What is console layout in Salesforce?

Console layouts define what objects are available to users in the Agent console’s list view frame. For example, if you want users to see list views of cases and contacts in the console, then you would add both cases and contacts to a console layout, and then assign that console layout to the appropriate user profiles.

How do I change the console layout in Salesforce?

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.

What is page layout assignment in Salesforce?

Page Layout Assignment. The page layout to use for each record type. The page layout determines the buttons, fields, related lists, and other elements that users with this profile see when creating records with the associated record type.

How do I customize page layout in Salesforce?

Navigate to >> setup >> Object Manager >> select the object >> Page layout. Click on Edit button. Customize the fields in Record pages: Drag and drop required fields to the layout, as shown in the below picture.

How do I create a custom console component in Salesforce?

1. From the object management settings for the object whose page layout you want to edit, go to Page Layouts.
2. Click Edit next to a page layout.
3. Click Custom Console Components.
4. Next to the sidebar in which you want to add your component, choose how to display and organize your components by Style .

How do I edit the sidebar in Salesforce home page?

First customize the User Interface:

1. Click on: Setup| Customize| User Interface.
2. Check the “Show Custom Sidebar Components on All Pages” checkbox.
3. Click “Save”

How do I create a service console in Salesforce?

Set Up the Salesforce Service Console in Lightning

1. Click the gear icon.
2. Enter App Manager in the Quick Find box, and select App Manager.
3. Click the New Lightning App button and follow the screens to add the new app details.
4. Fill in the App Details & Branding information.
5. Click Next.

What is the difference between record type and page layout in Salesforce?

Page Layouts => Page Layouts determine which fields are displayed to your users on a record. They allow you to add fields, sections, links, custom buttons, and a few other features. Record Types => Record Types let you offer different business processes, picklist values, and Page Layouts to different users.

How do I assign a page layout to a specific user in Salesforce?

1. From Setup, enter Profiles in the Quick Find box, then select Profiles.
2. Select a profile.
3. Click View Assignment next to any tab name in the Page Layouts section.
4. Click Edit Assignment.
5. Use the table to specify the page layout for each profile.

When you modify page layouts you can in Salesforce?

When you modify page layouts, you can: Change whether a field is required. Change the order of the fields on the page. Assign custom page layouts to different user profiles.

What is the difference between a page layout and a lightning page?

Lightning page layouts are specific to Lightning Experience, while standard page layouts are more “classic” oriented, however, will display in LEX. You will find that Lightning page layouts do not support the same elements as the ones in classic page layouts, for example: Expanded lookups. Mobile cards.

How do I add a custom component to a page layout in Salesforce?

How do I create a page template in Salesforce Lightning app builder?

Click the gear icon and select Service Setup. Enter Lightning App in the Quick Find box, and select Lightning App Builder. Click New, then select Record Page. Click Next and fill in the details. Click Next. Under Choose Page Template, select Pinned Header and click Finish. Next, add some components.

How do I add a chatter page to my service console?

Drag Chatter to the right-hand side of the canvas. Your page should look like this: Now that your page components are added, activate the page and add it to your service console app. Click Save and then Activate. On the Activation: Case Console Record Page, click Assign as Org Default on the Org Default tab. Click Next and Save.

How do I create a custom support profile for Ursa Major?

Select Ursa Major Solar Service Console, then click Next and Next. For Record Types, select Master, then click Next. On the Selected Profiles page, select Custom: Support Profile and System Administrator, and click Next. Click Save.