Can users customize console salesforce


Customize a console app’s navigation menu so that the user interface suits the unique way you work. You can add and reorder items, and rename or remove items you’ve added. The utility bar is a great way to give your console users quick access to productivity tools, like softphones and History.

What is Salesforce console user permission set?

Select Salesforce Console User. This standard permission set is already created for you and comes with the Sales Console permission set license. Click Manage Assignments and assign users to the permission set….Required Editions and User Permissions.User Permissions NeededTo create permission sets:Manage Users

How do I edit my console app in Salesforce?

On the App Options page, select Console navigation. If you want to use Lightning Service Setup, select Include Service Setup. On the Utility Bar page, add any utilities that you want your console users to work with. On the Select Items page, add the items you want to include in the console app.

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.

How do I create a custom console component in Salesforce?

From the object management settings for the object whose page layout you want to edit, go to Page Layouts.Click Edit next to a page layout.Click Custom Console Components.Next to the sidebar in which you want to add your component, choose how to display and organize your components by Style .More items…

What is Lightning console user?

Lightning Console User. Ability to access and work with Lightning console apps. Users can access the apps from the Lightning Experience App Launcher. Create and assign the permission set to one or more Salesforce Platform users. You can assign the permission set either one at a time or in bulk.

How do I rename a console in Salesforce?

To rename an Aura component, you can update the record in AuraDefinitionBundle table. For that, go to developer console and write a query on AuraDefinitionBundle in QueryEditor tab. From the list, rename the DeveloperName and click on Save Rows button available at the bottom. This will rename the aura component.

What is the Salesforce service console?

The Salesforce Service Console is the centralized interface in the Salesforce Service Cloud, an application devoted to customer service, support and customer experience. With a unified console, agents can view all relevant customer information related to a customer case, or customer support incident.

How do I customize a case in Salesforce?

Click Edit on the View Cases Page line.Select the Show View Cases Page box to allow users to view their open and closed cases.Select Add Comments to Cases to allow users to add comments to their cases. … Select Add Attachments to Cases to allow users to upload files to their cases.More items…

How do I change my case layout?

Customize the Case Compact Layout. Confirm the Contact and Case Layout Assignments….NoteFrom Setup, in Object Manager, click the object whose layout you want to edit.Click Page Layouts, and then click the page layout name.Edit the layout and save your changes.

What are custom components Salesforce?

Salesforce provides a library of standard, pre-built components, such as and , that can be used to develop Visualforce pages. In addition, you can build your own custom components to augment this library.

How do I add a report chart to a console component?

To add the Report Chart to the Console, follow the steps listed below: Go to Corresponding object page layout editor. For Standard object – Setup – > Customize -> Choose the object -> Page Layout. For Custom Object – Setup -> Create -> Choose the custom object.

How do I enable the service console in Salesforce Classic?

Create and customize a console app, then assign the Service Cloud User feature license to users. To enable a console for the first time, contact Salesforce then assign users the correct permission set license and user permissions. To create a console, administrators must create a console app.

How do I edit an app in Salesforce lightning?

From the Home tab in Setup, enter App in the Quick Find box, then select App Manager.Click on a Lightning app’s row, and select Edit.More items…

Where would you customize the lightning service console app?

From Setup, in the Quick Find box, enter App , and then select App Manager.Click New Lightning App, and walk through the New Lightning App wizard.On the App Details and Branding page, give your app a name and description, set its primary branding color, and give it a logo.More items…

How do I change app options in Salesforce?

As a Salesforce admin, you can change which apps appear in the Lightning Experience App Launcher. You can also control the order in which the apps appear from the app menu. From Setup, enter App Menu in the Quick Find box, then select App Menu. From the list of app menu items, drag the apps to change their order.

How do I create a console app in Salesforce lightning?

Set Up the Salesforce Service Console in LightningClick 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.More items…

What is Salesforce Custom Console?

Salesforce Custom Console Component is a tool that lets users see and navigate through various types of data in different parts of a console interface. Components allow data to appear in interaction logs, sidebars, footers, and highlight panels of a tab-based console.

What is a custom console component?

Custom Console Components are useful tools to help users navigate properly through page layouts or apps. They range widgets to third-party apps and can be created using a variety of Salesforce elements. These components can help users browse through and manage different records easily on a single interface.

How to edit Salesforce Classic?

Note: To edit a Salesforce Classic console app, you must be in Salesforce Classic. From Setup, enter Apps in the QuickFind box, then select Apps and click Edit next to your console app.

How many tabs are there in the console?

Each console displays one navigation tab. Your administrator determines the list of objects you can choose from a navigation tab, butif it’s turned on for you, you can click Customize My Tabs to hide, display, and organize the objects.

What is a subtab in Salesforce?

(1) A primary tab is the main item to work on, such as an account. (2) A subtab is a related item on a primary tab, such as an account’scontact. Salesforce doesn’t limit the number of tabs you can display.

Can you turn on knowledge in Salesforce?

If Salesforce Knowledge is set up, you can turn on the Knowledge sidebar so that users working oncases can automatically see relevant knowledge articles that can help them close cases faster.

Can admins save session in Salesforce?

Administrators can save user sessions so that when you close your browser or log out of Salesforce,you can quickly return to what you were working on when you log in again.

Can you add history to Salesforce footer?

If a console is set up, you can add the History component to the footer so that users can quicklyaccess recent primary tabs or bookmarks without having to search Salesforce.


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