An administrator created a new Record Type named 'VIP Support' on the Case object and assigned the 'VIP Case Page Layout' to the Support Agent profile for this record type. However, users assigned to the Support Agent profile report that the 'Type' picklist field still displays picklist values that should be restricted for VIP cases. Additionally, users assigned a specific permission set report they cannot select the 'VIP Support' record type when creating new cases. Which two administrative actions should the administrator perform to resolve these issues? (Select 2 answers)
- Edit the 'Type' picklist settings directly under the 'VIP Support' Record Type configuration to specify the allowed values.Answer
- Update the assigned Profile or Permission Set settings to grant access to the 'VIP Support' Record Type.Answer
- CConfigure a Dynamic Forms component visibility rule to hide invalid picklist values on the Case Lightning record page.
- DCreate a custom Profile for users assigned to the permission set to grant additive access to the VIP Case Page Layout.
Answer
The administrator must edit the 'Type' picklist settings under the 'VIP Support' Record Type to specify available values, and update the assigned Profile or Permission Set settings to grant access to the 'VIP Support' Record Type.
To restrict picklist values for a specific record type, an administrator must edit the picklist field settings directly under that Record Type's configuration in Object Manager. Additionally, for users to select a record type upon record creation, access to that Record Type must be enabled in their Profile or assigned Permission Set.
Step-by-Step Solution
Key Concept
Page Layouts, Record Types, and Picklist Assignments
Estimated Time:1m 30s