Set Up the Agent Console

Note As of the Spring ’15 release, Agent console is not available to new organizations.

The newer Salesforce console improves the Agent console by providing you with more options and more advanced technologies. See Salesforce Console.

To set up the Agent console:

1. Create console layouts to define what objects are available to users in the console's list view frame.
2. Choose the related objects to show in the mini view.
3. Define mini page layouts to customize the fields and related lists of the objects that display in the console's mini view.
4. Assign profiles to a console layout to provide users access to specific objects in the console's list view.
5. Add the Agent console to custom apps so that users can access the console from specific apps.

Note You can't add the Agent console to partner portals or customer portals.

Visualforce pages don’t display properly in the Agent console, as there is no cross-domain communication between Salesforce and Visualforce domains.