Salesforce Console Implementation Tips

Review these tips to make sure that you’re getting the most out of your console implementation.

General Implementation Tips

A console respects all the security and sharing settings in your Salesforce org.
To see any setup changes to a console, refresh your browser.

To use a console for Service, users must be assigned the Service Cloud User feature license.
To use Chat in a console, users must be assigned the Chat 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.