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CRT-101 · Question #42

Ursa Major Solar uses two different page layouts for Account records. One page layout reflects the fields related to customer accounts and another page layout includes fields for partner accounts…

The correct answer is D. Create one record type for customer accounts and one record type for partner accounts. Record types in Salesforce control which page layout is displayed to users and can be assigned per profile, enabling different layouts for different business processes.

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Question

Ursa Major Solar uses two different page layouts for Account records. One page layout reflects the fields related to customer accounts and another page layout includes fields for partner accounts. The administrator has assigned the customer account page layout to sales and support users and the partner account layout to the partner management team. What should the administrator configure to meet this requirement?

Options

  • AUse a public group and a criteria-based sharing rule to share customer accounts with the partner
  • BAdd members of the partner management team to the default Account team for the customer
  • CGrant create, read, edit and delete access to customer accounts on the partner team profile.
  • DCreate one record type for customer accounts and one record type for partner accounts.

How the community answered

(36 responses)
  • A
    3% (1)
  • B
    6% (2)
  • C
    3% (1)
  • D
    89% (32)

Why each option

Record types in Salesforce control which page layout is displayed to users and can be assigned per profile, enabling different layouts for different business processes.

AUse a public group and a criteria-based sharing rule to share customer accounts with the partner

Criteria-based sharing rules control record-level access for visibility purposes, not which page layout a user sees when viewing a record.

BAdd members of the partner management team to the default Account team for the customer

Default Account Teams grant account access to a set of users with specified roles, but do not affect which page layout is rendered for those users.

CGrant create, read, edit and delete access to customer accounts on the partner team profile.

Granting CRUD permissions on a profile controls what actions users can perform on records, but does not determine which page layout is displayed.

DCreate one record type for customer accounts and one record type for partner accounts.Correct

Record types allow administrators to define different business processes, picklist values, and page layout assignments for a single object. By creating a customer account record type and a partner account record type, the administrator can assign the appropriate page layout to each profile - sales and support profiles see the customer layout and the partner management profile sees the partner layout. This is the standard mechanism for showing different layouts to different user groups.

Concept tested: Record types and profile-based page layout assignment

Source: https://help.salesforce.com/s/articleView?id=sf.customize_recordtype.htm

Topics

#Record Types#Page Layouts#Account Configuration#User Interface

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