V5 release notes

This is for:

Developer System Administrator

This page lists the new features, enhancements, and bug fixes introduced in the Coveo for Salesforce v5 package since its initial release in August 2023.

Important
Important

To know what to look out for when upgrading from v4, see Upgrade from v4 to v5.

For a summary of the main changes and top features introduced in this release, see What’s new in v5?.

For a summary of the main features introduced in recent releases, see New Coveo for Salesforce features.

October 2024 release: v5.10.1 (maintenance release)

Note

This release includes the Quantic Framework (v2.57.0), the JavaScript Search Framework July 2024 release (2.10119.0), and the JavaScript Interface Editor July 2023 release (1.34.2).

To download this release of Coveo for Salesforce:

Bug fixes

ClientIdAccessor component now works as expected

Fixed an issue where the ClientIdAccessor Lightning component wasn’t working as expected when using the setClientId method.

September 2024 release: v5.10 (minor release)

Note

This release includes the Quantic Framework (v2.57.0), the JavaScript Search Framework July 2024 release (2.10119.0), and the JavaScript Interface Editor July 2023 release (1.34.2).

To download this release of Coveo for Salesforce:

New features and enhancements

  • Query history now available in Coveo hosted search pages

    The Coveo Community Hosted Search Page and Coveo Console Hosted Search Page components now support the query history feature, allowing users to see their previous queries as they type in a search box. You can enable query history through the hosted search page builder in the Coveo Administration Console.

  • Custom sort options now available in Coveo hosted search pages

    The Coveo Community Hosted Search Page and Coveo Console Hosted Search Page components now support custom sort options, allowing users to sort search results based on custom criteria. You can set sort options through the search page builder in the Coveo Administration Console.

Bug fixes

  • Endpoint Test button now works as expected

    Fixed an issue where the endpoint Test button on the Advanced Configuration page wasn’t working as expected.

July 2024 release: v5.9 (minor release)

Note

This release includes the Quantic Framework (v2.54.0), the JavaScript Search Framework January 2024 release (2.10114.1) and the JavaScript Interface Editor July 2023 release (1.34.2).

To download this release of Coveo for Salesforce:

Noteworthy Quantic Framework updates

  • New feedback modal for RGA

    The new feedback modal for Relevance Generative Answering (RGA) allows users to provide feedback on the quality of the generated answers.

    Quantic feedback modal for RGA | Coveo for Salesforce

  • Rich text formatting for RGA

    Rich text formatting is now supported in RGA answers, providing a better user experience.

    Quantic rich text for RGA | Coveo for Salesforce

Bug fixes

  • Filter button now displays correctly on small screens

    Fixed an issue where the filter button in the Coveo Hosted Insight Panel didn’t display correctly on small screens.

June 2024 release: v5.8 (minor release)

Note

This release includes the Quantic Framework (v2.50.9), the JavaScript Search Framework January 2024 release (2.10114.1) and the JavaScript Interface Editor July 2023 release (1.34.2).

To download this release of Coveo for Salesforce:

New features and enhancements

Bug fixes

  • Facet reordering now works as expected

    Fixed an issue where facet reordering wasn’t working properly in Coveo Hosted Insight Panels and Coveo hosted search pages when the Dynamic Navigation Experience (DNE) feature was enabled.

  • Tooltips in hosted search pages now display correctly

    Fixed an issue where tooltips in Coveo hosted search pages weren’t rendering properly.

May 2024 release: v5.7 (minor release)

Note

This release includes the Quantic Framework (v2.50.2), the JavaScript Search Framework January 2024 release (2.10114.1) and the JavaScript Interface Editor July 2023 release (1.34.2).

To download this release of Coveo for Salesforce:

New features and enhancements

  • Salesforce custom labels for Quantic component strings

    You can now use labels within our Lightning Web Components (namely, the Hosted Insight Panel and Hosted Search Page) to change the text or create translations using Salesforce’s Translation Workbench feature.

  • Coveo Hosted Searchbox component

    The new Coveo Hosted Searchbox component allows you to integrate a Coveo hosted search box in an Experience Cloud site.

  • Coveo Community Hosted Search Page component

    The new Coveo Community Hosted Search Page component allows you to integrate a Coveo hosted search page in an Experience Cloud site.

Bug fixes

  • The current user’s email is now always the first identity in the Platform token

    Fixed an issue where the identity of the current user wasn’t the first in the list when generating a custom token for the Hosted Insight Panel.

  • Custom contexts are now shared between the Hosted Insight Panel and the Insight FullSearch component

    Fixed an issue where the custom context option was not shared from the Hosted Insight Panel to the Insight FullSearch component.

  • Correct fonts are now being used on Getting Started page of the Coveo for Salesforce package

    Fixed an issue where the wrong fonts were being used on the Getting Started page of the Coveo for Salesforce package.

April 2024 release: v5.6.3 (maintenance release)

Important
Important

If you had installed v5.6, upgrade to v5.6.3 at your earliest convenience to benefit from the latest bug fixes.
Note

This release includes the JavaScript Search Framework January 2024 release (2.10114.1) and the JavaScript Interface Editor July 2023 release (1.34.2).

To download this release of Coveo for Salesforce:

Bug fix

  • Quickview and result links are now opening correctly in the Hosted Insight Panel

    Fixed the Quickview and result links issue that was causing an error in the Hosted Insight Panel.

March 2024 release: v5.6.2 (maintenance release)

Note

This release includes the JavaScript Search Framework January 2024 release (2.10114.1) and the JavaScript Interface Editor July 2023 release (1.34.2).

To download this release of Coveo for Salesforce:

Bug fixes

  • Smart Snippet link now opens in a new tab

    Fixed an issue where the Smart Snippet source link in the Hosted Insight Panel wasn’t opening in a new tab as expected.

  • Smart Snippet error no longer triggered when users access next-page results

    Fixed an issue with Smart Snippets which caused an error when users weren’t accessing the first page of results in the Hosted Insight Panel.

February 2024 release: v5.6 (minor release)

Important
Important

Install v5.6.3 instead of v5.6 to benefit from the latest bug fixes.
Note

This release includes the JavaScript Search Framework January 2024 release (2.10114.1) and the JavaScript Interface Editor July 2023 release (1.34.2).

To download this release of Coveo for Salesforce:

New features and enhancements

  • Relevance Generative Answering (RGA) now available in the Hosted Insight Panel

    The Coveo Hosted Insight Panel now supports Relevance Generative Answering (RGA).

    Important

    Coveo Relevance Generative Answering (RGA) is a paid product extension. Contact Coveo Sales or your Account Manager to add RGA to your organization license.

  • New Custom Context Provider picklist

    The Custom Context Provider picklist that’s now part of the Coveo Hosted Insight Panel component makes it easy to augment queries with additional context returned by your custom Apex class.

  • New EXECUTE_QUERY privilege added to the platform token

    The EXECUTE_QUERY privilege has been added to the platform token that’s generated by the Hosted Insight Panel. As a result, the generated platform token (default or custom) can now be used to send queries to the Search API.

    Important

    Since the platform token doesn’t have a search hub or an enforced pipeline, we strongly advise against using pipeline filters to exclude sensitive information from your query results. See Safely apply content filtering and Query pipeline routing mechanisms and rules for details.

Bug fixes

  • Hosted Insight Panel not loading

    Fixed an issue where the Hosted Insight Panel wasn’t loading due to an error related to the ApexTypeImplementor object.

  • Salesforce items opening in a new browser tab

    Fixed an issue where Salesforce items were opening in a new browser tab instead of a new Salesforce tab when users clicked a result link in the Hosted Insight Panel.

November 2023 release: v5.5 (minor release)

Note

This release includes the JavaScript Search Framework July 2023 release (2.10111.2) and the JavaScript Interface Editor July 2023 release (1.34.2).

To download this release of Coveo for Salesforce:

New features and enhancements

  • New keyword highlighting feature

    The Coveo Hosted Insight Panel component now provides keyword highlighting out of the box.

  • Behavior change for the Send as email result action

    The Send as email result action in the Coveo Hosted Insight Panel component now replaces the entire body of an email with a result link instead of inserting the link at the cursor position.

  • Broken link cleanup

    Links that pointed to deprecated Coveo Classic search pages have been removed from the Coveo for Salesforce package and its Getting Started page.

October 2023 release: v5.4 (minor release)

Note

This release includes the JavaScript Search Framework July 2023 release (2.10111.2) and the JavaScript Interface Editor July 2023 release (1.34.2).

To download this release of Coveo for Salesforce:

New features and enhancements

Issue number Description

SFINT-5189

Renamed the Coveo Quantic Insight Panel component to the Coveo Hosted Insight Panel component. This is purely a visual change and won’t affect existing implementations.

September 2023 release: v5.3 (minor release)

Note

This release includes the JavaScript Search Framework July 2023 release (2.10111.2) and the JavaScript Interface Editor July 2023 release (1.34.2).

To download this release of Coveo for Salesforce:

New features and enhancements

Issue number Description

SFINT-5125

Added support for the Viewed by customer tag to the Coveo Quantic Insight Panel component.

Bug fix

Issue number Description

SFINT-5169

Fixed an issue where the Coveo Quantic Insight Panel component wasn’t filtering out the currently viewed case from the search results.

August 2023 release: v5.2 (initial release)

Note

This release includes the JavaScript Search Framework July 2023 release (2.10111.2) and the JavaScript Interface Editor July 2023 release (1.34.2).

To download this release of Coveo for Salesforce:

New features and enhancements

Issue number Description

SFINT-4479 and SFINT-4480

Added support for the Send as email and Post to feed result actions to the Coveo Quantic Insight Panel component.

SFINT-4761

Visualforce components are no longer used to store the HTML content of your pages. A new custom object called Page Content is now being used instead.

SFINT-4785

Added a picklist to make it easier to select the desired Hosted Insight Panel configuration for the Coveo Quantic Insight Panel component.

SFINT-4799

Updated the Coveo for Salesforce remote site settings to support the new Canada deployment region.

SFINT-4840

Added support for the organization endpoints feature. A new toggle to enable this feature was added to the Advanced Configuration page.

SFINT-4854

Added support for the Smart Snippets feature to the Coveo Quantic Insight Panel component.

SFINT-4855

Added support for folding to the Coveo Quantic Insight Panel component.

SFINT-5014

Added support for the Featured tag to the Coveo Quantic Insight Panel component.

SFINT-5044

Added support for Dynamic Navigation Experience (DNE) to the Coveo Quantic Insight Panel component.

SFINT-5064

Added the new Coveo ClientIdAccessor component. This component replaces the Coveo VisitorIdAccessor component.

SFINT-5057 and SFINT-5118

Added the ability to generate a custom platform token for the Coveo Quantic Insight Panel component. A picklist to select the name of the custom Apex class that will override the default platform token was also added to the Coveo Quantic Insight Panel component.

SFINT-5086

Result links in the Coveo Quantic Insight Panel component now open in a new tab by default.

SFINT-5110

Removed the Interface Editor for the Coveo Classic search pages (that is, InterfaceEditor, BoxInterfaceEditor, and CaseCreationInterfaceEditor).

Bug fixes

Issue number Description

SFINT-4960

Fixed an issue where the Coveo Page View Tracker component wasn’t sending the clientId with page view events.

SFINT-4990

Fixed an issue where the ConsoleResultLink component wasn’t setting tab titles properly.