A sales organization's field representatives use the Salesforce Mobile App on their smartphones to manage client relationships on the go. The sales director asks the Salesforce Administrator to make two updates to the mobile experience for Account records:
1. Ensure key fields such as Account Name, Annual Revenue, Phone, and Account Owner are prominent at the top header card when viewing an Account record on mobile.
2. Enable reps to create a follow-up task directly from the mobile action bar at the bottom of the screen when viewing an Account record.
Which two configuration actions should the administrator perform to fulfill these requirements? (Select 2)
- Customize the Account Compact Layout to include the required header fields.Cevap
- Add the Create Task Quick Action to the Salesforce Mobile and Lightning Experience Actions section on the Account Page Layout.Cevap
- CModify the Account Search Layout to specify fields for the mobile record header.
- DConfigure the Salesforce Mobile App Navigation Menu in Setup to display Account header fields.
- EEnable Feed Tracking for Accounts and add fields to Chatter publisher layouts.
Cevap
To meet both requirements, the administrator must customize the Account Compact Layout to display key header fields in the mobile app, and add the Create Task action to the Salesforce Mobile and Lightning Experience Actions section of the Account Page Layout.
Compact Layouts determine which fields appear in the highlights panel of a record, which serves as the top record header card in the Salesforce Mobile App. Adding quick actions to the 'Salesforce Mobile and Lightning Experience Actions' section on an object's page layout ensures those actions are exposed in the mobile app's action bar at the bottom of the screen.
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Salesforce Mobile App Record Customization using Compact Layouts and Mobile Quick Actions
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