A Salesforce Administrator at Beacon Renewable Energy is setting up a new Lightning Service Console application for support specialists. The business has specified two main operational requirements:
1. Support agents must have persistent access to productivity tools, such as Omni-Channel and History, anchored at the bottom of their workspace screen regardless of which record tab is currently selected.
2. When opening an Account record, any associated child records (such as Cases and Contacts) must automatically open as subtabs beneath the primary Account tab.
Which TWO configuration steps should the administrator perform in App Manager to meet these requirements?
- Add the desired productivity components to the Utility Bar within the app configuration settings.Answer
- BCreate individual user profiles for each agent tier to embed productivity tools into their navigation panel.
- Set up Navigation Rules within the app settings to define child records as subtabs under the Account primary tab.Answer
- DConfigure Dynamic Forms component visibility rules on the Account Lightning record page to control subtab behavior.
Answer
The administrator must add the productivity components to the Utility Bar in the app settings and configure Navigation Rules so child records open as subtabs under the Account primary tab.
To satisfy persistent footer tool requirements, administrators add items to the app's Utility Bar. To control whether related records open as primary tabs or subtabs, administrators configure Navigation Rules in the App Manager.
Step-by-Step Solution
Key Concept
Lightning Service Console App Configuration: Utility Bar and Navigation Rules
Estimated Time:1m 30s