Adding Connect to a console app in Salesforce Classic

Owned by Helen Griffith
Last updated: Mar 18, 2020
2 min read

When you install Connect, you have a new component in your organisation. This component enables agents to make the calls assigned to them.

Before adding the Connect console component to a Salesforce Console, such as the Service Cloud, you must have already added the appropriate app.

If you are using a non-console app in Salesforce Classic, you can simply add the provided home page component to applicable home page layouts. For information about adding Connect to your non-console apps, see Adding Connect to a non-console app in Salesforce Classic.

If you are using Salesforce Lightning Experience, to add Connect, see Adding Connect to Salesforce Lightning Experience apps.

To use Connect in a console app, you must first create a new custom console component, and then add the component to the app. Using this component, agents can make calls in console mode.

To create and then add the component, perform the following steps:

  1. Go to Setup in Salesforce.
  2. On the left-hand side of the Salesforce window, in the Build section, expand Customize and then Console.
  3. Click Custom Console Components. Custom Console Components appears.
  4. Click New.

  5. Enter the following information:

    FieldDescriptionValue
    NameThe unique name of the button.Connect
    Button NameThe name that appears on the button.Connect
    Button Width (Pixels)The width of the button.100
    ComponentThe Visualforce page that defines the component.Visualforce Page: DiallerNavigation
    Width (Pixels)The width of the component.200
    Height (Pixels)The height of the component.185
    Fixed WidthDetermines whether the width is fixed.Selected
    Fixed HeightDetermines whether the height is fixed.Selected
  6. Click Save.
  7. On the left-hand side of the Salesforce window, in the Build section, expand Create.
  8. Click Apps. Apps appears.
  9. Locate the app you want to add Connect to and click Edit. The app appears in edit mode.
  10. Scroll down to Choose Console Components section. Click Connect in the Available Items list, and click Add to move the component to Selected Items.
  11. Click Save.
    The new Connect component now appears in your chosen console app.
         Console component in Service Cloud
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