A Salesforce Administrator is configuring a custom object record page in Lightning App Builder. The finance team requires that a specific field section containing sensitive billing metrics is displayed on the page only when the record status is set to 'Completed' and the viewing user holds the 'Finance Director' role. Furthermore, this section must be hidden entirely when viewed on mobile devices. Which configuration approach should the administrator use to satisfy these requirements?
- Upgrade the page to Dynamic Forms and configure component visibility filters on the Field Section component based on Record Status, User Role, and Device.Cevap
- BRestrict Field-Level Security for the billing fields to the Finance Director profile so that the standard page layout automatically hides the section on mobile and non-completed records.
- CCreate separate page layouts for each combination of record status and user role, then assign mobile page layout overrides in Object Manager.
- DConfigure conditional visibility rules directly within the standard Page Layout editor properties under Object Manager.
Cevap
The administrator should upgrade the Lightning record page to Dynamic Forms and apply component visibility filters on the Field Section component using Record Status, User Role, and Device as filter criteria.
Upgrading the record page to Dynamic Forms in Lightning App Builder allows field sections to be placed as modular components. Administrators can configure visibility filters directly on the Field Section component using filter logic that checks record field values (Status = Completed), user profile/role details (Role = Finance Director), and device environment (Device = Desktop).
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Anahtar Kavram
Dynamic Forms Component Visibility Rules