Universal Containers uses a custom object named Equipment Maintenance to track service requests. The administrator has created two record types: Preventive and Breakdown. The administrator now needs to ensure that users with the Facilities Technician profile see only relevant picklist options on the Maintenance Priority field for Preventive records, and that the Preventive Maintenance Layout is displayed when these records are accessed.
Which two administrative actions must be completed to satisfy these requirements? (Choose 2 answers)
- Edit the picklist values available for the Maintenance Priority field within the Preventive Record Type detail page.Answer
- Update the Page Layout Assignment matrix on the Equipment Maintenance object to map the Facilities Technician profile and Preventive Record Type to the Preventive Maintenance Layout.Answer
- CCreate and assign a Permission Set to Facilities Technician users that grants access to the Preventive Maintenance Layout.
- DConfigure Dynamic Forms component visibility rules on the Lightning Record Page to filter selectable picklist values.
Answer
The correct actions are to edit the picklist values available for the Maintenance Priority field directly within the Preventive Record Type detail page, and to update the Page Layout Assignment matrix on the Equipment Maintenance object to map the Facilities Technician profile and Preventive Record Type to the Preventive Maintenance Layout.
To restrict picklist values for a specific record type, an administrator must edit the picklist options under that record type's detail page in Object Manager. Additionally, assigning page layouts requires modifying the Page Layout Assignment matrix, which pairs a user's Profile with a Record Type to determine the assigned layout.
Step-by-Step Solution
Key Concept
Page Layouts and Record Types Assignment