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Salesforce

CRT-101 · Question #27

Northern Trail Outfitters has a custom quick action on Account that creates a new Case. How should an administrator make the quick action available on the Salesforce mobile app?

The correct answer is D. Add the Salesforce Mobile and Lightning Experience action to the page layout. In Salesforce, the 'Salesforce Mobile and Lightning Experience Actions' section of the page layout controls which actions appear in both the Lightning Experience action bar and the Salesforce mobile app. Adding the custom quick action to this section on the Account page layout…

Object Manager and Lightning App Builder

Question

Northern Trail Outfitters has a custom quick action on Account that creates a new Case. How should an administrator make the quick action available on the Salesforce mobile app?

Options

  • ACreate a custom Lightning App with the action.
  • BModify compact Case page layout to include the action.
  • CInclude the action in the Salesforce Mobile Navigation menu.
  • DAdd the Salesforce Mobile and Lightning Experience action to the page layout.

How the community answered

(21 responses)
  • A
    10% (2)
  • B
    5% (1)
  • D
    86% (18)

Explanation

In Salesforce, the 'Salesforce Mobile and Lightning Experience Actions' section of the page layout controls which actions appear in both the Lightning Experience action bar and the Salesforce mobile app. Adding the custom quick action to this section on the Account page layout ensures it is accessible in the mobile app. Creating a custom Lightning App does not expose the action in the mobile app's action menu. Compact page layouts do not control action visibility. The Salesforce Mobile Navigation menu controls top-level navigation items (like tabs/objects), not record-level actions.

Topics

#Quick Actions#Page Layouts#Salesforce Mobile App

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