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Ursa Major Solar uses two different page layouts for Account records. One page layout reflects the
fields related to customer accounts and another page layout includes fields for partner accounts. The
administrator has assigned the customer account page layout to sales and support users and the partner
account layout to the partner management team.
What should the administrator configure to meet this requirement?
33 comments · newest first
SH
Shawnda
11 months ago
Not sure if this setup will actually work as intended.
GE
Georgiana
11 months ago
Definitely agree with D, it keeps things organized!
KA
Kasandra
11 months ago
I think option C makes more sense for access control.
TE
Teri
11 months ago
Wait, can you really have two different record types for accounts?
MA
Maybelle
11 months ago
Sounds like option D is the way to go!
JU
Judy
12 months ago
Creating separate record types sounds familiar, but I’m uncertain if that directly addresses the layout assignment for different teams.
MO
Mozell
12 months ago
I practiced a similar question about page layouts and user profiles, and I feel like granting access on the profile could be a solution.
LI
Lindsey
1 year ago
I think using a public group for sharing might be relevant, but I can't recall the specifics of how that works.
CO
Corinne
1 year ago
I remember we discussed record types in class, but I'm not sure if that's the best option here.
YO
Yoko
1 year ago
Easy peasy! The answer is clearly D - create one record type for customer accounts and one for partner accounts. That's the most straightforward way to handle the different page layout requirements.
LY
Lyndia
1 year ago
Okay, I think I've got it. We need to create separate record types for customer and partner accounts, and then assign the appropriate page layouts to each. That should meet the requirement.
SH
Shannan
1 year ago
Hmm, I'm a bit confused. Is the question asking about sharing access to the accounts or just about the page layouts? I need to re-read this carefully.
RA
Raina
1 year ago
This looks like a classic record type and page layout question. I think the key is to understand the requirement to have different page layouts for customer and partner accounts.
MA
Marti
1 year ago
D is definitely the way to go. Record types are the key to keeping things organized and secure.
SH
Sherita
1 year ago
User 2: Absolutely, it helps keep things organized and ensures the right fields are displayed for each type of account.
LA
Lai
1 year ago
User 1: I agree, using record types is the best way to handle different page layouts for different types of accounts.
HO
Hobert
1 year ago
Haha, can you imagine granting the partner team full access to customer accounts? That's a recipe for chaos!
AN
Anjelica
1 year ago
C) Grant create, read, edit and delete access to customer accounts on the partner team profile.
MI
Mila
1 year ago
B) Add members of the partner management team to the default Account team for the customer accounts.
DO
Domingo
1 year ago
A) Use a public group and a criteria-based sharing rule to share customer accounts with the partner team.
MO
Moon
1 year ago
But wouldn't granting access to customer accounts on the partner team profile also work?
XU
Xuan
1 year ago
Hmm, I'm not sure. Option B seems like it could work too, adding the partner team to the account team.
MO
Mollie
1 year ago
I agree, having separate record types would make it easier to assign the correct page layout to each type of account.
RO
Rodney
1 year ago
I agree with Sage, option D is the most logical choice here.
ES
Essie
1 year ago
Let's go with option D then.
XO
Xochitl
1 year ago
It would definitely help keep things organized.
LU
Lucy
1 year ago
I agree, having separate record types makes the most sense.
CA
Carline
1 year ago
I think option D is the best choice.
SA
Sage
1 year ago
D all the way! Record types are the way to go for this scenario.
LE
Lenna
1 year ago
It's important to have separate record types to ensure the right fields are displayed for each type of account.
SH
Shelia
1 year ago
Record types will definitely help in organizing the different layouts for customer and partner accounts.
JO
Josue
1 year ago
I agree, using record types is the best solution for this.
NO
Noble
1 year ago
I think the administrator should create different record types for customer and partner accounts.