In the previous session we understood about the creating of our custom a sense forced console app right.
We created either will not console at the custom one and we also understood how to use the standard
console app that is already available and how to customize that.
So on that we discussed in our previous tutorial No we are going to understand about a concept which
is called as the agent console tap.
The main difference between the app and this tab is that the previous app that we learnt about and that
does an app basically right.
We created a new console app and this one we're talking about is a console tab.
It is basically a tab which is a combination of the list of bills that we have from 70 different objects.
That is the main difference because when we say a tab we already have tabs in our app right.
We already have many tabs we have Tab soda cans we have taps for opportunities we have taps for custom
objects.
We have several different tabs and how does this console tab differ from the other tabs that we have
because console tab is grouping different records from several other object taps.
So in a single console tab you can access your contact cards you can access your contact records you
can access your opportunity records so basically does grouping the list of views from the other sales
steps that we have loaded so this specialized form of display.
This is called the agent console.
So now let's go to our developer all Again let's understand how to configure this agent console tab
so for configuring this agent console tab there are four major steps.
The first is creating console layout.
Second is assigning console label to respective profiles.
Third is defining the mini console view and then for this defining the mini page layouts like so let's
go one by one.
First is creating the console layout.
So for creating the console layout
go to profiles go to the system administrator profile
and here you should have console settings.
You should be able to see that play to this console layout click on edit.
All right so now that it's saying that we do not have a console layout define.
So what does the first step the first step is to define the console layout.
So go for it.
Alright give a console layout name.
You can have the company name and console layout so click save for effect.
So the console layout does create it.
Now the second step is to add the list of views which are all the list views that you need in your console
layout.
You need to add them and by default we have activities like me take off activities instead let me just
have icons contacts opportunities and cases.
You can also add any custom objects that you may have save for a fact.
Now we have added all the list of used to it now that we have added all the list wheels and the console
tab is ready.
Lets try to access other console tabs so go to all tabs.
And here you must be seeing console tab click on console tab.
All right so here we see we getting an error.
What is there.
Insufficient privileges.
Basically we do not have access to this console tab.
So lets go give appropriate provisions to this console tab so we can access that.
So again go to the profiles.
Lets give access to this tab go to the system administrator profile because that does my profile.
And on the console layout here you need to give the access to those layouts.
All right so go here and this is the ABC console layout that does a layout that we just created.
All right.
And let me have a default on for effect now that we have given access privileges so we should be able
to access other console IPA sorted tab here
awesome.
So now we are able to access this console tab so here if you see you have all the objects listed out
here so which are all these objects those objects.
Basically the list of views of those objects which we selected while configuring this tab right.
So these are the forward objects that we selected and for every object you would have the same list
view that you have.
All right.
So understand one thing beat the Service Console app that we created in a previous tutorial or be to
the agent console tab that we are talking about in this current tutorial.
Only the UI we are changing it already so there is no change in the underlying data.
There is no change in the underlying data model.
There is no change in the fields or the layout.
All right.
Just the look and feel of how the data is appearing only that we are configuring it.
All right.
So the same list of bills what do you have for the actual object.
Only the same list bills like you would have it here as well.
There's not there's not going to be any change in that data as such.
So here if you see like you have all the accounts available here.
Yeah.
And if you click on an account you're able to see all the details of the account and then you also have
the related list out here.
The videos related look or records of that account.
And then here you have the option of creating new records create new and then the recent items that
you worked on and you also have the search here.
All right.
So these are all the various options that we have out here.
So what does that we have done now.
We have created a console layout and we have assigned the console layout to respective profiles.
Yes we did four system administrator in a similar fashion you need to do it for the other profiles as
well.
And now we need to define our mini console view.
All right so now let's understand what's a mini conservative view on how to define that.
So for our understanding this mini can sort of be what I'm going to do is I'm going to edit some pad
and tack on for this.
Say for example this is a parent account.
All right so once you add that now you are seeing a mini console view here.
Rachel.
The one that you see here this is called the Mini console to view so many console reveal gives out the
details of the parent card.
Say for example this is an icon.
Right.
And here you have the related child records out here which are able to see and one of the Parent Trap
cards.
Then the parent records on and if you want to see you want to click this and then go to that specific
parent icon and only then you will be able to see the parent icon related details.
Right.
But here this is under the view that you have that you can configure in the same screen so that you
can access details about that parent icon password.
All right.
And this being a standard object.
This has come by default.
This mini console view.
But otherwise for custom objects you need to explicitly set it.
Only then you will have this mini console you say for example go to edit layout and here you would have
this option off mini console view do you see it here.
Yes.
So there you have this bit and tack on by default.
So this one each will list down the various objects that are the parent off this particular object.
So for our code we have that and tackle that is way better to go does it listed here.
And this being a standard object as bait and tackle does here by default.
But for custom objects it may not be there and you need to explicitly added say for example it may remove
eventual that to you save it okay save perfect and the mini console view is gone.
Why.
Because you removed it from the layout.
Right.
So let me add it again.
Go back to mini console view.
Let me add the pad and tack on.
All right.
OK.
Save
now.
Let me choose an account which has got a parent account.
OK.
And officers guard details.
Let me just quickly add one all right.
You have it here.
All right so this is a mini console view and now it is showing me only the account name and the parent
account.
But what if I want to access more details about this bait and tackle in that scenario you need to configure
that in the mini Paisley out.
And that does of a Fourth Step.
All right so defining mini console view is done and now defining mini page layouts so for configuring
mini page layout we add in the layout already.
Go to mini page layout and there you'll see the code name on the pad and take on all these are added.
All right.
Now if you want to add more fields you can add on owner icon site div.
All right.
Billing address.
OK.
And you also have the option of adding related list.
So let me also have a couple off related list any opportunities any cases.
Save
all right.
That is all Peyton tackled here.
So let me quickly add a parent I called.
Okay.
All right.
So this is the mini console view that you see so so can you understand the difference between the regular
page that we have and this service console.
The tab that we have.
So here you access the account.
Yeah.
And then it is already giving you the list of accounts so you can easily scroll down.
You can access accounts and then in our columns you you'll see the detail page you see all the details
with respect to the account.
You'll see all its related cards The child cards on top of it.
You also have a view and that gives you the details about the patent record.
And not only that he also gives you the details about the patent record and its related records.
All right so so many different objects relationships.
We are seeing in a single screen.
So these is the main advantage of having this console tab and this isn't the right side and you can
also have.
Yeah.
This is the left side bar you have the recent items out here.
So the one with the top that you see this is called the list view and here what do you see that is called
the sidebar and at the center.
What do you see.
That is a detail you eat.
And it basically gives that detail page of that record.
And the one at the right that we just configured that doesn't mean a view.
All right.
So just for a pictorial representation you can have this for reference.
This one is a list to view sidebar detail view and that we need you.
So this is all you can figure the agent control tab and you can give it to your support agent so that
they can efficiently work on multiple records from multiple objects and do multiple activities at the
same time and work efficiently.