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Create Agent Console Layouts
As of the Spring ’15 release, Agent console is not available to new organizations.
Required Editions
| View supported editions. |
| User Permissions Needed | |
|---|---|
| To create console layouts: | Customize Application |
Note As of the Spring ’15 release, Agent console is not
available to new organizations.
The newer Salesforce console improves the Agent console by providing you with more options and more advanced technologies. See Salesforce Console.
- From Setup, enter Console Layouts in the Quick Find box, then select Console Layouts.
- Click New and optionally choose an existing layout to clone.
- Enter a name for the new layout.
- Click Save.
- Click Edit in the Selected List Views section.
-
To add or remove objects to the layout, select an object, and click the
Add or Remove arrow.
To change the order of the objects as they appear in the console's list view frame, select an object in the Selected List box, and click the Up or Down arrow.
A user can only view objects in the console's list view frame if those objects are added to the console layout to which their profile is assigned.
- Click Save.
- Next, choose the related objects to show in the mini view of the console.
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