How do I enable a service console?
How do I enable a service console?
To enable the service console:
- On the Salesforce Setup page, navigate to Administer > Manage Users > Users.
- Click the Edit link for the desired user.
- Select the Service Cloud User checkbox; then click Save.
- In the Search box, search for Apps and click on the Apps link.
- Select the Console option and then click Next.
What is a lightning console app?
The Lightning Sales Console is a standard Salesforce Lightning app that gives you all your sales tools at your fingertips to prospect leads, close deals, and manage relationships. Keyboard Shortcuts for Lightning Console Apps. Use keyboard shortcuts to work efficiently in Lightning console apps.
How do I deploy a console in Salesforce?
Add the Service Cloud User License to Users
- From Setup, enter Users in the Quick Find box, then select Users.
- Click Edit next to your name.
- Select Service Cloud User.
- Click Save.
- From Setup, click Create | Apps, then Edit next to Sample Console.
- In Assign to Profiles, click Visible next to your profile, then Save.
What is a console in Salesforce?
A console is a type of Salesforce app that’s designed for speed. You can create as many console apps as you need, as long as you don’t exceed your organization’s custom app limits. Just like other apps in Salesforce, you can access it from the App menu.
How do you make a lightning console app?
- From Setup, in the Quick Find box, enter App , and then select App Manager.
- Click New Lightning App, and walk through the New Lightning App wizard.
- On the App Details and Branding page, give your app a name and description, set its primary branding color, and give it a logo.
How do I edit the lightning app in Salesforce?
As a Salesforce admin, you can change which apps appear in the Lightning Experience App Launcher….The App Launcher in Lightning Experience
- From Setup, enter App Menu in the Quick Find box, then select App Menu.
- From the list of app menu items, drag the apps to change their order.
Which feature is included in the lightning service console by default?
(The Service Console app includes cases, contacts, accounts, reports, dashboards, Chatter, and Home by default.) Add other utilities such as an Open CTI softphone and Omni-Channel.
What features are available in lightning console apps?
Required Editions
Feature or Setting | Available in Salesforce Classic console apps? | Available in Lightning Experience console apps? |
---|---|---|
Interaction logs | Yes | No |
Dynamic list updates (push notifications) | Yes | No |
Dynamic record updates (push notifications) | Yes | No |
Forget open tabs | Yes | No |
Which tool keeps track of product inventory and service vehicles locations?
Field Service Management, at its core, is a system that keeps track of all components in a company’s field operations like inventory management, customer portals, vehicle tracking, customer information, scheduling, and more.
What is dispatcher console?
The Field Service dispatcher console is the main working space for dispatchers. It features a dynamic map and a highly customizable Gantt chart showing upcoming appointments, active team members, and more.
Can you use Salesforce to track inventory?
First, a little vocabulary review! Field service inventory management comes with a full toolbox of features. You can find these features in Salesforce as tabs or related lists: Locations are places, like warehouses, sites, or work vehicles, where inventory is stored.
What are items in Salesforce?
Salesforce objects are database tables that permit you to store the data specific to an organization. Salesforce objects are of two types: Standard Objects: Standard objects are the kind of objects that are provided by salesforce.com, such as users, contracts, reports, dashboards, etc.
What are custom fields in Salesforce?
Fields you create on standard or custom objects are called custom fields. You can create a custom field on the Contact object to store your contacts’ birthdays. Identity, system, and name fields are standard on every object in Salesforce. Each standard object also comes with a set of prebuilt, standard fields.
How many custom fields can I created in an object?
You can create 100 custom fields per object in Professional edition.
How do I create a custom field?
- Go to System Settings > Objects and Fields.
- Select the object you’ll be creating fields for.
- Select Object Fields from the Object Management menu.
- Click New Field.
- Choose a field type and click Next.
- Complete the required fields:
- Click Save Custom Field.
- Add the new field to a Page Layout.
How many tabs can a developer instance create?
100
How many custom objects can you have in Salesforce?
There is a hard limit of 3,000 total custom objects per Organization, regardless of whether they’re created within the Org or installed from the AppExchange. For example, with Unlimited Edition, you could create 2,000 custom objects and install an additional 1,000 objects.
How many custom objects can you have in PE?
50 custom objects
What is a profile in Salesforce?
Profiles in salesforce is a collection of Settings and permissions that define how a user access records. Using profile we can assign Field Level Security for Objects, Users permissions, fields, tab settings etc.
How many records a list can hold in Salesforce?
1000 elements
What is the difference between list set and map in Salesforce?
A map is a collection of key-value pairs where each unique key maps to a single value. A set is an unordered collection of elements that do not contain any duplicates. Set elements can be of any data type—primitive types, collections, sObjects, user-defined types, and built-in Apex types.
How many fields can an object have in Salesforce?
Custom objects and fields Limit
Salesforce Edition | Group Edition | Enterprise Edition |
---|---|---|
Custom Fields per Object | 100 | 500 |
Total Custom Objects | 50 | 200 |
How many parts does a dashboard have?
20 components
What are required pieces of a validation rule?
A validation rule can contain a formula or expression that evaluates the data in one or more fields and returns a value of “True” or “False”. Validation rules also include an error message to display to the user when the rule returns a value of “True” due to an invalid value.