You need to sign in to do that
Don't have an account?
pooja biswas
service cloud console in salesforce
Hello
I knw what is service cloud like we create case which has account and contact info, then we follow up
But I do not understand what is service console.
How do we enable a service console , how to register a case in service console and what are its featues?
How can I call an object of service console in visualforce page.
Thanks
pooja
I knw what is service cloud like we create case which has account and contact info, then we follow up
But I do not understand what is service console.
How do we enable a service console , how to register a case in service console and what are its featues?
How can I call an object of service console in visualforce page.
Thanks
pooja
1) http://amitsalesforce.blogspot.com/2014/11/the-service-console.html
2) Choose the related objects to show in the mini view.
3) Define mini page layouts to customize the fields and related lists of the objects that display in the console's mini view.
4) Assign profiles to a console layout to provide users access to specific objects in the console's list view.
5) Add the Agent console to custom apps so that users can access the console from specific apps.
a. From Setup, click Customize > Agent Console > Console Layouts.
b. Click New.
c. Enter a name for the new layout.
d. Click Save.
e. Click Edit in the Selected List Views section.
• To add or remove objects to the layout, select an object, and click the Add or Remove arrow.
• To change the order of the objects as they will appear in the console's list view frame, select an object in the Selected List box, and click the Up or Down arrow.
f. To add or remove objects to the layout, select an object, and click the Add or Remove arrow.
g. To change the order of the objects as they will appear in the console's list view frame, select
an object in the Selected List box, and click the Up or Down arrow.
h. Click Save.
in the detail view. For example, when a case is in the detail view, you can display an account,
contact, or asset in the mini view. To choose related objects:
a. From Setup, click Customize and choose a standard object, or from Setup, click Create > bjects and choose a custom object.
b. Select Page Layouts, and choose a page layout name.
c. Click Mini Console View.
d. Select which records associated with the record in the detail view will be displayed in the mini view. You can only select objects that are defined as lookup relationships and are included on the page layout.
e. Click Save.
page layout contains a subset of the items in an existing page layout. Mini page layouts inherit
record types, profile associations, related lists, fields, and field-level security from the page
layout. To define a mini page layout:
a. Choose the page layout for the related object you want to customize.
b. Click Mini Page Layout.
Select which fields and related lists will be displayed for this type of record in the mini view.
For each related list you select, choose which fields to display in that related list.
• The more related lists you add to mini page layouts, the longer it may take the console
to process data.
• You can select all of the available fields and related lists to display in the console; however,
it is recommended that you only select a few so that users do not have to scroll to find
information.
• Selected fields and related lists display in the console even when they do not contain
content.
d. Click Save.
a. From Setup, click Customize > Agent Console > Console Layout.
b. Click Console Layout Assignment.
c. Select a console layout to assign to a profile via the drop-down list.
d. Select the Console tab visibility settings for a profile via the drop-down list.
e. Click Save.
a. From Setup, click Create > Apps.
b. Click Edit next to the app where you want to include the Console tab.
• To add or remove the Console tab to the app, select the Console tab, and click the Add
or Remove arrow.
• To change the order of the Console tab as it will appear in the app, select the Console
tab in the Selected List box, and click the Up or Down arrow.
c. Click Save.
Let us know if this will help you