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Question 65 - Certified Order Management Administrator discussion

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A company's sales team wants the Total Amount field to be included in the Highlights panel at the top of the Credit Memo record page. How can the administrator meet this requirement?

A.
Modify the sales team profile's assigned record type to include the Total Amount field in the Highlights Panel
Answers
A.
Modify the sales team profile's assigned record type to include the Total Amount field in the Highlights Panel
B.
Edit the Credit Memo page layout lo include the Total Amount field in the Highlights Panel
Answers
B.
Edit the Credit Memo page layout lo include the Total Amount field in the Highlights Panel
C.
Edit the properties of the Highlights Panel component on the Credit Memo lightning record page
Answers
C.
Edit the properties of the Highlights Panel component on the Credit Memo lightning record page
D.
Modify the compact layout on the Credit Memo object
Answers
D.
Modify the compact layout on the Credit Memo object
Suggested answer: D

Explanation:

The best way for the administrator to meet this requirement is to modify the compact layout on the Credit Memo object. A Credit Memo is a record that represents a refund or credit issued to a customer for an order or part of an order. A Credit Memo has various fields and related lists that display information such as the credit amount, status, reason, etc. A compact layout is a type of layout that determines which fields appear in the highlights panel at the top of a record page in Lightning Experience or Salesforce mobile app. The administrator can use the Object Manager to modify the compact layout on the Credit Memo object and add the Total Amount field to the compact layout. This way, the sales team can see the Total Amount field in the highlights panel at the top of the Credit Memo record page. Verified

Reference: https://help.salesforce.com/s/articleView?id=sf.order_management_credit_memo.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.compact_layouts_overview.htm&type=5

asked 23/09/2024
Diogo Vitor
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