Features of 2020

Coveo for Salesforce updates are regularly made available to offer new and improved features. This page presents the main new features of 2020.

Coveo for Salesforce - Summer ‘20 Release - September 9, 2020

New Coveo Insight Panel Lightning Component Design (v4.6)

A new version of the Coveo Insight Panel Lightning Component is now available.

This revamped version of the component allows for seamless integration with Salesforce in addition to providing your support agents with a more intuitive experience.

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Customer Service API

Coveo for Salesforce can now leverage the Coveo Customer Service API.

This new API bundles various functionalities that are core to handling customer service use cases.

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Case Assist API

Coveo for Salesforce can now leverage the Coveo Case Assist API.

When called from a customer service interface, this API can render contextual document suggestions and case classification suggestions to end users as they are filling a support case.

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screen capture of the Service section in the menu of the Coveo Administration Console

New “Service” Section in the Coveo Administration Console

The Coveo Administration Console now has a new Service section.

This sections contains the Case Assist page, allowing you to configure the functionalities powered by the Coveo Case Assist API.

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Salesforce “Modify All Data” Permission No Longer Required

The Salesforce Modify All Data permission is no longer required for a crawling user to index Salesforce content in Coveo.

In many cases, this permission has been replaced by the Modify Metadata Through Metadata API Functions Salesforce permission.

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Coveo for Einstein Bots

Enhance your self-service experience by leveraging Coveo’s recommendation and search capabilities directly in your Salesforce Einstein bots.

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screen capture of Coveo search results displayed in an Einstein bot

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

FacetValueSuggestions

Facet Value Suggestions for Coveo for Community Cloud

Ensure a richer Search Experience for Community users by suggesting relevant filters as users type their query in the Community Searchbox using Facet Value Suggestions. The selected facet value will be automatically selected in the search results page.

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Session and User Stitching for User Actions

Empower agents with insight into all of a user’s interactions with Coveo content across several sessions, anonymous and authenticated, as well as across different devices or browsers. Enable them to use this insight to close cases faster and in a more personalized and satisfactory manner.

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Customizable Coveo Recommendations for Communities

Provide custom recommendations for Community users based on product owned or other relevant attributes. Customize the look and feel of your recommendations components on your community.

Contact us for support in implementing this feature.

Coveo In-Product Experience

Complete your self-service offering with the new Coveo In-Product Experience which brings all your help and support content right into your web app or web site. Ensure your users find the content they need using Coveo personalized and contextual recommendations and unified search.

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InsightPanelOnOtherObjects

Coveo Insight Panel Lightning Component for All Salesforce Objects

Recommend relevant content to employees on Opportunities, Leads, and other Salesforce objects (beyond just cases) with the Coveo Insight Panel Lightning Component. Easily leverage the same great features of the existing panel on almost any object in both Service and Sales Cloud Console with simple drag and drop configuration.

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User Actions for All Salesforce Objects

Empower employees with visibility into user actions related to Opportunities, Leads, and other Salesforce objects. Easily leverage the same great features of the existing UserActions component on almost any object in both Service and Sales Cloud Console with simple configuration options.

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B2B_ResultsTemplates

Enhanced B2B Commerce Results Pages Templates for Product and Order Tabs

Create rich B2B Commerce results pages with “clicks, not code” customizable results templates for product and order tabs that are mobile responsive. Coveo’s product card view and list view are optimized for the B2B Commerce shopping experience.

Support for B2B Commerce version 4.11 and Community Cloud Commerce Lightning Components

Coveo’s hybrid integration with Salesforce is built on both Lightning & Visualforce in order to support a B2B Commerce experience that’s both in the Community Cloud and the B2B Commerce Cloud.

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B2B_ProductRecommendations

AI-Powered Product Recommendations for B2B Commerce

The product recommendation model consumes usage analytics events tailored for commerce events. The Commerce Machine Learning (ML) model contains 2 submodels. The first submodel is item based and can be used to create “Frequently Bought With” product recommendations. The second submodel is user based and can be used to create “People like you” product recommendations.

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Dynamic Navigation Experience for B2B Commerce

Provide facet selection, facet value ordering and category suggestions to B2B buyers with Dynamic Navigation Experience machine learning model in order to provide a relevant and personalized B2B navigation experience, at scale.

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Animation: Code View intelligent code completion

Auto-Complete and Dark Mode in Interface Editor Code View

In the Interface Editor code view, now enjoy auto-complete for JavaScript Search Framework component names and options, plus Dark Mode.

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