Configure Highlights Panels for a 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 console users see key information at a
glance. To configure a highlights panel, edit any page layout.
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
If you leave a page layout before clicking Save, you’ll lose
your highlights panel changes.
To edit a highlights panel, hover over the panel on any page layout and click or double-click the panel.
To add or change fields, click the appropriate column and select fields from the
Top Field and Bottom Field lists.
If the fields you want to add aren't listed, you must first add them to the detail
page layout. Fields can appear once on each highlights panel, and fields already in use
appear as gray in the field selection list. Highlights panels don’t support rich text
area (RTA) fields, custom long-text area fields, or the Transcript object.
To remove fields, click the appropriate column and select -None- from the field lists.
To add columns, click Add Column. To remove columns, hover over the
column and click .
To save highlights panel changes, click OK in the Highlights
Panel Properties dialog box. When you've finished editing the page layout, click
Save. To display highlights panels in a console, you must turn
them on.
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