Creating Mini Page Layouts for the Salesforce Service Cloud Console - dummies

Creating Mini Page Layouts for the Salesforce Service Cloud Console

By Jon Paz, T. J. Kelley

The Salesforce Service Cloud Console is a customizable interface that allows agents to view multiple components on one screen. As an administrator, you can configure the console to display a mini page layout that consists of a subset of the data on the page layout. In this way, agents can act more quickly, gaining quick access to fields and related list information without having to scroll or scour the page for essential information.

You can customize the following for your mini page layout:

  • Visible fields: Select the most important fields to display in the mini-page layout.

  • Related lists: Choose the related lists and some of their associated fields that agents and other need to see at a glance.

To create a mini page layout for the console, click Setup, click Build, click Customize, and then follow these steps:

  1. Click the Edit link to the left of the page layout you want to edit.

    You can do this for standard or custom objects by navigating to the desired object in the Setup menu and clicking the Page Layouts subcategory.

  2. At the top of the page layout palette, click the Mini Page Layout link.

    The Mini Page Layout page appears.

  3. Use the Add and Remove arrows to move available fields from the Available column into the Selected column.

    These fields will display in your Mini Page Layout. You can also use the up and down arrows to change the order in which they appear.

  4. In the Related List section, check the boxes of the related lists you want to show and their respected fields, and click Save.

    The page layout editor reappears.

  5. At the top of the page layout palette, click the Mini Console View link.

    The Mini Console View page appears.

  6. Select the objects/lookup fields you want to appear in the mini view of the console; then click Save.

    The page layout editor reappears.

  7. Click Save on the page layout palette and you’re done!

Now go into the Console and test out your new mini-page layout. Keep tweaking until you like what you see.