What is the recommended approach for creating a better user experience when creating a Visit?

A government agency recently implemented Inspections Management, but the internal users want an easier way to generate Visits. Currently, the users must navigate to the Related List tab on an Application, scroll to the Visits* related list and click ‘New.’ The users also have lo manually fill all of the fields when creating the Visit record.

What is the recommended approach for creating a better user experience when creating a Visit?
A . Change the Business License Application and Individual Application pages to have a single related list of Visits on the right panel.
B . Create a Screen Flow with the required fields to create a Visit record and add the button to launch the flow on the page layout.
C . Advise the government agency that the current method is the best option available without custom code, which they should avoid wherever possible.
D . Create a new Action on the Business License Application and Individual Application objects to create a Visit record with Predefined Field Values.

View Answer

Answer: B

Explanation:

Creating a Screen Flow or creating a new Action are two possible approaches for creating a better user experience when creating a Visit. A Screen Flow is a type of flow that can create an interactive user interface to display information or collect data from users. A Screen Flow can have the required fields to create a Visit record and it can be launched by a button on the page layout. An Action is a type of button that can perform tasks such as creating or updating records. An Action can have Predefined Field Values that can automatically populate fields when creating a Visit record.

Reference: https://help.salesforce.com/s/articleView?id=psc_admin_setup_visits.htm&type=5&language=en_US