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How do I enable service setup in Salesforce lightning?
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.
How do I get to lightning service setup?
Getting to Lightning Service Setup is super simple. Just click the setup gear icon and select Service Setup.
Where is setup in Salesforce lightning?
Navigating Setup From any page in Lightning, you can click the gear icon in the upper right corner and select Setup Home (same place it is in Classic!). You’ll notice that this looks different than Classic, but you have access to all the same tools in Lightning with an improved navigation menu at the left.
How do I create a console in Salesforce lightning?
Set Up the Salesforce Service Console in Lightning
- Click 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.
How do I set up a Web case in Salesforce?
Go to Setup=>Customize=>Self-Service=>Web-to-Case.
- Select Visible in Self-Service portal check box.
- Enter the URL to which the user wants to redirect after submitting Web to Case Form.
- Select language to default.
- Click on Generate button.
How do I access setup in Salesforce?
Look at the top of any Salesforce page.
- If you’re using Lightning Experience, click. , then select Setup Home.
- If you’re using Salesforce Classic and you see Setup in the user interface header, click it.
- If you’re using Salesforce Classic and you don’t see Setup in the header, click your name, then select Setup.
What is one of the key benefits of service Setup Assistant?
The Service Setup Assistant accelerates your deployment and reduces complexities, helping you to get the most out of your Service Cloud investment. Additionally, it provides your admin more time to focus on other tasks.
What is a key benefit for agents who use service cloud?
Service Cloud Benefits for Agents Work with many records simultaneously across tabs and subtabs to reduce clicks, clutter, and too many open windows. Put productivity tools like macros, bookmarks, pinned tabs, keyboard shortcuts, and ready-to-use templates along with a 360-degree view of each customer.