Step By Step Guide on Getting Started with Salesforce Console

If you are not familiar with Salesforce Console yet, you are going to find this blog post worth your while. Already included in the Sales Cloud and Service Cloud license, Salesforce Console is a tab-based workspace suited for fast-paced work environments. It is designed to put your users’ productivity on steroids

When you create an App in Salesforce, you can choose the standard navigation or console navigation. In standard navigation, the tabs are displayed horizontally to access different information like Leads, Accounts, Contacts etc. And you open and work with a single record at a time as shown below (click on the image to enlarge)

Salesforce Console - Standard Navigation

However, with Console navigation, you can open multiple records at a time as tabs and the related records underneath that as sub tabs (click on the image to enlarge)

Salesforce Console - Console Navigation

This by itself can be a huge productivity booster as the users need not navigate back and forth between multiple records. With Console, users can work with multiple records on a single screen and reduce time spent clicking and scrolling to quickly find, update, and create records. And then to top it up, they will also get a handy split view that lets you work quickly through a list of records. They are going to love it and love you for bringing it to them

And if that itself is not enough you also get keyboard shortcuts, macros and the quick text to turbocharge the productivity further

But before we get started, here is something that you need to know

Salesforce Console comes in two flavours – Classic Console and Lighting Console. Classic Console is available in Salesforce Classic UI & Salesforce Lighting Experience (LEX) UI. Lighting Console is only available in Lightning Experience UI. So here is how this looks like

Salesforce Console Options

Follow this step-by-step guide to learn how to configure Console app in just a few minutes. Configure it as a proof-of-concept, show it to your users and if they like it, you can explore it in details (references to some of the useful resources provided under the References section below)

NOTE: Certain sections of the guide will appear as locked in the free preview. You can download the unlocked version of the guide in PDF format by subscribing to our “All Access” Pass through the link below.

Not an “All Access” Pass Member Yet?

Get Download Access to this & 150+ More Step-by-Step Guides with “All Access” Pass. A simple and single plan to access our entire library of courses, guides, workshops & masterclasses on Salesforce.

References & Useful URLs

  1. Salesforce Console (Classic) Introduction Video (2:20 mts) –
  2. Salesforce Console (PDF) –
  3. Salesforce Console Technical Requirements (Article) –
  4. My Trailmix on Console (Trailhead) –

1 thought on “Step By Step Guide on Getting Started with Salesforce Console”

  1. Pingback: Step By Step Guide On Getting Started With Macros in Salesforce

Leave a Comment

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Scroll to Top
Introducing All Access Pass