An administrator is setting up a new 'Enterprise Account' Record Type on the Account object for users assigned to the 'Enterprise Sales User' profile. The business requirement dictates that these users must see a dedicated page layout tailored for enterprise accounts and must only be able to select 'Tier 1 Enterprise' or 'Tier 2 Enterprise' from the standard 'Type' picklist field when working on records of this record type. Which TWO administrative actions are required in Setup to fulfill these requirements? (Choose 2 answers)
- Navigate to the 'Enterprise Account' Record Type in Object Manager, edit the 'Type' picklist under Picklists Available for Editing, and select only the enterprise picklist values.Cevap
- Access Page Layout Assignment on the Account object and map the 'Enterprise Sales User' profile and 'Enterprise Account' Record Type combination to the custom Enterprise Account Page Layout.Cevap
- CModify the 'Enterprise Deal Manager' Permission Set settings to restrict visible picklist values for the 'Type' field across all enterprise users.
- DUse Dynamic Forms component visibility filter rules on the Lightning Record Page to hide non-enterprise values from the 'Type' picklist component.
Cevap
To satisfy both requirements, the administrator must configure picklist value availability directly on the 'Enterprise Account' Record Type detail page, and map the 'Enterprise Sales User' profile and 'Enterprise Account' Record Type to the designated page layout in the Page Layout Assignment matrix.
The correct requirements are fulfilled by editing the picklist values available for editing on the specific Record Type detail page in Object Manager, and updating the Page Layout Assignment matrix to link the target Profile and Record Type to the correct custom Page Layout.
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Anahtar Kavram
Page Layout assignment depends on the matrix of Profile and Record Type, while available picklist values are driven strictly by the Record Type configuration.