A Salesforce administrator is tasked with deploying a customized Opportunity Lightning Record Page designed specifically for executive leadership. The business requirement states that users with the Executive profile must see this customized layout when viewing any Opportunity record within the Sales Application. All other staff using the Sales Application should retain the existing layout. What activation assignment option should the administrator select in Lightning App Builder?
- Assign the page as App, Record Type, and Profile default for the Sales App, all Opportunity record types, and the Executive profile.Answer
- BAssign the page as the Org Default and use Dynamic Forms component visibility rules to control page layout access by profile.
- CAssign the page as the App Default for the Sales App and update the record type picklist assignment settings for executives.
- DAssign the page as the Org Default and assign a custom permission set to executive users to override the page activation.
Answer
Assigning the custom page as the App, Record Type, and Profile default specifically targeted to the Sales App, Opportunity record types, and Executive profile satisfies the business requirement.
In Lightning App Builder, assigning a page as the App, Record Type, and Profile default provides the exact level of targeting needed when a specific subset of users (by profile) within a specific application (Sales App) requires a custom Record Page layout.
Step-by-Step Solution
Key Concept
Lightning Record Page Activation Levels and Precedence