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Question 33 - Certified Advanced Administrator (CRT-211) discussion

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DreamHouse Realty has a rental team and a real estate team. The two teams have different safes processes and capture different client information on their opportunities.

How should an administrator extend the Opportunity object to meet the teams' different needs?

A.
Leverage Opportunities for the Real Estate Team and create a new custom object for the Rental Team Opportunities.
Answers
A.
Leverage Opportunities for the Real Estate Team and create a new custom object for the Rental Team Opportunities.
B.
Use separate record types, page layouts, and sales processes for the Rental and Real Estate Teams.
Answers
B.
Use separate record types, page layouts, and sales processes for the Rental and Real Estate Teams.
C.
Create Opportunity Teams for the Rental and Real Estate Teams and make appropriate fields visible to only the necessary team.
Answers
C.
Create Opportunity Teams for the Rental and Real Estate Teams and make appropriate fields visible to only the necessary team.
D.
Add a section for Rental and a section for Real Estate on the Opportunity Master Record Type to keep the information separate.
Answers
D.
Add a section for Rental and a section for Real Estate on the Opportunity Master Record Type to keep the information separate.
Suggested answer: B

Explanation:

As explained in question 4, record types allow administrators to offer different business processes, picklist values, and page layouts to different users based on their profiles. By using separate record types for rental and real estate opportunities, DreamHouse Realty can capture different client information on their opportunities using custom page layouts for each record type. The record types can also determine which sales processes and paths are available for each opportunity type.

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

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asked 23/09/2024
Martin Gucký
51 questions
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