Question 1
A financial services firm is redesigning its wealth management console in Lightning Experience. The primary users, financial advisors, complain that the current Account record page is a monolithic block of information, making it difficult to quickly assess a client's portfolio status, recent activity, and upcoming tasks. They need a more modular, context-aware interface. The design requirements state that specific sections, like 'Investment Portfolio' and 'Compliance Documents', should only be visible to advisors with specific profiles. Additionally, a guided path should be present for the client onboarding process, which is a key stage on the Account record.
Which combination of declarative features should a UX Designer recommend to meet these requirements?
Answer and explanation
Correct answer: B
This is the optimal solution. Dynamic Forms directly address the need for a modular, context-aware interface by allowing fields and sections to be placed as individual components. Component Visibility rules can then be applied to these sections based on user profiles to meet the security/visibility requirement. Finally, the Path component is the standard declarative feature for guiding users through a process like onboarding.