ADM-201 · Question #199
Salas and Customer Cant at Ursa Major Solar need to see different fields on the Case related list from the Account record. Sales users want to see Case created date and status while Customer Care…
The correct answer is B. Page Layout Editor. To display different fields on a related list for different user groups, an administrator should customize the related list columns using the Page Layout Editor.
Question
Salas and Customer Cant at Ursa Major Solar need to see different fields on the Case related list from the Account record. Sales users want to see Case created date and status while Customer Care would like to see owner, status, and contact. What should the administrator use to achieve this?
Options
- ARelated Lookup Filters
- BPage Layout Editor
- CSearch Layout Editor
- DCompact Layout Editor
How the community answered
(40 responses)- A3% (1)
- B88% (35)
- C3% (1)
- D8% (3)
Why each option
To display different fields on a related list for different user groups, an administrator should customize the related list columns using the Page Layout Editor.
Related Lookup Filters control which records are available in a lookup field, not which fields are displayed in a related list.
The Page Layout Editor allows administrators to customize which fields are displayed in related lists for specific page layouts. By creating different Account page layouts and assigning them to the Sales and Customer Care profiles, the administrator can configure the Case related list on each layout to show the specific fields required by each team.
Search Layouts define which fields appear in search results, list views, and lookup dialogs, but not specifically the columns within a related list on a record detail page.
Compact Layouts define the fields that appear in the highlight panel at the top of a record detail page and in the Salesforce mobile app, not the fields in related lists.
Concept tested: Customizing related lists on page layouts
Source: https://help.salesforce.com/s/articleView?id=sf.customize_relatedlists.htm&type=5
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