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Description
Salesforce Service Console toolbar: shared and personal snippets, sign-in sync, themes, optional engineer lookup from work orders. Custom Buttons adds a toolbar to Salesforce Service Console so agents can insert common text snippets with one click instead of retyping them. How it works Sign in with your approved work email. First-time registration uses a one-time verification code; after that you sign in with your extension password (saved on your device so you stay signed in). A toolbar appears at the top of supported Salesforce pages. Focus any text field, then click a button to insert that snippet at the cursor. Works across nested iframes in the console — case details, work orders, sidebars, and similar views. For everyone Mandatory buttons — shared snippets set by your admin for the whole team. Personal buttons — your own shortcuts, visible only to you. Merged or split layout — show all buttons on one row, or put personal buttons on a second row. Toolbar appearance — dark, light, or custom colour; optionally match the console tab strip colour. Engineers lookup (when enabled) — reads the active work order and lists nearby field engineers with distance, training status, and preferred or alternate roles. For admins Manage mandatory buttons and view an audit log of changes from the extension settings page. Toggle organisation-wide features (such as the Engineers lookup) from settings when your role allows it. Review extension activity (button usage, settings changes, engineer lookups) when your role allows it. Other options Start with the toolbar collapsed after each page load. Optional blocking of unwanted third-party login popups on console refresh. Requirements Salesforce Service Console (Classic console). An account approved by your organisation’s extension backend. After installing, open the extension from the Chrome toolbar to sign in, then reload your Salesforce console tab.