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Difficulty: MediumPage Layouts and Record Types Assignment

An administrator configured a new Record Type named "Government Account" on the Account object to support a public sector team. After assigning the new Record Type and Page Layout to the Sales Executive profile, users assigned to this profile report that the Industry picklist field still displays all global picklist values rather than the specific subset required for public sector records. Which administrative step did the administrator omit during configuration?

  1. Editing the Industry picklist settings within the Government Account Record Type detail page to select the allowable values.Answer
  2. B
    Modifying Field-Level Security for the Industry field on the Sales Executive profile to restrict value visibility.
  3. C
    Configuring a Dynamic Forms component visibility rule on the Account Record Page to hide non-government picklist values.
  4. D
    Creating and assigning a Permission Set that restricts Industry picklist values for Sales Executive users.

Answer

Editing the Industry picklist settings within the Government Account Record Type detail page to select the allowable values.
When a new Record Type is created, Salesforce defaults to making all active picklist values available. To display only a specific subset of options, the administrator must edit the picklists available for editing within that specific Record Type configuration.

Step-by-Step Solution

1
Navigate to Object Manager > Account > Record Types and open the Government Account record type.
Displays the Record Type detail page and its configurable properties.
Record Types store custom picklist value assignments independently from page layout assignments.
2
Locate the Picklists Available for Editing section and click Edit next to the Industry field.
Opens the picklist selection interface showing Available Values and Selected Values.
Newly created Record Types inherit all active global picklist values by default until modified.
3
Move non-applicable industry values from Selected Values to Available Values and save.
Restricts visible options in the Industry drop-down exclusively to the designated subset when users view or edit records of this Record Type.
This enforces data consistency and ensures users only select valid values for public sector records.

Key Concept

Record Type Picklist Value Assignment
Estimated Time:1m 30s
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Topics

Page Layouts and Record Types Assignment

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