ADM-201 · Question #35
What must an administrator do when creating a record type?
The correct answer is C. Assign the record type to the appropriate profiles. When creating a record type, an administrator must assign it to the appropriate profiles to control user access and visibility.
Question
What must an administrator do when creating a record type?
Options
- ACreate a new page layout for the record type
- BSet the field-level security for the record type
- CAssign the record type to the appropriate profiles
- DAdd the record type to the required user records
How the community answered
(33 responses)- A3% (1)
- B6% (2)
- C88% (29)
- D3% (1)
Why each option
When creating a record type, an administrator must assign it to the appropriate profiles to control user access and visibility.
While typically done, creating a *new* page layout is not strictly mandatory during record type creation; an existing page layout can be assigned initially.
Field-level security is managed at the profile level for specific fields, not directly configured for the record type itself.
After creating a new record type, it is a mandatory step to assign it to at least one profile. This assignment determines which users, based on their assigned profile, will have access to use this record type when creating or editing records.
Record types are assigned to profiles, which then dictates user access; they are not directly added to individual user records.
Concept tested: Record type creation requirements
Source: https://help.salesforce.com/s/articleView?id=sf.customize_recordtype.htm&type=5
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