Custom Console Customization Components in Salesforce Classic

Available in: Salesforce Classic

Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions

Components let you display many types of data in the footer, sidebars, highlights panels, and interaction logs of a console. You can create components to solve a variety of business problems and to display items, such as:

• Third-party apps
• Chat or Softphone widgets
• Content when users view specific pages
• Contextual information alongside records
• Custom highlights panels or interaction logs
• Content when users click a customizable button in the footer

Components let you get creative with a console and build what your users need to do their jobs. To create components, you can use Visualforce, canvas apps, lookup fields, related lists, or report charts. You can also use Canvas or the Console API to build components. Both technologies are JavaScript APIs that let developers extend or integrate a console. The Console API provides you with programmatic access to a console to do things like open and close tabs to streamline business processes, whereas Canvas helps you integrate a console with external applications that require authentication methods.

For more information about canvas apps or the toolkit, see Canvas Developer Guide and the Salesforce Console Developer's Guide.

• Create Console Components in Salesforce Classic
  Developers and administrators typically follow these steps when creating components for a Salesforce console.
• Console Component Implementation Tips in Salesforce Classic
  Before you create a component for a Salesforce console, review these tips.
• Add Console Components to Page Layouts in Salesforce Classic
  After you create a console component, you can add it to page layouts so that users can access it from a sidebar in a Salesforce Console.
• Add Quick Actions to the Console Sidebar in Salesforce Classic
  Add custom quick actions to the console sidebar to let support agents easily create, update, and search for records associated with cases. Quick actions are added as console components.
• Sidebar Styles for Console Components in Salesforce Classic
  When administrators add components to page layouts, they choose the sidebar style in which to display the components in a Salesforce Console.
• Add Console Components to Apps in Salesforce Classic
  After you create a console component, you can add it as a button in the footer of Salesforce console so users have access to it.
• Assign a Console Component to an App in Salesforce Classic
  After you add a console component to Salesforce Console apps, you must assign it to each console for user access.