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Zorluk: Çok zorService Cloud Console Configuration

Global Wealth Financial is enhancing its Service Cloud Console for high-net-worth client support agents. Currently, when agents view a Case, related Account and Contact records open as independent primary tabs, fragmenting the workspace. Furthermore, agents require a custom interaction widget that remains persistently accessible at the bottom of the screen regardless of which record tab or subtab is currently focused. Which TWO administrative actions must the Salesforce Administrator perform in Lightning Experience to fulfill these requirements?

  1. Configure Navigation Rules within the App Manager for the Service Console application to open child records (Case, Contact) as subtabs of the primary Account record.Cevap
  2. Add the custom component to the App Utility Bar in App Manager so it displays as a persistent footer component across all console workspaces.Cevap
  3. C
    Create separate customized user profiles for each support tier to enforce additive object access for subtab navigation controls.
  4. D
    Use Dynamic Forms component visibility rules on record pages to enforce field-level security and prevent API extraction of subtab data.

Cevap

The administrator must configure Navigation Rules in App Manager to set related records as subtabs under the primary Account tab, and add the custom interaction component to the App Utility Bar for persistent access.
Configuring Navigation Rules in the App Manager allows administrators to nest related child records (such as Cases or Contacts) under a parent primary tab (such as Account), preventing workspace clutter. Adding a custom component to the App Utility Bar ensures it stays anchored in the bottom bar, making it available regardless of active tabs.

Adım Adım Çözüm

1
Navigate to Setup > App Manager, edit the target Lightning Service Console app, and locate the Navigation Rules section.
Defines how records open within the console architecture (e.g., setting Case and Contact to open as subtabs of Account).
Prevents workspace fragmentation by grouping child records under the parent primary tab.
2
Select the Utility Items tab within the App Manager setup wizard and add the custom Aura or Lightning Web Component.
Places the component in the fixed Utility Bar at the bottom of the Lightning Service Console UI.
Provides agents with a persistent tool accessible across all open tabs without taking up main workspace real estate.

Anahtar Kavram

Service Cloud Console Navigation Rules and Utility Bar Configuration
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