Salesforce Service Cloud Console- Enable Guide

In this blog I will be sharing salesforce service cloud console- How to Enable Guide .

Salesforce service cloud console is designed to boost productivity for users in fast-paced environments.

Available in: Performance,Unlimited, and Developer Editions with the Service Cloud

Available in: Performance and Developer Editions with the Sales Cloud

Available in: Enterprise and Unlimited Editions with the Sales Cloud for an additional cost

service cloud console

The salesforce service console,dashboard-like interface reduces clicking and scrolling so that you can quickly find, update, or create records. Using a console one can easily access data and features you use most. For example, support agents can use multiple applications at once and keep the context of cases as priorities change. Sales reps can immediately contact leads, assess companies, identify key contacts, and access sales intelligence. Your customer support team is allowed to be more active with the salesforce service cloud.

The service cloud console tab-based interface makes it easy for you to see records and their related items together on one screen, as well as work on multiple items simultaneously.

You can find further details in the under mentioned link.

(https://help.salesforce.com/HTViewHelpDoc?id=console2_about.htm&language=en_US)

Let’s begin with enabling,

A Step by Step Guide to Enable Service Cloud in Salesforce

Step 1: In your Salesforce, go to account page layout and go under highlighting panel.

salesforce service cloud console

Step 2: Click on the setting icon of highlighted portion a pop up will appear and select field for highlight panel and then click OK.

salesforce service cloud console

Step 3: Click on the layout property on the top of the account layout a popup will appear fill page layout name and click on the highlighting checkbox, then click the OK button and save this layout.

service cloud console

Step 4: From step 4 we will create a new app with enabled salesforce service cloud console for this follow some simple steps Go to Setup Build Create Apps and click on the New button to create new App.

salesforce service cloud console

Step 5: For type of Custom App click on the console checkbox as it will enable the service cloud.

salesforce service cloud console

Step 6: Fill App Label and App Name and click on next.

how to enable service cloud console in salesforce

Step 7: Choose the logo for App and click on next.

service cloud console

Step 8: Select the tabs you require in your App and click on next.

salesforce service cloud console

Step 9: In this step, you will give preference to the tab that should be the primary one and which should be subtab and then click on next.

service cloud console

Step 10: Select the profiles who can access this app and then click on save.

salesforce service cloud console

Step 11: Now-Again edit this Service Cloud app, in the choose list placement block, Select pinned to left. List is always visible and set it’s the width to 40 percent and click on save.

salesforce service cloud console

Step 12: You can open this salesforce service cloud console by clicking Service Cloud App in the top right of your Salesforce application.

salesforce service cloud console

Desired Output: This is how the App will look like.

service console salesforce

That’s pretty much it. Easy isn’t it!

So these were the basics of the salesforce service cloud console. How to Enable Guide, but there are lot more questions like, benefits of using salesforce service cloud console, how do I use salesforce service cloud console ?, what is the difference between salesforce service cloud console and sales cloud?, What is the license cost for salesforce service cloud console? How to implement etc.

Please feel free to reach out to me or reach us via www.mirketa.com for all your queries.

Rajeev Kumar

Rajeev has over 20 years of experience in IT managing large software development programs, organization change initiatives and Agile transformations. Prior to joining Mirketa Rajeev worked at startups and fortune 500 companies in senior management roles. He founded www.mytafi.in and www.finacast.com, personal finance management applications for Indian and US market. Rajeev is also the founder of www.wednik.com, a wedding planning application with online market for wedding planners and wedding merchandise.
Posted in Salesforce.

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