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Zorluk: OrtaSales Productivity Tools and Sales Console

An administrator at Apex Logistics is optimizing the Lightning Sales Console to improve navigation efficiency for sales representatives. The sales manager requests that when representatives open a related Contact record from an Account record page, the Contact record should automatically open as a subtab of the parent Account workspace tab instead of opening as a new main workspace tab. Which configuration change should the administrator make in Setup to satisfy this requirement?

  1. Configure Navigation Rules for the Sales Console app within the App Manager.Cevap
  2. B
    Assign a custom Permission Set to sales representatives that enables subtab workspace tab navigation.
  3. C
    Update the Lead Conversion Field Mapping settings to map Contact relationships directly to Account subtabs.
  4. D
    Associate the Contact record type with a active Sales Process assigned to the sales reps' profiles.

Cevap

Configure Navigation Rules for the Sales Console app within the App Manager to set Contact records to open as subtabs of Account records.
In Lightning console applications, Navigation Rules configured within App Manager allow administrators to define whether records opened from a parent record open as primary workspace tabs or as subtabs anchored under the parent record.

Adım Adım Çözüm

1
Navigate to Setup and search for App Manager.
Access the list of installed standard and custom Lightning apps.
Console application UI layout features and tab navigation settings are managed at the App level.
2
Edit the Lightning Sales Console app and select Navigation Rules.
View object navigation rules for primary tabs and subtabs.
Navigation Rules specify how related records behave when clicked within the console.
3
Set the Contact object to open as a subtab of Account.
Contacts opened from an Account page layout display as subtabs within the parent Account workspace tab.
This directly fulfills the business requirement to keep related records contextualized under their parent tab.

Anahtar Kavram

Console Navigation Rules
Tahmini Süre:1m 30s
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Konular

Sales Productivity Tools and Sales Console

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