Cloud Kicks need to be able to show different picklist values for sales and marketing users. Which two options will meet this requirement? Choose 2 answers

The correct answer is A. One page layout, two record types, one picklist B. Two page layouts, one record type, two picklists. Salesforce controls which picklist values users see primarily through Record Types. Option A works because a single picklist field can have different available values assigned to each Record Type; assigning different Record Types to Sales vs. Marketing profiles means each group…

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Question

Options

AOne page layout, two record types, one picklist
BTwo page layouts, one record type, two picklists
CTwo permission sets, one record type, one picklist
DOne record type, two profiles, one picklist

How the community answered

(39 responses)

A
74% (29)
C
18% (7)
D
8% (3)

Explanation

Salesforce controls which picklist values users see primarily through Record Types. Option A works because a single picklist field can have different available values assigned to each Record Type; assigning different Record Types to Sales vs. Marketing profiles means each group sees only their relevant values. Option B works differently: with two separate picklist fields (each containing the relevant values for one group) and two page layouts, each profile is assigned the page layout that displays only their specific picklist field - effectively showing different values to each group. Options C and D are incorrect: Permission sets cannot restrict picklist values, and a single Record Type with two profiles sharing the same picklist field will show the same values to both groups regardless of profile.

Topics

#Picklist values#Record Types#Page Layouts#User experience customization

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