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Salesforce Exam CRT-403 Topic 9 Question 42 Discussion

Actual exam question for Salesforce's CRT-403 exam
Question #: 42
Topic #: 9
[All CRT-403 Questions]

Universal Containers conduct evaluations of their sales reps using a custom object consisting of numerical scores and executive comments. The company wants to ensure that only the sales reps, and their manager's executive can view the rep's evaluation record but the reps should not be able to view the executive comment field on their review. How can these requirement be met?

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Suggested Answer: A

To allow quick editing of a record's status and entering a due date from the record's feed in the Salesforce Mobile App:

A . Custom action. This option enables users to perform specific tasks directly from the record page in the Salesforce Mobile App, such as editing fields.

Steps to create a custom action:

Navigate to Setup Object Manager select the relevant object.

Click Buttons, Links, and Actions New Action.

Set Action Type to 'Update a Record'.

Configure the action layout to include the Status and Custom Due Date fields.

Add the action to the Salesforce Mobile layout.

This setup provides an efficient way for users to update key fields without navigating away from the record feed.

For detailed setup instructions, see Salesforce's documentation on Creating Quick Actions.


by Melodie at May 22, 2024, 07:57 AM

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Terrilyn
15 days ago
Option B caught my eye, but using custom settings and page layouts feels a bit overkill for this scenario. I'll stick with A or C.
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Cherilyn
16 days ago
I'm leaning towards Option C. Keeping it simple with just hierarchy and field-level security sounds good to me.
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Ariel
18 days ago
That's a good point, field-level security is crucial in this scenario. I might reconsider my answer.
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Lisbeth
19 days ago
Option A looks like the way to go. Using hierarchy and field-level security seems the most straightforward approach to meet the requirements.
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Leah
20 days ago
I disagree, I believe the answer is C. It mentions managing field access with field-level security, which seems more relevant.
upvoted 0 times
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Ariel
23 days ago
I think the answer is A, because it mentions managing field access with record types and field-level security.
upvoted 0 times
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