An administrator is configuring a new Record Type named 'Enterprise Customer' on the Account object for the Sales team. Which two administrative actions must be completed to ensure users assigned to the Sales User profile can utilize this record type with the appropriate page structure and field values? (Choose 2 answers)
- Assign the Record Type and its corresponding Page Layout to the Sales User profile.Answer
- Configure the available picklist values specifically for the 'Enterprise Customer' Record Type.Answer
- CCreate a permission set to assign the Page Layout to individual sales team members.
- DSet Dynamic Forms component visibility rules to restrict available picklist choices.
Answer
Assign the Record Type and its corresponding Page Layout to the Sales User profile, and configure the available picklist values specifically for the 'Enterprise Customer' Record Type.
To make a record type fully usable for a profile, the administrator must assign both the Record Type and Page Layout to that profile, and explicitly define which picklist values are available for that specific Record Type.
Step-by-Step Solution
Key Concept
Page Layouts and Record Types Assignment