how to set up a salesforce console

Set Up a Salesforce Console App in Salesforce Classic.

• From Setup, enter Apps in the Quick Find box, then select Apps, then click Next.
• Click New, select Console, and click Next. Optionally, to copy an existing console, click Clone on the console’s detail page. Save a console that ...
• Type a label for the app, then click Next. The label can have a maximum of 40 characters, including spaces. This label is the app’s name in the ...
• Optionally, add a custom logo. Click Insert an image, choose a file image from the document library, then click Next.
• Select the items to include in the navigation tab, then click Next . You can't add the following to the navigation tab: forecasts, ideas, answers, ...

Full Answer

What is the developer console in Salesforce?

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. It’s your one-stop solution for a variety of development tasks.

How to control a Salesforce Org?

To control a Salesforce org, some of the options available to you are the Salesforce Extensions for Visual Studio Code, the Developer Console, and third-party developer tools like the ones that you can download from AppExchange. The Developer Console is connected to one org and is browser-based.

How do I use the developer console?

After logging in to your org, click Developer Console under the quick access menu () or your name. 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.

How can you steer your Salesforce Org toward customer success?

Luckily, your ship is powered by Salesforce, so you have a handy console where you can monitor and program your systems as you prepare to take evasive action. Similarly, you can steer your company’s Salesforce org toward customer success using the Developer Console.

How do I use console in Salesforce?

0:1229:30How to Use Developer Console in Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipClick on developer console and it opens up a new window. And this new window right here is where youMoreClick on developer console and it opens up a new window. And this new window right here is where you're actually going to gather. Your Apex code where you're going to execute it.

How do I get to the service 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 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...•

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.

What is the difference between service and service console in Salesforce?

Service Cloud is your whole Salesforce instance / org. Service Console is just one of the Apps in your Service Cloud. You can access Service console from Apps. It is a tab-based workspace that lets you manage multiple records on a single screen.

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 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 lightning sales console?

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.

How do I change the console layout in Salesforce?

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.

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.

What is the 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.

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.

How many workspaces can you create in a project?

You can create two workspaces, each of which contains only the resources relevant to the project. Workspaces reduce clutter and make it easier to navigate between different resources. When you use the Developer Console for the first time, you see the default workspace. Setting up your own workspace is easy.

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?