What must an administrator do when creating a record type? - ProProfs Discuss
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What must an administrator do when creating a record type?

What must an administrator do when creating a record type?

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A. Set the field-level security for the record type
B. Add the record type to the required user records
C. Assign the record type to the appropriate profiles
D. Create a new page layout for the record type

This question is part of Practice Admin 201 Set 5
Asked by Rekha, Last updated: Aug 09, 2020

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2 Answers

N. Kingsley

N. Kingsley, Writer, Columbus

Answered Aug 28, 2018

In Salesforce and other systems, there are record types. A record may be created and information is typed into the record to be saved for later. Employees and other workers may need to look back at this saved information in the record to answer questions that they may have. They may need the information saved in the record for future use.

Other functions of the records include allowing the employee to use the information through different processes and allocate the values for different uses. Interactions and easier administration allow fewer fields to have to be used. All of the information may be in one central area. If an administrator is creating a record type, he or she will need to assign the record type of the appropriate profiles.

 

John Smith

John Smith

Answered Oct 24, 2016

Assign the record type to the appropriate profiles
 

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