Grant access to use Lightning Console Apps
2 min read
1 year ago
Published on Apr 23, 2024
This response is partially generated with the help of AI. It may contain inaccuracies.
Table of Contents
Title: Grant Access to Use Lightning Console Apps
Step 1: Access Permission Sets
- Navigate to the Setup page in Salesforce.
- In the search bar, type in "Permission Sets" and select it to access the Permission Sets page.
Step 2: Create a New Permission Set
- Click on the "New" button on the Permission Sets page.
- Enter a descriptive label for the permission set to easily identify its purpose in the future.
- Tab to fill in the API name. This can be auto-generated.
- You do not need to select a license for the permission set.
- Click "Save" to create the new permission set.
Step 3: Assign Lightning Console Permission
- Scroll down to the System Permissions section within the permission set.
- Look for the "Console" category and tab down to find "Lightning Console" permission.
- Select the checkbox next to the Lightning Console permission.
- Click "Save" to apply the permission to the permission set.
Step 4: Manage Assignments
- At the top of the page for the permission set, you can choose to manage assignments.
- Click on "Manage Assignments" to assign the permission set to users.
- Alternatively, you can assign the permission set to individual users by going into their user profiles.
Step 5: Add Assignments
- In the Manage Assignments section, click on "Add Assignment."
- Select one or more users whom you want to grant access to the Lightning Console Apps.
- Click "Save" to finalize the assignments.
By following these steps, you can grant users access to use Lightning Console Apps by assigning the Salesforce Lightning Console permission via a Permission Set in Salesforce.