Lightning Experience Consoles Salesforce provides standard Lightning console apps for Sales and Service. To access these apps, you must be assigned the correct feature license. From the App Launcher, find and open Service Console or Sales 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.
Table of Contents
Is Salesforce the best cloud service?
With that, here are the tools you can use to build apps on Lightning Platform:
- Salesforce Environments. A secure and isolated development environment for developers and admins to test ideas, accelerate app development, and customize the platform. …
- Heroku. It lets you extend Salesforce by building engaging experiences through custom apps. …
- mySalesforce. …
- myEinstein. …
- Salesforce App Cloud. …
How do I log into Salesforce?
How do I access Salesforce for the first time?
- Check your email for your login information.
- Click the link provided in the email. The link logs you in to the site automatically.
- The site prompts you to set a password and choose a security question and answer to verify your identity in case you forget your password.
How to use Salesforce for customer service?
Salesforce recommends using all of the tools available to build a competitive … technologies and a fundamental rewiring of how work gets done a necessity for customer service organizations—and getting this right will be what sets companies apart …
What is a console in Salesforce?
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 access the service console?
To access the Service Console:Go to the Service Details for your service. See Access Service Details. … Scroll to Service Instances and find Open Service Console button for your instance. The Open Service Console button appears next to your service instance. … Click Open Service Console. The Service Console appears.
How do I open the console app in Salesforce?
From Setup, enter Apps in the Quick Find box, then select Apps, then click Next. Click New, select Console , and click Next. Optionally, to copy an existing console, click Clone on the console’s detail page. Save a console that you’ve copied before you can update its cloned push notifications or keyboard shortcuts.
What is a service console in Salesforce?
0:001:34Lightning Service Console Feature Demo – YouTubeYouTubeStart of suggested clipEnd of suggested clipLightning service console lets agents everywhere deliver. Fast personalized customer service moreMoreLightning service console lets agents everywhere deliver. Fast personalized customer service more efficiently than ever before. They can use it to bring cases across all channels. Phone email social
How do I change the service console in Salesforce?
Do this by creating a custom compact layout for the highlights panel.Click the gear icon. … Click the Object Manager tab.Click Case.Click Compact Layouts from the menu on the left.Click System Default, then click Clone.Fill out the details for the compact layout.More items…
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.
What is Salesforce console view?
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.
What is difference between service and service console?
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.
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.
What is lightning console 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. Keyboard Shortcuts for Lightning Console Apps. Use keyboard shortcuts to work efficiently in Lightning console apps.
How do I get to the service console 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…
Is Service console available in sales Cloud?
Service Cloud is an add-on to Sales Cloud. Sales Cloud includes Cases and Email-to-case, whereas Service Cloud includes features like Entitlements and Milestones. It is mainly omnichannel. The console is an added feature in Service Cloud, setting it apart from Sales Cloud.
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.
Focus on the Right Customer Information
The console brings together all Service Cloud features in one place and on one screen. You can think of the console as a service agent’s workspace for interacting with customers and resolving customer requests as quickly as possible, no matter the customer or agent’s location or engagement point.
Tour the Console
After Ryan takes a call and opens a new case, the automatic workflow rules route it to Ada for evaluation. Ada gets an email alerting her that she’s been assigned a new case and because it came in from Platinum Support, she wants to take a look at it right away.
Mobile, Accessible, and At-Home Ready
Just like other Salesforce features and tools, the console is available through the Salesforce mobile app, so you can create, edit, and view your data in real time, no matter where you are.
What is the utility bar in Salesforce?
The utility bar runs along the bottom of the console and provides a shortcut to all the tools you need to provide a smarter, quicker resolution for every client issue. It’s like a Swiss Army knife for record management (minus the sharp edges) and is fully customizable by your Salesforce admin. Anthony has a link to History, Notes, and Macros on his utility bar, so he can quickly flip to a record he was recently viewing, take notes during a conversation, or automate some of the repetitive actions he regularly takes on his cases.
What is a service console?
Service Console brings Service Cloud features together in one place. It’s where you can go to get a full view of each client and access the tools you need to manage data related to service delivery.
Where is the object menu in Service Console?
Object Menu (1) In Service Console, your primary navigation tool is the dropdown in the navigation bar called the object menu. From here, you can select any object and access list views for that object. When you click on a record, it automatically opens up as a new tab, so it’s there when you need it.
Learning Objectives
See more on trailhead.salesforce.com
Focus on The Right Customer Information
-
The console brings together all Service Cloud features in one place and on one screen. You can think of the console as a service agent’s workspace for interacting with customers and resolving customer requests as quickly as possible, no matter the customer or agent’s location or engagement point. Let’s tour the console.
Tour The Console
-
After Ryan takes a call and opens a new case, the automatic workflow rules route it to Ada for evaluation. Ada gets an email alerting her that she’s been assigned a new case and because it came in from Platinum Support, she wants to take a look at it right away. She goes straight to the console, so she can see the new case and all other associated records. Ursa Major Solar’s admin, Maria, has customized the console by giving it a new logo and ren…
Mobile, Accessible, and At-Home Ready
-
Just like other Salesforce features and tools, the console is available through the Salesforce mobile app, so you can create, edit, and view your data in real time, no matter where you are. Whether you’re working at home, signing on to a virtual meeting, or out in the field to visit a customer, you can pull up information from the console to your smartphone, tablet, or laptop. All you need is an internet connection and log in to Salesforce to work anywhere, a…
Resources
- Trailhead:Mobile App Basics
- Trailhead:Accessibility Basics
- Salesforce Help:Accessibility Standards
- Salesforce Help:Lightning Service Console