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.

Also know, what is console in Salesforce?

Salesforce Console. 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.

Also, 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.

  1. From Setup, enter Apps in the Quick Find box, then select Apps, then click Next.
  2. Click New, select Console , and click Next.
  3. Type a label for the app, then click Next.
  4. Optionally, add a custom logo.

In this regard, what is lightning service console?

Lightning Service Console is the heart of Service Cloud. This provides personalized view of each customer and their cases. The Service Console is a standard Salesforce Lightning console app that meets all your service needs but you can customize it as per your need.

What is service console?

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. The first screenshot (1) is normal page layout. The 2nd one is your service console.

Related Question Answers

What is the difference between sales and service cloud?

With Service Cloud, users are typically more focused on service and cases. Service Cloud helps companies that sell services and/or products, whereas Sales Cloud is more helpful for companies who are focused on leads, opportunities, and sales. However, there is a ton of overlap between Sales Cloud and Service Cloud.

What is console layout in Salesforce?

Console layouts define what objects are available to users in the Agent console's list view frame. For example, if you want users to see list views of cases and contacts in the console, then you would add both cases and contacts to a console layout, and then assign that console layout to the appropriate user profiles.

How do you create a service console in lightning?

Set Up the Salesforce Service Console in Lightning
  1. Click.
  2. Enter App Manager in the Quick Find box, and select App Manager.
  3. Click the New Lightning App button and follow the screens to add the new app details.
  4. Fill in the App Details & Branding information.
  5. Click Next.

How do I setup a service cloud console?

To enable the service console:
  1. On the Salesforce Setup page, navigate to Administer > Manage Users > Users.
  2. Click the Edit link for the desired user.
  3. Select the Service Cloud User checkbox; then click Save.
  4. In the Search box, search for Apps and click on the Apps link.
  5. Select the Console option and then click Next.

How do I use Salesforce Classic?

Change the UI from Lightning Experience to Salesforce Classic
  1. Click your Avatar in the top right-hand side of the screen.
  2. Click Switch to Salesforce Classic.

What are key benefits of the lightning service console?

5 Quick Benefits Salesforce Lightning Console Has for Customer Service Agents
  1. Work with Many Records Simultaneously.
  2. View Most Recently Used Tabs and Bookmarks.
  3. Resize Pinned Lists to See More Information.
  4. Navigate More Quickly Using Keyboard Shortcuts.
  5. Component Rearrangement and Customization.

What is service cloud in Salesforce?

Service Cloud allows users to automate service processes, streamline workflows and find key articles, topics and experts to support the agent. Service cloud can “listen” and respond to customers across a variety of social platforms and automatically route cases to the appropriate agent.

How do I enable a service console in Salesforce?

To enable the service console:
  1. On the Salesforce Setup page, navigate to Administer > Manage Users > Users.
  2. Click the Edit link for the desired user.
  3. Select the Service Cloud User checkbox; then click Save.
  4. In the Search box, search for Apps and click on the Apps link.
  5. Select the Console option and then click Next.

How do you make an app in Salesforce lightning?

Create an App Page
  1. From Setup, enter App Builder in the Quick Find box, then select Lightning App Builder.
  2. Click New.
  3. Select App Page, and then click Next.
  4. Name your Lightning page Top Accounts and Opportunities .
  5. Select the Two Regions template, and click Finish.
  6. Drag the List View component into the first region.

How do I access the service console?

To enable the service console:
  1. On the Salesforce Setup page, navigate to Administer > Manage Users > Users.
  2. Click the Edit link for the desired user.
  3. Select the Service Cloud User checkbox; then click Save.
  4. In the Search box, search for Apps and click on the Apps link.
  5. Select the Console option and then click Next.

How do I open the sample console app in Salesforce?

Choose Navigation Tab Items
  1. From Setup, click Create | Apps | Edit next to the Sample Console.
  2. In Choose Navigation Tab Items, remove Leads and Opportunities because they're not needed for customer support.
  3. Click Save.
  4. From the App menu, choose Sample Console.
  5. Click the navigation tab.

How do I edit apps in Salesforce?

Required Editions and User Permissions

From Setup, enter Profiles in the Quick Find box, then select Profiles. Select a profile. Depending on which user interface you're using, do one of the following: Enhanced profile user interface—Click Assigned Apps, then click Edit.

How do I create a Salesforce Classic app?

  1. From Setup, enter Apps in the Quick Find box, then select Apps, and click Quick Start.
  2. Enter the information needed for your app.
  3. Click Create.
  4. On the You're All Set!
  5. To see your app as it will appear to users, click Go To My App.