ADM-201 · Question #293
Ursa Major Solar uses two different page layouts for Account records. One page layout reflects the fields related to customer accounts and another page layout includes fields for partner accounts…
The correct answer is C. Create one record type for customer accounts and one record type for partner accounts. To provide different page layouts for customer accounts and partner accounts to distinct user teams, the administrator should create separate Record Types for each account type.
Question
Ursa Major Solar uses two different page layouts for Account records. One page layout reflects the fields related to customer accounts and another page layout includes fields for partner accounts. The administrator has assigned the customer account page layout to sales and support users and the partner account layout to the partner management team. What should the administrator configure to meet this requirement?
Options
- AGrant create, read, edit, and delete access to customer accounts on the partner team profile.
- BUse a public group and a criteria-based sharing rule to share customer accounts with the partner
- CCreate one record type for customer accounts and one record type for partner accounts.
- DAdd members of the partner management team to the default Account team for the customer
How the community answered
(70 responses)- A3% (2)
- B10% (7)
- C73% (51)
- D14% (10)
Why each option
To provide different page layouts for customer accounts and partner accounts to distinct user teams, the administrator should create separate Record Types for each account type.
Granting create, read, edit, and delete access on a profile pertains to object-level permissions, not the ability to assign different page layouts based on the record's classification.
Sharing rules are used to extend record-level access, not to determine which page layout a user sees or to create different types of records.
Record Types allow an organization to offer different business processes, picklist values, and assign specific page layouts to various user profiles, making them ideal for distinguishing and managing customer and partner accounts with unique display requirements.
Adding members to an Account team provides shared access to account records but does not control which page layout is displayed or define different record types.
Concept tested: Record types and page layouts
Source: https://help.salesforce.com/s/articleView?id=sf.customize_recordtype.htm&type=5
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