Guidelines for Working with Salesforce Console Multi-Monitor Components in Salesforce Classic

After a Salesforce admin turns on multi-monitor components, you can pop out and drag primary tabs and Salesforce Open CTI softphones to other locations on your screens. You can also move the History component, Chats (but not the footer component), and any custom console components or Canvas components in a console’s footer. To use multi-monitor components, you might need to update your browser’s settings to: (1) allow popup windows; (2) open links in windows, not tabs.

To pop out and drag primary tabs, click and select Pop out primary tabs. To return primary tabs to their original browser, click and select Pop tabs back into console.

To pop out and drag components in a console’s footer, click the items and select . To return items to their original browser, click . To refresh a popped out footer component, right-click on it and choose Reload or Refresh. When you refresh a popped out footer component, it’s returned to the console’s footer.

If pinned lists are set up, a playground appears as a blank area next to lists and it says Drag Footer Components Here. Use this area to keep track of Salesforce windows among several applications on your screens.

Important Popped out items close and lose their positions on your screens when you: (1) log out of Salesforce; (2) click Setup; (3) click a link to leave a console; (4) refresh or close your browsers.

Tip Any items popped out of the console have blue headings to help you locate them among other windows on your screens.

To use keyboard shortcuts from popped out components, focus on the correct window. For example, if you’re focused on a window with the navigation tab, the default shortcut to go to primary tabs, key command P, won’t work.