Loading
Salesforce Console
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Add Console Components to Page Layouts in Salesforce Classic

            You are here:

            1. Salesforce Help
            2. Docs
            3. Console Apps

            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.

            Required Editions

            User Permissions Needed
            To add custom console components: Customize Application
            To create Visualforce pages: Customize Application
            To manage canvas apps: Customize Application
            1. From the object management settings for the object whose page layout you want to edit, go to Page Layouts.
            2. Click Edit next to a page layout.
            3. Click Custom Console Components.
            4. Next to the sidebar in which you want to add your component, choose how to display and organize your components by Style.
            5. Specify the size of the sidebar in the console by selecting height or width, and typing its percentage or number of pixels. When the height or width of the sidebar is below the following number of pixels, these components types automatically hide because they become too difficult to read:
              • Knowledge One - 250
              • Lookups - 150
              • Related lists - 200
              • Report charts - 150
              • Experience Cloud site 360 - 400
            6. Under Type, choose whether your component is a Visualforce Page, Canvas App, Lookup, Related List, or Report Chart. Before you can choose a Report Chart, add it to the page layout and make sure it’s in a folder that’s shared with users who need access.

              Due to third-party cookie restrictions in modern web browsers, Visualforce pages can’t load in Salesforce Classic console apps when third-party cookies are disabled. See Visualforce Limitations in Salesforce Classic When Third-Party Cookies are Blocked.

              • If the Knowledge tab is set up in your Salesforce org, add the Knowledge One component to case pages so agents can easily find and work with articles.
              • If your org uses entitlement management, add the Milestone Tracker to case pages so agents can see the latest information on milestones related to cases they’re working with.
              • If you have topics enabled for an object, add the Topics component so users can view, add, and delete topics on the records they’re working with.
              • Add the Files component to case pages so support agents can use drag-and-drop to quickly attach files to cases, see files that are already attached, and include attached files to case emails.
              • If your org uses Knowledgeable People and topics on objects, add the Case Experts component to case page layouts so agents can easily collaborate with colleagues who have expertise in specific areas.
                Note
                Note Case Experts is available through a pilot program. For information on enabling Case Experts for your org, contact Salesforce.
              • Add the Customer Insights component if you’ve enabled Customer Insights in a site, and assigned it to the correct profiles.
              Since page layouts are limited to two report charts, you can add up to two report charts to a sidebar. You can add up to five components to a sidebar and a maximum of eight components to a page layout. Any canvas app components you add can’t be added to AppExchange packages.
            7. Under Component, set the details:
              • For Visualforce pages or canvas apps, click Lookup under Component to find and select your component.
              • If your component is a lookup field, related list, or report chart, choose the field, list, or chart’s name. Optionally, you can add more fields to look up components by defining objects’ mini page layouts. You can also hide report charts and related lists from pages where they appear as components to prevent duplicate information from showing. If you want to reorder related lists, do so from page layouts. Related list components don’t display custom buttons.
            8. Under Label, type the name for your component to display to console users from the sidebar. If you don’t type a label for a report chart, the report chart’s name is used.
            9. Specify the size of the component in the sidebar by selecting height or width, and typing its percentage or number of pixels. If you don’t specify a height or width, the component is automatically sized to appear correctly in a console.

              Autosize Components is available for components with the Stack style. It’s selected by default so that when users resize browsers, Stack components fit nicely in sidebars. Salesforce chooses a minimum height and width for Stack components, and you can’t change those values. The fit-automatically option is unavailable for Visualforce pages, and canvas apps.

            10. Click Save.

            See Also

             
            Loading
            Salesforce Help | Article