A Platform Administrator at Ursa Major Solar wants to add prepopulated subjects for Tasks and Events. Tasks should have the subjects "Schedule Site Visit" and "Send Contract", while Events should…

Question

Options

• AAdd the new values to the predefined field values for the global actions New Event and New
• BAdd Schedule Site Visit and Send Contract picklist values for the Task subject field. Add Site Visit
• CCreate a new custom Subject picklist field on Activity and add the field values.
• DInclude Schedule Site Visit, Send Contract, Site Visit, and Ride Along picklist values for the

• A
  4% (1)
• B
  92% (23)
• C
  4% (1)

Explanation

Tasks and Events are separate record types in Salesforce that share the Activity object but maintain distinct picklist values for the Subject field. To prepopulate different subject options for Tasks versus Events, the administrator must add the Task-specific values ('Schedule Site Visit' and 'Send Contract') to the Task Subject picklist and the Event-specific values ('Site Visit' and 'Ride Along') to the Event Subject picklist separately. Using global actions (A) would only affect the quick-create flow, not the full subject picklist. Creating a new custom Subject field (C) is unnecessary because Subject is a standard field. Adding all four values to a single shared picklist (D) would not maintain the separation required between Task and Event subjects.

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