From Setup, enter Page Layouts in the Quick Find box, then select Page Layouts under Cases. Select a page layout to work with. Click Custom Console Components. Scroll to the sidebar section where you want to add the quick action component. For example, to add it to the left sidebar, go to the Left Sidebar section.
How do I change the sidebar in Salesforce?
First customize the User Interface:Click on: Setup| Customize| User Interface.Check the "Show Custom Sidebar Components on All Pages" checkbox.Click "Save"
How do I add a custom sidebar link in Salesforce lightning?
How to Add Custom Sidebar links in Salesforce ClassicClick {YourName} Setup > App Setup > Customize > Home > Home Page Components.Under Standard Components click Edit next to Custom Links.In the Bookmark field enter the label you would like to appear as the custom link.More items...•
What is Sidebar in Salesforce?
A Knowledge Sidebar is a display in a Salesforce Console that brings in relevant Salesforce Knowledge articles. Notably, the sidebar only displays for Salesforce Knowledge users once administrators set it up. The goal of the Knowledge Sidebar is to increase productivity amongst users.
How do I add a link to a page layout in Salesforce?
Adding Default Custom LinksFrom the management settings for the appropriate object, go to Buttons, Links, and Actions or to Buttons and Links.Click Default Custom Links.Next to a sample link you want to add, click Add Now!.Change the default data for the link, as necessary.Choose Save.More items...
How do I create a link in Salesforce?
In Salesforce ClassicOn the page where you add the content or the body of the HTML Email Template, highlight a text.Click the link icon on the Formatting Controls ribbon and enter the URL on the pop-up dialog box.Click OK to save the link.Click Save to save the template.
How do I enable knowledge sidebar in Salesforce lightning?
Knowledge articles appear based on matching words typed into a case's Subject .From the object management settings for cases, go to Page Layouts.Click Edit next to a page layout.Click Layout Properties.Check Knowledge Sidebar , and click OK.Click Save.
How do I enable the collapsible sidebar in Salesforce lightning?
Go to Setup --> Customize --> User Interface and uncheck or check "Enable Collapsible Sidebar" check box.
Overview
Cirrus Insight uses your existing Salesforce layouts in a number of ways in the Sidebar:
Salesforce Layout Setup
To adjust how fields display in the Sidebar, refer to the above chart and edit the appropriate layout (s) in Salesforce.
