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Plan Your Salesforce Console Implementation
Determine whether your console is for Service, Sales, or a unique business need. Think about your console users and what information they need most.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions Lightning console apps are available for an extra cost to users with Salesforce Platform user licenses for certain products. Some restrictions apply. For pricing details, contact your Salesforce account executive. Lightning console apps are available in the Essentials edition in Lightning Experience only. |
Lightning console apps don’t yet have full parity with Salesforce Classic console apps. For example, some features in Salesforce Classic console apps, such as push notifications and custom keyboard shortcuts, aren’t available in Lightning console apps. Learn more.
You can’t upgrade Salesforce Classic console apps to Lightning Experience from Setup. To get started in Lightning Experience, customize these Salesforce-provided Lightning console apps: Service Console and Sales Console.
- Salesforce Classic Consoles
- If you’re assigned the Service Cloud User feature license, you can review and customize an out-of-the-box console by selecting Sample Console from the app menu.
- Lightning Experience Consoles
- Salesforce provides standard Lightning console apps for Sales and Service. To access these apps, you must be assigned the correct feature license. From the App Launcher, find and open Service Console or Sales Console. These apps are designed to meet all your Service and Sales needs and can be customized.
You can set up multiple consoles in your Salesforce org so long as you don’t exceed your edition’s custom apps limit. If you’re already using a console for Service, you can create a console for Sales without purchasing separate licenses.
- Salesforce Console Planning Questions
Review these questions to help you get the most out of your console implementation. - Salesforce Console Implementation Tips
Review these tips to make sure that you’re getting the most out of your console implementation. - Lightning Console Technical Requirements
Review these recommended technical requirements to get the best performance out of your console implementation.
