how to create service console in salesforce lightning

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.

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Full Answer

What is Service Console in Salesforce Lightning?

The Service Console is a standard Salesforce Lightning console app that you can customize to meet the team’s case management needs, allowing them to access all things case-related, all from one screen. That’s pretty great!

How do I add a utility item in Salesforce Lightning?

Locate the Sales application that is Lightning-enabled. (Look for a check mark in the Visible in Lightning column next to Lightning in the App Type column). Click the down arrow on the right-hand side and select Edit. Navigate to Utility Items. Click Add Utility Item next to Utility Items.

How do I enable Salesforce Lightning in app manager?

Save the file and close the Developer Console. From Setup, enter App Manager in the Quick Find box, then select App Manager. Locate the Sales application that is Lightning-enabled. (Look for a check mark in the Visible in Lightning column next to Lightning in the App Type column).

How do I add a notification console in Salesforce?

Click the down arrow on the right-hand side and select Edit. Navigate to Utility Items. Click Add Utility Item next to Utility Items. Scroll down the list of components and select notificationConsole under Custom.

How do I create a console in Salesforce?

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...

What is a service console 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.

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 service console?

The Service Console is a standard Salesforce Lightning console app that meets all your service needs. You can customize this app to make it your own.

How do I get to the service 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 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.

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...

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.

What is Salesforce Field Service lightning?

What is Salesforce Field Service? Formerly known as Field Service Lightning (FSL), Salesforce Field Service (SFS) has a new name, but its purpose and value remain the same. It is Salesforce's field service solution. In other words, it's an onsite job management platform with real-time collaboration capabilities.

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.

What is Salesforce lightning service cloud?

Service cloud is an application within Salesforce that is geared toward making things easier for customer service by providing features such as: service console, case management, channels & digital engagement, and many more that will be outlined below.

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.

Create Case Record Page

In order for Ada and her team to be as productive as possible, Ada would like a custom layout for viewing case information. She wants the case record page to be simple and to include all the information she and her team need to access when working on a case, all available in one screen.

Create a Custom Compact Layout

Ada requests specific information be shown in the highlights panel of the service console app. She’d like you to add Account Name, Case Owner, and Date/Time Opened fields related to the case so she and her team can access this information quickly when viewing and managing a case. Do this by creating a custom compact layout for the highlights panel.

Verify Step

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.

Follow Along with Trail Together

Want to follow along with an instructor as you work through this step? Take a look at this video, part of the Trail Together series on Trailhead Live.

Add a Controller to the Component

Create a controller for the notificationConsole component by clicking Controller on the right-hand side of the Developer Console.

Add a Helper to the Component

Create a helper for the notificationConsole component by clicking Helper on the right-hand side of the Developer Console.

Style the Component

Create a style sheet for the notificationConsole component by clicking Style on the right-hand side of the Developer Console.

Deploy a Lightning Console App

From Setup, enter App Manager in the Quick Find box, then select App Manager.

Verify Step

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.