Adding PowerStandings to the Console View

Enable Console View

The old Console View is no longer supported. Follow these instructions to set up PowerStandings in the new Console View

  1. Login into your Salesforce account.
  2. Go to Setup > Manage Users > Permission Sets and click New
  3. Fill out the label and API name fields. Use any label and name you wish. In this example the label and name are simply console.
  4. Set the User License to None.
  5. Click Save. You will be brought to the main page for that permission set.
  6. Click on Assigned Apps and then Edit.
  7. Move the App Launcher and Sample Console apps from the Available Apps to the Enabled Apps section and click Save.
  8. Click Manage Assignments and then Add Assignments.
  9. Select all of the users in the Active Users list and click Assign.
  10. Navigate to Setup > Create > Apps and you will see Sample Console in the apps list.
  11. Click the Edit link next to Sample Console. Scroll to the bottom of the page and you will see the profile availability settings.
  12. Check the boxes for the System Administrator profile under Visible and hit Save.
  13. You will now be able to navigate to the console by clicking the drop down in the top right corner of the page and selecting Sample Console.

Add the Custom Component

  1. Add the PowerStandings icon to the Salesforce Documents.
    1. Right-click on this icon and download it to your computer:
    2. From a non-console view (for example, Sales) click on the plus symbol (+) and select Documents.
    3. Add a New document.
    4. Name the document and click Externally Available Image.
    5. Upload the icon and click Save.
    6. Salesforce shows the saved file. Right-click on the image to open it in another tab:
    7. Keep this tab open - will need to copy the image URL in a following step.

  2. Create the Custom Component
    1. Go to Setup > Build > Customize > Console > Custom Console Components.
    2. Click New and complete the fields. After following these instructions, the Custom Component settings should look like this:.
    3. Add this icon in the Button CSS section with the following in the Button CSS section:
    4. background-image:url(**image-url**);
      background-size: 14px 14px;
      background-position: 2px 7px;
      background-repeat: no-repeat;

      Paste Your Unique URL
      Copy the image URL (from the open tab) and replace the **image-url** text with the URL.

    5. To select component, select type of component (VisualForce Page). Search for PowerStandings and select that component and click Save.
    6. Set the Button Width: 145
    7. IMPORTANT: Make the component width 199 and height 322 for proper fit.

    8. Check all three boxes: Fixed Width, Fixed Height, and Disable Popouts.
    9. Check your Custom Component settings against this image (make sure you have a unique URL for the background image) and click Save:

Make the Custom Component Visible

  1. Go to Setup > Build > Create > Apps
  2. Click Edit next to the Sample Console.
  3. Scroll down to Choose Console Components and Add PowerStandings to Selected Items.
  4. Click Save.
  5. Switch to Console View and you will see PowerStandings available for all users with this permission set.

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