Required Editions and User Permissions.
- 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. See Sidebar Styles for …
- Specify the size of the sidebar in the console by selecting height or width, and typing its percentage or number of pixels. When the height or width …
- Knowledge One – 250.
- Lookups – 150.
- 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 .
Table of Contents
How do I customize the activities sidebar?
When using Lighting the Activities Sidebar can be customized to fit your needs. Tabs (e.g., New Task, New Event, Log a Call, and Email) can be added, removed and reordered. For Actions that will not be used, such as Email from Salesforce, the tab can be removed to eliminate confusion.
How do I add quick actions to the sidebar?
Scroll to the sidebar section where you want to add the quick action component. For example, to add it to the left sidebar, go to the Left Sidebar section. Field: Select the record field that the quick action affects. For example, if the quick action creates a contact record, select the Contact field.
How do I add or remove fields in the action bar?
Drag an action you want to add from the top section. Drag fields from the screen back to the top section to remove them. When done, click the Save button on the Action bar. View your changes in production.
How do I edit sidebar in Salesforce?
First customize the User Interface:Click on: Setup| Customize| User Interface.Check the “Show Custom Sidebar Components on All Pages” checkbox.Click “Save”
How do you add objects in page layout?
Next step would be navigate to Setup > Opportunity in Quick Find within Side Panel > Page Layouts > Edit > Related Lists from the top panel > Drag and drop the appropriate related list from the top panel to the page layout > Save.
How do I add aura component to page layout?
Create and Add an Aura Component to the Record PageIn the Developer Console, select File | New | Lightning Component.For the component name, enter MyContactList .Check Lightning Record Page and then click Submit.Add a reference to the Apex controller, controller=”MyContactListController” , on the aura:component tag.More items…
How do I change the console layout in Salesforce?
From the console layouts list page, accessed in Setup by entering Console Layouts in the Quick Find box, then selecting Console Layouts, you can:Click New to create layouts.Click Edit to modify a layout.Click Del to delete a layout.Click Console Layout Assignment to assign console layouts to profiles.
How do you add an Opportunity object in Salesforce?
STEP 1: Create a new custom object named ‘Parent Opportunity’….Report Wizard Step 1: Select Opportunities as the data type to report on.Look for Opportunities and Parent Opportunity (or name of custom object created in Step 1) as an option in the report type list.Select Summary Report for the report format.More items…
How do I add a field to a page layout in Salesforce?
Add fields.In Salesforce Classic, click Setup.Search for and click Task Page Layouts under Build > Customize > Activities.Add a page layout or edit an existing one. … Drag a field, such as Call Duration, from the Task Layout list to the Task Detail section. … Above the Task Layout list, click Save.
How do you add components to a lightning page?
Edit a Page to Add a Lightning ComponentDisplay a desired record page for editing.Click the Gear icon and select Edit Page. … From the left navigation pane, scroll down the Lightning Components to select a component.Click and drag the component into the right pane.More items…•
How do you add custom components to a lightning page?
Navigate to Setup > Platform Tools > User Interface > Lightning App Builder. On the Lightning Pages section, click New. Select App Page, Home page, or Record page, where you want to add the component. In the Label field, enter the name of the lightning page and click Next.
How do you display object fields in lightning component?
Use the lightning-output-field component in lightning-record-view-form to display the value of a record field on a Salesforce object. Use the field-name attribute to specify the API field name.
How do I customize sales console in Salesforce?
2:4140:25Lightning Sales Console – Create the Ultimate Productivity WorkspaceYouTubeStart of suggested clipEnd of suggested clipAnd other stuff to save you time configuring it. So these are all available for you and as weMoreAnd other stuff to save you time configuring it. So these are all available for you and as we mentioned developer edition orgs you can create custom console apps as well if you choose.
What is console tab in Salesforce?
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 is mini console view in Salesforce?
Salesforce Mini View provides users small record previews that are visible once the mouse pointer is hovered over a record name. The Mini View presents the records related to the main detail records. These related records show up on a small panel through a mini page layout.
Overview
Cirrus Insight uses your existing Salesforce layouts in a number of ways in the Sidebar:
Salesforce Layout Setup
To adjust how fields display in the Sidebar, refer to the above chart and edit the appropriate layout (s) in Salesforce.
