CRT-101 · Question #177
Ursa Major Solar wants its sales reps to be aware when they are speaking with high-profile customers. Which two options should be added to the Lightning record pages to achieve this? Choose 2 answers
The correct answer is A. Custom Component C. Action and Recommendations. Custom Components (A) can be purpose-built to query a field (e.g., "High Profile" checkbox or tier rating) and render a visual banner or badge on the record page, giving reps an immediate visual cue. Actions & Recommendations (C) leverages Einstein Next Best Actions, which can…
Question
Ursa Major Solar wants its sales reps to be aware when they are speaking with high-profile customers. Which two options should be added to the Lightning record pages to achieve this? Choose 2 answers
Options
- ACustom Component
- BHighlight Panel
- CAction and Recommendations
- DComponent Visibility Filter
- ERich Text Area
How the community answered
(38 responses)- A71% (27)
- B5% (2)
- D8% (3)
- E16% (6)
Explanation
Custom Components (A) can be purpose-built to query a field (e.g., "High Profile" checkbox or tier rating) and render a visual banner or badge on the record page, giving reps an immediate visual cue. Actions & Recommendations (C) leverages Einstein Next Best Actions, which can be configured with criteria-based recommendations that surface specific guidance or alerts when a rep opens a high-profile account record.
Highlight Panel (B) simply surfaces compact layout fields at the top of the page - it displays data but has no built-in logic to trigger special awareness based on customer status. Component Visibility Filter (D) is not a component you add; it's a property applied to existing components to conditionally show or hide them - a supporting feature, not a standalone solution. Rich Text Area (E) renders static text only and cannot dynamically respond to record data.
Memory tip: Think "C.A.R. = Customer Awareness on Records" - Custom component for visual alerts + Actions & Recommendations for guided selling prompts. If a choice is about configuration (D) or static display (B, E), it's not driving awareness on its own.
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