From Setup, click Create | Apps, then Edit next to Sample Console In Assign to Profiles, click Visible next to your profile, then Save. From the App menu, choose Sample Console.
Full Answer
How do I create console apps in Salesforce?
The number of console apps you can create is based on your Salesforce org’s custom app limits. 1. From Setup, enter Apps in the Quick Find box, then select Apps, then click Next. 2. Click New , select Console, and click Next .
What is a console in Salesforce?
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.
Why can't I use a softphone in a Salesforce console?
If you use Visualforce pages with CSRF protection, your agents can receive errors when trying to access the page. •Call center users can only use a softphone in a Salesforce console if they're using a CTI adapter built with Open CTI. •Chat is only available for a console with the Service Cloud.
How to open a Salesforce link in a new console tab?
Instead, the link opens in a new console tab in an entirely new browser tab. The workaround is to install Lightning Extension for Chrome and turn on the Link Grabber feature. Then the Salesforce link opens in a new tab in the current console. The Lightning Extension is available only for Chrome.
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 Salesforce console app?
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. The console is perfect for Sales and Service folks.
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 create a service console app in Salesforce?
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 the difference between a console app in Salesforce?
1 Answer. A custom app in salesforce is a collection of tabs, objects, etc. that function together to solve a particular problem. Console apps in Salesforce are a tab-based workspace suitable for fast-paced work environments.
What is the difference between custom app and console app?
A custom application is a collection of tabs, objects etc that function together to solve a particular problem. A console application uses a specific Salesforce UI - the console. Console applications are intended to enhance productivity by allowing everything to be done from a single, tabbed, screen.
What is lightning console app in 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. Use keyboard shortcuts to work efficiently in Lightning console apps.
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.
What is difference between standard navigation and console navigation?
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.
What is 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 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...
How do I deploy a service console to production in Salesforce?
How do I move it to production? Setup > App Setup > Deploy > Deployment Connection > Allow Inbound Change Set. Setup > App Setup > Deploy > Outbound Change Set > Create new change set > You have to include the component manually which you want to send to production, they will not automatically get added to change set.
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.