How to
How to add the Pendula Console component to Salesforce record pages

Malcolm Jacobson
Malcolm Jacobson
  • Updated

Console can be added to the pages of any of the record types you selected in Pendula Settings.

The following example shows how to add it to a Contact. The procedure is the same for the other record types.

  1. From the app launcher, select Contacts.
  2. Select an individual contact.
  3. From the setup menu, select Edit Page.

    edit-page-salesforce

  4. Add a tab to the page layout in the area where you want to view the Console messages.

    Screenshot 2024-09-12 at 10.06.09.png

  5. Select Custom as the Tab Label, and enter Pendula Console as the Custom Label.

    Screenshot 2024-09-06 at 1.41.00 PM.png

  6. Click Done.
  7. Select the Pendula Console tab and drag the Custom - Managed consoleDisplay component into the tab.

    Screenshot 2024-09-06 at 1.41.59 PM.png

  8. Click Save.
  9. Click Activation and set the page to Org Default to apply these changes to all Contacts.

Your Pendula Console is now ready to use.