An administrator is configuring a new Record Type called 'Specialized Partner Sales' on the Opportunity object to support a new business unit. Which two administrative actions must be completed so that users assigned to this Record Type see the correct page view and valid picklist selections? (Select 2 answers)
- Assign the appropriate Page Layout for the new Record Type to the relevant user Profiles.Cevap
- Edit the available picklist values specific to the new Record Type under Object Manager.Cevap
- CCreate a Permission Set to assign record-type-specific picklist values directly to individual users.
- DSet up Dynamic Forms component visibility rules on the Lightning Page to control Record Type creation availability.
Cevap
The administrator must assign the appropriate Page Layout to the target Profiles for the new Record Type and edit the available picklist values for that Record Type under Object Manager.
Configuring a new Record Type requires two key administration steps: setting the Page Layout assignment matrix for each profile and defining which picklist values are available for that specific Record Type.
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Anahtar Kavram
Page Layout and Record Type Assignment