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Salesforce CRT-101 Exam - Topic 2 Question 97 Discussion

Ursa Major Solar uses two different page layouts for Account records. One page layout reflects thefields related to customer accounts and another page layout includes fields for partner accounts. Theadministrator has assigned the customer account page layout to sales and support users and the partneraccount layout to the partner management team.What should the administrator configure to meet this requirement?
D) Create one record type for customer accounts and one record type for partner accounts.
A) Use a public group and a criteria-based sharing rule to share customer accounts with the partner team.
B) Add members of the partner management team to the default Account team for the customer accounts.
C) Grant create, read, edit and delete access to customer accounts on the partner team profile.

Salesforce CRT-101 Exam - Topic 2 Question 97 Discussion

Actual exam question for Salesforce's CRT-101 exam
Question #: 97
Topic #: 2
[All CRT-101 Questions]

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?

Show Suggested Answer Hide Answer
Suggested Answer: D

Record types are a way to assign different page layouts and picklist values to different users based on their business needs. To use two different page layouts for customer and partner accounts, create one record type for each account type and assign them to the appropriate page layouts and profiles. Reference: https://help.salesforce.com/s/articleView?id=sf.customize_recordtype.htm&type=5


by Kris at Jun 14, 2025, 04:56 PM

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Shawnda
7 months ago
Not sure if this setup will actually work as intended.
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Georgiana
7 months ago
Definitely agree with D, it keeps things organized!
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Kasandra
8 months ago
I think option C makes more sense for access control.
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Teri
8 months ago
Wait, can you really have two different record types for accounts?
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Maybelle
8 months ago
Sounds like option D is the way to go!
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Judy
8 months ago
Creating separate record types sounds familiar, but I’m uncertain if that directly addresses the layout assignment for different teams.
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Mozell
9 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.
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Lindsey
9 months ago
I think using a public group for sharing might be relevant, but I can't recall the specifics of how that works.
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Corinne
9 months ago
I remember we discussed record types in class, but I'm not sure if that's the best option here.
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Yoko
9 months 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.
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Lyndia
9 months 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.
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Shannan
9 months 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.
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Raina
10 months 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.
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Marti
1 year ago
D is definitely the way to go. Record types are the key to keeping things organized and secure.
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Sherita
11 months ago
User 2: Absolutely, it helps keep things organized and ensures the right fields are displayed for each type of account.
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Lai
11 months ago
User 1: I agree, using record types is the best way to handle different page layouts for different types of accounts.
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Hobert
1 year ago
Haha, can you imagine granting the partner team full access to customer accounts? That's a recipe for chaos!
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Anjelica
12 months ago
C) Grant create, read, edit and delete access to customer accounts on the partner team profile.
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Mila
12 months ago
B) Add members of the partner management team to the default Account team for the customer accounts.
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Domingo
1 year ago
A) Use a public group and a criteria-based sharing rule to share customer accounts with the partner team.
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Moon
1 year ago
But wouldn't granting access to customer accounts on the partner team profile also work?
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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.
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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.
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Rodney
1 year ago
I agree with Sage, option D is the most logical choice here.
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Essie
1 year ago
Let's go with option D then.
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Xochitl
1 year ago
It would definitely help keep things organized.
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Lucy
1 year ago
I agree, having separate record types makes the most sense.
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Carline
1 year ago
I think option D is the best choice.
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Sage
1 year ago
D all the way! Record types are the way to go for this scenario.
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Lenna
1 year ago
It's important to have separate record types to ensure the right fields are displayed for each type of account.
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Shelia
1 year ago
Record types will definitely help in organizing the different layouts for customer and partner accounts.
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Josue
1 year ago
I agree, using record types is the best solution for this.
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Noble
1 year ago
I think the administrator should create different record types for customer and partner accounts.
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