Contents
What is service setup?
Service Setup is where you connect your customers to your service center. Think of it as a dashboard for all things service. Whether you need to turn emails into cases, integrate with Twitter and Facebook, enable a knowledge base, or create a self-service help center, you do it all in Service Setup.
What is a service console in Salesforce?
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.
How do I create a console in Salesforce?
On the App Options page, select Console navigation. If you want to use Lightning Service Setup, select Include Service Setup. On the Utility Bar page, add any utilities that you want your console users to work with. On the Select Items page, add the items you want to include in the console app.
What are key benefits of lightning service console?
Service Console is a tool that comes built-in to Lightning Service Cloud. This tool provides your support team with as much information as they will need to work each case. By default, Lightning Service Cloud displays: A list view of cases to easily navigate among records, fast.
How do you add the history component to a console?
Add the History Component to a Console
- From Setup, enter Apps in the Quick Find box, then select Apps.
- Click Edit next to Sample Console.
- In Choose Console Components, add History to Selected Items.
- In Align Custom Console Components, choose whether the component will appear on the right or left side of the footer.
How to set up a Salesforce service console?
If you’ve already completed the Set Up Salesforce Knowledge project in your playground, you can skip steps 1–9 in this section. Click the gear icon and select Service Setup. From the Recommended Setup flows, click the Get Started button on the Add Your Users tile. Click Add User, then Finish. Click View All under the Recommended Setup section.
Is there a way to install service manager console?
All of the features of SCSM are installed over this same steup file. You need to just click on Install (Optional) -> Service Manager console. There are lots of articles, which you can use a reference.
How to set up lightning service console unit?
Click the gear icon and select Service Setup. From the Recommended Setup flows, click the Get Started button on the Add Your Users tile. Click Add User, then Finish.
Where do I put the Configuration Manager Console?
On the Site Server page, enter the fully qualified domain name (FQDN) of the site server to which the Configuration Manager console connects. On the Installation Folder page, enter the installation folder for the Configuration Manager console. The folder path can’t include trailing spaces or Unicode characters.