Configure the contextual sidebar

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Configure whether the sidebar is open or closed by default for users in your instance.

    Before you begin

    Role required: sn_icw.application_admin

    About this task

    The sidebar tab that contains Agent assist, Recommended Actions, attachments, and other additional information for the record is by default not open. To change settings and make it open by default across the instance, follow the instructions provided here.

    Procedure

    1. Navigate to All > User Administration > User Preferences.
    2. Select New.
    3. On the User Preference record form, fill in the fields.
      For a description of the field values, see User preference form.
    4. Select Submit.

    Result

    The new user preference record is displayed in the list of user preferences.