ADM-201 · Question #52
ADM-201 Question #52: Real Exam Question with Answer & Explanation
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,
Explanation
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.
Common mistakes.
- B. 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.
- C. 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.
- D. 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
Reference. https://help.salesforce.com/s/articleView?id=sf.admin_intro_rectypes.htm&type=5
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