Salesforce Exam CRT-403 Topic 9 Question 42 Discussion

Actual exam question for Salesforce's CRT-403 exam

Question #: 42
Topic #: 9

Universal Containers conduct evaluations of their sales reps using a custom object consisting of numerical scores and executive comments. The company wants to ensure that only the sales reps, and their manager's executive can view the rep's evaluation record but the reps should not be able to view the executive comment field on their review. How can these requirement be met?

AUse a private sharing model granting record access using hierarchy; manage field access with record types and field-level security

BUse a private sharing model granting record access using custom setting; manage field access with page layouts and field level security

CUse a private sharing model granting record access using hierarchy; manage field access with field-level security

DUse a private sharing model granting record access using custom setting; manage field access with record types and page layouts

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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I think the answer is A, because it mentions managing field access with record types and field-level security.

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