PLAT-ADMN-201 Question #9: Real Exam Question with Answer & Explanation

Question

A Platform Administrator creates a custom text area field on the Account object and adds it to the service team's page layout. The service team manager loves the addition of this field and wants it to appear in the highlights panel so that the service reps can quickly find it when on the Account page. How should the administrator accomplish this?

Options

• AIn the Account object manager, create a custom compact layout.
• BMake the field required and move it to the top of the page.
• CCreate a new page layout and a new section titled highlights panel.
• DFrom the page layout editor, drag the field to the highlights panel.

Explanation

In Salesforce Lightning Experience, the highlights panel at the top of a record page is controlled by the object's compact layout, not the full page layout. To add a field to the highlights panel, the administrator must go to the Account object in Object Manager and create or edit a compact layout to include the desired field, then assign that compact layout as the primary one. Making the field required (B) has no effect on the highlights panel. Adding a 'highlights panel' section to a page layout (C) is not a valid option - the highlights panel is separate from page layout sections. Dragging a field from the page layout editor to the highlights panel (D) is not possible; compact layouts are managed separately.

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