Sample Visualforce Page Using the Salesforce Console Integration Toolkit.
- Create a Visualforce page.
- Cut and paste the following sample code into your Visualforce page.
- Create a custom link for cases that uses your Visualforce page.
- Edit the page layout for cases and add your custom link.
- Add any domains to the console’s allowlist.
Full Answer
How do I access Salesforce service console and sales console?
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. These apps are designed to meet all your Service and Sales needs and can be customized.
How to allowlist domains for a Salesforce console?
To allowlist domains for a Salesforce console: •Customize Application Salesforce admins can let console users access domains outside of Salesforce. For example, you can add www.example.com to a console’s allowlist so that console users can access that domain.
What are the guidelines for working with Salesforce console multi-monitor components?
Guidelines for Working with Salesforce Console Multi-Monitor Components in Salesforce Classic Move portions of a console to different areas of your computer screens so that you can view data in ways that help you work best. Tabs and Navigation in the Salesforce Classic Console EDITIONS
How do I edit a Salesforce classic console app?
Customization Limitations Note: To edit a Salesforce Classic console app, you must be in Salesforce Classic. From Setup, enter Apps in the Quick Find box, then select Apps and click Edit next to your console app. You can’t upgrade a Salesforce Classic console app to Lightning Experience.
How do I enable 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...•
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.
How do I add a console tab in Salesforce?
Console Tab in SalesforceClick Your Name --> Setup --> Customize --> Agents Console --> Console Layouts.Click "New Button" to create a Console Layout.Enter the layout name and click "Save" button.Open the Console Layout and click "Edit" button in Selected List Views.More items...
How do I switch to sales console in Salesforce?
To have the console for sales enabled for your Salesforce org, contact Salesforce.Customize highlight panels for all objects and turn them on.By default, your org has the “Sales Console User” permission set license. ... Assign the Salesforce Console User Permission Set to Sales Console Users.Optionally, for sales reps:More items...
What is Salesforce service console?
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 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.
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.
What is console view Salesforce?
A console displays all records as tabs so that users can quickly find, update, and create records on one screen. Primary tabs display the main item to work on, such as an account. Subtabs display related records, such as cases or contacts on an account. Salesforce Classic.
What's a console tab?
The script console is a tab of the Scripting window; it is a command line interpreter through which you can quickly enable a script engine and enter commands to act on the script.
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 is Salesforce console user?
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.
How do I access the developer console in Salesforce?
To open the Developer Console from Salesforce Classic:Click Your Name .Click Developer Console.
How to edit Salesforce Classic?
Note: To edit a Salesforce Classic console app, you must be in Salesforce Classic. From Setup, enter Apps in the QuickFind box, then select Apps and click Edit next to your console app.
What is a subtab in Salesforce?
(1) A primary tab is the main item to work on, such as an account. (2) A subtab is a related item on a primary tab, such as an account’scontact. Salesforce doesn't limit the number of tabs you can display.
How many tabs are there in the console?
Each console displays one navigation tab. Your administrator determines the list of objects you can choose from a navigation tab, butif it’s turned on for you, you can click Customize My Tabs to hide, display, and organize the objects.
Can you turn on knowledge in Salesforce?
If Salesforce Knowledge is set up, you can turn on the Knowledge sidebar so that users working oncases can automatically see relevant knowledge articles that can help them close cases faster.
Can admins save session in Salesforce?
Administrators can save user sessions so that when you close your browser or log out of Salesforce,you can quickly return to what you were working on when you log in again.
Can you add history to Salesforce footer?
If a console is set up, you can add the History component to the footer so that users can quicklyaccess recent primary tabs or bookmarks without having to search Salesforce.
