New Coveo for Salesforce features of 2020
New Coveo for Salesforce 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.
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Notes
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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.
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.
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.
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.
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 with the Modify Metadata Through Metadata API Functions Salesforce permission.
Coveo for Einstein bots
Enhance your self-service experience by leveraging Coveo’s recommendation and search capabilities directly in your Salesforce Einstein bots.
Very useful
Not really
Very useful
Not really