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SALESFORCE-ASSOCIATE · Question #98

Your Salesforce has multiple types of Cases that require different fields. How should your company support this business need?

The correct answer is B. Record Type and Page Layout. Record Types combined with Page Layouts allow an org to present different fields, picklist values, and layouts for different categories of Cases. This pairing is the standard Salesforce approach for supporting multiple distinct business processes on a single object.

Object Customization

Question

Your Salesforce has multiple types of Cases that require different fields. How should your company support this business need?

Options

  • APage Layout
  • BRecord Type and Page Layout
  • CCreate another object
  • DWorkflow Rule

How the community answered

(18 responses)
  • B
    94% (17)
  • C
    6% (1)

Why each option

Record Types combined with Page Layouts allow an org to present different fields, picklist values, and layouts for different categories of Cases. This pairing is the standard Salesforce approach for supporting multiple distinct business processes on a single object.

APage Layout

A Page Layout alone controls field arrangement and visibility but cannot differentiate between different types of records or enforce different picklist values per type.

BRecord Type and Page LayoutCorrect

Record Types allow administrators to define different business processes, picklist values, and page layout assignments for different categories of records on the same object. By assigning different Page Layouts to each Record Type, each Case type can display its own relevant fields without creating redundant objects.

CCreate another object

Creating another object adds unnecessary complexity and data model overhead - the Case object natively supports multiple types through Record Types.

DWorkflow Rule

A Workflow Rule automates post-save actions like email alerts or field updates and has no capability to control field display based on case type.

Concept tested: Record Types and Page Layouts for multiple business processes

Source: https://help.salesforce.com/s/articleView?id=sf.customize_recordtype.htm&type=5

Topics

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

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