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Hi Guys,

I am working on a client where we are configuring sales console to the sales team. Our goal is to have one view where the sales team see all their accounts and clicking on an account, we want to show them account details page , opportunities and contacts in subtabs in one click. We also want to create lightning actions where users can act on them. I do not see any customization on the sales console and it is not even close to service console. So the question is

1. Can service console be used to pull accounts instead of cases?

2. Is there any customizations coming up on sales console or demos which can talk about the possibilities of sales console?

Buyan

2 件のコメント
  1. 2018年4月23日 17:49

    Hi Buyan,

    Can you clarify if you're talking about Classic and/or Lightning? Sales Console is much more robust in Lightning than Classic and it does support Account listviews and workspace tabs.

    I'm not entirely clear on your intent but in Lightning Console you can configure "Navigation Rules" to, for example, automatically open an opportunity as a subtab of the account.

    If you still have questions please let me know.

    -Xander

    Product Manager, Lightning Console

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