Salesforce Administrator — Question 509

Ursa Major Solar has the following process regarding its opportunities:
✑ There are three different lines of business (Widget A, Widget B, Widget C) that each contain fields specific so 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.
An Administrator needs to 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.
What should the Administrator do to accomplish this goal?

Answer options

• A. Create one Record Type with six Page Layouts (Marketing Widget A, Marketing Widget B, Marketing Widget C, Sales Widget A, Sales Widget B, and Sales Widget C).
• B. 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.
• C. Create six Record Types (Marketing Widget A, Marketing Widget B, Marketing Widget C, Sales Widget A, Sales Widget B, and Sales Widget C) with six total Page Layouts, one for each Record Type.
• D. 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).

Correct answer: D

Explanation

The correct answer is D because it allows for the creation of three distinct Record Types for each line of business while providing six tailored Page Layouts that cater to both Sales and Marketing needs. This structure prevents clutter by ensuring each user group only sees the fields relevant to their roles. Options A and C create unnecessary complexity by having too many Page Layouts or Record Types, while B does not provide sufficient customization for different user roles within each line of business.