How to Create Custom Console Component in Salesforce

How to Create Custom Console Component in Salesforce

In the Salesforce program, users that have developer and administrator access can choose to create what are known as console components. Console components are things that help identify potential resolutions for business processes that have been automated. There are different types of console components that can be created in Salesforce but the same steps apply to their creation.

Feature Compatibility 

Now this particular feature can be accessed via Salesforce Classic as well as other versions including Enterprise, Professional, Unlimited, Developer, and Performance.

Steps to Create Console Components 

As previously mentioned, there are different kinds of console components that can be created on Salesforce but the steps to do so are the same. What differs are the processes that developers and administrators can conduct. This is why both roles are essential for this particular task.

The developer chooses to create either a canvas application of Visualforce page on the system. Once available, the administrator then works on the app or page. He connects either one to page layouts or console apps. The former will allow content to be displayed on a specific page or set of pages. The latter enables content display across all tabs and pages on the system.

If the administrator chooses to add a component to a page layout, he must select a sidebar display (top, bottom, left, or right) followed by choosing to add only one or a series of components to the sidebar. In this case, components can be arranged as an accordion, in a stack, or as individual tabs.

If the chosen path is to add a component to an app, the administrator can then choose the look and feel of the component’s access button which can be found on the footer of the console. Every component has to be manually assigned to a console where it’s preferred to be accessed.

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