Filtering or Segmenting Picklist Values Based on User's Profile | Salesforce Exam ADX-201

Using Profile-Based Filtering for Picklist Values

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Question

Use ____________ to filter or segment picklist values based on the user's profile.

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Explanations

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A. B. C. D. E.

A.

The correct answer is E. Field Level Security.

Field Level Security is a feature in Salesforce that allows administrators to control the visibility and accessibility of fields for different profiles. By setting field-level security, an admin can determine which users can see and edit specific fields on an object. This feature is essential for maintaining data security and preventing unauthorized access to sensitive information.

Picklists are a common field type in Salesforce that allows users to select one value from a list of predefined options. In some cases, you may want to restrict the available picklist values based on the user's profile. For example, you might have a picklist field that contains sensitive information that only certain users should be able to see or select. In this case, you could use Field Level Security to restrict the available values based on the user's profile.

To set field-level security for a picklist field, follow these steps:

  1. Go to Setup > Object Manager and select the object that contains the picklist field.
  2. Click on Fields & Relationships and select the picklist field you want to modify.
  3. Click on Set Field-Level Security.
  4. Select the profiles you want to modify and choose the appropriate level of access for each profile.
  5. Save your changes.

Once you have set field-level security for a picklist field, users who do not have access to certain values will not be able to see or select them, even if they are available to other users. This is a powerful feature that helps ensure data security and confidentiality in your Salesforce org.