ADM-201 · Question #88
Ursa Major Solar is bringing a new type of solar panel to market. An administrator needs to create a sales process for this new product. What are three considerations for the administrator in this…
The correct answer is A. Adding a new value to the record type master picklist value list adds the value to all existing C. All picklist values on the page layout must be added to the master picklist value list or be active E. The record type's page layout is assigned to users through their profile assignments. When establishing a new sales process, an administrator must consider that adding picklist values to the master list makes them available to all record types, all picklist values on a page layout must be active, and page layouts are assigned via user profiles.
Question
Ursa Major Solar is bringing a new type of solar panel to market. An administrator needs to create a sales process for this new product. What are three considerations for the administrator in this scenario? Choose 3 answers
Options
- AAdding a new value to the record type master picklist value list adds the value to all existing
- BThe record type name assignment becomes permanent upon save of a new record type.
- CAll picklist values on the page layout must be added to the master picklist value list or be active
- DAn opportunity record type will need to be created and assigned to the sales process.
- EThe record type's page layout is assigned to users through their profile assignments.
How the community answered
(35 responses)- A74% (26)
- B17% (6)
- D9% (3)
Why each option
When establishing a new sales process, an administrator must consider that adding picklist values to the master list makes them available to all record types, all picklist values on a page layout must be active, and page layouts are assigned via user profiles.
When a new picklist value is added to the master picklist value list, it becomes available for selection by default across all record types unless explicitly deactivated for specific record types.
The record type *name* can be edited after creation, although the API name might have restrictions.
For picklist fields on a page layout to be visible and selectable, their values must either exist in the master picklist value list or be specifically assigned as active values for the associated record type.
While an opportunity record type will need to be created and assigned to the sales process, this is a direct action or prerequisite step, whereas the other options are underlying rules or implications to *consider* during the setup.
The page layout displayed to a user for a specific record type is determined by the page layout assignment configured in their user profile or permission set, dictating which fields and sections they see.
Concept tested: Record types, picklists, page layouts, and profiles
Source: https://help.salesforce.com/s/articleView?id=sf.admin_recordtype_considerations.htm&type=5
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