ADM-201 · Question #67
DreamHouse Realty regularly holds open houses for the selling of both houses and condominiums. For condominium open houses, there are a few extra steps that need to be taken. Agents need to be able to
The correct answer is B. Create two page layouts. Use business processes and record types to display the appropriate. To display different fields, picklist values, and processes for 'house' versus 'condominium' open house records, the administrator should implement two distinct page layouts associated with two separate record types, utilizing business processes to manage picklist values like sta
Question
DreamHouse Realty regularly holds open houses for the selling of both houses and condominiums. For condominium open houses, there are a few extra steps that need to be taken. Agents need to be able to submit requests and receive approvals from the homeowners' association. How can the administrator ensure these extra steps only appear when creating open house records for condominiums?
Options
- ACreate one page layout. Use record types to ensure the proper status picklist values display.
- BCreate two page layouts. Use business processes and record types to display the appropriate
- CCreate one page layout. Use business processes to ensure the proper status picklist values
- DCreate two page layouts, one with a House Status field and the other with a Condominium Status
How the community answered
(38 responses)- A5% (2)
- B79% (30)
- C5% (2)
- D11% (4)
Why each option
To display different fields, picklist values, and processes for 'house' versus 'condominium' open house records, the administrator should implement two distinct page layouts associated with two separate record types, utilizing business processes to manage picklist values like status.
Using only one page layout would display the same fields for both record types, preventing the hiding of extra steps for houses.
Implementing different sets of fields, related lists, and picklist values (like HOA approval steps for condominiums) requires separate page layouts. Record types allow associating these distinct page layouts and business processes, which control available picklist values, ensuring the correct 'extra steps' appear only for condominium open houses.
One page layout would not allow for the display of different fields or sections, even if business processes were used to control picklist values for 'Status'.
While two page layouts are needed, creating entirely separate status fields for houses and condominiums is not the standard best practice; instead, a single 'Status' field should have its picklist values managed by business processes and record types.
Concept tested: Record Types, Page Layouts, Business Processes
Source: https://help.salesforce.com/s/articleView?id=sf.customize_recordtype.htm&type=5
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