Coveo for Salesforce (legacy entitlements)

This is for:

System Administrator
Important

The article lists product entitlements that were effective before March 25, 2021.

See Coveo for Salesforce (Entitlements) for the most recent ones.

This page summarizes the differences between the available Coveo for Salesforce editions (Free (deprecated), Pro, and Enterprise).

Notes

Coveo for Salesforce Free (deprecated), Pro, and Enterprise editions

Features Free (deprecated) Pro Enterprise

Best uses

For small-scale communities and to learn the ropes of Coveo for Salesforce.

For medium to large Salesforce integration and projects that need a unified index

For large Salesforce integration and projects that need the most flexible and powerful search in their Salesforce environment.

Product availability

Features Free (deprecated) Pro Enterprise

Index used

Salesforce
Salesforce index, used to create and populate search pages.

Your organization type must support API access. See Access API.

Coveo
Coveo index, more powerful and flexible than the Salesforce index.

Salesforce Product Integration

Community Cloud
Platform

Community Cloud
Platform
Service Cloud
Sales Cloud

Available data sources

Salesforce only

  • Any Salesforce sources (Objects, Knowledge, Chatter, Content) and any two of the following:

    • Web and Sitemap Connectors

    • Push API and REST API

    • Amazon S3

    • Microsoft SharePoint Online

    • Jira Software Cloud

    • Google Drive for Work

    • Dropbox Business

    • Box Business

    • YouTube

    • RSS

    • Jive Cloud

    • Khoros Community

    • Zendesk

  • Salesforce (Objects, Knowledge, Chatter, Content)

  • Web and Sitemap Connectors

  • Push API and REST API

  • Amazon S3

  • Microsoft SharePoint Online

  • Jira Software Cloud

  • Google Drive for Work

  • Dropbox Business

  • Box Business

  • YouTube

  • RSS

  • Jive Cloud

  • Khoros Community

  • Zendesk

  • Available at an additional fee (For more information, contact Coveo Sales):

    • Database

    • File System

    • Microsoft SharePoint Crawling Module

    • Jira Crawling Module

    • Jive Crawling Module

    • Confluence Crawling Module

    • REST API Crawling Module

    • Web Crawling Module

    • Sitemap Crawling Module

Maximum number of sources

x

10

Support

Community support
Additional support available at an additional fee

Community support
Basic Support

Community support
Enterprise Support

Usage analytics

Features Free (deprecated) Pro Enterprise

Analytics event limit

100,000

As licensed

As licensed

Analytics visibility

1 month

6 months

As licensed

Analytics exports

x

10

25

Export schedule

x

10

25

Available dashboards

5

Unlimited

Unlimited

Named filters

x

25

400

Permission filters

x

25

100

Custom dimensions

x

10

25

Coveo Machine Learning

Features Free (deprecated) Pro Enterprise

ART model

1 model
Non-configurable

3 models
Configurable

10 models
Configurable

Query Suggestions

1 model
Non-configurable

2 models
Configurable

10 models
Configurable

Recommendations

Not Included

1 model

10 models

Displayed Coveo™ Machine Learning ranking score
(See Ranking basics)

x

check

check

Query pipeline

Features Free (deprecated) Pro Enterprise

Search optimization pipelines

5

25

50

Maximum pipeline condition

1,000

1,000

10,000

Maximum pipeline statements

1,000

5,000

50,000

Ranking weights

x

check

check

Total query per second limit[1]

5

10

25

User query per second limit[1]

5

5

5

1. The limits may vary according to your license. To know the exact number, contact Coveo Sales.

Search page features

Features Free (deprecated) Pro Enterprise

Facet range

x

check

check

Facet slider

x

check

check

Facet count

x

check

check

Queried results for facets

First 200 results

All results

Maximum queried results per object type

First 100 results

First 1000 results[2]

Maximum total returned results per query

First 200 results

First 1000 results[2]

Insight Panel

x

check

check

Sort by occurrence

x

check

check

Computed fields

x

check

check

Queryable objects

All objects that support search()
(see search())

All objects, when indexed
(see Advanced configuration of a Salesforce source in Coveo)

Data categories

x

check

check

Knowledge article limitations

Publish status facet

x

check

check

Many languages in the same result list

x

check

check

2. The facet and result counts are calculated differently and displayed accurately.

Important

Government Cloud isn’t supported in the Free edition (deprecated), and partially supported in Pro and Enterprise.

For more information, contact Coveo Sales.

Coveo Administration Console available feature comparison

Coveo for Salesforce gives you access to your own Coveo organization. You can administrate your Coveo organization using the Coveo Administration Console. Depending on your Coveo for Salesforce edition, your Coveo features can differ (see Coveo for Salesforce edition comparison).

This topic presents a comparison of Coveo Administration Console features that are available in each edition.

Administration Console Coveo for Salesforce editions
Section Features Free (deprecated) Pro and Enterprise
Content Menu
Sources x check
Log Browser x check
Fields x check
Content Browser check check
Extensions x check
Indexing Pipeline x check
Security Identities x check
Search Menu
Search Pages x check
Pipelines check check
A/B Tests check check
Conditions check check
Analytics Menu
Reports check check
Visit Browser check check
Exports x check
Dimensions x check
Named filters x check
Permission filters x check
Organization Menu
Groups check check
Members check check
API access check check
Activity Browser check check

Coveo JavaScript Search Framework feature comparison

Coveo for Salesforce comes with the Coveo JavaScript Search Framework, a fully customizable, open-source client side search UI developed and maintained by Coveo on GitHub (see Coveo Search UI).

The Coveo JavaScript Search Framework was initially created to communicate with a Coveo index. Since some editions of Coveo for Salesforce don’t make use of the Coveo index, some features can be limited to certain versions.

Here is a list of the differences between the Coveo for Salesforce editions when it comes to the Coveo JavaScript Search Framework components (see Coveo JavaScript Search Framework - Reference Documentation).

Components Free (deprecated) Pro and Enterprise

Facet

additionalFilter

x

check

computedField

x

check

computedFieldCaption

x

check

computedFieldFormat

x

check

computedFieldOperation

x

check

injectionDepth

x

check

lookupField

x

Deprecated

All other options

check

check

FacetRange

x

check

FacetSlider

x

check

Folding

check[3]

check

HierarchicalFacet

x

check

Matrix

x

check

Querybox

enablePartialMatch

x

check

partialMatchKeywords

x

check

partialMatchThreshold

x

check

All other options

check

check

ResultAttachment

x

check

ResultRating

x

check

Thumbnail

x

check

All the other components

check

check

3. Only for the first 200 returned results.

Standard query extension usage comparison

The Coveo Search API that comes with Coveo for Salesforce gives you access to the Query extension language, a powerful tool allowing you and your users to refine queries. A developer can use this language to add a complex, refined query when a user selects a certain profile or clicks a certain button, for example.

Since the different Coveo for Salesforce editions use different indexes, some information the Query extension language might expect may not be available.

The following list explains which Standard query extensions can be used with which Coveo for Salesforce edition.

General query extensions

Extensions Free (deprecated) Pro and Enterprise

$q

check

check

$qf

x

check

$qre

check[4]

check

$weight

x

check

$sort

check

check

$fold

check[4]

check

$loadParent

check

check

4. Only for the first 200 returned results.

Extensions for lists of values

Extensions Free (deprecated) Pro and Enterprise

$valueOfField

check[5]

check

$keepMatchingValues

check[5]

check

$removeMatchingValues

check[5]

check

$removeEmptyValues

check[5]

check

$removeDuplicateValues

check[5]

check

$replaceInValues

check[5]

check

$mergeValues

check[5]

check

$joinValues

check[5]

check

$splitValues

check[5]

check

5. Only for the first 200 returned results.

Join extensions

Extensions Free (deprecated) Pro and Enterprise

$valuesToResultSet

check[6]

check

$joinOnValues

check[6]

check

$join

check[6]

check

$filterJoin

check[6]

check

6. Only for the first 200 returned results.

Correlation extensions

Extensions Free (deprecated) Pro and Enterprise

$correlateListOfValues

check[7]

check

$correlateResultSet

check[7]

check

$correlateUsingIdf

check

check

$some

x

check

$removeStopWords

check

check

$noStemming

x

check

7. Only for the first 200 returned results.

Storage, recommendation, and persistent query allocation comparison

This topic presents index item storage, recommendation, and persistent query limits associated with various Coveo for Salesforce products.

Storage

The storage allocation for Coveo for Salesforce is limited to a certain number of items per Coveo production organization. An item means an element of content in the Coveo index such as a Salesforce object, a document, an email, an HTML page, or a database record.

Each customer is allocated items based on the queries per month (QPM) and Users specified in the purchase order and information in the following table. Coveo’s QPM estimates are based on the information shared by customers, depending on the use case and the customer’s search page’s current traffic.

Allocation type Salesforce product Item allocation per Coveo for Salesforce edition
Free (deprecated) Pro Enterprise
Fixed Per 100 K QPM Per user
Included Community Cloud N/A 500 K 1 M 5 K
Service Cloud N/A 20 K
Sales Cloud 12 K
Platform 4 K
Additional Minimum increments All N/A 500 K 1 M8
Limit 1 M9 60 M10

8. Many editions or additional billable units (QPM or User) are cumulative, up to a maximum of 60 M items.
9. For greater allocation, contact Coveo Sales to upgrade to an Enterprise edition.
10. For greater allocation, contact Coveo Sales.

Example

You have two Coveo for Salesforce licenses for which item allocations are cumulative:

  1. Community Cloud - Coveo for Salesforce Enterprise
    1 M items/100 K QPM x 1 M QPM = 10 M items

  2. Service Cloud - Coveo for Salesforce Enterprise edition with 1000 users item allocation:
    20 K items/user x 1000 users = 20 M items.

The total item allocation is 30 M items.

Recommendations

The Coveo Machine Learning (Coveo ML) Content Recommendations (CR) feature presents a user with most relevant content consulted by other users with a similar navigation history (see About Content Recommendations).

Each Coveo for Salesforce customer is allocated a limited number of recommendation queries (expressed in recommendations per month (RPM)) per Coveo production organization based on the purchase order and information in the following table.

Recommendation allocation Salesforce product Recommendation allocation per Coveo for Salesforce edition
Free (deprecated) Pro Enterprise
Per 100 K QPM Per user Per 100 K QPM Per user
Included Community Cloud N/A 200 K RPM N/A 300 K RPM 1.5 K RPM
Service Cloud N/A 3 K RPM N/A 5 K RPM
Sales Cloud 1.5 K RPM 3 K RPM
Platform 500 RPM 1 K RPM
Additional purchase All N/A N/A11 500 K RPM12

11. For greater allocation, contact Coveo Sales to upgrade to an Enterprise edition.
12. Many editions or additional billable units (QPM or User) are cumulative.

Example

You have two Coveo for Salesforce licenses for which recommendation allocations are cumulative:

  1. Community Cloud - Coveo for Salesforce Enterprise edition with 1 M QPM
    Recommendation allocation: 300 K RPM/100 K QPM x 1 M QPM = 3 M RPM

  2. Service Cloud - Coveo for Salesforce Enterprise edition with 1000 users
    Recommendation allocation: 5 K RPM/user x 1000 users = 5 M RPM

The total allocation is 8 M RPM.

Persistent queries

You can use persistent queries when you want to produce content from relatively static search result and don’t want to impact your queries allocation per month (see About persistent queries and Render static content using persistent queries).

Each Coveo for Salesforce customer is allocated a limited number of persistent queries per Coveo production organization based on the purchase order and information in the following table.

Persistent query allocation Salesforce product Persistent query allocation per Coveo for Salesforce edition
Free (deprecated) Pro Enterprise
Per 100 K QPM
Included Community Cloud N/A 50 150
Service Cloud N/A N/A
Sales Cloud
Platform
Additional All N/A13

13. For greater allocation, contact Coveo Sales.

Coveo for Salesforce Free (deprecated) - Support Package

When using Coveo for Salesforce Free, you might want to buy a support package to help develop, deploy, and maintain your Coveo for Salesforce Free integration.

Important

  • This offering is the same as the former Coveo for Salesforce Express edition.

  • To purchase the Free - Support Package, contact Coveo Sales.

The Coveo for Salesforce Free - Support Package gives you access to the following additional features:

Features Free Free - Support Package

Support

Community support

Community support
Basic support

Usage analytics

Features Free Free - Support Package

Monthly analytics event limit

100 K

250 K

Daily analytics event limit

10 K

25 K

Analytics visibility

1 month

6 months

Analytics exports

x

10

Export schedule

x

5

Available reports

5

15

Named filters

x

25

Permission filters

x

25

Custom dimensions

x

5

Coveo Machine Learning

Features Free Free - Support Package

ART model

1 model
Non-configurable

3 models
Configurable

Query Suggestions

1 model
Non-configurable

2 models
Configurable

Recommendations

Not included

1 model

Query pipeline

Features Free Free - Support Package

Search optimization pipelines

5

25

Maximum pipeline statements

1 K

5 K

Total query per second limit

5

10