Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions From Setup, enter Permission Sets in the Quick Find box, then select Permission Sets. Select Salesforce Console User.
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.
What are the different types of console versions in Salesforce?
SALESFORCE CONSOLE EDITIONS Available in: Salesforce Classic (not available in all orgs) and Lightning Experience Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and DeveloperEditions Lightning console apps are available for an extra cost to users with Salesforce Platform user licenses for certain products.
Can I create console apps in Salesforce classic and lightning experience?
Note You can create console apps in Salesforce Classic and Lightning Experience. When working with Lightning console apps, keep the following things in mind. Lightning console apps don’t yet have full parity with Salesforce Classic console apps.
How do I assign users to the Salesforce console user license?
•Manage Users After you’ve assigned the “Sales Console User” permission set license to users, assign users to the “Salesforce Console User” permission set. 1. From Setup, enter PermissionSets in the Quick Find box, then select Permission Sets. 2. Select Salesforce Console User.
What is performance edition of Salesforce?
Performance Edition orgs include all Unlimited Edition functionality plus clean, targeted lead and customer data from Data.com, coaching and feedback tools from WDC, trusted identity services from Identity, and more.
What is service Cloud Performance Edition?
Performance Edition will combine the world's #1 CRM apps and platform—Sales Cloud, Service Cloud and Salesforce Platform—together with clean, targeted lead and customer data from Data.com, coaching and feedback tools from Work.com, trusted identity services from Salesforce Identity and more.
What are the three editions of Salesforce?
ExperienceSalesforce Classic.Mobile.Lightning Experience.
What is included in Salesforce Professional Edition?
Salesforce Professional Edition Feature ListComprehensive Lead Management.Campaign Management.Mass Emails.Quotes and Orders.Custom Dashboards.Custom Reports.Case Management.Process Builders, and more.
How do I know what edition of Salesforce I have?
Identify which Edition you are on:Navigate to Setup. See Explore the Salesforce Setup Menu for more details.In the 'Quick Find' search box type, Company.Click Company Information.Your Salesforce Edition is listed in the "Organization Edition" field.
How do I know what version of Salesforce I have?
Log into Salesforce and click Setup. In the Administer section, click Company Profile > Company Information. Your Salesforce version is listed in the "Organization Edition" field.
How do I switch back to classic lightning Salesforce?
Change the UI from Salesforce Classic to Lightning ExperienceClick your name.Click Switch to Lightning Experience.
What is the difference between Salesforce editions?
While Professional Edition (PE) allows up to 3 Record Types per object, Enterprise Edition (EE) offers unlimited options. Process Builder: It allows the administrator to automate business processes within the Salesforce platform. While PE allows up to 5 processes per org, EE offers unlimited options.
Is group edition available in Salesforce?
As a partner, workflows within your application run in a Professional Edition org. However, customers can't create their own workflows. They must purchase the feature directly from Salesforce....Features in Group and Professional Editions.FeatureGroup EditionProfessional EditionSolutionsNoYesRecord typesNoYesPermission setsYesYesCustom profilesNoYes12 more rows
What is EE or UE in Salesforce?
Unlimited Edition (UE) UE is like EE on steroids. Large enterprises purchase these editions. In addition to all the functionality available in EE, UE includes Premier Support, increased storage limits, and other features. For your internal architecture, OEM Embedded app orgs are the equivalent of EE.
Which Salesforce edition is best?
Primary Salesforce Editions To Consider For Your Business in 2020Preferred by: Small Businesses. ... Preferred by: Small & Medium-Sized Enterprises. ... Preferred by: Large & Complex Businesses. ... Preferred by: Large Business (More than 1000 users) ... Preferred by: Professional Developers.
What is the difference between Salesforce sales Cloud and service Cloud?
Service Cloud is an add-on to Sales Cloud. Sales Cloud includes Cases and Email-to-case, whereas Service Cloud includes features like Entitlements and Milestones. It is mainly omnichannel. The console is an added feature in Service Cloud, setting it apart from Sales Cloud.
Focus on the Right Customer Information
The console brings together all Service Cloud features in one place and on one screen. You can think of the console as a service agent’s workspace for interacting with customers and resolving customer requests as quickly as possible, no matter the customer or agent’s location or engagement point.
Tour the Console
After Ryan takes a call and opens a new case, the automatic workflow rules route it to Ada for evaluation. Ada gets an email alerting her that she’s been assigned a new case and because it came in from Platinum Support, she wants to take a look at it right away.
Mobile, Accessible, and At-Home Ready
Just like other Salesforce features and tools, the console is available through the Salesforce mobile app, so you can create, edit, and view your data in real time, no matter where you are.
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.
