ADM-201 · Question #52
A company has a complicated Sales process regarding its opportunities. The company has three different lines of business (Widget A, Widget B, Widget C) that each contain fields specific to that line…
The correct answer is A. Create three Record Types (Widget A, Widget B, Widget C) with six Page Layouts (Sales Widget. To effectively manage opportunities with distinct lines of business and user roles, an administrator needs a structured approach using Salesforce Record Types and Page Layouts.
Question
A company has a complicated Sales process regarding its opportunities. The company has three different lines of business (Widget A, Widget B, Widget C) that each contain fields specific to that line of business's industry and customers. For each line of business, there is a specific set of fields that Sales users should see and a different set of fields that Marketing users should see. allow should an Administrator configure Page Layouts and Record Types for the Opportunity object so that each team sees what it needs to see, without cluttered layouts containing unnecessary fields?
Options
- ACreate three Record Types (Widget A, Widget B, Widget C) with six Page Layouts (Sales Widget
- BCreate one Record Type with six Page Layouts (Sales Widget A, Sales Widget B, Sales Widget
- CCreate six Record Types (Sales Widget A, Sales Widget B, Sales Widget C, Marketing Widget A,
- DCreate six Record Types (Sales Widget A, Sales Widget B. Sales Widget C. Marketing Widget A,
How the community answered
(38 responses)- A74% (28)
- B5% (2)
- C5% (2)
- D16% (6)
Why each option
To effectively manage opportunities with distinct lines of business and user roles, an administrator needs a structured approach using Salesforce Record Types and Page Layouts.
Record Types are essential for differentiating business processes, picklist values, and page layouts based on the three distinct lines of business (Widget A, B, C). By creating three Record Types, the administrator can ensure that each LOB has its unique process and field options. Additionally, six Page Layouts (Sales Widget A, Sales Widget B, Sales Widget C, Marketing Widget A, Marketing Widget B, Marketing Widget C) are required to control the specific fields visible and editable for both Sales and Marketing users within each of these three lines of business, preventing cluttered layouts and ensuring relevance.
Creating only one Record Type would prevent the differentiation of business processes and picklist values specific to each distinct line of business, failing to meet the requirement for a complicated sales process across different widgets.
Creating six Record Types, one for each combination of LOB and user role, overcomplicates the data model; Record Types should define major business distinctions, which are the three LOBs in this scenario.
Six Record Types are excessive for the stated requirements, and having only three Page Layouts would not allow for the necessary distinct field visibility for both Sales and Marketing users across all three lines of business.
Concept tested: Salesforce Record Types and Page Layouts configuration
Source: https://help.salesforce.com/s/articleView?id=sf.admin_intro_rectypes.htm&type=5
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