• Consulting
    • Digital Client
    • Digital Financing
    • Digital Business Analysis
    • ECM/DMS
    • Adoption
    • Information Services and Digital
    • Testing Consultancy
    • Sourcing
  • Salesforce Solutions
    • Salesforce
    • MuleSoft
  • EI-Workplace Solutions Employé Digital
  • Training
    • Presentation
    • Salesforce
  • Partners
  • Digitally Driven - Blog
  • AppInovation
  • Company
    • History
    • The Founders
    • Key Figures
  • Join us
  • Blog
  • News
  • Clients
  • Contacts
logo EI-Technologies Adapt your business to the digital revolution
fren
Menu

Lightning Console App

    • Home
    • Training
    • Abécédaire Salesforce ADX211
    • Lightning Console App

Lightning Console App

A Console is an interface that in the form of application makes it easier for users to navigate. Indeed, with standard navigation, users must open several tabs to have several records open at the same time and to consult and / or modify values.

The console lets you manage multiple objects (which must be related) on a single screen and thus minimize clicking . You must define a primary tab and subtabs.

At the top of primary tabs in the console, also appears a highlights panel. It lets you view key information (up to 8 by page layout ) about records at a glance. For example: level of support, number of employees, main contact, etc.).

From this console screen, users will also find a fixed utility bar that allows to register actions (tasks, calls, sending quotations, etc.). The fields of this bar can be setup in the interaction log.

You must have a “Service Cloud User” feature license to view and customize the console.

A console strictly respects the security settings in your Salesforce org.

Nota:

Example: when opening the console for support, users first set accounts as a primary tab and contacts and cases as subtabs.

The case feed once enabled, appears in the console.

Live Agent functionality can be added to this console in order to “Chat” with customers..

SoftPhone is a CTI that can complement the use of the console. It is a tool that lets you view the caller’s record as well as make calls directly from Salesforce.

  • Company
    • History
    • The Founders
    • Key Figures
  • Join us
  • Blog
  • News
  • Clients
  • Contacts
  • COOKIES PREFERENCES
  • Privacy and data protection policy
  • Legal notices
  • Follow us

We are using cookies to give you the best experience on our website.

You can find out more about which cookies we are using or switch them off in settings.

EI-Technologies
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.

Strictly Necessary Cookies

Strictly Necessary Cookie should be enabled at all times so that we can save your preferences for cookie settings.

If you disable this cookie, we will not be able to save your preferences. This means that every time you visit this website you will need to enable or disable cookies again.

3rd Party Cookies

This website uses Google Analytics to collect anonymous information such as the number of visitors to the site, and the most popular pages.

Keeping this cookie enabled helps us to improve our website.

Please enable Strictly Necessary Cookies first so that we can save your preferences!