Drag and Drop Question Your sales team indicates there are too many fields on accounts in Copilot for Sales. You need to remove certain fields from the Copilot for Sales account form. Which three acti

The correct answer is Select forms in the Copilot for Sales admin settings.; Select Account as the record type.; Hover over the field you want to remove and select the garbage bin icon.. Explanation: Removing Fields from Copilot for Sales Account Form The Correct Sequence and Why --- Step 1: Select forms in the Copilot for Sales admin settings This is the mandatory entry point. Before you can modify any form, you must navigate to the Forms section within the Copi

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Question

Drag and Drop Question Your sales team indicates there are too many fields on accounts in Copilot for Sales. You need to remove certain fields from the Copilot for Sales account form. Which three actions should you perform in sequence before saving and publishing the form? To answer, move the appropriate actions from the list of actions to the answer area. Arrange the three actions in the correct order. Answer:

Exhibit

Answer Area

Drag items

Select forms in the Copilot for Sales admin settings.Hover over the field you want to remove and select the garbage bin icon.Select Account as the record type.Locate the correct section for the field.Select the field you want to remove and drag the field off the form.

Correct arrangement

Select forms in the Copilot for Sales admin settings.
Select Account as the record type.
Hover over the field you want to remove and select the garbage bin icon.

Explanation

Explanation: Removing Fields from Copilot for Sales Account Form

The Correct Sequence and Why

Step 1: Select forms in the Copilot for Sales admin settings

This is the mandatory entry point. Before you can modify any form, you must navigate to the Forms section within the Copilot for Sales admin settings panel. You cannot access record-type-specific forms or individual fields without first entering this administrative context. Skipping this would mean you have no form to edit.

Step 2: Select Account as the record type

The Forms section displays multiple record types (Account, Opportunity, Contact, etc.). You must specify which record type's form you want to modify. Since the sales team's complaint is about the account form specifically, selecting "Account" scopes your editing session to the correct form. This must happen before any field-level actions because the available fields displayed depend on the selected record type.

Step 3: Hover over the field you want to remove and select the garbage bin icon

Once you're in the Account form, you remove a field by hovering over it to reveal the delete (garbage bin) icon, then clicking it. This is the actual removal mechanism in Copilot for Sales.

Why the Distractors Are Wrong

Rejected Item	Why It's Not Correct
Locate the correct section for the field	This is an implied navigational sub-step, not a distinct required admin action in the sequence. The exam treats finding the field as part of step 3.
Select the field and drag it off the form	This is a deliberate trap. Copilot for Sales uses the garbage bin icon to remove fields - drag-off is not the supported removal method. Confusing this with drag-and-drop reordering (which is supported) is a common mistake.

Common Misconception

Many candidates insert "Locate the correct section" as step 3 and push the garbage bin action to step 4. The exam treats locating and removing as a single logical action - the hover-and-delete step implicitly requires you to find the field first.

Topics

#Copilot for Sales#form customization#account form#field management

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