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Zorluk: ZorService Cloud Console Configuration

A Salesforce Administrator at Quantum Health Systems is configuring a custom Lightning Service Console application for high-priority support agents. The support manager requires that whenever an agent opens a Case record from an associated Contact record, the Case must automatically launch as a subtab under the parent Account record rather than opening as a top-level primary tab. Which configuration step must the administrator complete in Setup to satisfy this requirement?

  1. Configure Navigation Rules within App Manager for the Lightning Service Console app to route Case records as subtabs of the Account parent record.Cevap
  2. B
    Assign a custom permission set with the 'Console Subtab Workspace Routing' permission enabled to all high-priority support agents.
  3. C
    Set up Dynamic Forms component visibility rules on the Contact Lightning Record Page to redirect child Case related list actions to the Account record layout.
  4. D
    Enable Chatter Feed Tracking on the Account object and configure the parent record link to automatically dock related Case feeds.

Cevap

Configure Navigation Rules within App Manager for the Lightning Service Console app to route Case records as subtabs of the Account parent record.
The correct approach is to edit the Lightning Service Console app in App Manager and configure Navigation Rules. Navigation Rules allow administrators to specify how related records (such as Cases) open when navigated to—either as primary tabs or as subtabs under a designated parent object like Account.

Adım Adım Çözüm

1
Navigate to App Manager in Setup and edit the custom Lightning Service Console application.
Accesses the application configuration settings for the specific console app.
Console workspace navigation settings are managed at the app configuration level.
2
Select Navigation Rules from the App Options menu.
Opens the console navigation rules configuration table.
Navigation Rules govern how child and related records open relative to parent records within the console tab workspace.
3
Add or modify the Case object navigation rule to open as a subtab of the Account parent record.
Enforces automatic subtab creation under the Account primary tab when opening a Case from a Contact.
This directly fulfills the business requirement without requiring custom code or user permissions.

Anahtar Kavram

Lightning Service Console Navigation Rules Configuration
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Konular

Service Cloud Console Configuration

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