Create > App
To create a console click “New” or clone the standard sample console.
Select the type of app to create: Console > next
Fill in the field to define the console
App Label: Demo Console
App Name: Demo_Console (Auto Populated)
Optional: Select the logo for the console: Insert an Image” > Next
Select the objects to be included in the console > Next
Primary Tab: Display the main record to work on
Sub Tabs: Displays related records
Selected Account as primary tab
Selected Case as a sub tab of Account Name (Account)
Selected Contact as a sub tab of Account Name (Account)
Enable check box if you want to include Live Agent in this App > Next
Choose which user profiles can access this console and save.
Console App is created. Edit the App to change the List Placement of the object.
Choose List Placement: Select as preferred and save.
Salesforce Console created.
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