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Salesforce Console
Add a Highlights Panel to the Console in Salesforce Classic

Add a Highlights Panel to the Console in Salesforce Classic

The highlights panel is a customizable table of up to four columns at the top of every primary tab in a console. It helps users see key information at a glance.

Required Editions

User Permissions Needed
To customize page layouts:

Customize Application

AND

Service Cloud User OR Sales Console

To view page layouts: View Setup and Configuration

A highlights panel can include any standard or custom fields that have already been added to a page layout. Each panel can have a minimum of one column of fields and a maximum of four columns. Each column can have one or two fields in top or bottom positions.

When users see a highlights panel, top fields appear in bold and in a larger font than bottom fields. Users can only see fields that they have permission to view—otherwise fields appear blank. When both fields appear blank in a column, the column appears blank.

To display highlights panels in a console, you must turn them on.

  1. Edit any page layout and click Layout Properties.
  2. Check Highlights Panel, and click OK.
  3. Click Save
 
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