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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…

The correct answer is B. Add a new value to the type field on tasks used for accounts, contacts, and opportunities. To track virtual customer meetings for reporting and display on records, the administrator should add a new picklist value to the 'Type' field on the Task object.

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,

How the community answered

(67 responses)
  • A
    12% (8)
  • B
    81% (54)
  • C
    3% (2)
  • D
    4% (3)

Why each option

To track virtual customer meetings for reporting and display on records, the administrator should add a new picklist value to the 'Type' field on the Task object.

AInform the user to manually enter the meeting details in the account comments.

Manually entering details in comments is unstructured data and cannot be easily reported on or categorized efficiently.

BAdd a new value to the type field on tasks used for accounts, contacts, and opportunities.Correct

Adding a new value to the 'Type' field on the Task object allows users to categorize specific kinds of meetings (like "Virtual Meeting") when logging an activity. Tasks are related to Accounts, Contacts, and Opportunities, making this data reportable and visible on relevant record page layouts.

CAdd a new value to the type field on accounts, contacts, and opportunities.

The 'Type' field on Accounts, Contacts, or Opportunities categorizes the record itself, not the activities related to it.

DInform the user to manually enter the meeting details in the description field on accounts,

Manually entering details in the description field is unstructured and difficult to report on consistently.

Concept tested: Customizing Task picklist values for activity tracking

Source: https://help.salesforce.com/s/articleView?id=sf.customize_picklists.htm&type=5

Topics

#Activity Management#Task Object#Picklist Customization#Reporting

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