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ADM-201 · Question #73

Sales executives at Ursa Major Solar (USM) frequently schedule virtual and remote meetings with key customer stakeholders. USM wants to track activities for this meeting category to clearly display cu

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Submitted by ricky.ec· Apr 18, 2026Configuration and Setup

Question

Sales executives at Ursa Major Solar (USM) frequently schedule virtual and remote meetings with key customer stakeholders. USM wants to track activities for this meeting category to clearly display customer meetings in the account, contact, or opportunity page layouts, as well as adding this data to reports. What should the administrator do to meet this goal?

Options

  • AInform the user to manually enter the meeting details in the account comments.
  • BAdd a new value to the type field on tasks used for accounts, contacts, and opportunities.
  • CAdd a new value to the type field on accounts, contacts, and opportunities.
  • DInform the user to manually enter the meeting details in the description field on accounts,

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Topics

#Activity Management#Task Object#Picklist Customization#Reporting
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