Salesforce Console Permission Set licenseīelow screenshot shows the user permission needed User Permission Needed The Salesforce Console for Sales gives you easy access to sales intelligence and helps you quickly contact leads, assess companies, and identify key contacts, all in a dashboard-like interface ,which means more access to contextual data with fewer clicks and less scrolling.Įnabling the Salesforce Console for your Organizationįirst check Salesforce Console for Sales is enabled for your organization, and the corresponding permission set license and user permission is assigned. Note:- Live Agent can’t be enabled in a Salesforce Console for Sales unless Service Cloud is enabled for your organization.īusiness Use case :- User doesn’t have time for clicking screen-to-screen to close a deal. This feature is available in Enterprise, Unlimited, Performance and Developer editions with Service cloud and is available in, Performance and Developer editions with Sales cloud, also available in Enterprise, Unlimited editions with an additional cost. Manage incoming or outgoing calls using a SoftPhone.User will see records and their related items as tabs on one screen so that user never loses context or navigate too far from a record.

Quickly add notes or log a call for each record from same screen without leaving the page.User can use keyboard shortcut to make some actions.

For example if you want to view Opportunity related to an account you have to navigate to another page. Eliminate switching between pages, to access data.Few important benefits of Salesforce console are mention below After winter’14 release Salesforce console is available for use with Microsoft’s Internet Explorer® 10 browser. Sales console helps “Inside Sale” reps to get all details like Account, Contact, Lead etc on single screen. The console’s dashboard-like interface improves the Agent Console by eliminating time-consuming clicking and scrolling, hence you can quickly find, update, and create records.

A Salesforce console is designed to increase productivity for users in fast- paced environment. Salesforce introduces this feature with winter’14 release.

Salesforce app builder license