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Service Console case workspace

Key Takeaway

The Service Console is a customizable console app that shows a case and everything about it on one screen. Some parts depend on org settings, so articles in the Knowledge component and the Notes utility appear only when the matching setting is enabled.

The Service Console is a standard Lightning console app built for customer service work. It puts a case and everything about it on one screen: the contact and account, the interaction history, and Knowledge articles and productivity tools. Reps can then work several cases without jumping between pages. Admins can reshape the app to fit their team.

Where the Service Console is available

The Service Console is available in Lightning Experience, in these editions with Service Cloud:

  • Essentials
  • Professional
  • Enterprise
  • Performance
  • Unlimited
  • Developer

Users open the Service Console from the App Launcher.

Platform Administrator Study Guide

Checklist progress

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Describe the capabilities of case management (for example: case, case assignment rules, and queues)

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Case records and standard fields

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Create, update, and close cases

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Web-to-Case public intake

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Email-to-Case message intake

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Case queues and membership

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Case assignment rule routing

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When case assignment rules evaluate

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Parent and child case relationships

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Service Console case workspace

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