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Salesforce

CRT-211 · Question #21

Users at AW Computing use a custom object to manage order*. All profiles share a single page layout. Customer Service and Sales users express frustration overseeing actions that-do not always apply…

The correct answer is A. Use Dynamic Actions and conditional visibility to show the appropriate actions to the applicable. Dynamic actions are actions that appear on Lightning record pages based on criteria such as field values or user profiles. Dynamic actions allow administrators to customize which actions are available for users on different record types or page layouts without creating multiple…

Extend Custom Objects and Applications

Question

Users at AW Computing use a custom object to manage order*. All profiles share a single page layout. Customer Service and Sales users express frustration overseeing actions that-do not always apply to their situation on the page layout. What should an administrator recommend?

Options

  • AUse Dynamic Actions and conditional visibility to show the appropriate actions to the applicable
  • BCreate separate record types for the Customer Service and Sales users' records.
  • CConfigure two separate permission sets and assign the appropriate permissions to each user.
  • DMake two separate Lightning record pages and assign them to the applicable profiles.

How the community answered

(32 responses)
  • A
    84% (27)
  • B
    3% (1)
  • C
    3% (1)
  • D
    9% (3)

Explanation

Dynamic actions are actions that appear on Lightning record pages based on criteria such as field values or user profiles. Dynamic actions allow administrators to customize which actions are available for users on different record types or page layouts without creating multiple page layouts for each scenario. By using dynamic actions and conditional visibility for accounts at AW Computing, administrators can show only relevant actions for customer service and sales users based on their situation.

Topics

#dynamic actions#conditional visibility#Lightning record pages#page layout

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