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Question

Difficulty: EasyQuick Actions, Custom Buttons, and Links

A System Administrator needs to provide sales reps with a way to quickly create a related Contact record directly from an Account record page in Lightning Experience. The action must automatically set the Account Name and Billing Address on the new Contact record. Which feature should the administrator configure to meet this requirement?

  1. An Object-Specific Quick Action on the Account object with Predefined Field ValuesAnswer
  2. B
    A Global Quick Action added to the Global Publisher Layout
  3. C
    A Custom Detail Page Button configured with JavaScript to set field values
  4. D
    A Custom Detail Page Link that updates Field-Level Security settings on the Contact object

Answer

An Object-Specific Quick Action on the Account object with Predefined Field Values is the correct tool because it operates within the context of the host Account record to create related records and pre-populate field data.
An Object-Specific Quick Action on the Account object allows administrators to create related Contact records while automatically populating target fields using Predefined Field Values derived from the host Account record.

Step-by-Step Solution

1
Analyze the business requirement for record context and automation.
The requirement asks to create a child Contact record directly from a parent Account record page while inheriting parent field values.
Object-specific actions are bound to the host object, providing access to host record fields.
2
Select the appropriate action type and field configuration.
Create an object-specific Quick Action of type 'Create a Record' on the Account object, selecting Contact as the target object, and configure Predefined Field Values for the new record.
Predefined Field Values automatically populate fields on the target record upon action invocation.

Key Concept

Object-Specific Quick Actions and Predefined Field Values
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Topics

Quick Actions, Custom Buttons, and Links

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