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.
Full Answer
How do I implement Salesforce?
- It allows editing templates and controlling any changes made within a document.
- You can send signature requests to multiple individuals, adding their roles and request expiration dates.
- There are numerous features for adding initials. You can draw, type or capture them with a camera.
How to train your users on Salesforce?
Train users to do their jobs in Lightning Experience so they’re comfortable and productive from day one of your launch. A good starting point is self-paced training. Direct your users to Trailhead and the Learn to Work in Lightning Experience trail. The two modules in this trail are designed to show Salesforce Classic users how to switch ...
How to use Salesforce developer console?
What are the tools and features in Salesforce Developer Console?
- File menu :- We can create new apex class, Apex trigger, Visualforce page, Visualforce components, Static resource and many more.
- Edit menu : Using edit menu we find text in the current view, Find / Replace. ...
- Debug Tab : We can open new window to enter apex code for testing using execute anonymous windows and can execute last Apex code.
What is a console app in Salesforce?
In Salesforce, Console application is a tab-based workspace suitable for fast-paced work environments. Console App helps to handle multiple records at once on a single screen, to reduce the time spent in clicking and scrolling to locate, update, and create records.
How do I open the console app 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 the Salesforce 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 enable console navigation in Salesforce?
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 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 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 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 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...
What is Lightning console user?
Lightning Console User. Ability to access and work with Lightning console apps. Users can access the apps from the Lightning Experience App Launcher. Create and assign the permission set to one or more Salesforce Platform users. You can assign the permission set either one at a time or in bulk.
What is standard and console navigation in Salesforce?
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.
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...
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 access Salesforce Classic?
Change the UI from Lightning Experience to Salesforce ClassicClick your Avatar in the top right-hand side of the screen.Click Switch to Salesforce Classic.
What Is the Developer Console?
The Developer Console is an integrated development environment (more typically called an IDE) where you can create, debug, and test apps in your org.
What is the main pane in the developer console?
When you open the Developer Console for the first time, you see something like this. The main pane (1) is the source code editor , where you can write, view, and modify your code. The tabs pane (2) is where you can view logs, errors, and other information, and write queries to interact with the records in your org.
Does the Developer Console have conflict resolution?
The Developer Console doesn’t have version control or conflict resolution. To avoid overwriting other people’s code, be careful when you use the Developer Console in orgs that you share with your teammates.
Can you build Lightning web components?
This content covers Aura components. You can’t develop Lightning web components in the Developer Console.
Can you steer Salesforce org toward customer success?
Similarly, you can steer your company’s Salesforce org toward customer success using the Developer Console. So, here comes the first question that you likely have before taking the controls: What is the Developer Console?
What is a Salesforce console?
If users’ profiles are assigned to a console app, they can access it. Before creating a console, we recommend determining which of your existing user profiles will benefit the most from console access, such as profiles assigned to support agents or a telesales team. You can also consider creating a profile or cloning an existing profile from which you can assign users to a console. Have you purchased enough feature licenses? Salesforce users must have a feature license to use a console. After you set up a console, you can manually assign the licenses to users. Who will implement console apps for your company? A console is an app, consisting of a group of tabs working as a unit to provide application functionality. Salesforce provides standard apps, such as Sales and Service. You create a console as a custom app that users select from the app menu and App Launcher. If there is a user in your company who is familiar with creating apps in Salesforce, have that person implement console apps. Which objects do you want users to access in the console? The navigation tab in Salesforce Classic and the navigation bar in Lightning Experience, lets users select objects, such as cases, accounts, or contacts, and view that object’s home page. We recommend that you add objects that function as the center of your business processes. For example, the center of support agents’ business process is most likely cases, so make cases available to agents in the console. How do you want records to display in a console when they’re selected? 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 You can select which records display as primary tabs and subtabs. Pick the center of your business process as a primary tab, and related items as subtabs. For example, you can set accounts as a primary tab, and cases and contacts as subtabs. You can also choose how records display when they’re selected outside of primary tabs or subtabs, for example, when users select cases from list views or search results. Lightning Experience In Lightning console apps, primary tabs are called workspace tabs. By default, records open as workspace tabs when selected from the list view associated with the current navigation bar item. Records opened from a workspace tab open as subtabs. For example, if you select accounts from the navigation bar and then click an account in the list, the account opens as a workspace tab. Then, if you click a contact name from the account page, the contact record opens as a subtab. 4 Salesforce Console Salesforce Console Planning Questions
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.
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 Salesforce integrate with API?
Tip: To add third-party integrations, or expand console customizations to new levels, advanced Salesforce admins and developers can create console components, or use code with an API named the Salesforce Console Integration Toolkit. SEE ALSO: Salesforce Console Implementation Tips Console Configurable Features in Salesforce Classic
Is Lightning available in Salesforce?
Performance, Unlimited, and DeveloperEditions Lightning console apps are available for an extra cost to users with Salesforce Platform user licenses for certain products. Some restrictions apply. For pricing details, contact your Salesforce account executive. Lightning console apps are available in the Essentials edition in Lightning Experience only. Review these tips to make sure that you’re getting the most out of your console implementation. General Implementation Tips
Can you work with multiple records in Salesforce?
With console apps, you can work with multiple records more efficiently. If you work in a fast-paced environment, console apps are a great solution. SEE ALSO: Salesforce Console Plan Your Salesforce Console Implementation
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.
