Slaesforce FAQ

what is console in salesforce

by Jerome Breitenberg Published 2 years ago Updated 2 years ago
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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.

What tools does Salesforce use?

Introduction to Uses Of Salesforce

  • Top 10 Uses Of Salesforce. Salesforce is a powerful CRM Tool which is often called Customer Relationship Management Tool that provides case management and task management interfaces for different types ...
  • Conclusion. ...
  • Recommended Articles. ...

What exactly does Salesforce do?

salesforce is basically a CRM Platform which is used to make a good customer relationship management. it is totally work on cloud. it has many cloud like service, sales, marketing, commerce.

How to use developer console in Salesforce?

  • Event name: DML_BEGIN
  • Line number of the event in the code: [5]
  • DML operation type— Insert: Op:Insert
  • Object name: Type:Invoice_Statement__c
  • Number of rows passed into the DML operation: Rows:1

What is standard controller in Salesforce?

Standard Controllers. A standard controller consists of the same functionality and logic that is used for a standard Salesforce page. Building a Custom List Controller in Salesforce. Extension controller is also used to leverage the functionality of another controller using our own custom logic.

What is inside sales rep?

What is the easy to navigate tab on sales page?

About this website

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What is the Salesforce 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 create a console 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 console component in Salesforce?

Salesforce Custom Console Component is a tool that lets users see and navigate through various types of data in different parts of a console interface. Components allow data to appear in interaction logs, sidebars, footers, and highlight panels of a tab-based console.

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 Lightning 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. Keyboard Shortcuts for Lightning Console Apps. Use keyboard shortcuts to work efficiently in Lightning console apps.

What is the difference between custom app and console?

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.

How do I add a component to console?

From the object management settings for the object whose page layout you want to edit, go to Page Layouts.Click Edit next to a page layout.Click Custom Console Components.Next to the sidebar in which you want to add your component, choose how to display and organize your components by Style .More items...

What are custom components Salesforce?

Salesforce provides a library of standard, pre-built components, such as and , that can be used to develop Visualforce pages. In addition, you can build your own custom components to augment this library.

How do I add a report chart to a console component?

To add the Report Chart to the Console, follow the steps listed below: Go to Corresponding object page layout editor. For Standard object – Setup – > Customize -> Choose the object -> Page Layout. For Custom Object – Setup -> Create -> Choose the custom object.

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 is case management in Salesforce?

As described in Service Cloud Introduction session, Salesforce Case Management allows us to record, track and solve customer issues by sales, service and support. It includes the ability to create cases either from an email (email to case), from a web form (web to case), or manually.

What is the difference between 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.

What is inside sales rep?

Inside sales reps can easily manage their inbound lead queue and tasks on one screen, providing easy access to key lead details and sales intelligence, and helping them qualify and move more deals to the next stage.

What is the easy to navigate tab on sales page?

Easy-to-navigate tabs at the top of the page give reps a fast way to see leads, opportunities, prospects, accounts, campaigns, and more. Now salespeople can access and review anything they want in the sales process without jumping from screen to screen, eliminating the need to dig for data.

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.

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.

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.

What is a developer console?

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.

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.

Can Lightning web components be developed in the Developer Console?

Lightning web components and Aura components can coexist and interoperate on a page. This content covers Aura components. You can’t develop Lightning web components in the Developer Console.

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.

What is inside sales rep?

Inside sales reps can easily manage their inbound lead queue and tasks on one screen, providing easy access to key lead details and sales intelligence, and helping them qualify and move more deals to the next stage.

What is the easy to navigate tab on sales page?

Easy-to-navigate tabs at the top of the page give reps a fast way to see leads, opportunities, prospects, accounts, campaigns, and more. Now salespeople can access and review anything they want in the sales process without jumping from screen to screen, eliminating the need to dig for data.

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