Path, actions, flows and console productivity

What the exam expects

• Guide users through a stage-based process with Path (key fields and guidance per step, one path per record type) and work many records by stage with Kanban.
• Choose between a screen flow on a quick action, an object-specific action with a trimmed action layout, and a global action.
• Explain what mass quick actions and Dynamic Actions do for users, and their limits.
• Use lead conversion instead of re-keying records.
• Reduce navigation in Lightning console apps with split view, workspace tabs and subtabs, and automate repeated steps with macros and bulk macros.

Key terms: path (a visual of a picklist's steps with key fields and guidance for each); object-specific action (an action that creates or updates records in the context of the record being viewed); action layout (the fields shown when a user runs an action); mass quick action (a Create or Update a Record action run on many selected records); macro (a saved set of instructions that performs several case actions in one click).

Key facts

Check yourself