Salesforce Docs Portal

Configure Interface Layouts

Add the Quality Management component to the interaction pages to help evaluators access forms.

Required Editions

Supported Editions for Workforce Engagement Management
User Permissions Needed
To edit record pages: Quality Manager
  1. From the App Launcher, go to Voice Calls, Messaging Sessions, or Cases.
  2. Go to a Voice Call, Messaging Session, or Case record.
  3. Click Setup, and then select Edit Page.
  4. Find the Quality Management LWC component in the sidebar.
  5. Drag the component onto the record page layout.
    Note
    Note Add the Quality Management component to a medium or large area on the page template.
  6. To use quality management on a console app such as Service or Sales, assign the edited Voice Call, Messaging Session, or Cases page as the app default for your console app. See the Knowledge Article Assigning custom Lightning Record Pages to standard Lightning console applications for more information.
    1. From Lighting App Builder, click Activation….
    2. On the App Default tab, click Assign as App Default, and then select the console app and form factor.
  7. Save and activate the page.