Salesforce Admin Certification Practice Test 2026 – All-in-One Guide to Pass Your Exam with Confidence!

A quick action in Salesforce allows users to perform tasks quickly from a record page without having to navigate to a different screen or section of the platform.

The "New Task" option is a classic example of a quick action. It enables users to efficiently create a new task directly from the context they are in, enhancing productivity by minimizing the need for multiple clicks or page loads. Quick actions are designed to streamline processes that a user may need to perform frequently and allow immediate interactions with existing records.

Other options like "Send an Email," "Clone," and "Poll" may involve more complex workflows or additional navigation that could detract from the quick action concept, where simplicity and speed are paramount. For instance, sending an email may require composing multiple elements beyond just the click of a button, and cloning typically involves more steps to ensure that the necessary fields are populated correctly. Polling might also require input and configuration that extends beyond a rapid action in context. Thus, "New Task" stands out as a quintessential quick action for its straightforward approach to task management.