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Console Layouts

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Summary
-
Previous: Intro into the Console
  1. List View - The List View layout is driven by list views created on object home pages.
  2. Detail View - The Detail View layout is driven by layouts assigned to specific records and will mimic the layout when viewing a record in the standard app.
  3. Mini Page View - Define mini page layouts for the records that appear in the mini view of the console. A mini page layout contains a subset of the items in an existing page layout. Mini page layouts inherit record types, profile associations, related lists, fields, and field-level security from the page layout.
    1. To define a mini page layout:
      1. Choose the page layout for the related object you want to customize.
      2. Click Mini Page Layout.
      3. Select which fields and related lists will be displayed for this type of record in the mini view.
      4. For each related list you select, choose which fields to display in that related list.
        1. The more related lists you add to mini page layouts, the longer it may take the console to process data
        2. You can select all of the available fields and related lists to display in the console; however, it is recommended that you only select a few so that users do not have to scroll to find information.
      5. Click Save.
For example, if a Contact is displaying in a specific Mini Page View, and we would like to edit what is displaying we can follow these steps.
  1. Choose the page layout for the related object you want to customize.
  1. Click Mini Page Layout.
  1. Select which fields and related lists will be displayed for this type of record in the mini view.
  2. For each related list you select, choose which fields to display in that related list.

 
Next: Navigating within the Console Tab

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