An administrator creates a new Record Type named "Enterprise Deal" on the Opportunity object. Users assigned to the "Enterprise Sales Profile" report that when creating new records under this record type, they see an incorrect arrangement of fields and cannot select the appropriate values from a custom picklist field named Deal_Structure__c.
Which two administrative actions must be completed to resolve these issues? (Select 2 answers)
- Edit the Deal_Structure__c picklist settings directly within the Enterprise Deal Record Type configuration to select the available values.Cevap
- Update the Page Layout Assignment matrix to map the Enterprise Sales Profile and Enterprise Deal Record Type to the enterprise page layout.Cevap
- CCreate a permission set that grants access to the Deal_Structure__c picklist values and assign it to the Enterprise Sales Profile users.
- DConfigure Dynamic Forms component visibility filters on the Lightning page layout to unhide the missing picklist values.
Cevap
To resolve the page layout and picklist display issues, the administrator must assign the appropriate page layout to the Enterprise Sales Profile for the Enterprise Deal Record Type under Page Layout Assignment, and edit the picklist settings for Deal_Structure__c within the Enterprise Deal Record Type configuration to select the allowable values.
Page layout display is determined by the combination of a user's Profile and the Record Type of the record via Page Layout Assignment. Additionally, the specific picklist values available to a user are governed by the Record Type definition itself, where individual picklist fields must be edited to select which values are active for that record type.
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Page Layouts and Record Types Assignment
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