How can the Admin speed up and simplify Referral creation?

Scott Adams calls his Personal Banker Hank Burton to apply for a loan to buy a boat. Hanks wants to refer Scott to the loan department, but the current process is manual and time-consuming. Hank is asking the bank’s System Administrator to automate Referral creation in Salesforce.

How can the Admin speed up and simplify Referral creation?
A . Write a trigger to create Referrals from a ‘Create Referral* button.
B . Use the Case process and create Cases with Case Type ‘Referrar’.
C . Use Global Action To create Referrals.
D . Use

View Answer

Answer: C

Explanation:

To speed up and simplify Referral creation in Salesforce, the Admin can use Global Action to create Referrals. Global Actions are actions that let users create records without leaving their current page or context. By using Global Actions, the Admin can enable Hank to create Referrals from any page in Salesforce, such as Chatter, Home, or Account pages. The Admin can also customize the layout and fields of the Global Action to capture only relevant information for Referrals