How do I get Started with the Salesforce console in Lightning?
Get started with the Salesforce console in Lightning Experience. Use workspace API methods from Lightning pages either in the utility bar or in a Lightning console app. Here’s how a Lightning console app works: The App Launcher (1) lets you switch between apps. To switch to another console app or back to a standard app, use the App Launcher.
How to score and grade leads in Salesforce?
Lead Scoring and Grading in Salesforce 1 Trailhead. Go hands-on with setting up lead scoring for your company. ... 2 Salesforce Documentation. Learn how Salesforce Einstein uses artificial intelligence to score your leads, and how your sales team can prioritize its leads by score. 3 Trailblazer Community. ...
What are the differences between Salesforce classic and lightning experience?
Note In Lightning Experience, you control the appearance of your components differently than in Salesforce Classic. Size—The page template for your record page determines the size of the component region. For example, the Three Regions page template provides a main region width of 50%, and the side region widths are each 25%.
What can you do with Salesforce console?
The console is perfect for Sales and Service folks. Support agents can use multiple applications at once and keep the context of cases as priorities change. Sales reps have all the tools at their fingertips to cultivate leads, close deals, and manage relationships.
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.
How do I create a scorecard in Salesforce?
Scorecards are built on top of Salesforce reports.Go to Scorecards, and click New.From Setup, enter Scorecard Metric and select Fields, to enter categories that you need and are not already included.Go back to your scorecard and add metrics to it. ... Associate your scorecard with a program, level, or partner account.
How do I change the sales console?
Salesforce.com – Editing Page Layouts in Sales ConsoleTo get here, go to the trusty gear icon as before, select “Edit Page”. ... Once there, you have the options to edit a few things: ... Click the compact layout being viewed (red arrow above) to go directly to that area.More items...•
What can admins customize with standard configuration when they create custom lightning Console apps?
From Setup, admins can use the App Manager to customize the standard Sales Console app.Add your own branding.Add any additional items your teams need to access in the console.Configure the utility bar so reps can easily access productivity tools like Sales Dialer and macros.More items...
How do I make a scorecard in Google Sheets?
Add a scorecard chartOn your computer, open a spreadsheet in Google Sheets.At the top, click Insert. Chart.At the right, under “Chart type,” click the Down arrow . Tip: Point your mouse over an example image to see the chart type.Under “Other,” choose Scorecard chart.
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...
Which feature is included in the lightning service console by default?
In Lightning Experience, split view is enabled by default, and users can open or minimize split view. The Salesforce Classic Pinned to Top setting isn't available in Lightning Experience.
How do you edit the Lightning app?
on a Lightning app's row, and select Edit....Here are some things you can do from the App Settings tab.Change your app's name, primary color, and logo.Override the org theme with your app's brand image and nav bar color.Add a utility bar for common processes and tools, like Recent Items, Notes, Dialer, and Open CTI.More items...
What is difference between standard navigation and console navigation?
Apps with standard navigation let you open a single record at a time. However, apps with console navigation let you open multiple records at a time, and related records open in subtabs under the original record.
What are key benefits of the lightning service console?
Service Console is a tool that comes built-in to Lightning Service Cloud. This tool provides your support team with as much information as they will need to work each case. By default, Lightning Service Cloud displays: A list view of cases to easily navigate among records, fast.
When personalizing the navigation bar for a Salesforce app what can you do?
You can add and reorder items, and rename or remove items you've added. Keep these considerations in mind when personalizing an app's navigation bar in Lightning Experience. Quickly access important records, lists, groups, and other frequently used pages in Salesforce.