Set Up Sales Console in Salesforce Classic
- To have the console for sales enabled for your Salesforce org, contact Salesforce.
- Customize highlight panels for allobjects and turn them on.
- By default, your org has the “Sales Console User” permission set license. Assign this permission set license to users. The steps are the same as assigning any permission set license.
- Assign the Salesforce Console User Permission Set to Sales Console Users.
- Optionally, for sales reps:Brand your console.Choose how pinned lists display.Whitelist domains.Customize push notifications.Customize keyboard shortcuts.Turn on the Knowledge Sidebar.Set up interaction logs and assign them to user profiles.
- Brand your console.
- Choose how pinned lists display.
- Whitelist domains.
- Customize push notifications.
- Customize keyboard shortcuts.
- Turn on the Knowledge Sidebar.
- Set up interaction logs and assign them to user profiles.
- Create a console app and assign it touser profiles.