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Salesforce Console
Customize Your Lightning Console App with Utilities

Customize Your Lightning Console App with Utilities

The utility bar is a great way to give your console users quick access to productivity tools, like softphones and History. It appears as a fixed footer in your Lightning console app and opens utilities in docked panels. Some utilities support pop-out, which lets them open in a new browser window.

Required Editions

Available in: 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.

User Permissions Needed
To view apps: View Setup and Configuration
To manage apps: Customize Application

To add a utility bar to your Lightning console app, edit the app from the App Manager page in Setup.

When creating a utility bar for your app, keep these things in mind:

  • Utility bars created using the Lightning App Wizard or in the Lightning App Builder can be assigned to only one Lightning app. However, utility bars created using the API can be assigned to multiple Lightning apps.
  • The utility bar doesn’t support Visualforce pages or components.
  • The utility bar doesn’t fully support the Chatter Publisher and Feed components.
  • The History utility works in Lightning console apps only.
  • The Omni-Channel utility works in the Lightning Service Console app only.
  • The Notes utility opens a docked panel when you create a note. Your work is automatically saved as you compose. If you open the same note from the utility while the panel is still active, a duplicate panel appears. To avoid confusion, compose your note in one panel and close it before opening the note again in the utility.
  • The default utility bar alignment matches the user’s language setting alignment. For example, English is read left to right. If you select Default and a user’s language is set to English, the utility bar appears at the bottom of the left side of the screen. If you select Mirrored, the utility bar appears at the bottom of the right side of the screen.
Tip
Tip We recommend adding no more than 10 utilities, and that you keep the utility labels short and sweet. You want your users to quickly find the tools and processes they need most.
 
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