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Question 243 - Certified Platform App Builder discussion

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The VP of Sales at Universal Containers has asked the app builder to let sales reps create opportunity records directly from the account, with a number of fields pre-populated.

Which feature should the app builder use to allow users to create the opportunity?

A.
A quick action
Answers
A.
A quick action
B.
A default action
Answers
B.
A default action
C.
A custom button
Answers
C.
A custom button
D.
A custom link
Answers
D.
A custom link
Suggested answer: A

Explanation:

The feature that the app builder should use to allow users to create the opportunity is a quick action. A quick action is a type of custom button or link that can create or update records, log calls, send emails, or launch flows from a record page or a global menu. The app builder can create a quick action on the account object that creates an opportunity record with pre-populated fields. Option B is incorrect because a default action is not a valid term, but rather a standard action that appears on every record page by default, such as Edit or Delete. Option C is incorrect because a custom button is not suitable for this requirement, as custom buttons can only display a URL or execute JavaScript when clicked. Option D is incorrect because a custom link is not suitable for this requirement, as custom links can only display a URL or execute JavaScript when clicked.

asked 23/09/2024
Joshua Paffen
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