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What is Service Cloud Console in Salesforce and how do I enable it on my Salesforce?
I want to know what is service cloud console.
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3 Replies
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hello Aman
Please refer the link below.
Its gives you idea about what is Service Cloud Console and how enable the Service Cloud Console.
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Hi Aman,
Service Cloud Console is a Salesforce application that is designed for users in a fast-paced environment that need to find, update, and create records quickly. SCC introduces a tabbed environment in which users are able to look at different groupings of records in one screen via a Secondary and Primary tab.
Steps to enable Service Cloud Console within Salesforce
1) In Salesforce, go to sobject page layout
2) Select fields for highlight panel in Salesforce and then click OK
3) Click on the layout property and click on the highlighting check box, then click the OK button. Lastly save this layout.
4) Go to Setup → Build → Create → Apps
5) Click on the “New” button to create new Apps
6) Now select the console type check box
7) In the app label field type “Service Cloud Console” then click next
8) You have option for image for this console app in your Salesforce also
9) Select the field account, leads, cases and opportunity for navigation tab item, then click next
10) You will see “choose how the record will display”, select as per your requirement
11) Select all so that all profiles can access this app and then save and Enjoy
Hope this helps you more.
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Hi,
Adding some points -
Service clouds also has agents that are available in the footer (if licensed) as well as it can be programmed to give messages to these agents such as system being down etc. Another notable feature is that it has keyboard shortcuts so that power users are able to save time switching between tabs and saving information. The most notable feature of SCC is that it is very easy to plug in custom Visualforce pages within the console and the ability to build custom integrations directly into the console making it very extendible. Another cool feature is the ability to have an interaction log which allows you to quickly create tasks whilst you are on the phone with customers.
Hope this helps.
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