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What action should be taken to allow account managers to enter a new service while viewing an account?

  1. Enter an object specific action to Service and put it in the Account Layout

  2. Enter an object specific action to Account and put it in the Account Layout

  3. Enter an object specific action to Service and put it in the Service Layout

  4. Enter an object specific action to Account and put it in the Service Layout

The correct answer is: Enter an object specific action to Account and put it in the Account Layout

To enable account managers to enter a new service while viewing an account, the correct approach is to add an object-specific action for the Service object to the Account Layout. This action allows users to create a new service directly from the context of an account record. By placing the action on the Account Layout, account managers can seamlessly access the functionality to create a new service without navigating away from the account interface. This promotes a more efficient workflow and reduces the number of clicks required to accomplish related tasks. In contrast, placing the action on the Service Layout would not provide direct access from an account record, which would not meet the requirement. Similarly, creating an object-specific action for Account in the Account Layout would not pertain to the action of entering a new service, as it does not relate to the Service object. Lastly, adding the action to the Service Layout while trying to access it from the Account context misses the goal of enabling that functionality directly within the Account view.