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Supercharge Productivity with
Lightning Console Apps
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any
of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking
statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or
service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for
future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts
or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our
service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth,
interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible
mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our
employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com
products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of
salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most
recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information
section of our Web site.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be
delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available.
Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
Forward-Looking Statement
Statement under the Private Securities Litigation Reform Act of 1995
Today’s Speakers
LeeAnne Rimel
Principal Admin Evangelist
Salesforce
@Leeanndroid
Xander Mitman
Director, Product Management
Salesforce
@xandermitman
Connect with Us!
Salesforce Admins
@SalesforceAdmns
#AwesomeAdmin
admin.salesforce.com
Salesforce Admins
Salesforce Admins
Watch the Recording
The video will be posted to
YouTube & the webinar recap
page: bit.ly/lightningconsoleapps
This webinar is being recorded!
Join the Admin Webinar Group for Q&A!
Don’t wait until the end to ask your
question!
• We have team members on hand to answer
questions in the webinar group.
Stick around for live Q&A at the end!
• Speakers will tackle more questions at the end,
time-allowing
bit.ly/AdminWebinarGroup
Today’s Agenda
• Introduction to Console Apps
• Customizing Console Apps
• Resources
• Q&A
Introduction to Console Apps
A Lightning App Designed for Speed
• Access via App Launcher
• Pre-built sales & service console
apps are available out of the box
in your org
Lightning Console App Productivity Features
• Workspace tabs and subtabs
• Split view for lists
• Pin workspaces
• Workspace tab & list memory
Work With Lists in New Ways in the Console App
• Work lists & reports fast:
• Split View
• In Table view, use
Ctrl+Click to keep the list
in focus
Open Two Records in One Click with Navigation Rules
• Available for any standard
or custom objects with a
lookup relationship
• Examples - in one click:
• Open the Account related
to the Opportunity
• Open the Contact related
to the Case
Get Quick Access to Productivity Tools with Utility Bar
• Powerful standard
utilities such as Notes,
History, and Macros
• Replaces Classic’s Home
Page Sidebar & Footer
components
• Customize which tools
are accessible
Wider
screenshot
Keyboard Ninjas can Perform Actions Super Fast
Examples:
• Jump to a List
• Open records fast
• Jump to actions
• Save or Submit
• Open utilities like History
Complete Multiple Actions at Once with Macros
• Supports standard & custom
actions
• Supports top standard
objects & all custom objects
• More improvements
planned for updating forms
Console App Demo
Build Custom Consoles
Customize Console Features in App Manager
In App Manager:
• Add and customize utility
bar:
• Add standard utilities
such as Notes, History,
and Macros
• Add custom components
• Customize how they
display
• Customize app branding
• Create navigation rules
Build a Custom Console DEMO
Resources
Resources
Release Notes:
• Automatically Open Related Records in Console Apps with
Navigation Rules
• Build Macros and Save Time in Lightning Experience
Macros Demo Video
• bit.ly/salesforcemacros
Trailhead
Service Console Components Badge
Q&A
bit.ly/AdminWebinarGroup
Slides
bit.ly/lightningconsoleapps
Wrapping Up
Survey
Please complete in-app
survey
Supercharge Productivity With Lightning Console Apps

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Supercharge Productivity With Lightning Console Apps

  • 2. This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements. Forward-Looking Statement Statement under the Private Securities Litigation Reform Act of 1995
  • 3. Today’s Speakers LeeAnne Rimel Principal Admin Evangelist Salesforce @Leeanndroid Xander Mitman Director, Product Management Salesforce @xandermitman
  • 4. Connect with Us! Salesforce Admins @SalesforceAdmns #AwesomeAdmin admin.salesforce.com Salesforce Admins Salesforce Admins
  • 5. Watch the Recording The video will be posted to YouTube & the webinar recap page: bit.ly/lightningconsoleapps This webinar is being recorded!
  • 6. Join the Admin Webinar Group for Q&A! Don’t wait until the end to ask your question! • We have team members on hand to answer questions in the webinar group. Stick around for live Q&A at the end! • Speakers will tackle more questions at the end, time-allowing bit.ly/AdminWebinarGroup
  • 7. Today’s Agenda • Introduction to Console Apps • Customizing Console Apps • Resources • Q&A
  • 9. A Lightning App Designed for Speed • Access via App Launcher • Pre-built sales & service console apps are available out of the box in your org
  • 10. Lightning Console App Productivity Features • Workspace tabs and subtabs • Split view for lists • Pin workspaces • Workspace tab & list memory
  • 11. Work With Lists in New Ways in the Console App • Work lists & reports fast: • Split View • In Table view, use Ctrl+Click to keep the list in focus
  • 12. Open Two Records in One Click with Navigation Rules • Available for any standard or custom objects with a lookup relationship • Examples - in one click: • Open the Account related to the Opportunity • Open the Contact related to the Case
  • 13. Get Quick Access to Productivity Tools with Utility Bar • Powerful standard utilities such as Notes, History, and Macros • Replaces Classic’s Home Page Sidebar & Footer components • Customize which tools are accessible Wider screenshot
  • 14. Keyboard Ninjas can Perform Actions Super Fast Examples: • Jump to a List • Open records fast • Jump to actions • Save or Submit • Open utilities like History
  • 15. Complete Multiple Actions at Once with Macros • Supports standard & custom actions • Supports top standard objects & all custom objects • More improvements planned for updating forms
  • 18. Customize Console Features in App Manager In App Manager: • Add and customize utility bar: • Add standard utilities such as Notes, History, and Macros • Add custom components • Customize how they display • Customize app branding • Create navigation rules
  • 19. Build a Custom Console DEMO
  • 21. Resources Release Notes: • Automatically Open Related Records in Console Apps with Navigation Rules • Build Macros and Save Time in Lightning Experience Macros Demo Video • bit.ly/salesforcemacros Trailhead Service Console Components Badge