What component should be added to the Opportunity Lightning page to ensure users only see Engagement Plans for donations over 10,000?

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The choice to add the Related Lists component and set a visibility filter is appropriate because it allows for dynamic display of Engagement Plans based on specific criteria—in this case, ensuring that users only see Engagement Plans associated with donations over $10,000. By utilizing the visibility filter, users can customize which related records are shown based on certain conditions.

This approach is particularly effective in a Lightning page because it leverages the built-in functionality of Salesforce to filter and display relevant information without the need for extensive custom development. The Related Lists component effectively integrates existing related records, while the filter provides the necessary limits to ensure users are only presented with pertinent data. This keeps the interface clean and focused, enhancing user experience and efficiency.

Creating a custom Lightning component to display Engagement Plans could also address the need, but it would require additional development effort and would not utilize existing Salesforce features as efficiently as applying visibility filters within the Related Lists component. Similarly, while creating a tab for the Engagement Plan object might help in organizing the interface, it would not inherently limit the visibility of Engagement Plans based on donation amounts, which is the core requirement of the question.

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