Universal Container's Sales Manager wants certain fields to be highlighted so that they'll appear at a glance in the lightning interface.
He wants users to have a segment and account type on the account, and opportunity owner and stage on the opportunity.
Which functionality would help the Salesforce Admin to add these fields?
Click on the arrows to vote for the correct answer
A. B. C. D.Correct Answer: B
The compact layout will allow users to have certain fields highlighted at a glance.
The fields can be presented to the users and reflected on the page layout, so the users can quickly see them when they access the record.
Option A is incorrect because the page layout allows you to add all fields that they need on the page and it's a detail page with all the information.
Option C is incorrect because lightning apps provide flexibility to add objects to custom tabs and components.
Option D is incorrect because the navigation bar allows users to access the most essential objects and tabs.
Reference:
The functionality that would help the Salesforce Admin to add specific fields that the Sales Manager wants to highlight in the Lightning interface are Compact Layouts.
Compact Layouts are a feature in Salesforce that allows you to display a subset of fields for a record type on the Salesforce Mobile app, in the Salesforce mobile web interface, or in Lightning Experience. They allow you to quickly view essential fields without scrolling through the entire page layout.
In this scenario, the Sales Manager wants certain fields to be highlighted on both Account and Opportunity records. Therefore, the Salesforce Admin needs to create Compact Layouts for both objects, Account and Opportunity, and include the required fields in the Compact Layouts.
The fields that need to be highlighted on the Account are the Segment and Account Type fields. The Salesforce Admin should navigate to Setup > Object Manager > Account > Compact Layouts and create a new Compact Layout. In the Compact Layout editor, the Admin can select the Segment and Account Type fields and add them to the layout. Once saved, users will be able to see these fields at a glance on the Salesforce Mobile app, mobile web interface, or in Lightning Experience.
Similarly, for the Opportunity object, the Sales Manager wants to highlight the Opportunity Owner and Stage fields. The Salesforce Admin should navigate to Setup > Object Manager > Opportunity > Compact Layouts and create a new Compact Layout. In the Compact Layout editor, the Admin can select the Opportunity Owner and Stage fields and add them to the layout. Once saved, users will be able to see these fields at a glance on the Salesforce Mobile app, mobile web interface, or in Lightning Experience.
Therefore, in this scenario, the correct answer is B. Compact Layout.