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Salesforce Console
Best Practices for Customizing the Lightning Service Console

Best Practices for Customizing the Lightning Service Console

You can customize the Service Console app to meet your service needs.

Required Editions

Lightning Service Console is available in: Lightning Experience
Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions with Service Cloud

From the App Manager page in Setup, you can edit and customize your app basics. The only thing you can’t change is the app’s Developer Name. We recommend that you:

  • Update the name, description, and branding for the app
  • Add other items, such as quick text, macros, products, and contracts (the Service Console app includes cases, contacts, accounts, reports, dashboards, chatter, and Home by default)
  • Add other utilities, such as an Open CTI softphone, Omni-Channel, Macros, and Customer Insights
  • Assign the app to the appropriate user profiles, like your service agent profiles
    Note
    Note The Service Console app is automatically assigned to all standard and custom user profiles. You can modify these assignments to make sure that only the right people have access to the app.

When you’re ready to customize the Lightning pages in your console, use the Lightning App Builder to create record pages.

 
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