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Salesforce Exam CRT-403 Topic 9 Question 42 Discussion
Topic #: 9
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?
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.
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