss!

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Organization endpoints

Enable the new organization endpoints to improve separation of concerns, resiliency, and make multi-region and data residency deployments smoother.

These endpoints are region agnostic and will automatically route requests to the region offering the lowest latency.

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Configuration picklist

The new configuration picklist that’s part of the Coveo Hosted Insight Panel component (formerly Coveo Quantic Insight Panel component) makes it easy to integrate a Hosted Insight Panel in Salesforce.

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Custom token generation

It’s now possible to generate a custom platform token for the Coveo Hosted Insight Panel component by creating an Apex class that implements the InsightTokenGenerator interface.

You can then use the component’s new Token Generator picklist to select the name of the Apex class you created to override the default platform token.

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Result actions

Insert a search result in a Chatter post or an email with a simple click! The Coveo Hosted Insight Panel component now supports the Post to feed and Send as email result actions.

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Smart Snippets

Leverage Coveo Machine Learning Smart Snippets in your Hosted Insight Panel.

If a Smart Snippet model is configured in your organization, and the feature is enabled in your Insight Panel Builder configuration, the Coveo Hosted Insight Panel component will automatically display a snippet. Additionally, a People also ask section will appear at the top of your result list.

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Query result items with a logical parent-child relationship are now grouped and rendered accordingly in your result list. The Coveo Hosted Insight Panel component now provides out-of-the-box support for folding.

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Highlight results promoted by your featured result rules. The Coveo Hosted Insight Panel component now supports the Featured tag.

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“Viewed by customer” tag

Identify content that has been viewed by the customer to help service agents anticipate questions and share insights on content that hasn’t been viewed. The Coveo Hosted Insight Panel component now supports the Viewed by customer tag.

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Coveo for Salesforce - Spring ‘23 release - March 13, 2023

New Hosted Insight Panel

The Coveo Hosted Insight Panel is an end-to-end agent experience solution that lets customer service agents access valuable Coveo-powered content and user insights without leaving the case record they’re viewing or editing.

The Hosted Insight Panel is easy to implement and configure, without the need to write code.

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Updated Quantic library

View the latest Quantic developer reference documentation for a comprehensive list of the new Coveo Quantic Insight Panel components.

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Packaged Coveo Quantic Insight Panel component

Integrate a Hosted Insight Panel in Salesforce using the new Coveo Quantic Insight Panel component.

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Insight Panel Page

New “Insight Panel” page in the Administration Console

Create and manage your Hosted Insight Panel configurations with ease using the new Insight Panel page in the Coveo Administration Console.

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New Insight Panel Builder

Build Insight Panels without writing any code! The interfaces built using this intuitive tool can be deployed to popular Customer Relationship Management (CRM) systems such as Salesforce.

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