Console View Setup (optional) <Video>

The console is a tab that combines a list view and related records into one screen with different frames so that users have all the information they need when interacting with Advologix.

Advologix provides the ability to setup a Console view that allows you to work with any of the component of Advologix in a single console or “cockpit” view. To enable this tab you must create your console layouts and add the tab to a new or existing app.

Set up the console in five steps:

  1. Create console layouts.
  2. From page layouts, choose the related objects and define the mini page layouts to display in the console.
  3. Assign user profiles to a console layout.
  4. Select the Console tab visibility settings for user profiles.
  5. Add the Console tab to one of your custom apps on the Custom Apps page.
Navigate to Setup

Access Console Layout

Access Console Layout

Create a New Console layout

Create a New Console layout

This page allows you to create different console layouts to display list views in the console. After creating console layouts, click the Console Layout Assignment button to control which console layout users see by default.

Click NEW

Set Console Layout Name

Click SAVE

Console List Views

Console List Views

Add or remove objects that you want users to choose from in the list view of the console.

Choose from Available objects by highlighting them and choosing ADD to move them to selected objects

Remove any from Selected objects by highlighting them and clicking remove

Move them up and down in the Selcted items list if you wish.

Click SAVE

Console Layout detail page

Console Layout detail page

Shows a list of the objects you have chosen to have visible in the console.

Access Console Layout

Access Console Layout

Create a New Console layout

Create a New Console layout

Click Console Layout Assignment

Set Assignment

Set Assignment

Select a console layout, or no console layout, for your profiles.

Set the visibility settings

  • Default On
  • Default Off
  • Tab Hidden

Click SAVE

Add the Console tab to one of your custom apps on the Custom Apps page

Add the Console tab to one of your custom apps on the Custom Apps page

By using the console, users can quickly find, view, and edit records, such as cases, accounts, and contacts, with fewer clicks and without switching back and forth between screens. Administrators choose the information displayed in the console to accommodate your varied and evolving business needs.

See Force.com's Console Setup Tips & Hints for more information.

Lesson Video ~ Setting Up The Console View