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Coveo Platform

Implementation guide
Index content
Build a search UI
Tune relevance
Analyze usage data
Leverage machine learning
Manage an organization
Manage customer service solutions
Knowledge Hub
Coveo CLI
Coveo REST APIs
Searching with Coveo

Solutions and integrations

Coveo for Adobe
Coveo for Agentforce
Coveo for Commerce
Coveo for Contentful
Coveo for Genesys
Coveo for Optimizely
Coveo In-Product Experience (IPX)
Coveo for Salesforce

New features

Features of 2023
Features of 2022
Features of 2021
Features of 2020
Features of 2019
Features of 2018
Features of 2017
Features of 2016
Features of 2015

Basics

What's new in v6?
What's new in v5?
What's new in v4?
What's new in v3?
Architecture
Main features
Supported browsers
Product lifecycle
Grant login access to your Salesforce account

Get started

Install the application
Configure the application
Insert Coveo components

Choose the right Insight Panel component
Integrate a Coveo hosted search page in a Lightning Console app

Generate a custom search token
Add custom context

Integrate a Coveo Full Search page in a Lightning Console app
Integrate a Coveo Hosted Insight Panel component

Generate a custom platform token
Add custom context to the Hosted Insight Panel

Integrate a Coveo Insight Panel Lightning Component

Configure a Coveo Insight Panel Lightning Component for Chat (Live Agent)
Use the result actions
Add the Create Article button
Add the UserActions component
Customize the Full Search button options
Add the Attached Results component
Add the Insight Query Summary component

Integrate Coveo components in an Experience Cloud site
Integrate a Coveo hosted search page in an Experience Cloud site

Generate a custom search token
Add custom context

Integrate a Coveo Case Deflection component
Integrate a Coveo Recommendation component
Integrate a Coveo Insight Panel Classic Component

Add a Create Article button to the Coveo Insight Panel Classic Component
Add a contextual query to the Coveo Insight Panel Classic Component
Add a UserActions component

Integrate a Coveo Full Search page
Access the Coveo for Salesforce Interface Editor
Integrate a Coveo ClientIdAccessor Lightning component
Integrate a Coveo VisitorIdAccessor Lightning component

Add a Salesforce source

Index Chatter feeds
Index related files
Index Knowledge
JSON modification

Go to production

Grant users access to your Coveo Lightning components
Grant users access to your Coveo Classic components
Get started for end users

Get started with Coveo for Einstein Bots

Manage the application

Configure Coveo for Salesforce

Reset your Coveo for Salesforce configuration
Access to the Coveo for Salesforce configuration pages
Uninstall Coveo for Salesforce

Refresh Coveo for Salesforce in a sandbox
Identify your Coveo for Salesforce version
Use SSO with Coveo for Salesforce
Investigate Coveo for Salesforce performance
Synchronize your configuration
Lightning Web Components (LWC) support
Upgrade

Upgrade the Coveo for Salesforce application
Upgrade to the new Coveo Insight Panel Lightning Component experience
Upgrade from v5 to v6
Upgrade from v4 to v5
Upgrade from v3 to v4

Migrate components from Salesforce API 39 to API 40+

Upgrade from v2 to v3

Develop and customize

Basic setup before you can start to develop
Quantic library

Usage

Use a standalone search box
Use the Result Template component
Implement folding
Use generative answering
Content recommendations
Create a Case Assist interface
Create a custom caption provider component for facets
Display a facet based on the selection of another facet
Create custom result actions
Access Headless through Quantic
Create a custom Insight Panel

Create result templates
Create custom result actions

Safely set the search hub value

Upgrade
Reference

Search components

Result Template components

ColoredResultBadge
ResultChildren
ResultDate
ResultField
ResultHighlightedTextField
ResultLabel
ResultLink
ResultMultiValueText
ResultNumber
ResultPrintableUri
ResultQuickview
ResultTag
ResultTemplate
ResultText
ViewedByCustomerBadge

Case Assist components

CaseAssistInterface
CaseClassification
DocumentSuggestion

Utility components

CardContainer
Carousel
Heading
NumberButton
Pill
Placeholder
Svg

Insight Panel components

Recommendation components

RecommendationInterface
RecommendationList

Product lifecycle
Change log
Versioned documentation

Quantic library

Usage

Use a standalone search box
Use the Result Template component
Implement folding
Use generative answering
Content recommendations
Create a custom caption provider component for facets
Display a facet based on the selection of another facet
Create custom result actions
Access Headless through Quantic
Safely set the search hub value

Reference

Search components

Result Template components

ColoredResultBadge
ResultBadge
ResultChildren
ResultDate
ResultField
ResultHighlightedTextField
ResultLabel
ResultLink
ResultMultiValueText
ResultNumber
ResultPrintableUri
ResultQuickview
ResultTemplate
ResultText
ViewedByCustomerBadge

Case Assist components

CaseAssistInterface
CaseClassification
DocumentSuggestion

Utility components

CardContainer
Carousel
Heading
NumberButton
Pill
Placeholder
Svg

Insight Panel components

Recommendation components

RecommendationInterface
RecommendationList

Change log
Versioned documentation

Quantic library

Usage

Use a standalone search box
Use the Result Template component
Access Headless through Quantic
Safely set the search hub value

Reference

Search components

Result template components

ColoredResultBadge
ResultBadge
ResultLabel
ResultLink
ResultPrintableUri
ResultQuickview
ResultTemplate

Case Assist components

CaseAssistInterface
CaseClassification
DocumentSuggestion

Utility components

CardContainer
NumberButton
Pill
Placeholder
Svg

Insight Panel components

Versioned documentation

About search and relevance

About search interfaces

About the default Coveo for Salesforce Full Search page

Expression basics

Ranking basics
Query extensions

Query extension example for a Related People tab
Query extension examples related to accounts
Query extension examples related to cases

Query expansions

About queries

Coveo query syntax examples
Thesaurus rule syntax with numeric and boolean parameters

About usage analytics
Customize components

Common customizations
Integrate Coveo Lightning console components

Add JavaScript to the Coveo for Salesforce Lightning components with custom code
Add JavaScript to the Coveo for Salesforce Lightning components with custom code - Deprecated
Integrate Coveo components in a custom Lightning app
Customize the standalone search box
Change the result icons in a Lightning component
Change the language of your search interface in Lightning
Make the Coveo Lightning components Lightning Locker compliant
Generate a custom search token for Lightning components using Lightning Locker

Add server-side Coveo Lightning component configuration

Customize the Coveo components used in your Experience Cloud site

Integrate Coveo components in a custom Lightning component for your Experience Cloud site
Create a search driven page in a Salesforce community
Create a custom standalone search box for your Experience Cloud site
Use Salesforce page variations
Add hidden fields in a Case Deflection component
Send custom context information in a custom page view tracker

Integrate Coveo Classic components

Create a custom Visualforce search page

Search page architecture
Change the default Coveo-powered search page

Create a custom Coveo Insight Panel Classic Component

Create a custom Coveo box inside the Salesforce console
Create custom actions for a Coveo Insight Panel Classic Component or a custom box
Customize the AttachToCase

Change the default Quick view in Coveo for Salesforce
Change the search result links for Salesforce items
Send custom context information in Salesforce Lightning

Index Lightning flows
Send Apex context to a JavaScript Search interface
Consume the Case Assist API using Apex

Retrieve Case Classifications using Apex
Retrieve Document Suggestions using Apex

Safely apply content filtering
Reference

Coveo for Salesforce (v3) JavaScript components - Generated from code
JavaScript components

AugmentedResultList component
BoxAttachToCase component
BoxBody component
Box component
BoxCreateArticle component
BoxCurrentSort component
BoxCurrentTab component
BoxEditLink component
BoxExpandLink component
BoxFieldTable component
BoxHeader component
BoxPipelineContext component
BoxPopup component
BoxQuerySome component
BoxQuerySummary component
BoxQuickview component
BoxResultAction component
CaseCreation component

Cancel component
Field component
Picklist component
Submit component

CaseDeflection component
ChatterThumbnail component
CommunityStateManager component
ConsoleResultLink component
Copy to clipboard component
CreateArticle component
FullSearch component
InsightQuerySummary component
PipelineContext component
SalesforceAdaptiveResultLink component
SalesforceResultLink component
SalesforceThumbnail component
StandaloneSearchbox component
UserActions component (Visualforce)
UserActions component (Lightning)
ResultActionsSendEmail component
ResultActionsPostToFeed component
ResultActionsSendLiveAgent component
ResultQuickAction component
ViewedByCustomer component

Visualforce components

Box Visualforce component
CaseCreation Visualforce component
JsSearch Visualforce component
SearchInterface Visualforce component
UserActions Visualforce component

Lightning components

AgentPanel Lightning component
Base Lightning component
CaseCreation Lightning component
CaseDeflection Lightning component
ClickedDocumentList Lightning component
CommunitySearch Lightning component
CommunitySearchBox Lightning component
FullSearch Lightning component
PageViewTracker Lightning component
QueryList Lightning component
Searchbox Lightning component
Search Lightning component
SearchUI Lightning component
UserActivity Lightning component
ClientIdAccessor Lightning component
VisitorIdAccessor Lightning component

Lightning Web components

Recommendation Lightning Web component

Apex classes

UsageAnalytics Apex class
AnalyticsApiClient Apex class
SearchAPIClient Apex class
SearchApiResponse Apex class
SearchApiResult Apex class
AttachToCaseController Apex class
Globals Class

Troubleshooting

Impacts of endpoint deprecation
Lightning component no longer loads after updating the page configuration on the server side
Search interface does not return the expected results
Cannot see values when using an existing field in a facet
Unknown page for the current site configuration error with Coveo Lightning components
Coveo object unavailable in Lightning component
The feature is not activated for your organization
Uncaught-DOMexception-failed-to-read-the-'responsetext'-property-from-'XMLhttprequest' error message when using a component
Infinite loading when trying to preview a document using the Quick view
Access token update required

Release notes

Release notes - v6
Release notes - v5
Release notes - v4
Release notes - v3
Release notes - v2

FAQ

Coveo for ServiceNow
Coveo for Sitecore
Coveo for Zendesk

Security
Compliance
Services
Product entitlements
Coveo product news
Supported browsers
Glossary
Log in to Coveo for the first time
Design
Design (markdown)

Home

Coveo Platform

Implementation guide
Index content
Build a search UI
Tune relevance
Analyze usage data
Leverage machine learning
Manage an organization
Manage customer service solutions
Knowledge Hub
Coveo CLI
Coveo REST APIs
Searching with Coveo

Solutions and integrations

Coveo for Adobe
Coveo for Agentforce
Coveo for Commerce
Coveo for Contentful
Coveo for Genesys
Coveo for Optimizely
Coveo In-Product Experience (IPX)
Coveo for Salesforce

New features

Features of 2023
Features of 2022
Features of 2021
Features of 2020
Features of 2019
Features of 2018
Features of 2017
Features of 2016
Features of 2015

Basics

What's new in v6?
What's new in v5?
What's new in v4?
What's new in v3?
Architecture
Main features
Supported browsers
Product lifecycle
Grant login access to your Salesforce account

Get started

Install the application
Configure the application
Insert Coveo components

Choose the right Insight Panel component
Integrate a Coveo hosted search page in a Lightning Console app

Generate a custom search token
Add custom context

Integrate a Coveo Full Search page in a Lightning Console app
Integrate a Coveo Hosted Insight Panel component

Generate a custom platform token
Add custom context to the Hosted Insight Panel

Integrate a Coveo Insight Panel Lightning Component

Configure a Coveo Insight Panel Lightning Component for Chat (Live Agent)
Use the result actions
Add the Create Article button
Add the UserActions component
Customize the Full Search button options
Add the Attached Results component
Add the Insight Query Summary component

Integrate Coveo components in an Experience Cloud site
Integrate a Coveo hosted search page in an Experience Cloud site

Generate a custom search token
Add custom context

Integrate a Coveo Case Deflection component
Integrate a Coveo Recommendation component
Integrate a Coveo Insight Panel Classic Component

Add a Create Article button to the Coveo Insight Panel Classic Component
Add a contextual query to the Coveo Insight Panel Classic Component
Add a UserActions component

Integrate a Coveo Full Search page
Access the Coveo for Salesforce Interface Editor
Integrate a Coveo ClientIdAccessor Lightning component
Integrate a Coveo VisitorIdAccessor Lightning component

Add a Salesforce source

Index Chatter feeds
Index related files
Index Knowledge
JSON modification

Go to production

Grant users access to your Coveo Lightning components
Grant users access to your Coveo Classic components
Get started for end users

Get started with Coveo for Einstein Bots

Manage the application

Configure Coveo for Salesforce

Reset your Coveo for Salesforce configuration
Access to the Coveo for Salesforce configuration pages
Uninstall Coveo for Salesforce

Refresh Coveo for Salesforce in a sandbox
Identify your Coveo for Salesforce version
Use SSO with Coveo for Salesforce
Investigate Coveo for Salesforce performance
Synchronize your configuration
Lightning Web Components (LWC) support
Upgrade

Upgrade the Coveo for Salesforce application
Upgrade to the new Coveo Insight Panel Lightning Component experience
Upgrade from v5 to v6
Upgrade from v4 to v5
Upgrade from v3 to v4

Migrate components from Salesforce API 39 to API 40+

Upgrade from v2 to v3

Develop and customize

Basic setup before you can start to develop
Quantic library

Usage

Use a standalone search box
Use the Result Template component
Implement folding
Use generative answering
Content recommendations
Create a Case Assist interface
Create a custom caption provider component for facets
Display a facet based on the selection of another facet
Create custom result actions
Access Headless through Quantic
Create a custom Insight Panel

Create result templates
Create custom result actions

Safely set the search hub value

Upgrade
Reference

Search components

Result Template components

ColoredResultBadge
ResultChildren
ResultDate
ResultField
ResultHighlightedTextField
ResultLabel
ResultLink
ResultMultiValueText
ResultNumber
ResultPrintableUri
ResultQuickview
ResultTag
ResultTemplate
ResultText
ViewedByCustomerBadge

Case Assist components

CaseAssistInterface
CaseClassification
DocumentSuggestion

Utility components

CardContainer
Carousel
Heading
NumberButton
Pill
Placeholder
Svg

Insight Panel components

Recommendation components

RecommendationInterface
RecommendationList

Product lifecycle
Change log
Versioned documentation

Quantic library

Usage

Use a standalone search box
Use the Result Template component
Implement folding
Use generative answering
Content recommendations
Create a custom caption provider component for facets
Display a facet based on the selection of another facet
Create custom result actions
Access Headless through Quantic
Safely set the search hub value

Reference

Search components

Result Template components

ColoredResultBadge
ResultBadge
ResultChildren
ResultDate
ResultField
ResultHighlightedTextField
ResultLabel
ResultLink
ResultMultiValueText
ResultNumber
ResultPrintableUri
ResultQuickview
ResultTemplate
ResultText
ViewedByCustomerBadge

Case Assist components

CaseAssistInterface
CaseClassification
DocumentSuggestion

Utility components

CardContainer
Carousel
Heading
NumberButton
Pill
Placeholder
Svg

Insight Panel components

Recommendation components

RecommendationInterface
RecommendationList

Change log
Versioned documentation

Quantic library

Usage

Use a standalone search box
Use the Result Template component
Access Headless through Quantic
Safely set the search hub value

Reference

Search components

Result template components

ColoredResultBadge
ResultBadge
ResultLabel
ResultLink
ResultPrintableUri
ResultQuickview
ResultTemplate

Case Assist components

CaseAssistInterface
CaseClassification
DocumentSuggestion

Utility components

CardContainer
NumberButton
Pill
Placeholder
Svg

Insight Panel components

Versioned documentation

About search and relevance

About search interfaces

About the default Coveo for Salesforce Full Search page

Expression basics

Ranking basics
Query extensions

Query extension example for a Related People tab
Query extension examples related to accounts
Query extension examples related to cases

Query expansions

About queries

Coveo query syntax examples
Thesaurus rule syntax with numeric and boolean parameters

About usage analytics
Customize components

Common customizations
Integrate Coveo Lightning console components

Add JavaScript to the Coveo for Salesforce Lightning components with custom code
Add JavaScript to the Coveo for Salesforce Lightning components with custom code - Deprecated
Integrate Coveo components in a custom Lightning app
Customize the standalone search box
Change the result icons in a Lightning component
Change the language of your search interface in Lightning
Make the Coveo Lightning components Lightning Locker compliant
Generate a custom search token for Lightning components using Lightning Locker

Add server-side Coveo Lightning component configuration

Customize the Coveo components used in your Experience Cloud site

Integrate Coveo components in a custom Lightning component for your Experience Cloud site
Create a search driven page in a Salesforce community
Create a custom standalone search box for your Experience Cloud site
Use Salesforce page variations
Add hidden fields in a Case Deflection component
Send custom context information in a custom page view tracker

Integrate Coveo Classic components

Create a custom Visualforce search page

Search page architecture
Change the default Coveo-powered search page

Create a custom Coveo Insight Panel Classic Component

Create a custom Coveo box inside the Salesforce console
Create custom actions for a Coveo Insight Panel Classic Component or a custom box
Customize the AttachToCase

Change the default Quick view in Coveo for Salesforce
Change the search result links for Salesforce items
Send custom context information in Salesforce Lightning

Index Lightning flows
Send Apex context to a JavaScript Search interface
Consume the Case Assist API using Apex

Retrieve Case Classifications using Apex
Retrieve Document Suggestions using Apex

Safely apply content filtering
Reference

Coveo for Salesforce (v3) JavaScript components - Generated from code
JavaScript components

AugmentedResultList component
BoxAttachToCase component
BoxBody component
Box component
BoxCreateArticle component
BoxCurrentSort component
BoxCurrentTab component
BoxEditLink component
BoxExpandLink component
BoxFieldTable component
BoxHeader component
BoxPipelineContext component
BoxPopup component
BoxQuerySome component
BoxQuerySummary component
BoxQuickview component
BoxResultAction component
CaseCreation component

Cancel component
Field component
Picklist component
Submit component

CaseDeflection component
ChatterThumbnail component
CommunityStateManager component
ConsoleResultLink component
Copy to clipboard component
CreateArticle component
FullSearch component
InsightQuerySummary component
PipelineContext component
SalesforceAdaptiveResultLink component
SalesforceResultLink component
SalesforceThumbnail component
StandaloneSearchbox component
UserActions component (Visualforce)
UserActions component (Lightning)
ResultActionsSendEmail component
ResultActionsPostToFeed component
ResultActionsSendLiveAgent component
ResultQuickAction component
ViewedByCustomer component

Visualforce components

Box Visualforce component
CaseCreation Visualforce component
JsSearch Visualforce component
SearchInterface Visualforce component
UserActions Visualforce component

Lightning components

AgentPanel Lightning component
Base Lightning component
CaseCreation Lightning component
CaseDeflection Lightning component
ClickedDocumentList Lightning component
CommunitySearch Lightning component
CommunitySearchBox Lightning component
FullSearch Lightning component
PageViewTracker Lightning component
QueryList Lightning component
Searchbox Lightning component
Search Lightning component
SearchUI Lightning component
UserActivity Lightning component
ClientIdAccessor Lightning component
VisitorIdAccessor Lightning component

Lightning Web components

Recommendation Lightning Web component

Apex classes

UsageAnalytics Apex class
AnalyticsApiClient Apex class
SearchAPIClient Apex class
SearchApiResponse Apex class
SearchApiResult Apex class
AttachToCaseController Apex class
Globals Class

Troubleshooting

Impacts of endpoint deprecation
Lightning component no longer loads after updating the page configuration on the server side
Search interface does not return the expected results
Cannot see values when using an existing field in a facet
Unknown page for the current site configuration error with Coveo Lightning components
Coveo object unavailable in Lightning component
The feature is not activated for your organization
Uncaught-DOMexception-failed-to-read-the-'responsetext'-property-from-'XMLhttprequest' error message when using a component
Infinite loading when trying to preview a document using the Quick view
Access token update required

Release notes

Release notes - v6
Release notes - v5
Release notes - v4
Release notes - v3
Release notes - v2

FAQ

Coveo for ServiceNow
Coveo for Sitecore
Coveo for Zendesk

Security
Compliance
Services
Product entitlements
Coveo product news
Supported browsers
Glossary
Log in to Coveo for the first time
Design
Design (markdown)

Solutions and integrations

Coveo for Salesforce

Manage the application

Upgrade

Upgrade

Upgrade

This is for:

Developer System Administrator

In this article

The articles in this section describe how Salesforce administrators can proceed to upgrade the Coveo for Salesforce application.

Upgrade the Coveo for Salesforce application
Upgrade to the new Coveo Insight Panel Lightning Component experience
Upgrade from v5 to v6
Upgrade from v4 to v5
Upgrade from v3 to v4
Upgrade from v2 to v3

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In this article