Categories

Use _________ to filter or segment picklist values based on the user’s profile.

Below is the answer and explanation for the question in the Salesforce Exams.

Use _________ to filter or segment picklist values based on the user’s profile.

  • Record Types ✅
  • User Profiles
  • Role Hierarchy
  • Business Processes
  • Field Level Security

Correct Answers

Record Types ✅

Explanation

Users with the “Customize Application” permission can create record types. Before you begin, decide how you would like to categorize the picklist values within each tab.

  1. From the management settings for the appropriate object, go to Record Types. Click New
  2. Choose Master from the Existing Record Type drop-down list to copy all available picklist values, or choose an existing record type to clone its picklist values.
  3. Enter a Record Type Label that’s unique within the object.
  4. Enter a Record Type Name. The Record Type Name refers to the component when using the Web services API and prevents naming conflicts on package installation in managed packages.
  5. For opportunity, case, lead, and solution record types, select a business process to associate with the record type. Enter a description.
  6. Select Active to activate the record type.
  7. Select Enable for Profile next to a profile to make the record type available to users with that profile. Select the checkbox in the header row to enable it for all profiles.
  8. For enabled profiles, select Make Default to make it the default record type for users of that profile. Select the checkbox in the header row to make it the default for all profiles. Click next.
  9. Choose a page layout option to determine what page layout displays for records with this record type:
    To apply a single page layout for all profiles, select Apply one layout to all profiles and choose the page layout from the drop-down list.
    To apply different page layouts based on user profiles, select Apply a different layout for each profile and choose a page layout for each profile.
  10. Click Save to edit the values of the standard and custom picklists available for the record type, or click Save and New to create another record type.

The above question is related to the Salesforce Exams. You can find all the updated questions and answers related to the Salesforce Admin Practice Exam on the “Salesforce Exams” 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.

To learn about Salesforce Exams: Salesforce Exams.

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