Custom Buttons Use Cases | Salesforce CRT211 Exam | Salesforce Certified Advanced Administrator

Custom Buttons Use Cases

Question

Which of the following use cases for custom buttons? Choose 3 answers.

Answers

Explanations

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A. B. C. D.

ABC.

Custom buttons in Salesforce can be used to enhance the functionality of the platform by automating processes, pre-populating data, and performing actions on a list of records. Below are the three use cases for custom buttons:

A. Perform an action against a list of records: Custom buttons can be used to perform actions against a list of records such as updating the status of multiple records simultaneously or deleting multiple records in one go. For example, a custom button can be created on the list view of the Opportunities object that allows the user to select multiple records and update their stage in one action.

B. Automate processes: Custom buttons can also be used to automate processes such as creating new records or sending emails. For example, a custom button can be created on the Contact object that, when clicked, creates a new task and links it to the selected contact record.

C. Pre-populate data: Custom buttons can be used to pre-populate data on a record. This saves users time by pre-filling commonly used fields or default values. For example, a custom button can be created on the Opportunity object that, when clicked, pre-fills the values of the probability, stage, and close date fields based on predefined values.

D. Perform a calculation on a report: Custom buttons cannot be used to perform a calculation on a report. Instead, formulas or summary fields can be used to perform calculations on report data.

Therefore, the correct answers to the question are A, B, and C.