An administrator at Northern Trail Outfitters is enhancing the Lightning Sales Console to increase rep efficiency when managing Accounts and child Opportunities. Sales reps need to inspect related Account details and Contact records as subtabs under the main Opportunity workspace tab, while also executing standardized multi-step record updates with a single click from the console footer. Which combination of configurations meets these requirements?
- Configure console tab navigation rules to open Account and Contact records as subtabs of the Opportunity workspace tab, and add the Macros component to the Sales Console Utility Bar.Answer
- BConfigure custom lead field mappings to populate Account and Contact fields upon conversion, and rely on automated Lead routing rules.
- CAssign new sales stage picklist values directly to the Opportunity Page Layout without creating or updating a Sales Process.
- DAdd products to a custom price book without defining active Standard Price Book entries, then add the Opportunity Line Item related list to the utility bar.
Answer
Configure console tab navigation rules to open Account and Contact records as subtabs of the Opportunity workspace tab, and add the Macros component to the Sales Console Utility Bar.
The correct answer configures console tab navigation rules in the App Manager to open child/related records as subtabs under the main workspace tab, and adds the Macros component to the Utility Bar for rapid execution of repetitive multi-step actions.
Step-by-Step Solution
Key Concept
Sales Console navigation rules and Macros utility integration