Set Up a Service Console in Salesforce Classic
- Customizehighlight panels for all objects and turn themon.
- Create a consoleapp and assign it to user profiles.
- Optionally, for support agents:Brandyour console.Choose how pinned lists display.Whitelist domains.Customize push notifications.Customize keyboard shortcuts.Turnon the Knowledge Sidebar.Setup interaction logs and assign them to userprofiles.Turn on Live Agent (available only for a console forservice).Note Set up your Live Agent implementationbefore adding it to your console. If you’re addingLive Agent to an existing console, test your consolebefore deploying it to your agents. Make sure yoursidebar components look as expected.
- Brandyour console.
- Choose how pinned lists display.
- Whitelist domains.
- Customize push notifications.
- Customize keyboard shortcuts.
- Turnon the Knowledge Sidebar.
- Setup interaction logs and assign them to userprofiles.
- Turn on Live Agent (available only for a console forservice).Note Set up your Live Agent implementationbefore adding it to your console. If you’re addingLive Agent to an existing console, test your consolebefore deploying it to your agents. Make sure yoursidebar components look as expected.
- Assign users theService Cloud User feature license.