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

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Lamar

10 months ago

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

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Trinidad

11 months ago

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

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Tawna

11 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?

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Marion

10 months ago

C) Custom quick access link

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Sherita

10 months ago

B) Custom button

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Malika

10 months ago

A) Custom action

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Ngoc

11 months ago

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

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Lashonda

11 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.

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Pilar

11 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.

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Viki

10 months ago

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

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Yvonne

10 months ago

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

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Odette

10 months ago

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

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Maynard

11 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.

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Micah

10 months ago

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

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Glenna

10 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.

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Chantell

10 months ago

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

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Sharan

11 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.

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Christene

11 months ago

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

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Melodie

11 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.

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