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How to add dashboard to service cloud console?
Since Dashboards is already a tab in the regular salesforce app, adding it to the Service Cloud Console is out of the box functionality. – Go to Setup->Create->Apps – Click “Edit” on your Service Cloud Console App – In the “Choose Navigation Tab Items”, add the Dashboard tab to the Navigation Tab Items
How are subtabs used in a Salesforce console?
Records related items appear as subtabs, and subtabs let you quickly switch between related information without losing context. View and interact with content in the feed or detail area. Access custom component data in sidebars and footers. Now that you’ve seen the console, let’s give you access to it.
What does the service console do in Salesforce?
The Service Console is a standard Salesforce Lightning console app that you can customize to meet the team’s case management needs, allowing them to access all things case-related, all from one screen. That’s pretty great!
Why is there no home tab in the console?
Much of the Console interaction model (Primary Tabs, the Navigator Tab, Highlights Panel, Interaction Log etc…) was designed specifically for this. Agents in these environments rarely spend time in the Home tab, which is one of the reasons why there is no Home tab in the Navigator Tab’s tab list.
Where to find custom console components in Salesforce?
You configure each type of components from a different place in Setup. For page layout components, you go straight to any page layout and click Custom Console Components. For footer components, you go right to a console’s edit page to add it to the Choose Console Components field.
What can the service cloud console be used for?
The Service Cloud Console was designed for high volume call centers (Tier 1 customer service/ Tier 2 & 3 product support). In these environments, agents work primarily on the Case and Contact entities, moving quickly from one call to the next.
When do you add a component to a console?
To display data across all console pages, you create components for footers. For example, let’s say that you want your agents to access a knowledge base application from any page in a console. For that, you’d add a component to a console’s footer. You configure each type of components from a different place in Setup.