A logistics company wants to optimize the Salesforce Mobile App experience for field technicians carrying out equipment inspections. The administrator must ensure that critical fields appear prominently in the record highlights panel at the top of the mobile screen and that technicians can quickly create follow-up Work Orders directly from the Inspection record view.
Which TWO configuration steps should the administrator perform to satisfy these business requirements? (Select 2)
- Create a custom Compact Layout for the Inspection object containing the essential header fields and assign it as the primary layout.Answer
- BCreate distinct user profiles for field technicians to force mobile highlights panel field visibility.
- Create a Quick Action to create Work Order records and add it to the Salesforce Mobile and Lightning Experience Actions section of the page layout.Answer
- DConfigure Dynamic Forms visibility rules on the Lightning record page to control the fields displayed in the mobile top highlights header.
- EAdd the Work Order object directly to the Global Mobile Navigation menu items list in Setup.
Answer
The correct configuration steps are creating and assigning a custom Compact Layout for the Inspection object and adding a Work Order Quick Action to the Salesforce Mobile and Lightning Experience Actions section of the page layout.
In the Salesforce Mobile App, the top portion of a record page (the highlights panel) displays fields defined by the object's Compact Layout. Creating and assigning a custom Compact Layout ensures field technicians see critical inspection details immediately. Additionally, to allow users to create related records like Work Orders directly from the record view on mobile, an administrator must create a Quick Action and place it in the Salesforce Mobile and Lightning Experience Actions section of the page layout.
Step-by-Step Solution
Key Concept
Salesforce Mobile Customization: Compact Layouts and Mobile Quick Actions