Activity Forums Salesforce® Discussions How to enable service cloud in Salesforce?

  • Deepak

    February 21, 2020 at 1:29 pm

    Hi Anjali,

    To enable the service console:

    1. On the Salesforce Setup page, navigate to Administer > Manage Users > Users.

    2. Click the Edit link for the desired user.

    3. Select the Service Cloud User checkbox; then click Save.

    Note: As an Admin, you must also have this permission.

    4. In the Search box, search for Apps and click on the Apps link.

    5. Select the Console option and then click Next.

    6. Enter the following details:

    App Label: The App label. For example, Gainsight Console.
    App Name: The App name. For example, Gainsight_Console.
    Description: A description of the  App description.

    7. Click Next; select an image for your app using the Insert an Image button.

    8. Click Next; add Accounts and Cockpit from Available Items to Selected Items.

    Note: By default, Cases is already present.

    9. Click Next; and select appropriate options for the items you just selected. If you want an item to appear as a primary tab, select As a primary tab. Otherwise, select As a subtab of.

    10. Click Next; select profiles using the checkboxes available under the Visible column to make this console app visible.

    11. Click Save. The console app now appears in the drop-down box on the top-right.

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