Question 34

Question

The VP of Sales at Universal Containers has asked the app builder to let sales reps create opportunity
records directly from the account, with a number of fields pre-populated.
Which feature should the app builder use to allow users to create the opportunity?

Accepted Answer

A quick action

Kevin · Answer

Option A is it here. Quick actions let you launch a new record form (like Opportunity) from the Account, and you can prefill fields using field values from the Account record. Custom buttons (C) used to work for this with URL hacks, but that's not recommended anymore and doesn't always work in Lightning. Pretty sure A is what Salesforce wants on the exam. Feel free to disagree if I've missed something.

Sam R. · Answer

Seriously, Salesforce makes this more confusing than it should be. A since quick actions actually let you create a child record right from the parent and prefill stuff easily, unlike custom buttons which are kinda hacky these days in Lightning. Pretty sure that's what they want here but open to debate.

Robin · Answer

Pretty sure it's A here. Quick actions support creating records with pre-filled fields right from the Account page in Lightning. Seen similar question on practice sets.

Sara Y. · Answer

Why not use a custom button here instead? Wouldn't that handle pre-populated fields if you set up the right URL params?

Noah · Answer

C tbh, seen custom buttons used in some practice sets and old guides for this scenario.

Platform App Builder CRT-403 Real Exam Questions [October 2026 Update] Quiz

The VP of Sales at Universal Containers has asked the app builder to let sales reps create opportunity records directly from the account, with a number of fields pre-populated. Which feature should the app builder use to allow users to create the opportunity?

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