Universal Containers uses a custom object named 'Analysis', which is the child in a master-detail relationship with the Opportunity object. Sales teams use this object to create requests for supporting research. Sales teams use the Salesforce Mobile App and want to easily create new Analysis records from their phones.
What should a consultant recommend to meet this requirement?
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A. B. C. D.A
To meet the requirement of allowing sales teams to easily create new Analysis records from their phones using the Salesforce Mobile App, the consultant should recommend creating an Action. The correct answer is B. Create an Action.
Actions in Salesforce allow users to perform specific tasks or initiate specific processes with a single click. They are accessible from various locations, such as the Salesforce Mobile App, Lightning Experience, and Salesforce Classic.
In this scenario, creating an Action would provide an efficient and user-friendly way for sales teams to create new Analysis records on their phones. Here's a detailed explanation of why the other options are not the best choices:
A. Create a custom object tab: This option involves creating a custom tab for the Analysis object. While it would provide access to the Analysis records, it wouldn't specifically address the requirement of easily creating new records. It would require navigating to the tab, searching for the "New" button, and filling out the necessary fields, which may not be as efficient as using an Action.
C. Create a Visualforce page: Visualforce pages are a customization option in Salesforce that allows developers to create custom user interfaces. While it is possible to create a Visualforce page for creating Analysis records, it may not be the best recommendation in this case. Visualforce pages are not optimized for mobile devices and may not provide a seamless user experience on the Salesforce Mobile App.
D. Create a related list button: A related list button would allow users to perform an action related to a specific related list on a record detail page. However, in this scenario, the requirement is to create new Analysis records, not perform an action on a related list. Therefore, creating a related list button is not the most suitable solution.
In conclusion, recommending the creation of an Action would provide an intuitive and efficient way for sales teams to create new Analysis records directly from their phones using the Salesforce Mobile App.