Cloud Kicks uses a custom object named GumShoe. GumShoe is the child in a master-detail relationship with the Opportunity object. Staff members use this object to create requests for supporting research. They want to easily generate new GumShoe records from their phones by using the Salesforce Mobile App.
What should a Consultant recommend to meet the requirements?
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A. B. C. D.A
To meet the requirement of easily generating new GumShoe records from their phones using the Salesforce Mobile App, a Consultant should recommend creating a Quick Action (Option A).
Here's a detailed explanation for why Option A is the recommended choice:
Quick Action: A Quick Action is a customizable button or link that allows users to perform specific actions on records in Salesforce. It provides a streamlined and efficient way to perform tasks without navigating away from the current page.
Mobile App Compatibility: The requirement specifically mentions using the Salesforce Mobile App. Quick Actions are fully supported in the mobile app, allowing users to access and utilize them seamlessly on their phones.
Ease of Use: Quick Actions are designed to be user-friendly and intuitive. By creating a Quick Action for the GumShoe object, staff members can easily access it from their phones and initiate the process of creating a new GumShoe record with just a few taps.
Custom Object Relationship: The GumShoe object is described as a child object in a master-detail relationship with the Opportunity object. Quick Actions can be configured to prepopulate relevant field values based on the context of the record on which they are accessed. In this case, the Quick Action can be configured to automatically populate the Opportunity field of the new GumShoe record, making it easier for staff members to associate the GumShoe request with a specific opportunity.
Given these reasons, creating a Quick Action is the most suitable recommendation to meet the requirements of easily generating new GumShoe records from the Salesforce Mobile App.