Set Up the Salesforce Service Console in Lightning
- Click the gear icon and select Setup.
- 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.
- On the App Options page, select Console Navigation and Service Setup.
- Click Next.
- 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.
Table of Contents
How do I create a lightning component in Salesforce?
Steps:
- Create a visualforce page with page attribute renderas = “pdf” (sample code below)
- Add a Quick Action “Generate PDF” for required object ( Action Type: Visualforce; Visualforce Page: GeneratePDF.page)
- Go to Lightning App builder to add the action to detail view of Object
How to activate Salesforce Lightning?
Set the Default Interface to Lightning Experience
- From Setup in Lightning Experience, enter Lightning in the Quick Find box, then select Lightning Experience Transition Assistant. …
- Select the Roll Out phase.
- Click Launch Lightning Experience to expand the stage.
- Click Switch Users next to Make Lightning Experience the default interface. …
- Click the + button next to the users you want to switch.
How do I switch from Salesforce classic to lightning?
Supported Browsers and Devices for Lightning Experience
- Salesforce doesn’t support nonbrowser applications that embed WebView or similar controls to render content for Salesforce Classic or Lightning Experience. …
- You can’t access Lightning Experience in a mobile browser. …
- You can access Lightning Experience on iPad Safari. …
- Lightning Experience doesn’t support incognito or other private browsing modes.
What do you need to know about Salesforce Lightning?
Specifically, we think that:
- You should be comfortable reading and writing JavaScript. …
- It would be great if you know Apex. …
- If you’re coming to Lightning components from Visualforce, be sure to add the Apply Visualforce Skills to Lightning Components trail to your task list. …
How do I create a Salesforce Console app?
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.More items…
How do you make the Lightning 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…
What is lightning console app in Salesforce?
The Lightning Sales Console is a standard Salesforce Lightning app that gives you all your sales tools at your fingertips to prospect leads, close deals, and manage relationships. Use keyboard shortcuts to work efficiently in Lightning console apps.
How do I enable console in Salesforce?
To enable the service console:On the Salesforce Setup page, navigate to Administer > Manage Users > Users.Click the Edit link for the desired user.Select the Service Cloud User checkbox; then click Save. … In the Search box, search for Apps and click on the Apps link.Select the Console option and then click Next.More items…•
What is the difference between a console app in Salesforce?
1 Answer. A custom app in salesforce is a collection of tabs, objects, etc. that function together to solve a particular problem. Console apps in Salesforce are a tab-based workspace suitable for fast-paced work environments.
What is the difference between custom app and console?
A custom application is a collection of tabs, objects etc that function together to solve a particular problem. A console application uses a specific Salesforce UI – the console. Console applications are intended to enhance productivity by allowing everything to be done from a single, tabbed, screen.
What features are available in lightning console apps?
Required EditionsFeature or SettingAvailable in Salesforce Classic console apps?Available in Lightning Experience console apps?Interaction logsYesNoDynamic list updates (push notifications)YesNoDynamic record updates (push notifications)YesNoForget open tabsYesNo31 more rows
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…
What is the difference between service and service console in Salesforce?
Service Cloud is your whole Salesforce instance / org. Service Console is just one of the Apps in your Service Cloud. You can access Service console from Apps. It is a tab-based workspace that lets you manage multiple records on a single screen.
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.
What is Salesforce Developer console?
The Developer Console is an integrated development environment with a collection of tools you can use to create, debug, and test applications in your Salesforce org. Open the Developer Console. It takes only a couple of clicks to open the Developer Console from Salesforce Classic or Lightning Experience.
What are key benefits of the lightning service console in Salesforce?
It allows a multi tab and sub tab option with the Salesforce org, so you dont have to have multiple browser tabs open. So users can open for example Case A, then under Case A they can open the contact as a tab and the company as a tab.
Create a User and Enable Knowledge
Before you create Ursa Major Solar’s Service Console app, ensure that all of the settings are enabled for the tools you need to access in the service console. One of these tools is Salesforce Knowledge. Enable Knowledge for Ursa Major Solar.
Set Up the Salesforce Service Console in Lightning
Now that Knowledge is enabled, create Ursa Major Solar’s Service Console app, which serves as the center for case management. Use the Setup Flow to get started customizing all the features the Lightning Service Console has to offer.
Test Your Work
You just used the Setup Flow to customize the Service Console for Ursa Major Solar. To see what the user experience is like for Ada and her team, go into the Service Console app you just created and click around to view the features you just built into it.
Resources
You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
What is an app in Lightning?
An app is a collection of items that work together to serve a particular function. In Lightning Experience, Lightning apps give your users access to sets of objects, tabs, and other items all in one convenient bundle in the navigation bar. Lightning apps let you brand your apps with a custom color and logo. You can even include a utility bar and …
What is a checkmark in Lightning Experience?
A checkmark in the Visible in Lightning Experience column means that the app is accessible in Lightning Experience via the App Launcher and is fully functional . Classic apps that don’t have a check mark in the Visible in Lightning column are enabled only …
Can you find Classic apps in Lightning Experience?
Because you’re working in Lightning Experience, you won’t find those Classic-only apps in the App Launcher. Classic apps marked as visible in Lightning Experience are fully usable in Lightning Experience, but they don’t take advantage of the app enhancements that Lightning Experience offers.
Can you use Lightning Voice in an app?
You can even include Lightning page tabs and utilities like Lightning Voice. If your org uses utility features, you can enable a utility bar in your app that allows instant access to productivity tools, like integrated voice, in the Lightning Experience footer. You can also build your own on-demand apps by grouping items into new custom apps.
