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Question 219 - Certified Platform App Builder discussion

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Managers at Universal Containers want a quick way to create additional accounts to form a hierarchy from a Parent Account record They want to auto-populate five fields based on the parent to make it easier for users to create the child accounts quickly.

What should the app builder recommend?

A.
Add Path on Account hierarchy
Answers
A.
Add Path on Account hierarchy
B.
Add a custom link on Account
Answers
B.
Add a custom link on Account
C.
Customize a Global Quick Action
Answers
C.
Customize a Global Quick Action
D.
A Create a custom action
Answers
D.
A Create a custom action
Suggested answer: D

Explanation:

Create a custom action is the recommended solution to meet the requirement of creating additional accounts to form a hierarchy from a Parent Account record. According to theSalesforce documentation, ''Actions let users quickly create or update records, log calls, send emails, and more, in the context of a particular object.'' A custom action can auto-populate fields based on the parent account and make it easier for users to create child accounts. Add Path on Account hierarchy, add a custom link on Account, and customize a Global Quick Action are not valid or feasible options.

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asked 23/09/2024
Allen J Tyson
30 questions
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