Sales Cloud

Sales Cloud Console Design

Empower your sales reps to sell smarter and faster.

Do your sales reps struggle to navigate through a sea of information on a multitude of pages? Help them work smarter. With the Sales Cloud Console Design Accelerator, a Specialist will work with you to develop a consolidated interface that gives your sales teams the ability to work with fewer clicks, less scrolling and less switching between pages.

Contact your account executive or success team today. Learn how we can help you accelerate your CRM success.

What it can do for you

  • Increase sales rep productivity by giving them access to all customer information in a single view
  • Allow reps to easily spot important fields on records
  • Provide swift access to sales intelligence

How it works

Certified Specialists will guide you through the process over a predetermined timeframe (typically 3–4 weeks):


  • Review your current sales process
  • Provide Console overview and design options
  • Develop quantifiable success criteria for use case identified


  • Configure Console for identified use case using latest declarative features


  • Console designed and configured in sandbox instance
  • Best practice recommendations for designing Sales Console

Who should use it

Intended User

Sales leadership teams looking to improve sales rep productivity and need help creating and configuring their Salesforce Console.


  • Sales Cloud licenses purchased and users assigned
  • Admin access to Salesforce Sandbox
  • Service cloud licenses or must have sales console add on licenses
  • Sales reps are actively using opportunities and associated activities matched to their sales process
  • A sales leader who is engaged and committed to the outcome

Questions? We’ll put you on the right path.

Ask about Salesforce products, pricing, implementation, or anything else. Our highly trained reps are standing by, ready to help.