Universal Containers の営業担当副社長は、アプリ ビルダーに対し、営業担当者が多数のフィールドが事前に入力された商談レコードをアカウントから直接作成できるようにするよう依頼しました。
ユーザーが機会を作成できるようにするには、アプリビルダーはどの機能を使用する必要がありますか?
正解:A
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.