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dalvyx [7]
3 years ago
13

A company has a complicated Sales process regarding its opportunities. The company has three different lines of business (Widget

A, Widget B, Widget C) that each contain fields specific to that line of business's industry and customers. For each line of business, there is a specific set of fields that Sales users should see and a different set of fields that Marketing users should see.
How should an Administrator configure Page Layouts and Record Types for the Opportunity object so that each team sees what it needs to see, without cluttered layouts containing unnecessary fields?
a. Create three Record Types (Widget A, Widget B, Widget C) with six Page Layouts (Sales Widget A, Sales Widget B, Sales Widget C, Marketing Widget A, Marketing Widget B, and Marketing Widget C)
b. Create one Record Type with six Page Layouts (Sales Widget A, Sales Widget B, Sales Widget C, Marketing Widget A, Marketing Widget B, and Marketing Widget C).
c. Create six Record Types (Sales Widget A, Sales Widget B, Sales Widget C, Marketing Widget A, Marketing Widget B, and Marketing Widget C) with six total Page Layouts, one for each Record Type.
d. Create six Record Types (Sales Widget A, Sales Widget B, Sales Widget C, Marketing Widget A, Marketing Widget B, and Marketing Widget C) with one Page Layout.
Business
1 answer:
dalvyx [7]3 years ago
7 0

Answer:

A. Create three Record Types (Widget A, Widget B, Widget C) with six Page Layouts (Sales Widget A, Sales Widget B, Sales Widget C, Marketing Widget A, Marketing Widget B, and Marketing Widget C).

Explanation:

This question is about Salesforce, and the reason I chose A is because:

  • Option B is not correct because ti would be too messy to use only one Record type.  
  • Option C is not correct because you need a 6 page layout and that option includes only a 1 page layout.
  • Option D  is unnecessarily complicated since you can use only 3 record types and using 6 would not help you at anything.
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