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            Set Up Sales Console in Salesforce Classic

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            3. Console Apps

            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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