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Cloudy Computing has multiple different record types for Opportunities. Users are complaining that it is tedious having to select a record type each time they create an Opportunity. As the Salesforce Administrator, what could you recommend?

Below is the answer and explanation for the question in the Salesforce Admin Practice Exam: Cloudy Computing has multiple different record types for Opportunities. Users are complaining that it is tedious having to select a record type each time they create an Opportunity. As the Salesforce Administrator, what could you recommend?

Cloudy Computing has multiple different record types for Opportunities. Users are complaining that it is tedious having to select a record type each time they create an Opportunity. As the Salesforce Administrator, what could you recommend?

  • Administrator can set the default record type at profile level
  • Users can set their default record type in Settings ✅
  • No default record type can be chosen
  • Administrator can set the default record type at role level

Correct Answers

Users can set their default record type in Settings ✅

Explanation

Although the Salesforce Administrator can set a default record type at profile level, if more than one record type is active, the default will simply be selected but the user will still see the record type selection screen.

We can reduce the navigation by skipping the record type selection screen (less clicks = happier users!). We can do this by advising users that they can set their default record type in Settings. Once they select their default record type, when creating a record they will no longer see the record type selection screen.

The above question is related to the Salesforce Admin Practice Exam. You can find all the updated questions and answers related to the Salesforce Admin Practice Exam on the “Salesforce Admin Practice Exam” page. If you find the update in questions or answers, do comment on this page to let us know. I will update the answers as soon as possible.

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