---
schema_version: "1"
id: 5c50e420fd9d6959fce2545c4b25a4a24fcf4fd16085b070624a8214dc025a56
title: Set Up the Agent Console
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/console_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.console_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3c40f20de2767264191631d573c397ad167397205e1a8d6f68ce965e606428dd
description: You can quickly set up the Agent console so that users have all the information they need on one screen when working with Salesforce.
products:
  - Service Cloud
release: "264"
---
# Set Up the Agent Console

You can quickly set up the Agent console so that users have all the information they need on one screen when working with Salesforce.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=service.legacy_editions.htm&amp;language=en_US" target="_blank">View supported editions</a>.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d19142e59">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d19142e59 ">To set up the Agent console:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d19142e59 ">Customize Application</td>

          </tr>
        </tbody>
      </table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_legacy-264-0-0-production-enus/081af4ec-6c06-4d4b-9443-cb3516bbc46d/images/icon_note.png)

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](https://help.salesforce.com/s/articleView?id=service.console2_about.htm&type=5&language=en_US).

To set up the Agent console:

1. [Create console layouts](https://help.salesforce.com/s/articleView?id=service.console_creating_layouts.htm&release=264.0.0&type=5 "As of the Spring ’15 release, Agent console is not available to new organizations.") to define what objects are available to users in the console's list view frame.
2. [Choose the related objects](https://help.salesforce.com/s/articleView?id=service.console_relatedobjects.htm&release=264.0.0&type=5 "While you can choose which related objects appear in the Agent console's mini view, you can only choose objects with a lookup or master-detail relationship on the primary object. For example, from the cases object, you can choose account and contact because cases have account and contact lookup fields.") to show in the mini view.
3. [Define mini page layouts](https://help.salesforce.com/s/articleView?id=service.console_definelayouts.htm&release=264.0.0&type=5 "You can define mini page layouts for the records that appear in the mini view of the Agent console, hover details, and event overlays. A mini page layout contains a subset of the items in an existing page layout. Mini page layouts inherit record type and profile associations, related lists, fields, and field access settings from their associated page layout. The visible fields and related lists of the mini page layout can be further customized, but the other items inherited from the associated page layout can’t be changed on the mini page layout itself.") to customize the fields and related lists of the objects that display in the console's mini view.
4. [Assign profiles](https://help.salesforce.com/s/articleView?id=service.console_assigning_layouts.htm&release=264.0.0&type=5 "After you create console layouts, assign which layouts users see in the Agent console on the console tab. A user’s profile determines which console layout is seen.") 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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_legacy-264-0-0-production-enus/081af4ec-6c06-4d4b-9443-cb3516bbc46d/images/icon_note.png)

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.