Salesforce Classic Consoles If you’re assigned the Service Cloud User feature license, you can review and customize an out-of-the-box console by selecting Sample Console from the app menu. Lightning Experience Consoles Salesforce provides standard Lightning console apps for Sales and Service.
How do I create a custom console component in Salesforce?
From the object management settings for the object whose page layout you want to edit, go to Page Layouts.Click Edit next to a page layout.Click Custom Console Components.Next to the sidebar in which you want to add your component, choose how to display and organize your components by Style .More items...
How do I change the service console in Salesforce?
To create a layout for the Agent console:From Setup, enter Console Layouts in the Quick Find box, then select Console Layouts.Click New and optionally choose an existing layout to clone.Enter a name for the new layout.Click Save.Click Edit in the Selected List Views section.More items...
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...
How do I edit an app in Salesforce lightning?
From the Home tab in Setup, enter App in the Quick Find box, then select App Manager.Click on a Lightning app's row, and select Edit.More items...
How do I create a service console app?
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 do I access the Salesforce service console?
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...•
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.
How do I create a console in Salesforce lightning?
On the App Options page, select Console navigation. If you want to use Lightning Service Setup, select Include Service Setup. On the Utility Bar page, add any utilities that you want your console users to work with. On the Select Items page, add the items you want to include in the console app.
What is console tab in Salesforce?
The console is a tab that combines a list view and related records into one screen with different frames so that users have all the information they need when interacting with salesforce.com.
Where is customize in Salesforce setup?
You can create a custom setting in the Salesforce user interface: from Setup, enter Custom Settings in the Quick Find box, then select Custom Settings. After creating a custom setting and you've added fields, provide data to your custom setting by clicking Manage from the detail page.
How do I customize my Salesforce homepage?
Go to Setup | Customize | Home | Home Page Layouts Click the New button and select a layout you'd like to model the new one from. Give the new layout a name. Select the components you'd like to include. Click Next to select the order you would like the components to appear on the page.
How do I create a custom application in Salesforce?
Steps To Setup The AppClick on Setup button next to app name in top right corner.In the bar which is on the left side, go to Build → select Create → select Apps from the drop down menu.Click on New as shown in the below screenshot.Choose Custom App.Enter the App Label. ... Choose a profile picture for your app.More items...•
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.
Before You Start
To follow along in this module, you need a special Developer Edition org that contains Field Service with the managed package and our sample data. Get the free Developer Edition and connect it to Trailhead now so you can follow along in your own org. Later, you'll use it to complete challenges.
Change the Time Zone Displayed
The dispatcher console includes a Gantt that displays appointments and mobile workers organized by time of day. Ursa Major’s dispatcher Jacinta has a Gantt that shows her appointment times in the Los Angeles time zone.
Add and Remove Fields with Field Sets
Field sets are a great tool to personalize the dispatcher console experience. An admin can add custom fields, move fields around, or remove fields the dispatchers don’t use.
Enable Drip-Feed Scheduling
Schedules have been changing constantly at Ursa Major. Mobile workers receive dispatched appointments and then have to switch to a new appointment before they get started. Mobile workers aren’t confident about what they’re really going to do next.
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.
