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Salesforce

PLAT-ADMN-201 · Question #12

A Platform Administrator at Cloud Kicks would like to use Salesforce to start tracking details around its marketing efforts. They would like to track details around emails, trade shows, and…

The correct answer is C. Create record types and page layouts for each type of campaign. Record types and page layouts are the correct solution here because the requirement has two distinct needs: (1) categorize campaigns by type (email, trade show, webinar) and (2) capture different fields for each type. Record types allow you to define separate page layouts per…

Submitted by lars.no· Apr 18, 2026Object Manager and Lightning App Builder

Question

A Platform Administrator at Cloud Kicks would like to use Salesforce to start tracking details around its marketing efforts. They would like to track details around emails, trade shows, and webinars. Additionally, each of these initiatives will need to track different types of information. How should the administrator accomplish this?

Options

  • ACreate a custom report type with relevant fields.
  • BCreate a custom field on the Campaign object for the type of initiative.
  • CCreate record types and page layouts for each type of campaign.
  • DUse campaign hierarchies to organize campaign types.

How the community answered

(48 responses)
  • A
    6% (3)
  • B
    13% (6)
  • C
    79% (38)
  • D
    2% (1)

Explanation

Record types and page layouts are the correct solution here because the requirement has two distinct needs: (1) categorize campaigns by type (email, trade show, webinar) and (2) capture different fields for each type. Record types allow you to define separate page layouts per type, so each campaign type can display only its relevant fields. Option B (a single custom field) only satisfies the categorization need-it cannot present different fields per type. Option A (custom report type) is for reporting, not data capture. Option D (campaign hierarchies) organizes parent-child relationships between campaigns, not field-level variation by type.

Topics

#Record Types#Page Layouts#Campaign Object#Data Customization

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