A System Administrator at Universal Containers needs to enable Sales Operations representatives working on Account records in Lightning Experience to complete two distinct tasks without navigating away from the page:
1. Rapidly create a child Case record pre-populated with specific parent Account field values (such as Account Owner and Account Type) and a default Priority set to 'High'.
2. Launch an interactive Screen Flow that calculates customer credit risk scores using the current Account record context.
Which TWO configuration steps should the System Administrator take to fulfill these requirements? Select 2 answers.
- Create an Object-Specific Create Record Quick Action on the Account object targeting the Case object, configure Predefined Field Values for the target fields, and add the action to the Account page layout or Dynamic Actions.Cevap
- Create an Object-Specific Flow Quick Action on the Account object referencing the credit score Screen Flow, and add the action to the Account Lightning page action bar.Cevap
- CCreate a Custom Detail Page Button with OnClick JavaScript on the Account object to instantiate the Case record with default field values via API callouts.
- DCreate a Global Quick Action targeting the Case object, because Global Actions automatically inherit parent Account field context when placed on the Account Lightning record page.
Cevap
The correct configuration requires creating an Object-Specific Create Record Quick Action on Account with Predefined Field Values for Case creation, and creating an Object-Specific Flow Quick Action on Account to launch the Screen Flow while passing record context.
To create a child record pre-populated with parent record data, an Object-Specific Create Record Quick Action must be created on the parent object (Account) targeting the child object (Case). This allows administrators to set Predefined Field Values using formulas (such as Account.OwnerId). To execute a Screen Flow while maintaining record context, an Object-Specific Quick Action calling the Flow must be configured and placed on the action bar.
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Object-Specific Quick Actions vs Global Quick Actions and Custom Buttons in Lightning Experience
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