An administrator at Universal Containers is optimizing the Lightning Sales Console to enhance productivity for an inside sales team. The reps need to perform single-click multi-step actions (such as updating an Opportunity Stage and logging a follow-up Task simultaneously) and ensure that when opening related records from an Account, they open nested as subtabs under the primary Account record rather than independent workspace tabs.
Which TWO features or configurations should the administrator implement to fulfill these business requirements? (Select 2 options)
- Add the Macros component to the app's Utility Bar in the Lightning App Builder.Answer
- Configure console tab navigation rules in the App Manager to open child records as subtabs under the parent Account.Answer
- CConfigure custom Lead Field Mappings to generate follow-up tasks and update opportunity stages automatically upon record creation.
- DAssign Opportunity stage picklist values directly to the Utility Bar without linking them to an underlying Sales Process.
Answer
The administrator should add the Macros component to the app's Utility Bar and configure console tab navigation rules to open child records as subtabs under the parent Account workspace tab.
Adding Macros to the Utility Bar allows reps to automate multi-step field updates and activity logging in one click. Setting workspace tab navigation rules ensures child records open nested as subtabs under the parent Account to preserve rep workflow context.
Step-by-Step Solution
Key Concept
Sales Console Productivity Automation and Tab Navigation Rules