A Sales Operations Administrator at a global logistics firm is updating the Account Lightning record page. The business requires two specific capabilities for account managers: 1) Quickly create a child 'Shipment Audit' custom record automatically linked to the current Account, with default field values pre-populated from the parent record. 2) Launch an external third-party logistics portal in a new browser window, dynamically passing the Account's Shipping Account Number as a URL query parameter. Which two configuration choices should the administrator implement in Lightning Experience to satisfy these requirements? (Select 2 answers)
- An Object-Specific Quick Action of type 'Create a Record' on the Account object, configured with Predefined Field Values.Answer
- A Custom Detail Page Link on the Account object with a URL content source incorporating record merge fields.Answer
- CA Global Quick Action of type 'Create a Record' configured on the Account object layout with Component Visibility filter rules.
- DA Custom Detail Page Button on the Account object using an OnClick JavaScript content source to build the target URL.
Answer
The correct implementation requires configuring an Object-Specific Quick Action on the Account object to create the child record with predefined values, alongside a Custom Detail Page Link using a URL with merge fields to launch the external portal.
To create a child record from a parent page while automatically establishing the parent-child relationship and pre-populating field values, an Object-Specific Quick Action must be created on the parent object. Additionally, launching an external site with dynamic record parameters is natively solved by creating a Custom Link with a URL content source that references record merge fields.
Step-by-Step Solution
Key Concept
Selecting appropriate button, link, and quick action mechanisms based on target object context and Lightning architecture support.