How to enable service setup in salesforce


  1. On the Salesforce Setup page, navigate to Administer > Manage Users > Users.
  2. Click the Edit link for the desired user.
  3. Select the Service Cloud User checkbox; then click Save. Note: As an Admin, you must also have this permission.
  4. In the Search box, search for Apps and click on the Apps link.
  5. Select the Console option and then click Next.
  6. Enter the following details: App Label: The App label. For example, Gainsight Console. App Name: The App name. For example, Gainsight_Console. Description: A description of the App description.
  7. Click Next; select an image for your app using the Insert an Image button.
  8. Click Next; add Accounts and Cockpit from Available Items to Selected Items. Note: By default, Cases is already present.
  9. Click Next; and select appropriate options for the items you just selected. If you want an item to appear as a primary tab, select As a primary tab. …
  10. Click Next; select profiles using the checkboxes available under the Visible column to make this console app visible.
  11. Click Save. The console app now appears in the drop-down box on the top-right.
To enable the service console:
  1. On the Salesforce Setup page, navigate to Administer > Manage Users > Users.
  2. Click the Edit link for the desired user.
  3. Select the Service Cloud User checkbox; then click Save. …
  4. In the Search box, search for Apps and click on the Apps link.
  5. Select the Console option and then click Next.
Feb 22, 2017


How do I enable field service in Salesforce?

The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions. From Setup, enter Field Service Settings in the Quick Find box, then select Field Service Settings. Enable Field Service, and click Save to display more settings.

What is Salesforce service cloud console?

Salesforce service cloud console is designed to boost productivity for users in fast-paced environments. The salesforce service console, dashboard-like interface reduces clicking and scrolling so that you can quickly find, update, or create records. Using a console  one can easily access data and features you use most.

What are service-specific setup flows in service console?

Service Console comes with Service-specific setup flows that help you get up and running quickly. These flows walk you through setting up Email-to-Case, integrating with Twitter and Facebook, enabling Lightning Knowledge, and creating a Lightning Community. Please refer the below link for reference. hope it will be helpful.

How do I set up field service?

From Setup, enter field service in the Quick Find box, then select Field Service Settings. Click the toggle to enable Field Service. After Field Service is enabled, adjust the settings.


Where is the Salesforce service setup?

You—the fearless admin—head to the Service Setup Assistant page in Setup. Enter your main support email address and add agents, and the Assistant creates your Service app. If you have licenses for Omni-Channel, Chat, Messaging, or Knowledge, the Assistant can also set up these key features for you.

What is service setup in Salesforce?

Service Setup is where you connect your customers to your service center. Think of it as a dashboard for all things service. Whether you need to turn emails into cases, integrate with Twitter and Facebook, enable a knowledge base, or create a self-service help center, you do it all in Service Setup.

How do I enable service Cloud in Salesforce org?

1) In order to set up Service Cloud Console, you must have Service Cloud User enabled in your user record. (Even if you are a System Administrator.) 2) Once you have done this. You can navigate to Apps, click ‘New’ and you will now have the option to create a Service Cloud Console app (if there isn’t one already).

How do I create a service request in Salesforce?

Customize the Create Service Request SubflowFrom Setup, in the Quick Find box, enter Flows , and then select Flows.In the list of flows, next to Subflow: Create Service Request, click Open.Click Save As, and select A New Flow.Enter a label for the flow, and click Save.In the left pane, click the Manager tab.More items…

How do I setup a service cloud?

Go to Setup => Search as ‘Users’ => List of users will be displayed. List of users is displayed => Click the ‘Edit’ link beside it. Enable Service Cloud User checkbox and click the ‘Save’ button. Then provide visibility to the Service Console.

How do I add a tab to the service console?

Navigate to: Classic: Setup | Create | Apps | Click on any Console App | Edit | Enable ‘Show Customize My Tabs on the Navigation Tab’ and Save.

How do I add a service console in Salesforce?

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…

How Salesforce uses service Cloud?

Service Cloud enables users to automate service processes, streamline workflows and find key articles, topics and experts to support customer service agents. The purpose is to foster one-to-one marketing relationships with every customer across multiple channels and devices.

What is Salesforce service Cloud?

Salesforce Service Cloud is a comprehensive service management platform that enables organisations to work with customers and channel partners to provide excellent service efficiently.

What is service request in Salesforce?

The service request entity is an IT request that is created by an end user (technical or non-technical). We have identified roughly 100 different service requests across about 10 groupings or categories. An example of a service request in the ‘network’ category could be ‘create employee network account’.

How do I assign a service report in Salesforce?

Create a service report template.From Setup, enter Service Report in the Quick Find box, then click Service Report Templates under Field Service.Click New, or click Edit next to a report template you’d like to adjust. … If you’re creating a template, select an existing template as its base and give it a name.More items…

How do I create a service report in Salesforce?

To create a service report in the app, navigate to a service appointment, work order, or work order line item. Tap the action icon, then tap Create Service Report. If the service report template includes a signature section, you’re prompted to Sign & Confirm.

Ready to Get Hands-on with Field Service?

Create a Trailhead Playground now to follow along and try out the steps in this module. Scroll to the bottom of this page, click a playground name, and then select Create Playground. It typically takes 3–4 minutes for Salesforce to create your Trailhead Playground. You also use the playground when it’s time to complete the hands-on challenges.

Enable Field Service

To get up and running, enable Field Service and take care of a few important settings in your new playground.

Create Your Field Service Users

You need some helpers to get your mobile services off the ground. You already have one, you!

Create Field Service Resources

Make yourself a service resource so you can bring service to your customers.

Hands-on Challenge

You’ll be completing this challenge in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.


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