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Zorluk: OrtaService Cloud Console Configuration

A Salesforce Administrator at Horizon Travel Support is configuring a Lightning Service Console application for Tier 2 customer support agents. The support manager requests that whenever an agent opens a Case record from an associated Account record view, the Case record must automatically open as a subtab under the parent Account primary tab rather than opening as an independent workspace primary tab. Which console configuration setting should the administrator adjust in App Manager to meet this requirement?

  1. Configure Navigation Rules for the Lightning Console app in App Manager to set Case as a subtab of Account.Cevap
  2. B
    Create a custom Permission Set granting Console Navigation Override access and assign it to Tier 2 agents.
  3. C
    Modify the Component Visibility rules on the Case Lightning Record Page using Dynamic Forms in Lightning App Builder.
  4. D
    Set up a Case Assignment Rule entry that automatically reassigns subtab cases to the Tier 2 support queue.

Cevap

Configure Navigation Rules for the Lightning Console app in App Manager to set Case as a subtab of Account.
In Salesforce Lightning Console apps, Navigation Rules configured within App Manager dictate how records open within the workspace. By setting Case records to open as subtabs of Account records, the system ensures that opening a related Case from an Account record view nests the Case neatly under the corresponding Account primary tab.

Adım Adım Çözüm

1
Navigate to Setup and search for App Manager.
App Manager displays all installed and custom Lightning applications.
Console application settings, including tab structures and navigation rules, are managed centrally within App Manager.
2
Locate the Lightning Service Console app and select Edit from the action menu.
App Settings navigation panel opens.
Allows editing configuration details specific to the target console app.
3
Select Navigation Rules, find the Case object, and set its parent relationship so it opens as a subtab of Account.
When agents navigate to a Case from an Account in the console, the Case automatically docks as a subtab beneath that Account.
Navigation Rules explicitly define primary tab and subtab relationships for related objects within Lightning Console applications.

Anahtar Kavram

Lightning Service Console Navigation Rules Configuration
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