Salesforce Exam CRT-403 Topic 9 Question 42 Discussion

Actual exam question for Salesforce's CRT-403 exam

Question #: 42
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?

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 Melodie at May 22, 2024, 07:57 AM

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Lorrine

6 months ago

CusSharee button? More like 'cusSharee headache' if you ask me. Let's keep it simple and go with the quick access link. Less clicks, more productivity!

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Gregoria

6 months ago

A cusSharee action, eh? Sounds like a magical unicorn solution to me. As long as it doesn't require a chant and a ceremonial dance, I'm in.

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Carylon

6 months ago

D) CusSharee URL formula field? Really? That's overkill and way too complicated for a simple status update and due date entry. I'd stick with the cusSharee action or quick link.

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Dominga

5 months ago

Custom button or quick access link would definitely be the way to go for a quick update.

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Loreta

5 months ago

Yeah, a custom URL formula field seems like too much for just editing a record's status and due date.

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Beata

5 months ago

I agree, using a custom action or quick access link would be much simpler.

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7 months ago

A custom action seems like the perfect solution here. It's quick, easy to use, and keeps everything within the Salesforce Mobile App.

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Antonio

6 months ago

I agree, it's the most efficient option for editing records on the go.

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