An organization is implementing a dedicated fulfillment process for the Order object. The administrator must ensure that users working on these fulfillment orders see a customized field layout and are restricted to selecting only specific values from the Status picklist. Which TWO configuration steps must the administrator take to accomplish this requirement? (Choose 2 answers.)
- Assign the customized page layout to the target user profiles for the newly created record type.Answer
- Edit the selectable Status picklist values directly within the new record type detail page.Answer
- CCreate a permission set to assign the page layout directly to individual fulfillment users.
- DConfigure Dynamic Forms component visibility rules to restrict selectable picklist choices.
Answer
Assign the customized page layout to the target user profiles for the newly created record type, and edit the selectable Status picklist values directly within the new record type detail page.
Page layout assignment in Salesforce requires configuring the Page Layout Assignment matrix by user Profile and Record Type. Additionally, picklist value availability is customized per Record Type within Object Manager.
Step-by-Step Solution
Key Concept
Page Layout and Record Type Picklist Assignment
Estimated Time:1m 30s