---
schema_version: "1"
id: 6109bfd8fc38ee3020d15a5d9c8fa93b1033b57ee0f6b3d93ab6d1a0428e78a6
title: Set Up the Agent Console
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/ene_getting_started_with_the_agent_console.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.ene_getting_started_with_the_agent_console.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8c3b89d2782a4a72ca43af7125939d9441ec463a92527514092b0f3c04c539c5
description: Set up the Agent Console to equip your service reps with all the features they need to be effective.
products:
  - Energy and Utilities
release: "264"
---
# Set Up the Agent Console

Set up the Agent Console to equip your service reps with all the features they need to be effective.

### Required Editions

Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Enterprise, Performance, Unlimited, and Developer Editions with Energy and Utilities Cloud</td></tr></tbody></table>

Before you begin, [Enable Service Apps](https://help.salesforce.com/s/articleView?id=ind.energy_enable_service_apps.htm&release=264.0.0&type=5 "To access the standard sales and service functionalities in Energy and Utilities Cloud, enable the Energy and Utilities Service Apps and Sales for Energy and Utilities settings. These settings grant access to applications such as the Agent Console, the Self-Service Portal, and standard sales features.").

- **[Set up Access for Agent Console](https://help.salesforce.com/s/articleView?id=ind.set_up_user_profiles_for_agent_console.htm&release=264.0.0&type=5)**  
    Agent Console is built for the service representative persona. Add the right permission sets for the admin and the service representative permission set groups, and assign them to users to allow access to Agent Console.
- **[Enable Agent Console Features](https://help.salesforce.com/s/articleView?id=ind.ene_enable_common_features.htm&release=264.0.0&type=5)**  
    Turn on settings in your org that enable the Agent Console's associated features. Allow users to relate a contact to multiple accounts, enable interest tags, enable action launcher, enable timeline, disable automatic calculation of a contract's end date, and grant access to record alerts.
- **[Set up Actionable Relationship Center](https://help.salesforce.com/s/articleView?id=ind.energy_set_up_actionable_relationship_graph_agent_console.htm&release=264.0.0&type=5)**  
    With Actionable Relationship Center, your service reps can view customers' relationships in an easy-to-navigate graph.
- **[Set Salesforce Knowledge for Agent Console](https://help.salesforce.com/s/articleView?id=ind.ene_set_salesforce_knowledge_for_agent_console.htm&release=264.0.0&type=5)**  
    Create a knowledge base of articles that that you can securely share with customers, partners, and service reps.
- **[Add Related Lists for the Account Object](https://help.salesforce.com/s/articleView?id=ind.ene_add_related_lists_for_the_account_object.htm&release=264.0.0&type=5)**  
    Set up the page of the Account object to show more information under Related Lists. You can see the account billing accounts, contact roles, contacts, energy service agreements, and related contacts associated with the account.
- **[Add Related Lists for the Case Object](https://help.salesforce.com/s/articleView?id=ind.ene_add_related_lists_for_the_case_object.htm&release=264.0.0&type=5)**  
    Set up the page of the Case object so that it shows more information under Related Lists. You can see the Case Related Subject, which lists the record associated with the case, such as the Billing Account, Service Point, or Location record.
- **[Set Up Einstein Generative AI for Energy and Utilities Cloud](https://help.salesforce.com/s/articleView?id=ind.energy_set_up_einstein_generative_ai_for_energy_and_utilities_cloud.htm&release=264.0.0&type=5)**  
    Boost your service reps’ efficiency with Einstein generative AI in Energy and Utilities Cloud. You can generate account summaries, high bill analyses, and bill comparisons quickly with Einstein generative AI.
- **[Agent Console Objects and Fields](https://help.salesforce.com/s/articleView?id=ind.energy_agent_console_objects_and_fields.htm&release=264.0.0&type=5)**  
    Agent Console displays account, premises, and service details only when the required fields on Product, Account, Billing Account, Location, Service Point, and Energy Service Agreement records are set. Review which fields Agent Console reads and the values it expects.