Before you implement a console, review these tips.
|Available in: Salesforce Classic|
|Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions|
- General Implementation Tips
- A console respects all the security and sharing settings in your Salesforce org.
- For best performance, we recommend that console users adopt the Google Chrome™ browser and machines with 8 GB of RAM. Keep in mind that 32-bit systems are subject to memory limitations. To take full advantage of the added RAM, use 64-bit versions of both the OS and the browser.
- To further improve performance, enable Tab Limits (under ).
- Even if the Salesforce Classic 2010 user interface theme isn't enabled for your org, console users still see the new interface on all pages inside a console.
- To see any setup changes to a console, refresh your browser.
- You can’t add a console to customer portals or partner portals.
- Salesforce Console for Service Implementation Tips
- To use a console for service, users must be assigned the Service Cloud User feature license.
- To use Live Agent in a console, users must be assigned the Live Agent User feature license.
- If Salesforce Knowledge is set up, turn on the Knowledge sidebar so that console users can automatically see relevant articles alongside any cases that they’re working on.