A Salesforce Administrator at Crestview Capital Management is tasked with setting up a specialized Lightning Service Console application for high-priority client support agents. The requirements state that opening a Case must create a primary tab, related Contact and Account records must open automatically as subtabs under the Case, the Case Highlights Panel must show vital client status fields, and the console app must be deployed to the support team profile. In what sequential order should the administrator perform the steps to complete this configuration?
- 1Navigate to App Manager in Setup, locate the target Lightning Service Console application, and select Edit.
- 2Select Navigation Rules within the app settings, set Case as a primary tab, and define Account and Contact as subtabs of Case.
- 3Navigate to Object Manager for the Case object, edit the Compact Layout, and assign fields to populate the Console Highlights Panel.
- 4Navigate to User Assignments in the App Manager configuration and assign the Service Console application to the support agent profile.
Answer
The correct sequence starts with editing the console app in App Manager, configuring primary and subtab navigation rules, setting up the Case compact layout for the highlights panel in Object Manager, and ending with profile assignment in App Manager.
The correct deployment sequence begins by opening the console application for editing in App Manager. Within App Manager settings, Navigation Rules are configured to determine how primary tabs (Case) and subtabs (Contact/Account) open. Next, the administrator navigates to Object Manager to customize the Case Compact Layout, which directly controls the fields displayed in the console Highlights Panel. Finally, profile access is assigned in App Manager to grant support agents access to the customized console app.
Step-by-Step Solution
Key Concept
Service Cloud Console Application Configuration Sequence