These steps reflect configuring push notifications on a Salesforce Classic console app. They are here for maintaining existing Classic implementations. For new builds, use a Lightning console with list auto-refresh and event-driven updates instead.
- Open the console app
In Setup, use Quick Find to open Apps, then edit the Salesforce Classic console app you want to configure. Push notification settings live inside the app definition, not in a separate global page.
- Set list update behavior
Under the push notifications section, choose how lists react: do nothing, refresh the whole list, or refresh only the affected rows. Row refresh keeps the agent's scroll position steady in a busy queue.
- Set detail update behavior
Choose how an open record reacts: Automatically Refresh to reload the page with new values, or Flag to show a message so the agent refreshes on their own terms. Flag avoids wiping unsaved edits.
- Pick objects and fields to watch
Select the objects (Cases, Accounts, custom objects, and so on), then the specific fields whose changes should fire a notification. Watch only the fields that matter, such as Case Status, Priority, and Owner, to avoid noise.
- Grant agents PushTopic read access
Give the agent profiles or permission sets Read access on the PushTopic standard object so the Streaming API subscription can deliver notifications to their console.
Whether a list does nothing, refreshes fully, or refreshes only the changed rows when a watched field changes.
Automatically Refresh reloads the open record; Flag posts a change message and leaves the refresh to the agent.
The chosen objects and the specific fields on them that trigger notifications when they change.
- Push notifications are unavailable in Professional Edition because the console itself is not available there.
- They are incompatible with the Require HttpOnly attribute session setting; enabling HttpOnly silently breaks notifications.
- Streaming API must be enabled, configuring requires Customize Application, and agents need Read on the PushTopic object.
- Lightning console apps do not carry this configuration forward, so plan list auto-refresh and event-driven patterns for any migration.