US I N G THE CO N S O L E

The console is a tab that combines related records into one screen with different frames so that users have all
the information they need when interacting with Salesforce. Common tasks are accomplished with fewer clicks
and without much navigation. Administrators choose the information displayed in the console to accommodate
varied and evolving business processes.

Console Concepts
Before setting up and using the Console tab, review the following terminology used to
describe its components: Resizing Frames
• To resize a frame in the console,
point to a frame. When the
pointer changes to a double-
headed arrow, drag the frame
until it is the size you want.
• You cannot resize the sidebar.

Calendar Shortcut
Administrators can display a
shortcut to the calendar in the
sidebar for all users by clicking
Setup | Customize | Activities |
Calendar Shortcut, selecting
Show Calendar Shortcut, and
clicking Save.

Last List View Saved

When a user selects the Console
tab, it displays the last list view he
or she viewed from the console.

1. List View - A list display of records based on specific criteria. The list views
you can select to display in the console are the same list views defined on
the selected object’s tab. You cannot create a list view from the console.
2. Detail View - The detail page view of any record selected from any of the
console’s frames. The detail view displays the same page layouts defined on
the object’s detail pages. When a record is displayed in the detail view, it is
highlighted in the list view.
3. Mini View - Records associated with the record displayed in the detail view.
The fields displayed in the mini view are defined in the mini page layouts by
an administrator. If a record displayed in the detail view does not have any
records associated with it, then the mini view does not display.
4. Sidebar - A column that, when moused over, displays a calendar shortcut,
recent items, and the Recycle Bin, just like the sidebar displayed on every
Salesforce page. To display the sidebar in the console, click the arrow icon
on the left frame.

© Copyright 2000-2007 salesforce.com, inc. All rights reserved. Last Update: June 25, 2007
Setting Up the Console
Administrators set up the console in five steps: create console layouts, choose the
related objects to show in the mini view, define mini page layouts, assign user profiles How Page Layouts Affect Mini
to console layouts, and add the Console tab to custom apps. Page Layouts
→ Create console layouts to define which objects users can see from the console’s
• Fields marked Required and
list view. For example, if you add cases to a console layout, then users whose Always Displayed on page
profiles are assigned to that console layout can see list views of cases in the layouts are automatically
console's list view. included on the mini page layout
1. Click Setup | Customize | Console | Console Layouts. and cannot be removed unless
2. Click New. they are removed from the page
3. Enter a name for the new layout. layout.
• Field properties on the page
4. Click Save. layout determine field properties
5. Click Edit in the Selected List Views section. on the mini page layout. For
• To add or remove objects to the layout, select an object, and click the example, if a field is read-only on
Add or Remove arrow. the page layout, that same field
• To change the order of the objects as they will appear in the console's list will be read-only on the mini
view frame, select an object in the Selected List box, and click the Up or page layout. To change the field
Down arrow. properties of fields on the mini
page layout, you must change
6. Click Save.
the field properties of fields on
→ Define which related records display in the mini view when a record of a the page layout. Note that the
particular type is shown in the detail view. For example, when a case is in the console respects field-level
detail view, you can display an account, contact, or asset in the mini view. To security in organizations where it
choose related objects: is available.
1. Click Setup | Customize and choose a standard object, or click Setup | • The order related lists on the
Build | Custom Objects and choose a custom object. page layout determines the order
related lists on the mini page
2. Select Page Layouts, and choose a page layout name.
layout. To change the order of
3. Click Related Objects. related lists on the mini page
4. Select which records associated with the record in the detail view will be layout, you must change the
displayed in the mini view. You can only select objects that are defined as order of related lists on the page
lookup relationships and are included on the page layout. layout.
• You can change the order of how related objects display in the mini view
by clicking the Up and Down arrows. Related Lists Affect Performance
5. Click Save.
• The more related lists you add to
→ Define mini page layouts for the records that appear in the mini view of the
mini page layouts, the longer it
console. A mini page layout contains a subset of the items in an existing page may take the console to process
layout. Mini page layouts inherit record types, profile associations, related lists, data.
fields, and field-level security from the page layout. To define a mini page
layout:
1. Choose the page layout for the related object you want to customize. Starting the Console
2. Click Mini Page Layout. • After an administrator sets up
3. Select which fields and related lists will be displayed for this type of record in the console, users can start using
the mini view. For each related list you select, choose which fields to display it by clicking the Console tab.
in that related list.
• You can select all of the available fields and related lists to display in the
console; however, it is recommended that you only select a few so that
users do not have to scroll to find information.
• Selected fields and related lists display in the console even when they do
not contain content.
4. Click Save.
→ Assign profiles to console layouts to determine which console layouts users see.
1. Click Setup | Customize | Console | Console Layouts.
2. Click Console Layout Assignment.
3. Select a console layout to assign to a profile via the drop-down list.
4. Select the Console tab visibility settings for a profile via the drop-down list.
5. Click Save.
→ Add the Console tab to custom apps so that users can access the console from
specific apps.
1. Click Setup | Build | Custom Apps.
2. Click Edit next to the app where you want to include the Console tab.

© Copyright 2000-2007 salesforce.com, inc. All rights reserved. Last Update: June 25, 2007
 • To add or remove the Console tab to the app, select the Console tab, and
click the Add or Remove arrow.
• To change the order of the Console tab as it will appear in the app, select
the Console tab in the Selected List box, and click the Up or Down
arrow.
3. Click Save.

Navigating within the Console

What you click in the console determines the frame a record displays in.
→ In the detail view, clicking: Back and Forward Buttons
♦ Buttons or links on the record displays the record in the detail view. Clicking the back or forward
→ In the mini view, clicking: buttons on your Web browser
♦ Links displays the record in the detail view. Associated records display in the cycles you through pages in the
mini view. console. You will not immediately
♦ View displays the entire record in the detail view. exit the console by clicking them.
♦ Edit displays a mini edit page in the mini view. To edit a field not displayed
on the mini edit page, click View to display the entire record in the detail Using Online Help
view, and then click Edit from the detail view. • Context-sensitive help is only
♦ Show more on a related list displays the related list in the detail view. available on pages displayed in
→ In the list view, clicking: the console’s detail view.
♦ A link displays the record in the detail view. • Just like other pages in
♦ A column heading sorts that column in ascending order. Click the heading a Salesforce, you can access the
help at any time by clicking Help
second time to sort in descending order.
& Training above the tabs.
♦ A letter at the bottom of the list view filters your list view records by the
letter.
♦ fewer or more at the bottom of the list view displays a shorter or longer Pages Display Outside of the
list. Console
→ In the sidebar, clicking: Not all pages open within the
♦ The arrow icon on the left frame keeps the sidebar visible in the console. console. For example, clicking
Click the arrow icon a second time to hide the sidebar. Printable View, Check Spelling,
♦ A record under Recent Items displays the record in the detail view. lookup icons, email addresses, and
custom links set to open in a new
♦ Calendar displays the calendar in a new page outside of the console. browser window all open outside of
♦ Recycle Bin displays the Recycle Bin in a new page outside of the console. the console in a new browser
window or popup.

Using the Console List View

The console’s list view allows you to quickly perform actions within Salesforce without
leaving the console. No Content in the Console
→ Display list views • No data displays in the console if
♦ From the drop-down list in the top left of the list view frame, select an the selected list view does not
object, and then select a list view of the object to display in the console’s list contain any records.
view frame.
→ Search
Advanced Search
♦ Enter keywords in Search and click Go! to perform an advanced search
across all searchable objects you have access to in your organization. • Terms in an advanced search are
Search results display in the detail view. treated as separate words rather
than a phrase. So, searching for
→ Create records “Pat Powers” in advanced search
♦ From the New drop-down list, select any object to create a new record. New will find a contact named “Pat P
record pages display in the detail view. Powers” as well as a contact
→ View recent items named “Pat Smith” with an email
♦ From the Recent Items drop-down list, you can choose to display any item address of “[email protected].”
you most recently viewed. Recent items display in the detail view.
→ Perform mass actions
♦ Select the checkbox next to items in the list view, and from the Mass
Action drop-down list, choose the action you want to perform on all the
selected records.

© Copyright 2000-2007 salesforce.com, inc. All rights reserved. Last Update: June 25, 2007