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Question 83 - Certified Administrator discussion

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Ursa Major Solar uses two different page layouts for Account records. One page layout reflects the fields related to customer accounts and another page layout includes fields for partner accounts. The administrator has assigned the customer account page layout to sales and support users and the partner account layout to the partner management team.

What should the administrator configure to meet this requirement?

A.
Use a public group and a criteria-based sharing rule to share customer accounts with the partner team.
Answers
A.
Use a public group and a criteria-based sharing rule to share customer accounts with the partner team.
B.
Add members of the partner management team to the default Account team for the customer accounts.
Answers
B.
Add members of the partner management team to the default Account team for the customer accounts.
C.
Grant create, read, edit and delete access to customer accounts on the partner team profile.
Answers
C.
Grant create, read, edit and delete access to customer accounts on the partner team profile.
D.
Create one record type for customer accounts and one record type for partner accounts.
Answers
D.
Create one record type for customer accounts and one record type for partner accounts.
Suggested answer: D

Explanation:

Record types are a way to assign different page layouts and picklist values to different users based on their business needs. To use two different page layouts for customer and partner accounts, create one record type for each account type and assign them to the appropriate page layouts and profiles.

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

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asked 23/09/2024
ILLIA VELIASEVICH
46 questions
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