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Difficulty: MediumQuick Actions, Custom Buttons, and Links

A System Administrator at a solar energy equipment manufacturer needs to allow sales reps to launch an external order-tracking web application directly from an Opportunity record. The solution must dynamically pass the Opportunity's Account ID in the web URL parameters, and the link must be displayed directly inside the record detail section of the page layout alongside field data. Which configuration element should the administrator create on the Opportunity object to meet this requirement?

  1. A Custom Detail Page Link configured with the web URL and merge field tokens.Answer
  2. B
    An Object-Specific Quick Action of type Create a Record with custom predefined fields.
  3. C
    A Global Quick Action placed on the global publisher layout.
  4. D
    A Custom Detail Page Button configured with Content Source set to OnClick JavaScript.

Answer

A Custom Detail Page Link configured with the web URL and merge field tokens.
Custom Detail Page Links are designed specifically to launch external URLs populated with dynamic Salesforce merge fields (such as Opportunity or Account parameters) and are placed inside the record detail section of page layouts.

Step-by-Step Solution

1
Analyze UI placement and dynamic URL parameter requirements.
The requirement requests displaying a link inside the record detail section while passing dynamic field parameters (Account ID) to an external URL.
Different user interface actions have specific layout capabilities and UI target locations on record pages.
2
Evaluate custom link functionality against custom buttons and quick actions.
Custom Detail Page Links support standard web URL targets with merge fields and are positioned on record detail sections of page layouts.
Quick actions and custom buttons appear in action bars or page headers and serve different action workflows.

Key Concept

Distinguishing between Custom Links, Custom Buttons, and Quick Actions based on Lightning Experience UI placement and URL parameter requirements.
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Topics

Quick Actions, Custom Buttons, and Links

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