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Question 3 - Certified Advanced Administrator (CRT-211) discussion

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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?

A.
Use Dynamic Actions and conditional visibility to show the appropriate actions to the applicable users.
Answers
A.
Use Dynamic Actions and conditional visibility to show the appropriate actions to the applicable users.
B.
Create separate record types for the Customer Service and Sales users' records.
Answers
B.
Create separate record types for the Customer Service and Sales users' records.
C.
Configure two separate permission sets and assign the appropriate permissions to each user.
Answers
C.
Configure two separate permission sets and assign the appropriate permissions to each user.
D.
Make two separate Lightning record pages and assign them to the applicable profiles.
Answers
D.
Make two separate Lightning record pages and assign them to the applicable profiles.
Suggested answer: A

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.

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

asked 23/09/2024
David Powell
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