Sales and Customer Care at Ursa Major Solar need to see different fields on the Case related list
from the Account record. Sales users want to see Case created date and status while Customer Care
would like to see owner, status, and contact.
What should the administrator use to achieve this?
Ursa Major Solar wants to know which of its marketing efforts are helping the team win Opportunities.
What should an administrator configure to provide these insights?
Ursa Major Solar uses two different page layouts for Account records. One page layout reflects the
fields related to customer accounts and another page layout includes fields for partner accounts. The
administrator has assigned the customer account page layout to sales and support users and the partner
account layout to the partner management team.
What should the administrator configure to meet this requirement?
An administrator Creates a custom text area field on the Account object and adds it to the service
team's page layout. The services team manager loves the addition of this field and wants it to appear
in the highlights panel so that the services reps can quickly find it when on the Account Page
How should the administrator accomplish this?