Cloud Kicks Competitor Notes Action
Question
Cloud Kicks recently released a custom Action for Competitor Notes, that will prompt sales representatives to provide information about competitors for
Opportunities. The sales representatives reported that even though the Action works well on their desktop, they cannot see the Action on their mobile app.
What is required to fix this problem?
Answers
Explanations
Click on the arrows to vote for the correct answer
A. B. C. D.B
To fix the problem of the custom Action for Competitor Notes not being visible on the mobile app for sales representatives, the correct answer is option D: Edit the Page Layout to include the Action.
Here's a detailed explanation:
Salesforce offers a mobile app that allows users to access their Salesforce org and perform various tasks on the go. However, not all functionalities available on the desktop version of Salesforce are automatically enabled on the mobile app. In this scenario, the custom Action for Competitor Notes needs to be configured to be visible on the mobile app.
Option A, editing the Action to make it available for the mobile app, is not the correct solution because Actions themselves are not directly made available or unavailable for specific platforms. Actions are associated with specific objects and are controlled through page layouts.
Option B, editing the Visualforce to make it available for the mobile app, is not the correct solution either. Visualforce is a framework used to create custom user interfaces in Salesforce, but in this case, the issue lies with the visibility of the Action on the mobile app, not the Visualforce page.
Option C, editing the Page Layout to include a custom link to the Action, is also not the correct solution. While custom links can be added to page layouts, it does not address the specific problem of making the Action visible on the mobile app.
The correct solution is option D: Edit the Page Layout to include the Action. Page layouts define the organization and arrangement of fields, related lists, and actions on a record detail page. By editing the page layout, you can include the custom Action for Competitor Notes, ensuring that it is visible to sales representatives both on the desktop and the mobile app.
By selecting option D and editing the Page Layout, you can customize the layout to display the Action in a prominent location, such as in the highlights panel or related lists section, making it easily accessible to sales representatives using the mobile app. This way, they will be able to provide information about competitors for Opportunities seamlessly, regardless of the platform they are using.
