Salesforce
PDII · Question #258
When the sales team views an individual customer record, they need to see recent interactions for the customer. These interactions can be sales, orders, phone calls, or Cases. The date range for…
The correct answer is A. Use a Lightning component to query and display interactions based on record type that is passed. See the full explanation below for the reasoning.
Question
When the sales team views an individual customer record, they need to see recent interactions for the customer. These interactions can be sales, orders, phone calls, or Cases. The date range for recent interactions will be different for every customer record type. How can this be accomplished?
Options
- AUse a Lightning component to query and display interactions based on record type that is passed
- BUse Batch Apex to query for the most recent interactions when the customer view screen is
- CUse a Process Builder to query the most recent interactions and then display them on the
- DUse Lightning Flow to read the customer's record type, and then do a dynamic query for recent
How the community answered
(18 responses)- A72% (13)
- B6% (1)
- C17% (3)
- D6% (1)
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