Salesforce Exam CRT-403 Topic 7 Question 40 Discussion

Actual exam question for Salesforce's CRT-403 exam

Question #: 40
Topic #: 7

A business user wants a quick way to edit a record's status and enter a custom due date field from the record's feed in Salesforce Mobile App.

What should be used to accomplish this?

ACustom action

BCustom button

CCustom quick access link

DCustom URL formula Field

Show Suggested Answer

Suggested Answer: A

To allow quick editing of a record's status and entering a due date from the record's feed in the Salesforce Mobile App:

A . Custom action. This option enables users to perform specific tasks directly from the record page in the Salesforce Mobile App, such as editing fields.

Steps to create a custom action:

Navigate to Setup Object Manager select the relevant object.

Click Buttons, Links, and Actions New Action.

Set Action Type to 'Update a Record'.

Configure the action layout to include the Status and Custom Due Date fields.

Add the action to the Salesforce Mobile layout.

This setup provides an efficient way for users to update key fields without navigating away from the record feed.

For detailed setup instructions, see Salesforce's documentation on Creating Quick Actions.

by Daisy at May 02, 2024, 03:44 AM

Limited Time Offer

25%

Off

Get Premium CRT-403 Questions as Interactive Web-Based Practice Test or PDF

Contribute your Thoughts:

Submit Cancel

Lamar

3 months ago

I went with Custom action too. Custom buttons are more for navigation, I think.

upvoted 0 times

...

Trinidad

3 months ago

I picked Custom button. I thought it could update status fast.

upvoted 0 times

...

Tawna

3 months ago

Haha, the question is asking for a 'quick way' to edit, and they throw in D) Custom URL formula Field? What were they thinking?

upvoted 0 times

Marion

2 months ago

C) Custom quick access link

upvoted 0 times

...

Sherita

2 months ago

B) Custom button

upvoted 0 times

...

Malika

2 months ago

A) Custom action

upvoted 0 times

...

Ngoc

3 months ago

Custom action makes sense. It's designed for quick changes, right?

upvoted 0 times

...

Lashonda

3 months ago

D) Custom URL formula Field? Really? That sounds way too complex for a 'quick way' to edit a record. I'm going with A or B.

upvoted 0 times

...

Pilar

3 months ago

Hmm, I'm not sure. C) Custom quick access link could work, but it might be a bit more cumbersome than a custom action or button.

upvoted 0 times

Viki

2 months ago

C: Custom quick access link could work too, but it might not be as efficient as a custom action or button.

upvoted 0 times

...

Yvonne

2 months ago

B: I agree, a custom button could also be a good choice for easily accessing those features.

upvoted 0 times

...

Odette

3 months ago

A: I think a custom action might be the best option for quick editing and entering a custom due date.

upvoted 0 times

...

Maynard

3 months ago

B) Custom button seems like a logical choice here. It would allow the user to easily access those fields without navigating away from the feed.

upvoted 0 times

Micah

2 months ago

I agree, a custom button would definitely streamline the process for the user.

upvoted 0 times

...

Glenna

2 months ago

Custom button seems like a logical choice here. It would allow the user to easily access those fields without navigating away from the feed.

upvoted 0 times

...

Chantell

3 months ago

I agree, a custom button would definitely streamline the process for the user.

upvoted 0 times

...

Sharan

3 months ago

Custom button seems like a logical choice here. It would allow the user to easily access those fields without navigating away from the feed.

upvoted 0 times

...

Christene

3 months ago

I chose Custom action. It seemed right for quick edits on mobile.

upvoted 0 times

...

Melodie

4 months ago

I think the answer is A) Custom action. It seems like the perfect solution for quickly editing record status and adding a custom due date field directly from the feed.

upvoted 0 times