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Zorluk: OrtaService Cloud Console Configuration

A Salesforce Administrator at Apex Financial Services is configuring a Lightning Service Console application for the tier-1 support desk. Support agents report that when they click on a related Contact record from an open Case primary tab, the Contact record opens in a separate primary tab instead of under the Case record tab, causing workspace clutter. Which administration setting should the administrator modify to ensure Contact records open as subtabs of the Case primary tab?

  1. Edit the Lightning Console App settings in App Manager and configure Navigation Rules to set Contact as a subtab of Case.Cevap
  2. B
    Modify the Case Page Layout in Object Manager and set the Related List property to display items in subtab format.
  3. C
    Update the User Profile System Permissions to enable Automatic Subtab Workspace Navigation for Console Users.
  4. D
    Configure Feed Tracking for the Contact object to automatically associate new subtabs with Case feed updates.

Cevap

Edit the Lightning Console App settings in App Manager and configure Navigation Rules to set Contact as a subtab of Case.
In Salesforce Lightning Console apps, navigation rules determine how records open when selected. Administrators configure these rules in App Manager by editing the specific Lightning Console application and adjusting the Navigation Rules tab to set child/related records (such as Contact) to open as subtabs of a primary parent record (such as Case).

Adım Adım Çözüm

1
Navigate to Setup and search for App Manager.
Access the list of all Lightning and Classic applications configured in the org.
Console application tab behaviors are configured at the application level in App Manager.
2
Locate the targeted Lightning Service Console app, click the dropdown menu, and select Edit.
Opens the Lightning App Builder App Settings interface.
Allows modification of console options, utility items, and navigation rules.
3
Select Navigation Rules and define the relationship rule so Contact records open as a subtab of Case records.
Ensures that when agents navigate from a Case to a Contact, it automatically groups as a subtab under the parent Case primary tab.
Navigation rules specifically dictate whether records open as primary tabs or subtabs under related objects.

Anahtar Kavram

Lightning Service Console Navigation Rules Configuration
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Konular

Service Cloud Console Configuration

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