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What is the recommended solution to meet this requirement?

Sales representatives want to capture custom Feedback record details related to each Account. The sales reps want to accomplish this with minimal clicks on the Salesforce1 mobile application.

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Asked by Poojanair, Last updated: Sep 22, 2020

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2 Answers

L. Sevigny

L. Sevigny

L. Sevigny
L. Sevigny, Doctor, Las Vegas

Answered Feb 14, 2019

Salesforce is a customer relationship management (CRM) platform that is cloud based. There are applications for sales, service, and marketing. CRM platforms are used to obtain a better relationship with customers because they get a better understanding of what their customers need and how to solve their problems by managing their customers' information and interactions.

The sales reps would need to create predefined values for most of the fields, or they can create an object-specific action on account. In doing this, the sales reps will capture custom feedback record details related to each account and will accomplish this with minimal clicks on the Salesforce1 mobile app.

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John Smith

John Smith

John Smith
John Smith

Answered Jul 01, 2017

A. Create predefined values for most of the fields
D. Create an object-specific action on Account.
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