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Difficulty: HardSales Productivity Tools and Sales Console

An administrator at Cloud Kicks is optimizing the Lightning Sales Console for sales representatives who conduct high-volume outreach. The sales manager requests that representatives have continuous quick access to their recently viewed records, a persistent pad to take notes during customer calls without leaving their workspace, and the ability to view list items alongside open record tabs. Which configuration in the Lightning Sales Console directly satisfies all of these requirements?

  1. Add the History utility and Notes utility to the App Utility Bar, and utilize Split View navigation for object list views.Answer
  2. B
    Configure custom lead field mappings to Account fields and assign a custom Sales Process to the console app workspace layout.
  3. C
    Link Opportunity Stage picklist values directly to the console utility bar without creating an underlying Sales Process.
  4. D
    Add Opportunity Line Items to the console navigation bar while omitting an active price entry in the Standard Price Book.

Answer

Add the History utility and Notes utility to the App Utility Bar, and utilize Split View navigation for object list views.
Configuring the History and Notes utilities on the Lightning App Utility Bar provides quick access to recent records and a persistent note-taking drawer. Combining this with Split View enables sales representatives to work through lists without losing context of open record subtabs.

Step-by-Step Solution

1
Identify the navigation requirement for recently viewed records.
The History utility component added to the Utility Bar gives reps one-click access to recent records.
Utility Bar components persist across console navigation.
2
Identify the persistent note-taking requirement.
Adding the Notes utility to the Utility Bar allows reps to draft notes from any tab.
The Notes utility remains open while navigating workspace tabs.
3
Identify the side-by-side list view requirement.
Enabling Split View in Lightning Sales Console displays the list view on the left while keeping record workspace tabs open on the right.
Split View enhances navigation efficiency for high-volume sales outreach.

Key Concept

Lightning Sales Console Productivity Features (Utility Bar & Split View)
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Topics

Sales Productivity Tools and Sales Console

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