Review these tips to make sure that you’re getting the most out of your console implementation.
General Implementation Tips
- A console respects all the security and sharing settings in your Salesforce org.
- To see any setup changes to a console, refresh your browser.
Salesforce Console for Service Implementation Tips
- To use a console for Service, users must be assigned the Service Cloud User feature license.
- To use Chat in a console, users must be assigned the Chat User feature license.
- If Salesforce Knowledge is set up, turn on the Knowledge sidebar so that console users can automatically see relevant articles alongside any cases that they’re working on.