You can set up a console for Sales, Service, or create one for your own business needs.
- Set Up a Service Console in Salesforce Classic
Create and customize a console app, then assign the Service Cloud User feature license to users. - Set Up Service Features with Launch Pad Templates
Deploy and test Service features with just a few clicks. This suite of templates helps you set up some of the most popular Service features, such as time-saving console configurations and reports and dashboards essential for service organization. - Assign the Service Cloud Feature License to Users
The Service Cloud User feature license entitles users to additional Salesforce features, such as the Service Console. - Set Up Sales Console in Salesforce Classic
To enable a console for the first time, contact Salesforce then assign users the correct permission set license and user permissions. - Assign the Salesforce Console User Permission Set to Sales Console Users
After you’ve assigned the “Sales Console User” permission set license to users, assign users to the “Salesforce Console User” permission set. - Set Up a Salesforce Console App in Salesforce Classic
To create a console, administrators must create a console app. - Brand a Salesforce Console in Salesforce Classic
You can brand a console by adding a custom logo to its header and specifying colors for its header, footer, and primary tabs. - Hide a Salesforce Classic Console from the App Launcher in Lightning Experience
By default, Salesforce Classic consoles appear in the App Launcher in Lightning Experience. This visibility lets your console users access all your consoles apps, ones created in Salesforce Classic and ones created in Lightning Experience, without having to switch UIs. You can change this behavior if you want to limit access to your Salesforce Classic consoles.