Tuesday, October 13, 2015

Creating Home Tab on Service Cloud Console

***An old post that I didn't publish****

Salesforce Service Cloud Console is an application targeted for call centers with high volume activity. In such call centers, Customer Service Representatives(CSRs) have to address customers' concerns over different channels and require information from various sources, e.g. information regarding billing, inventory, orders, products, etc.

Service Cloud Console was specifically designed to address these requirements for the CSRs. CSRs rarely have the need for home tab. However, there maybe situations where they need to view:
  • Home tab: To view calenders, dashboards, messaging components.
  • Tasks: In case CSRs need to setup tasks, e.g. service requests.
We will discuss how to add the above mentioned tabs to Navigator Tab in this blog.

Display Home tab
Please follow the steps as mentioned below:
1. Create a Web Tab by Navigating to Setup->Create->Tabs.
2. Select Full Page width
3. Set the Tab Type to URL and enter other details as shown in the screenshot below.
4. Set the Button or Link URL to /home/home.jsp?isdtp=vw
5. Set the visibility of the tab at the profiles.
6. Add the tab to the Service Cloud Console app.




Display Task list view tab
 To display Task List view tab, please follow the steps mentioned above with the Button or Link URL set to /00T?isdtp=vw

NOTE: This displays the list view without any buttons. If you would like to view the refresh button, set the value isdtp=nv


source: [www.thecloudfountain.com]

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