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.
DreamHouse Realty wants to import its property records from an external system into Salesforce. The app builder will use an external ID field to house the property ID from the external system.
Which two field types are allowed as an external ID?
A: Number fields and C: Text fields can be set as External IDs. These field types are suitable for housing unique identifiers from external systems. Reference:
Salesforce Help - External ID Fields
Universal Containers expects impacts to operations due to increased demand. The executive team will reach out to current customers and wants to see the number of open cases for the account and parent account.
What should an app builder use to display the number of open cases on the account page?
Roll-up summary fields can be used to count the number of related open cases for an account, including those from parent accounts if the relationship allows roll-up summaries. Reference:
[Salesforce Help - Roll-up Summary Fields](https://help.salesforce.com/s/articleView?id=sf.fields_about_roll_up up_summary_fields.htm&type=5)
A business user at Universal Containers wants to update an Account directly from an Opportunity record.
What should the app builder create to allow the business user to make these edits?
An update record action with a related record component on the Opportunity layout allows users to edit related Account records directly. Reference:
Salesforce Help - Creating Quick Actions
The app builder at Northern Trail Outfitters created a report type for opportunities with or without shipments. The operations team wants to see the account rating Information on the report.
What should the app builder do to fulfill this request?
Using 'Add Fields Related Via Lookup' in the report type configuration allows adding fields from the Account object to the Opportunity report, including the Account Rating. Reference:
Salesforce Help - Custom Report Types
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