Global Wealth Financial is enhancing its Service Cloud Console for high-net-worth client support agents. Currently, when agents view a Case, related Account and Contact records open as independent primary tabs, fragmenting the workspace. Furthermore, agents require a custom interaction widget that remains persistently accessible at the bottom of the screen regardless of which record tab or subtab is currently focused. Which TWO administrative actions must the Salesforce Administrator perform in Lightning Experience to fulfill these requirements?
- Configure Navigation Rules within the App Manager for the Service Console application to open child records (Case, Contact) as subtabs of the primary Account record.Answer
- Add the custom component to the App Utility Bar in App Manager so it displays as a persistent footer component across all console workspaces.Answer
- CCreate separate customized user profiles for each support tier to enforce additive object access for subtab navigation controls.
- DUse Dynamic Forms component visibility rules on record pages to enforce field-level security and prevent API extraction of subtab data.
Answer
The administrator must configure Navigation Rules in App Manager to set related records as subtabs under the primary Account tab, and add the custom interaction component to the App Utility Bar for persistent access.
Configuring Navigation Rules in the App Manager allows administrators to nest related child records (such as Cases or Contacts) under a parent primary tab (such as Account), preventing workspace clutter. Adding a custom component to the App Utility Bar ensures it stays anchored in the bottom bar, making it available regardless of active tabs.
Step-by-Step Solution
Key Concept
Service Cloud Console Navigation Rules and Utility Bar Configuration
Estimated Time:3m 0s