The sales manager at Pinnacle Financial Services reports that when sales representatives click on related Contact records from an Account page in the Lightning Sales Console, the Contact record opens in a new primary workspace tab. The manager requests that Contact records automatically open as subtabs under their parent Account record instead. Which setup procedure should the administrator complete to achieve this requirement?
- Navigate to App Manager in Setup, edit the Lightning Sales Console application settings, and configure the Navigation Rules for the Contact object to open as a subtab of Account.Cevap
- BEdit the Account Page Layout in Object Manager and set the Contact related list properties to force record links into subtab navigation.
- CCreate a console Macro that automatically groups open Contact records under the active parent Account record tab.
- DAssign a custom Permission Set to sales representatives that grants the 'Subtab Workspace Navigation' permission for the Contact object.
Cevap
Configure Navigation Rules for the Contact object inside the App Manager console app settings to open records as subtabs of Account.
In Salesforce Lightning Console apps, administrators configure how records open by defining Navigation Rules within the App Manager settings. Specifying that Contact records open as subtabs of Account ensures child records remain logically organized under the parent workspace tab.
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Lightning Sales Console Navigation Rules