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Salesforce Console
Set Up Sales Console in Salesforce Classic

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Set Up Sales Console in Salesforce Classic

To enable a console for the first time, contact Salesforce then assign users the correct permission set license and user permissions.

Required Editions

User Permissions Needed
To assign permission set licenses: Manage Internal Users
To create a Salesforce Console for Sales:

Customize Application

AND

Sales Console
  1. To have the console for sales enabled for your Salesforce org, contact Salesforce.
  2. Customize highlight panels for all objects and turn them on.
  3. By default, your org has the “Sales Console User” permission set license. Assign this permission set license to users. The steps are the same as assigning any permission set license.
  4. Assign the Salesforce Console User Permission Set to Sales Console Users.
  5. Optionally, for sales reps:
  6. Create a console app and assign it to user profiles.
Tip
Tip To add third-party integrations, or expand console customizations to new levels, advanced Salesforce admins and developers can create console components, or use code with an API named the Salesforce Console Integration Toolkit.

See Also

 
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