Salesforce Console Developer Guide

Salesforce Console Developer Guide
Get to Know Lightning Console
Get to Know the Utility Bar
Lightning Console API
Salesforce Classic API
Other Resources
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Get to Know Lightning Console

Get started with the Salesforce console in Lightning Experience.

Use workspace API methods from Lightning pages either in the utility bar or in a Lightning console app. Here’s how a Lightning console app works:

Lightning Console App User Interface Screen shot of a custom Lightning console app.
  • The App Launcher App Launcher icon (1) lets you switch between apps. To switch to another console app or back to a standard app, use the App Launcher. The name of the app you’re currently in is displayed next to the App Launcher.
  • The navigation menu (2) displays the navigation item you currently have selected. To open the navigation menu, click Chevron pointing down icon. From there, you can view or edit your navigation items. Selecting a navigation item opens the navigation item’s home page. Objects open in table view Table view icon. Opening a record changes the view to split view Split view icon. Once in split view, click the navigation item again to switch back to table view, or use the Display as dropdown.
  • Records open in workspace tabs, and related records opened from inside a workspace tab open in subtabs (3). You can refresh, pin, customize, and close a tab using the tab menu Chevron pointing down icon. You can also open navigation items in a new workspace tab by using Ctrl+click or Cmd+click.
  • The split view panel (4) can be hidden with Left arrow icon. Records opened from the split view panel open in new workspace tabs.
  • The utility bar (5) lets you access common processes and tools like History and Notes.