Customize Agent Console Layouts

Customize an agent console layout for your org.

Required Editions

View supported editions.
User Permissions Needed
To customize console layouts: Customize Application

To customize layouts for the Agent console:

  1. From Setup, enter Console Layouts in the Quick Find box, then select Console Layouts.
  2. Select a layout name.
  3. To modify the Name or Description of the layout, click Edit in the Console Layout Detail section.
  4. To add or remove objects to the layout, click Edit in the Selected List Views section, select an object, and click the Add or Remove arrow.

    To change the order of the objects as they appear in the console's list view frame, select an object in the Selected List box, and click the Up or Down arrow.

    A user can only view objects in the console's list view frame if those objects are added to the console layout to which their profile is assigned.

  5. Click Save to finish.