Salesforce App Builder Practice Exam

Invoking a custom report directly from the account detail page can be best achieved using a detail page button. When a detail page button is created, it can be designed to perform specific actions, such as linking directly to a custom report. This method allows users to have a seamless experience, as the button can be placed prominently on the account's detail page, facilitating quick access to the relevant report without navigating away or requiring additional steps.

Detail page buttons provide the capability to prefill certain fields and parameters when opening the report, which can enhance user efficiency and improve the overall workflow. This functionality is particularly useful in scenarios where users need to analyze account-specific data, as it ensures that the report reflects information related only to the account they are viewing.

In contrast, while list buttons and detail page links might seem similar in function, they do not offer the same level of contextual relevance for individual account records. Visualforce, on the other hand, is a powerful tool that can allow for customized page layouts and actions, but it requires more development overhead and might not be necessary for simply invoking a report from the account page. Thus, utilizing a detail page button is considered the most effective approach for this scenario.