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Prospecting Console Lightning App

Updated over 2 weeks ago

We’ve added a new out-of-the-box Lightning App to Rethink called “Prospecting Console”, designed to mirror the console-style navigation experience that users loved in Apto.

This app comes with console navigation enabled by default, allowing users to work more efficiently with split views, tabbed records, and a streamlined interface — perfect for managing leads, contacts, and opportunities all in one place.

This was a highly requested enhancement from customers who migrated from Apto to Rethink and missed the productivity benefits of the console experience. Now, there’s no need to build it manually, and it works for all users (not just System Administrators!).

To get started with the Prospecting Console, simply:

  1. Assign the “Salesforce Console User” permission set to any system administrators

  2. Create and assign a custom permission set for any platform users (if applicable)

  3. Update the Lightning App settings to enable access to Rethink profiles

A detailed breakdown of all three steps is provided below.

Assign Permission Set to System Admins

  1. Go to Setup > Users.

  2. Click on a system administrator user (if more than one exists, repeat this for all of them).

  3. Scroll down to Permission Set Assignments and click Edit Assignments.

  4. Enable the “Salesforce Console User” permission set.

  5. Click Save.

Create Custom Permission Set For Platform Users

  1. Go to Setup > Permission Sets.

  2. Click New.

  3. For Label, type “Prospecting Console”.

  4. For License, select “Lightning Console”.

  5. Click Save.

  6. Click on System Permissions.

  7. Click Edit, then check the Lightning Console User checkbox.

  8. Click Save, then click Save again when the confirmation appears.

  9. Now, click Manage Assignments.

  10. Click Add Assignments, select all active Rethink Standard Users & Rethink Advanced Users, click Next, then Assign, and Done.

Enabling the Prospecting Console

Next, go to Setup > App Manager and click Edit next to Prospecting Console.

Go to User Profiles on the left, then enable all three Rethink profiles.

Click Save.

Launching the Prospecting Console

Click the App Launcher

Search for Prospecting Console

Select the app to launch the console interface

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