How do I change the console layout in Salesforce?
From Setup, enter Console Layouts in the Quick Find box, then select Console Layouts. Click New and optionally choose an existing layout to clone. Enter a name for the new layout. Click Save.
What is console in Salesforce?
Salesforce Console apps are a tab-based workspace suited for fast-paced work environments. Manage multiple records on a single screen and reduce time spent clicking and scrolling to quickly find, update, and create records.
How do I enable console view in Salesforce?
a. From Setup, click Create > Apps. b. Click Edit next to the app where you want to include the Console tab.
Where is service console in Salesforce?
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(If your admin hasn’t customized the console, it’s even easier to find: Just open the App Launcher, enter service console in the Quick Find box, and select the result.) Ada can see the case record, account information, contact details, and other related files all in one place.
How do I customize a Salesforce console?
Add the Service Cloud User License to Users
- From Setup, enter Users in the Quick Find box, then select Users.
- Click Edit next to your name.
- Select Service Cloud User.
- Click Save.
- From Setup, click Create | Apps, then Edit next to Sample Console.
- In Assign to Profiles, click Visible next to your profile, then Save.
How do I create a console in Salesforce?
The number of console apps you can create is based on your Salesforce org’s custom app limits.
- From Setup, enter Apps in the Quick Find box, then select Apps, then click Next.
- Click New, select Console , and click Next.
- Type a label for the app, then click Next.
- Optionally, add a custom logo.
How do I use Salesforce Service Console?
Set Up the Salesforce Service Console in Lightning
- Click the gear icon.
- Enter App Manager in the Quick Find box, and select App Manager.
- Click the New Lightning App button and follow the screens to add the new app details.
- Fill in the App Details & Branding information.
- Click Next.
How do I deploy a console in Salesforce?
How do I add a console tab in Salesforce?
Console Tab in Salesforce
- Click Your Name –> Setup –> Customize –> Agents Console –> Console Layouts.
- Click “New Button” to create a Console Layout.
- Enter the layout name and click “Save” button.
- Open the Console Layout and click “Edit” button in Selected List Views.
How do I setup a service console?
What is a console tab?
The console is a tab that combines a list view and related records into one screen with different frames so that users have all the information they need when interacting with salesforce.com.
What can you do with a Salesforce console?
Salesforce lets you quickly add lookup fields, related lists, report charts, Visualforce pages, and more to console sidebars. Console components are a big topic that weaves into the world of developers and the API, but in this module, we’ll just show you how easy it is to add some out-of-the box component functionality to page layouts.
Where are the layouts stored in Salesforce.com?
Layouts are stored in the layouts directory of the corresponding package directory. The extension is .layout. Retrieving a component of this metadata type in a project makes the component appear in any Profile and PermissionSet components that are retrieved in the same package.
How many components can be displayed in a sidebar in Salesforce?
Represents a location and style in which to display more than one custom console component on the sidebars of the Salesforce console. You can specify up to five components for each of the four locations (left, right, top, and bottom). This field is available in API version 30.0 and later.
Where do I find the Mini layout in Salesforce?
The main sections of the layout containing fields, s-controls, and custom links. The order here determines the layout order. A mini layout is used in the mini view of a record in the Console tab, hover details, and event overlays. Fields for the special multiline layout fields which appear in OpportunityProduct layouts.