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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…

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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.

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Topics

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