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CRT-101 · Question #49

The administrator at Ursa Major Solar has Created a new record type for customer warranty cases which two assignments should the administrator use to display the new record type to users? Choose 2…

The correct answer is A. Profile Assignment D. Page layout Assignment. Making a new record type visible to users requires assigning it to the appropriate profiles and mapping it to a page layout for those profiles.

Object Manager and Lightning App Builder

Question

The administrator at Ursa Major Solar has Created a new record type for customer warranty cases which two assignments should the administrator use to display the new record type to users? Choose 2 answers

Options

  • AProfile Assignment
  • BRole Assignment
  • CApp Manager Assignment.
  • DPage layout Assignment.

How the community answered

(23 responses)
  • A
    70% (16)
  • B
    22% (5)
  • C
    9% (2)

Why each option

Making a new record type visible to users requires assigning it to the appropriate profiles and mapping it to a page layout for those profiles.

AProfile AssignmentCorrect

Profile assignment controls which record types are available to users with a given profile - without adding the new record type to a profile, users on that profile cannot select or see records of that type.

BRole Assignment

Role assignment in the role hierarchy governs record sharing and visibility through OWD and sharing rules, not which record types or page layouts are available to users.

CApp Manager Assignment.

App Manager is used to create and configure Lightning apps and their navigation items - it does not control record type availability or page layout assignments for users.

DPage layout Assignment.Correct

Page layout assignment maps specific page layouts to each record type and profile combination in the record type setup, determining which layout is displayed when a user views a record of that type.

Concept tested: Record type visibility via profile and page layout assignment

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

Topics

#Record Types#Profile Assignment#Page Layouts#Object Customization

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